Investment Advisor Jobs in Irvine, CA

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Join a dynamic team as you manage critical loan documentation and ensure compliance with regulations, enhancing operational efficiency. Collaborate with investment professionals and leverage your skil...

Support key client relationships while overseeing financial statement preparation and compliance. Collaborate with stakeholders to resolve accounting issues and enhance process efficiencies through st...

Manage complex fund accounting services by leading a team, resolving multifaceted client issues, and driving process improvements to enhance efficiency and accuracy in reporting and reconciliation tas...

Drive growth by leading North America's channel sales strategy, cultivating partnerships, and delivering on ambitious revenue goals. Oversee a team to build a competitive advantage across the automati...

Own the FP&A analysis process, ensuring accuracy in expense tracking, variance analysis, and model integrity within Workday Adaptive, while collaborating with finance leaders to support strategic deci...

Join a team that drives comprehensive financial due diligence for M&A activities, supporting valuation analysis and enterprise value evaluation while collaborating closely with clients and target exec...

Engage with potential partners to build a robust affiliate pipeline, driving qualified leads to mortgage products. Lead outreach efforts, coordinate onboarding, and maintain CRM metrics while ensuring...

Engage clients in financial assessments, guiding them through debt settlement solutions while achieving sales targets. Leverage your expertise in a dynamic environment to support clients and drive suc...

Unlock potential by leading the Multifamily Value and Risk Advisory team, delivering expert commercial real estate valuations. Drive strategic insights while mentoring junior staff and engaging in ind...

Contribute to high yield municipal trading by supporting trade execution, credit analysis, and market research, while collaborating with internal teams for seamless operations across municipal securit...

Drive innovative Video and Audio campaigns, mentoring a skilled team while managing client relationships. Oversee multi-platform negotiations, campaign performance analysis, and stay ahead in media tr...

Join a team that's shaping the future of commercial real estate transactions by leveraging your legal expertise to draft and negotiate key agreements while ensuring compliance and managing complex cli...

Manage complex client risk assessments and collaborate on financial presentations. Lead underwriting support teams, analyze client data for product solutions, and ensure accurate reporting in a fast-p...

Drive investment banking excellence by executing M&A transactions, analyzing financial information, and nurturing client relationships in the Consumer sector. Collaborate within a dynamic team to fost...

Lead the charge in delivering tailored financial and estate planning solutions for high net worth clients, collaborating with advisors and leveraging financial planning tools to enhance client engagem...

Empower advisory firms by developing strategic marketing initiatives, guiding execution, and leveraging insights for growth. Collaborate across teams to ensure effective delivery and continuous optimi...

Elevate capital market strategies through analysis and relationship management. Collaborate to structure transactions and support investor transparency, safeguarding growth in consumer credit and asse...

Lead the charge in managing complex equity data projects, ensuring accuracy and compliance for critical transactions. Collaborate with clients and teams to drive process improvements and automation in...

Engage proactively with clients to optimize retirement plan satisfaction and retention. Utilize expert knowledge to consult on plans, facilitate effective communications, and enhance service delivery...

Empower growth by contributing hands-on to AI projects and managing program delivery across multiple portfolio companies. Integrate technology with operational excellence to drive measurable business...

Join a team that's at the forefront of commercial loan management, overseeing daily operations and ensuring compliance in servicing agreements. Collaborate closely with management and clients to deliv...

Elevate your career by empowering clients through due diligence and transaction advisory services. Collaborate closely with firm leadership, driving impactful solutions while fostering client relation...

Lead the charge in providing transaction advisory services, working directly with clients and leadership to deliver exceptional results and contribute to the firm's growth in a dynamic, team-oriented...

Engage your expertise in transaction advisory services, shaping financial strategies for clients. Collaborate with leadership, enhance your career trajectory, and build meaningful relationships while...