Financial Advisor Jobs in Santa Cruz, CA

Engage in high-impact compliance for ERISA qualified retirement plans, ensuring accuracy and quality control. Collaborate with teams to provide expertise in plan operations while enhancing client supp...

Shape the future of financial services by managing key accounts and driving demand for data governance solutions. Collaborate with C-suite leaders, navigate complex sales cycles, and expand Collibra's...

Drive financial excellence by collaborating across teams to enhance revenue forecasting and efficiency in a dynamic, high-growth environment. Be pivotal in shaping strategies that support public compa...

Empower clients by leading finance transformation and managed services innovations. Drive strategic growth through client engagement, operational excellence, and cross-functional collaboration while d...

Join a dynamic team as a financial partner, enhancing relationships with affluent clients by delivering tailored banking solutions, proactive engagement, and leveraging a wide range of products to mee...

Accelerate progress at corporate consolidation and G&A finance, driving monthly management reports and partnership with cross-functional teams to optimize our financial performance and reporting effic...

Analyze corporate finance consolidation and G&A budgets; enhance monthly reporting processes and ensure accurate financial mapping as a key strategic partner across functions. Drive data integration a...

Lead the charge in enhancing our global tax function as a Principal Tax Analyst. Take ownership of U.S. income tax provision, compliance, and reporting while driving process improvements through techn...

Advance your career by shaping strategic AI infrastructure partnerships. Engage with leading AI innovators, build relationships, and drive high-value agreements, while leveraging your expertise and au...

Champion the modernization of digital purchasing experiences by leading strategic initiatives and collaborating across departments to enhance workflows, leverage data insights, and drive customer-cent...

Lead the end-to-end management of deposit portfolio analytics and performance. This role combines analytical expertise and strategic planning to drive financial outcomes while ensuring quality and com...

Champion strategic initiatives in business development, guiding a dynamic team to elevate client engagement and revenue growth across diverse business units while fostering innovation and accountabili...

Optimize capital sales strategies for key accounts in Eastern US, driving installations and partnerships. Engage with diverse stakeholders to ensure effective solutions and elevate company presence in...

Transform global health financing by shaping public financial management strategies. Collaborate with senior leaders to enhance efficient fund utilization in health sectors across partner countries, e...

Drive impactful growth by owning actuarial processes for complex portfolios, collaborating with cross-functional teams to ensure pricing and performance align with strategic objectives, ultimately sup...

Champion growth by developing and executing strategic account initiatives across healthcare systems and academic institutions, fostering executive relationships, and driving enterprise-wide adoption o...

Lead the product roadmap for Advisor Experience, enhancing client and advisor interactions. Drive development of tools and integrations to improve efficiency, retention, and satisfaction. Collaborate...

Drive growth and retention strategies for customer accounts, ensuring high satisfaction levels while fostering strong relationships and facilitating multi-level engagement across client teams for opti...

Empower businesses by managing strategic client relationships, ensuring satisfaction, driving retention, and maximizing value through innovative solutions, while presenting data insights and identifyi...

Join a team that's dedicated to managing client relationships and overseeing complex transactions. Contribute to account administration and risk mitigation to enhance client satisfaction in a fast-pac...

Unlock your potential as a Sr. Account Manager, driving publisher relationships, maximizing account growth, and enhancing operational excellence for high-priority media accounts. Your impact will shap...

Transform Enterprise Accounts through strategic sales and relationship management. Engage stakeholders, exceed sales targets, and leverage your expertise in Cybersecurity to drive growth and contribut...

Accelerate impact at the intersection of strategy and execution. Join a dynamic team to redefine analytical insights, drive business decisions, and shape growth in product, marketing, and partnerships...

Empower growth by contributing hands-on to AI projects and managing program delivery across multiple portfolio companies. Integrate technology with operational excellence to drive measurable business...

Lead the charge in transforming enterprise sales strategies by driving new business within key accounts and delivering innovative solutions that elevate operations through advanced technology...