Investment Advisor Jobs in Irvine, CA

Develop and manage SBA lending solutions within assigned territory to generate income. Collaborate with sales teams to enhance business relationships and ensure compliance with regulations, driving gr...

Unlock potential as you lead accounting operations, ensuring compliance with GAAP, managing month-end close processes, and enhancing efficiency through system implementations while mentoring junior st...

Develop robust financial management systems for a dynamic research environment, ensuring compliance and accuracy in budgeting, reporting, and administration for grant funding sources and research proj...

Collaborate with senior leadership to drive financial performance and transparency. As a strategic financial partner, enhance financial reporting and analysis while translating complex data into actio...

Partner with us to drive financial performance and enhance reporting across business units. This strategic role involves collaborating with senior leadership to support decision-making and optimize fi...

Join a team that's dedicated to healthcare excellence, driving sales and collaboration across a territory. Engage with providers to achieve product goals while ensuring compliance with industry standa...

Lead strategic asset management efforts, overseeing leasing and performance across the regional portfolio. Mentor teams, drive operational excellence, and ensure alignment with fund objectives through...

Unlock potential by leading corporate accounting and financial reporting initiatives. Collaborate with executive leadership to drive efficiency, ensure compliance, and implement technical accounting s...

Champion the governance processes for federal investment decisions, enhancing oversight and operational efficiency while coordinating high-level executive communications in a dynamic environment...

Engage with utility CFOs to transform financial and regulatory operations, leveraging your consulting expertise to lead impactful projects in the highly regulated utilities finance sector across North...

Join a dynamic team as a Senior Associate, managing diverse tax engagements for high-net-worth clients. You'll lead projects, mentor junior staff, and enhance your expertise through collaborative cons...

Champion the integration of M&A accounting functions, ensuring swift execution and financial alignment while driving compliance and collaboration across cross-functional teams in a dynamic, fast-paced...

Deliver exceptional client service by managing renewals, driving new business, and supporting Producers with marketing strategies, proposals, and effective communication. Collaborate with clients to e...

Address complex fiduciary accounts by providing expert administration and compliance oversight in trust management. Collaborate with internal and external partners to ensure client needs are met while...

Transform strategic growth by leading corporate development initiatives, including M&A and partnerships. Drive evaluations, negotiations, and integration to enhance business opportunities and create v...

Optimize budgeting and forecasting processes in technology finance. Partner with CIO and executive leadership to drive impactful investment decisions, enhance financial governance, and support AI init...

Champion customer experience by leading a dynamic team to achieve strategic goals and drive business growth. Utilize your leadership skills to enhance client relationships while managing risks and dev...

Collaborate with cross-functional teams to drive financial strategy and performance management for the GTM business, focusing on user acquisition, profitability, and new opportunities in a fast-paced...

Champion project insurance strategies and risk management processes, collaborating across departments to evaluate and mitigate risks in a complex industrial and energy landscape, driving successful pr...

Grow your career with a dynamic underwriting team, leading efforts in D&O, Employment Practices, and Fiduciary Liability to enhance our wholesale brokerage business while managing a skilled underwrite...

Lead the charge in driving operational strategy and execution for Customer Support, fostering cross-functional collaboration, and enhancing efficiency through innovative tooling and unified processes...

Lead the charge in providing strategic leadership across complex consulting engagements, managing multidisciplinary teams while driving growth and client satisfaction for public agencies and utilities...

Unlock your potential as a strategic leader, driving high-impact consulting for public agencies and utilities. Lead multi-disciplinary teams, enhance client relationships, and elevate funding practice...

Join a team that excels in managing complex commercial loan relationships. Develop and maintain partnerships to drive new business, ensuring high-quality credit management and compliance while leading...

Join a dynamic team as you leverage your actuarial expertise to develop innovative solutions in pricing, reserving, and financial modeling, while collaborating across departments to influence strategi...