Investment Advisor Jobs in Alhambra, CA

Grow existing commercial loan portfolios through effective relationship management, ensure compliance with regulations, and provide outstanding service while identifying new business opportunities and...

Oversee US regulatory reporting and stand-alone financial audits while providing critical business support. Drive compliance and enhance internal reporting across multiple sectors, contributing to str...

Empower clients by providing exceptional service, managing inquiries, and coordinating with teams to enhance client relationships and achieve sales goals while promoting operational efficiency...

Champion innovative estate planning solutions while managing client relationships and legal documentation. This role requires expertise in trusts, estates, and transactions, making a meaningful impact...

Transform client engagement strategies by proactively identifying and qualifying opportunities in the RIA channel, leveraging financial technology to enhance growth and drive adoption of innovative in...

Drive the retention and growth of high net worth client relationships while building a skilled team to deliver exceptional wealth management solutions, leveraging extensive experience in managing comp...

Champion a sales-driven approach to engaging high-net-worth clients, leveraging qualified leads. Manage your territory effectively with a comprehensive support system to drive success in financial ser...

Lead the charge in fiduciary and investment account management and risk administration, ensuring compliance while optimizing client relationships and team collaboration. Utilize your expertise to enha...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Lead the charge in sales by engaging high-net-worth clients and providing tailored wealth management solutions to drive customer success and business growth across a defined territory with full remote...

Support the Portfolio Management team in executing investment strategies with precision. Collaborate with various departments to enhance portfolio performance and deliver superior client service while...

Contribute to strategic revenue growth by leading public sector sales channels, leveraging policy insights and stakeholder relationships to drive market development and close high-value opportunities...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Engage with high net worth clients to foster relationships, lead a team of diverse financial experts, and navigate complex wealth management issues while delivering tailored solutions and guidance to...

Drive operational excellence by overseeing due diligence processes, managing post-close workflows, and ensuring compliance with lending regulations to uphold loan quality and readiness while mentoring...

Unlock potential by delivering tailored financial planning and benefits optimization for top executives. Collaborate closely with the Executive Planner to enhance client satisfaction and financial out...

Join a team that's driving business growth and client engagement in the Insurance industry. As a key player, you'll develop customized investment strategies and manage complex relationships, contribut...

Take ownership of financial analyses to drive business development and investment banking services. Collaborate with stakeholders to execute transactions, mentor staff, and deliver proposals, ensuring...

Lead transformative initiatives in capital markets, optimizing funding strategies and enhancing data analytics. Drive innovative AI solutions and foster collaboration across teams to align investor de...

Transform capital markets by architecting a diversified funding stack and driving adaptive AI capabilities to optimize investor alignment and liquidity. Lead initiatives in structured finance, enhanci...

Join a team that's dedicated to crafting impactful in-person and virtual events. Drive brand visibility and thought leadership while managing complex projects and collaborating across departments to e...

Elevate your career by managing impactful virtual and in-person events that align with business objectives. Collaborate with stakeholders, lead project management, and execute strategies to enhance br...

Drive client relationships and support a dynamic sales team to provide tailored wealth management solutions, ensuring a high-quality experience throughout the sales pipeline in a collaborative environ...

Support the compliance function of a new SEC-registered investment adviser, managing the IAR lifecycle, developing policies, and collaborating with cross-functional teams to build an effective complia...