Investment Advisor Jobs in Brea, CA

Lead the charge in underwriting complex middle market risks while building broker relationships and managing a profitable book of business. Use your expertise in loss sensitive structures to deliver s...

Join a team that champions automation while calculating commission structures, enhancing accuracy and efficiency. Collaborate cross-functionally to drive insights in compensation analysis, ultimately...

Partner with us to transform and automate commission calculations while ensuring compliance and efficiency in our organization. Leverage your analytical skills to drive compensation strategies across...

Join us to shape the narrative for our Prime & Markets strategy, engaging globally with institutional clients. Own product-heavy go-to-market initiatives, drive cross-functional collaboration, and ele...

Lead the charge in global payroll and tax compliance management. Ensure accuracy in taxability matrices and payroll guides, contribute to financial processes, and drive efficiency through collaboratio...

Champion client success by leading strategic M&A initiatives, advising on complex transactions, and managing cross-functional teams to deliver exceptional communications in various high-stakes situati...

Explore growth opportunities by establishing and managing a robust client portfolio while ensuring compliance and delivering tailored financial solutions in a dynamic banking environment. Drive client...

Advance growth initiatives and shape sustainable client relationships by blending inbound and outbound strategies. Collaborate with leadership to build a thriving pipeline while fostering connections...

Lead the charge in managing advanced planning initiatives and projects. Oversee staff, collaborate with municipal clients, and guide complex planning applications, ensuring compliance with regulations...

Lead the integration of new data sources into the platform, ensuring rigorous evaluation and accurate mapping. Collaborate across teams to translate requirements into integration specifications, drivi...

Lead the charge in enhancing client SEO strategies by conducting in-depth keyword research, technical audits, and performance analyses to optimize visibility across search platforms while collaboratin...

Develop and amplify strategic partnerships within the SMB space, driving lead generation and growth opportunities through relationship management and innovative initiatives in a fast-paced environment...

Deliver essential business systems analysis by collaborating with stakeholders, enhancing systems on the Power Platform, and maintaining insightful Power BI reports. Utilize your consulting skills to...

Drive impactful decisions as a Senior Technical Claims Specialist tackling complex construction defect claims, ensuring optimal outcomes for clients while managing high-stakes adjudication with autono...

Accelerate progress at driving measurable customer outcomes by leading value realization initiatives. You'll work closely with strategic accounts, fostering strong partnerships that enhance the overal...

Oversee daily operations of e-commerce listings while leading a team to optimize workflows across major platforms, ensuring accuracy and efficiency to drive brand success...

Shape our financial future by leading finance and accounting, enhancing compliance and operational efficiency while providing strategic support to executives and teams across all business functions...

Elevate operational efficiency by optimizing processes, leading UAT, and supporting strategic planning. Drive transformation through data analysis and collaboration while mentoring team members and en...

Transform supply-side connectivity strategies as you lead multi-functional teams, driving alignment and operational efficiency. Your expertise in technical programs empowers growth and enhances relati...

Transform your career by managing the full lifecycle of our lateral partner recruiting initiatives across multiple offices, ensuring a seamless experience for candidates and stakeholders while enhanci...

Collaborate with cross-functional teams to monitor and execute programs, providing strategic insights and detailed reporting to ensure alignment with project goals and successful outcomes...

Join a team that's dedicated to managing and expanding Corporate Banking credit relationships, underwriting credit, and driving revenue growth through strong relationship management and effective cust...

Lead the strategic management of corporate banking credit portfolios, driving revenue growth by successfully establishing and nurturing client relationships while ensuring effective risk management an...

Engage with clients to manage and grow a portfolio of corporate banking relationships, drive revenue through new business, and proactively address credit risk while ensuring top-tier customer service...

Champion the growth of Corporate Banking portfolios by managing credit relationships, enhancing existing connections, and driving new business through insightful risk assessment and strategic relation...