Financial Advisor Jobs in Santa Cruz, CA

Unlock potential by driving enterprise value through expert ROI modeling and data analysis. Work closely with executives to translate AI capabilities into impactful financial outcomes, shaping custome...

Drive growth in fintech by developing risk strategies and policies for onboarding. Collaborate with cross-functional teams to enhance financial risk management, utilizing advanced analytics and data-d...

Lead the charge in transforming retirement plan operations by optimizing workflows and enhancing client service. Drive strategic initiatives to ensure operational excellence, risk management, and comp...

Lead talented engineering teams to enhance product offerings while nurturing ownership and high-quality performance. Shape a collaborative environment and drive organizational improvements through str...

Shape the future of economic insights at a leading company, guiding executive strategy through macroeconomic analysis, scenario modeling, and cross-functional partnerships. Lead a new team to enhance...

Drive exceptional client experiences by assisting Financial Advisors in delivering tailored wealth management solutions, ensuring compliance, and maintaining strong relationships to enhance client sat...

Drive customer success by maximizing product value, nurturing relationships, and collaborating across teams to boost revenue and improve outcomes. Embrace a dynamic, cross-functional environment with...

Drive client satisfaction and retention while leading a dedicated team in delivering exceptional retirement services. Cultivate strong client relationships and ensure compliance through effective prob...

Drive client engagement and retention while leading the Retirement Services team. Oversee client interactions, ensure compliance, and expand business opportunities, fostering strong relationships and...

Join a team that's redefining financial processes in a fast-paced environment. You'll lead reporting, compliance, and forecasting to support strategic decisions, while ensuring operational excellence...

Join our Corporate FP&A team to transform financial data into strategic insights. Your expertise in revenue forecasting and financial modeling will enhance decision-making processes, driving planning...

Innovate relationships with key strategic accounts to drive revenue growth. Manage complex negotiations, identify new business opportunities, and ensure successful renewals. Elevate customer satisfact...

Lead the charge in expanding our payables division by acquiring and managing strategic enterprise clients. Utilize your expertise to drive sales growth, develop client relationships, and implement mar...

Lead the charge in advancing powered-land opportunities, managing day-to-day development execution across multiple sites. Collaborate with various stakeholders to streamline processes and ensure proje...

Drive profitable commercial mortgage investments by originating, managing, and structuring loans within established risk parameters. Collaborate with teams to ensure asset quality and support portfoli...

Unlock potential by driving enterprise growth in Ambulatory Surgery Centers. Develop corporate strategies, build executive relationships, and exceed KPIs to align business goals with ASP, Censis, UV S...

Drive robust risk assessments and collaborate on Enterprise Risk Management programs for fintech partners, ensuring compliance while managing complex risk challenges for financial institutions in a fa...

Shape the future of Fintech risk management by executing dynamic risk assessments and programs, collaborating across teams to optimize risk oversight and ensure compliance within the Bank's growing fi...

Elevate annuity pricing strategies by leading model validation, compliance, and risk management initiatives while ensuring product profitability aligns with corporate objectives and regulatory standar...

Transform client healthcare operations by leading consulting projects, assessing needs, and delivering tailored technology solutions within timelines and budgets. Leverage industry knowledge and EHR e...

Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...

Reimagine the future of finance technology by leading a diverse team of engineers to enhance our LOS/CRM platform. Drive automation and agentic orchestration to streamline the refinance process while...

Elevate employee benefits programs by proactively enhancing strategies and compliance while managing vendor relationships and executing seamless open enrollments for a dynamic workforce...

Transform employee benefits by driving strategy, compliance, and program improvement. Lead open enrollment and enhance vendor relationships while ensuring a high-impact portfolio that supports talent...

Shape the future of enterprise sales by partnering with leaders to enhance strategic selling practices, coach high-impact negotiations, and elevate team performance across diverse market landscape for...