Investment Advisor Jobs in Long Beach, CA

Partner with us to manage client relationships, oversee accounts, and ensure excellence in service delivery. Utilize your expertise to enhance client retention and drive growth while collaborating wit...

Transform client experiences by leading software implementation projects. Collaborate with diverse teams to define project objectives, manage resources, and drive successful deployments while ensuring...

Manage a diverse portfolio of client accounts, driving revenue growth through consultative sales and strategic client relationships, while exceeding targets through proactive outreach and disciplined...

Manage and enhance accounting operations through effective leadership, strategic process improvement, and collaboration across teams. Drive compliance with U.S. GAAP while ensuring accurate, timely fi...

Partner with us to elevate client insurance strategies, manage renewals, and address complex issues. Utilize your expertise in Life & Health while mentoring others and staying abreast of industry chan...

Join a team that leads the month-end close process, enhancing controls and compliance for accurate financial reporting while collaborating across departments for continuous business process improvemen...

Shape the future of regulatory affairs by driving strategies for late-stage development programs. Collaborate across teams to ensure compliance, manage submissions, and support critical milestones in...

Drive the design and implementation of enterprise process automation strategies, managing workflow solutions and project delivery while mentoring a team of automation managers to enhance organizationa...

Drive client relationships with HNW individuals by delivering tailored financial solutions. Manage portfolio risk and profitability, fostering growth through strong teamwork and proactive communicatio...

Join a dynamic team as an analytics leader to drive sales performance insights, foster talent development, and optimize customer experience across phone and digital channels. Your strategic analysis w...

Drive agent retention and production efforts; implement training initiatives and build partnerships to enhance sales effectiveness and business growth in a supportive, collaborative environment...

Drive the execution of A2A payment solutions, enhancing bank-direct payment capabilities while collaborating across teams to achieve innovative, scalable products that meet partner demands and improve...

Join a team that's reshaping financial services by converting leads into impactful solutions. Help clients navigate their financial journey while maximizing your earnings in a dynamic, collaborative e...

Reimagine international market strategies as a Downstream Marketing Manager, driving growth and aligning global initiatives. Shape strategic plans with KPIs, manage product launches, and analyze marke...

Lead the evolution of AI architecture and strategy, shaping responsible adoption of agentic AI products across Commercial and Investment Banking through innovative frameworks and strategic partnership...

The Enterprise Account Manager will drive growth and maintain strong relationships with U.S.-based customers who have 150-999 vehicles. This role involves strategic sales practices and proactive accou...

Empower strategic growth by leading underwriting operations and driving profitability. Collaborate with regional teams, mentor staff, and manage agency relationships to achieve sales goals in a dynami...

Drive strategic partnerships and revenue growth by leading large-scale ADML client engagements and delivering innovative absence management solutions. Mentor teams and enhance client relationships whi...

Explore opportunities to cultivate and manage relationships with small business clients, leveraging consultative sales techniques to drive growth and enhance market presence while delivering exception...

Transform broker relationships by providing insights and strategies that enhance trust and collaboration. Leverage your sales expertise to drive HealthEquity’s growth in your territory through strong...

Lead the charge in streamlining origination operations, managing a robust team to ensure efficient underwriting and funding processes while fostering dealer relationships and maintaining compliance in...

Tackle international market expansion as you lead the global launch of SaaS products. Own the strategy, drive integrations, and collaborate cross-functionally to establish a strong presence in Canada...

Optimize revenue forecasting and reporting processes while partnering with sales teams to provide insightful analysis. Enhance business strategies through collaboration and effective communication wit...

Deliver exceptional service and solutions by building strong relationships with small business clients, developing sales strategies, and driving growth within your portfolio...

Lead the charge in cultivating strong relationships with small business clients. Drive sales growth through consultative strategies and exceptional service, while developing networks and identifying o...