Investment Advisor Jobs in Long Beach, CA

Transform financial oversight by leading a team that ensures the integrity and accuracy of client accounting. Drive process improvements and operational excellence while fostering robust stakeholder c...

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...

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...

Advance the Fund Accounting division by leading multiple teams, optimizing resource allocation, and enhancing client relationships to ensure accurate reporting and compliance while supporting market g...

Shape the future of wealth management by building strong client relationships, achieving goals, and leading best practices. Drive business growth through financial strategies and personalized client e...

Build and manage lasting client relationships by delivering tailored wealth management strategies, leading industry best practices, and achieving business growth within a dynamic team environment for...

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...

Partner with us to support Brokers in maximizing business growth and client relationships. Utilize your insights to identify insurance solutions, enhance market presence, and achieve production goals...

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...

Champion growth in title insurance sales by cultivating relationships with real estate professionals. Drive client engagement and expand partnerships while positioning our offerings as a reliable mark...

Champion exceptional client experiences by providing expert support in financial planning and wealth management, facilitating relationships to drive business growth while ensuring high-quality service...

Drive business analysis initiatives to translate client needs into actionable requirements. Collaborate with stakeholders to develop processes, enhance workflow, and ensure project success through eff...

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...

Unlock your potential in a dynamic team environment, ensuring effective design solutions and documentation for advanced technology systems across diverse project types, while collaborating with variou...

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...