Financial Advisor Jobs in Santa Cruz, CA

Accelerate progress at a pioneering AI compliance SaaS startup as a founding sales hire. Own the full sales cycle, build a pipeline for enterprise customers, and collaborate with the CEO to create imp...

Shape the future of enterprise intelligence engineering by designing and implementing innovative cloud data and analytics solutions that enhance business decision-making and operational excellence whi...

Drive AI adoption by enabling practical use of AI tools across teams, fostering confidence and sustainable workflows. Partner with leaders to ensure measurable value and address barriers to AI integra...

Shape innovative AI solutions that transform customer experiences. Collaborate with enterprise leaders and cross-functional teams to launch and optimize agent strategies that drive measurable business...

Optimize client strategies and drive growth by collaborating with cross-functional teams on complex accounts. Ensure excellence in service delivery while maintaining strong client relationships in a d...

Transform financial analysis by partnering with teams to enhance budgeting and forecasting precision. Drive insights through data synthesis and executive presentations, ensuring strategic financial ma...

Join a dynamic team as you engage clients, analyze financial data, and recommend tailored mortgage solutions to help customers achieve their home ownership goals, driving sales and building lasting re...

The Account Executive (Enterprise - Brands/Retail) will manage an enterprise portfolio, driving retention and growth among existing clients in the corporate sector. This role involves owning the comme...

Join a team that's transforming marketing strategies to drive growth in B2B and government sectors. Lead innovative campaigns, enhance market positioning, and collaborate cross-functionally to elevate...

Partner with us to expand our enterprise presence by leading the full sales cycle, building strong customer relationships, and shaping our strategic sales approach in a dynamic, fast-paced environment...

Lead the charge in addressing customer challenges by leveraging SAP solutions. Engage in strategic discussions and deliver compelling software demonstrations to drive business value. Collaborate globa...

Pioneer sales excellence by cultivating relationships with leading retailers to enhance adoption of innovative technologies, driving substantial business growth through strategic account management an...

Inspire growth as a Territory Manager by building strong relationships, educating clients, and executing strategic projects, all while gaining industry expertise and leveraging innovative solutions to...

Advance your career by leading strategic finance initiatives while driving performance alignment across teams. Collaborate with executives to shape financial strategy, optimize processes, and nurture...

Strategize and manage the complete lifecycle of affordable housing finance, overseeing sourcing, underwriting, and portfolio performance while ensuring alignment with community development objectives...

Partner with us to deliver innovative cyber insurance solutions, serving as a key liaison between clients and insurance markets. Utilize your expertise to design and place complex coverage, ensuring c...

Engage with cross-functional teams to develop and implement strategic financial models. Drive decision-making with analytical insights that align with company's goals, maximizing long-term valuation a...

Elevate operational excellence by managing housing communities, focusing on personnel, financials, leasing, and maintenance to drive performance and ensure compliance with company policies and safety...

Help us manage the accounting for our growing fixed asset portfolio, ensuring financial accuracy while collaborating with cross-functional teams. Utilize your deep technical accounting expertise to sc...

Join a team that's transforming the global nonprofit landscape by architecting and scaling a high-velocity sales engine for SMB and Mid-Market segments, driving significant revenue growth and empoweri...

Manage complex loan structuring and underwriting by analyzing credit needs, ensuring regulatory compliance, and collaborating closely with clients and stakeholders to drive successful loan processing...

Transform the landscape of commercial lending by analyzing, structuring, and managing complex loan portfolios while ensuring compliance with banking regulations. Collaborate with clients and internal...

Transform broker relationships and drive revenue growth by building new partnerships and leveraging existing connections in the employee benefits space. Collaborate cross-functionally to support sales...

Lead strategic financial management initiatives within Defense & Security, leveraging deep expertise to advise on critical engagements, business development, and thought leadership while fostering col...

Lead the development of impactful digital health strategies and initiatives. Collaborate with cross-functional teams to enhance member engagement, streamline product roadmaps, and ensure regulatory co...