Investment Advisor Jobs in Chatsworth, CA

Empower sales operations by managing processes, enhancing Salesforce integrity, and driving data insights to inform strategic decisions across the organization while fostering collaborative partnershi...

Manage risk improvement consultations for large industrial and middle-market property customers. Oversee evaluations of loss exposures and control methods, collaborate with underwriters, and drive pos...

Discover an opportunity to manage complex client relationships and drive growth. Leverage your health & welfare expertise to enhance client service, while collaborating with teams to meet high standar...

Grow your career with a leadership role guiding regional growth and team success. Drive revenue, mentor talent, and enhance operational performance in an engaging environment. Make a significant impac...

Champion innovative risk management strategies by delivering expert consultations to large commercial property clients. Your insights will drive safety improvements and enhance client relations while...

Take ownership of key product initiatives within claims operations, driving system enhancements and process improvements. Collaborate with stakeholders to deliver innovative solutions that enhance bus...

Advance your career by supporting BaaS product finance through data analysis, reconciliations, and cross-functional collaboration, ensuring compliance and operational excellence in a dynamic banking e...

Empower homeowners with cutting-edge security solutions that enhance safety and simplify life. Collaborate with a dynamic team, provide personalized service, and transform consumer interest into lasti...

Lead a high-performing underwriting team, ensuring efficient loan processing and resolution of complex escalations while collaborating across departments to optimize underwriting operations and enhanc...

Join a team that's dedicated to managing estate and trust tax engagements, leading complex projects, fostering client relationships, and guiding staff development in a supportive, professional environ...

Engage clients by managing estate and trust tax engagements, ensuring compliance and delivering insights while fostering team development and mentoring staff in a dynamic hybrid environment...

Strategize and lead estate and trust tax engagements, serving as a primary client contact and managing a dynamic team to deliver high-quality results and mentoring opportunities in a supportive, hybri...

Engage and expand key partnerships to drive growth and sales. Collaborate cross-functionally to develop strategies, enhance referral networks, and address challenges in a dynamic, fast-paced environme...

Join a dynamic team as Case Manager Lead, overseeing a group of case managers while managing 50 high-value cases. Ensure case success through strategic planning, communication, and quality assurance...

Join a dynamic team in a Senior FP&A Analyst role driving financial insights and strategic decision-making across the organization while mentoring junior staff and enhancing FP&A processes...

Lead client account management for the entertainment industry, ensuring proactive communication and efficient service delivery. Manage renewals, marketing, and new business initiatives while maintaini...

Transform the financial services landscape by driving new business as a key team member. Build trusted relationships with law firm decision-makers and lead the sales cycle with innovative technology s...

Grow your career with a vital role in estimating costs for electrical construction projects, impacting accuracy in budgeting for commercial and industrial builds, including fire alarm systems and low...

Join a forward-thinking team to cultivate and deepen relationships with affluent clients, providing tailored financial solutions across various banking products while ensuring a seamless customer expe...

Join a team that's transforming proposal development with AI-driven insights, federal acquisition expertise, and compelling narrative creation to support high-stakes healthcare projects, collaborating...

Drive new business growth and manage relationships within retail accounts, ensuring revenue targets through strategic pipeline management and consultative selling, while building long-term customer va...

Champion the growth and retention of complex institutional client accounts, fostering deep relationships with C-suite executives and navigating intricate governance structures to drive impactful engag...

Join a team that's dedicated to delivering exceptional service and support in Surety underwriting. Collaborate across offices and manage accounts while driving business growth, all within a hybrid wor...

Transform AI oversight by managing audits, compliance, and fraud detection related to artificial intelligence. Lead evaluations of AI systems to identify suspicious activity and enhance risk managemen...

Lead and oversee AI-focused audits to assess compliance, detect fraud, and strengthen controls against misuse of AI technologies, partnering with cross-functional teams to enhance governance and risk...