Investment Advisor Jobs in Alhambra, CA

Collaborate with clients and stakeholders to enhance accuracy in financial reporting, drive process improvements, and streamline accounting efficiency, ensuring compliance with regulations and support...

Transform your career as you evaluate complex underwriting applications, guide junior staff, and enhance workflow solutions in a dynamic, remote environment dedicated to innovation and excellence...

Lead the charge in developing high-performing sales teams, guiding Strategic Account Executives to achieve competitive targets, drive business results, and foster professional growth through mentorshi...

Innovate financial project controls by leading cost estimation, budget management, and performance analysis for utility projects. Collaborate with stakeholders to ensure adherence to operational targe...

Lead the charge in driving regional growth through effective team management, advisor engagement, and strategic sales execution. Foster advisor relationships, ensuring satisfaction and retention while...

Transform investment operations by managing client communications and documentation. Elevate service standards while ensuring compliance and efficiency in a remote work environment. Collaborate across...

Join our team as you drive innovation in Fixed Income product strategy, collaborating across departments to enhance our investment offerings and achieve organizational goals while ensuring competitive...

The Manager, Investment is responsible for developing digital strategies and coordinating media plans for clients' products and services. This role involves supervising a team, maintaining quality con...

Shape the future of financial analysis by driving strategic insights, ensuring compliance, and fostering innovation. Lead reporting cycles, develop business cases, and optimize advisory support while...

Join a team that's transforming the lower middle market by owning sell-side mandate origination and execution as a VP in Sales M&A. Play a critical role in deal pipelines and firm strategy while mento...

Tackle the challenge of leading a high-impact marketing team, overseeing the strategy and execution of impactful digital marketing funnels while fostering a culture of growth and accountability within...

Engage strategic Financial Services accounts as a trusted advisor. Drive growth through proactive sales, expert relationship management, and innovative solutions tailored to complex enterprise challen...

Manage daily reserve operations for stablecoin issuance. Ensure funds flow efficiently across banking and on-chain systems, optimizing for client returns while implementing scalable operational contro...

Lead the growth of new relationships and business within the retirement plan industry. Drive sales initiatives by collaborating with financial professionals and strategic partners, ensuring achievemen...

Manage end-to-end technical service delivery, ensuring efficiency and effectiveness while driving continuous improvement alongside internal teams and external partners, all to meet Business needs and...

Unlock strategic growth by nurturing corporate relationships and enhancing employee financial wellness. Collaborate with stakeholders to deliver tailored services and drive engagement, while ensuring...

Elevate your career by advising clients on tax strategies, managing compliance issues, and leading a dedicated team to maximize efficiency and minimize liabilities while ensuring exceptional client se...

Drive success by overseeing asset management, executing inventory plans, and optimizing product lifecycles while fostering team leadership and strategic supplier relations to enhance market share and...

Build exceptional client experiences as you own the entire onboarding process. Collaborate across teams, ensuring timely and professional communication. Join us to drive seamless transitions for new c...

Empower affluent customers by managing and deepening relationships, providing tailored banking strategies, and ensuring exceptional service through proactive engagement and collaboration with internal...

The Vice President of Investment Risk & Portfolio Construction at Oaktree will lead portfolio construction, risk analysis, and quantitative insights for U.S. and European High Yield and Senior Loan st...

Join a dynamic team in managing credit portfolios while ensuring risk-adjusted returns. Collaborate with various internal stakeholders to underwrite new credits and assess portfolio performance in a f...

Manage and oversee a diverse portfolio of credit accounts, driving financial performance through meticulous underwriting, risk assessment, and collaboration. Ensure adherence to policies while fosteri...

Engage as a key player in Asset Management, performing analyses and optimizing individual assets across various real estate sectors. Collaborate with teams to maximize value, improve performance and i...

Shape your career with a dynamic FP&A role, driving budgeting and forecasting, overseeing P&L reporting, and delivering actionable insights. Collaborate with leaders to enhance operational efficiency...