Financial Advisor Jobs in Santa Cruz, CA

Accelerate progress at a key operational leadership role, influencing client service excellence, improving processes, and driving technology adoption while ensuring compliance and nurturing talent acr...

Accelerate progress at managing complex underwriting for enterprise accounts. Partner with brokers and clients to drive profitable business, leveraging expert insights and fostering strong relationshi...

Join a dynamic team as you manage and expand client accounts, ensuring exceptional service delivery while building strong relationships and overseeing comprehensive account management activities...

Unlock potential by driving revenue growth within existing insurance accounts while forging strong client relationships. Leverage your expertise to manage complex sales cycles and collaborate with cro...

Elevate the insurance product lifecycle from ideation to launch, ensuring compliance and market competitiveness. Collaborate across teams to drive innovative solutions and meet customer needs in a dyn...

Develop and oversee financial accounting and reporting, ensuring compliance, effective risk management, and quality control. Lead teams to enhance operational efficiency and financial transparency as...

Champion the technology relationship for key B2B partners, coordinating compliance, performance, and strategic execution across multiple teams while improving processes and partner experiences in a dy...

Unlock potential by leading the North America sales efforts, driving growth, and acquiring high-value clients. This role focuses on consultative sales, managing the full sales cycle, and collaborating...

Accelerate progress at our dynamic tax team, managing compliance, reporting, and process improvements while leveraging AI tools to optimize efficiency. Partner cross-functionally to deliver valuable i...

Shape accounts payable processes within SAP, collaborating with finance teams to enhance efficiency in invoice processing and vendor payments, while utilizing best practices and resolving system issue...

Drive innovative payment and value-based care strategies. Lead cross-functional collaborations to advance healthcare initiatives, leveraging advanced analytics and actuarial expertise to improve affor...

Transform the enrollment experience by leading strategic initiatives, optimizing processes, and fostering relationships. Drive engagement and deliver exceptional client outcomes in group benefits enro...

Drive impactful finance processes as an Associate Workstream Manager, collaborating across teams to enhance SAP functionalities, support business initiatives, and foster operational excellence while e...

Transform the trading landscape by ensuring seamless operations in reconciliations and financial processes. Collaborate across teams to identify discrepancies and enhance automation, while thriving in...

Explore new business opportunities in surgical revenue cycle management by developing relationships, managing the sales lifecycle, and driving measurable results. Collaborate with healthcare professio...

Join our team to drive revenue growth as you expand enterprise partnerships in institutional finance and digital assets. Leverage your sales expertise to cultivate long-term relationships with clients...

Shape the future of member engagement by driving revenue growth through strategic marketing initiatives. Own and optimize cross-sell and upsell programs, leveraging data insights to enhance member exp...

Engineer innovative SAP Central Finance solutions that enhance client operations, streamline financial processes, and promote data integrity in a collaborative environment while leading cross-function...

Champion your career by leading product strategy for an innovative trading platform. Collaborate with cross-functional teams to transform trader insights into regulatory-compliant features, shaping th...

Champion customer success by driving utilization of solutions, reducing risks, and fostering long-term relationships. Collaborate with internal teams to ensure customer satisfaction and identify growt...

Advance program management and data analysis by coordinating stakeholders, improving processes, and delivering insightful reports to enhance decision-making and operational efficiency within a dynamic...

Lead the charge in expanding business development for intelligent transportation systems. Engage with customers, stakeholders, and contractors to drive sales growth while ensuring high-quality support...

Transform essential tax operations by executing workflows, addressing complexities, and enhancing efficiency for diverse funds and investors. Leverage your tax knowledge to support a scalable modern i...

Transform data into actionable insights as a Senior Risk Data Analyst, enhancing decision-making in payments risk and compliance. Collaborate cross-functionally to develop reporting and automation sol...

Unlock new opportunities as a pivotal partner, providing expert post-implementation support while driving client engagement, data confidence, and effective communication across multiple teams to enhan...