Investment Advisor Jobs in Monrovia, CA

The Vice President of Portfolio Analytics and Monitoring at Oaktree will lead the private credit middle office, focusing on investment operations, data management, and portfolio monitoring. This role...

Empower product innovation in Wealth Management by bridging business, tech, and AI. Collaborate with cross-functional teams to enhance advisor and client experiences while leveraging modern technologi...

Lead the charge in driving sales for mortgage technology solutions, bridging gaps between complex lending challenges and innovative software capabilities, while building lasting relationships and supp...

Empower impactful customer experiences by leading innovative strategies that bridge physical and digital retail environments. Drive client engagement through immersive events and spatial designs that...

Explore a pivotal leadership role managing a diverse real estate portfolio, enhancing community satisfaction, driving operational excellence, and fostering a collaborative team environment. Chart a pa...

Join a dynamic team as you unlock potential by conducting innovative Alpha research, developing trading signals, and leveraging advanced techniques to predict market movements. Contribute to impactful...

Drive commercial legal strategies by overseeing contract negotiations, fostering collaboration across teams, and enhancing processes to align business objectives with legal agreements. Lead projects t...

Join a team that's transforming healthcare through innovative Epic solutions. Utilize your expertise to guide clients, enhance systems, and deliver impactful results in a collaborative environment tha...

Empower your career by leading a talented accounting team, ensuring compliance and evaluating operational processes in a dynamic financial services environment. Drive innovation and enhance efficiency...

Join a cutting-edge team as a Senior Underwriter, focusing on contractor's professional liability, leveraging your expertise to underwrite and manage a national portfolio while strengthening broker re...

Optimize business operations by partnering with the CRO to enhance efficiency, streamline scheduling, and support a globally dispersed sales team in achieving revenue goals across the dynamic interact...

Lead strategic marketing initiatives within the Transactions team to enhance client engagement, elevate the firm's market presence, and identify new business opportunities through data-driven campaign...

Reimagine the tax landscape by joining a dynamic team dedicated to providing comprehensive tax services. This role balances client-focused tax preparation with workplace flexibility, ensuring you thri...

Elevate customer relations by managing and growing a robust portfolio of affluent clients, delivering tailored financial strategies with a focus on deposits, investments, and lending while collaborati...

Join a team that's passionate about driving revenue growth in our POS and Payments solutions. You will lead the sales strategy, manage direct and channel sales, and maximize customer engagement to boo...

Unlock potential by partnering with leadership to define strategic initiatives and execute growth plans. Drive analytical rigor and cross-functional collaboration, turning insights into actionable sol...

Join a dynamic team to lead strategic debt capital markets initiatives, develop innovative financing strategies, and optimize lender relationships across investment platforms while mentoring a dedicat...

Transform technology solutions in healthcare by leading product vision and integrations, optimizing workflows, and ensuring compliance—all while driving measurable business value in a dynamic, collabo...

Shape the future of technology solutions by leading complex product strategies, enhancing integrations, and improving health care operations through collaborative leadership, effective design, and inn...

Analyze financial operations while leading the Accounting team, managing the monthly close cycle, ensuring compliance, and supporting audits. Contribute to strategic decisions and enhancements through...

Champion financial integrity by overseeing the Accounting Department's operations, ensuring accurate reporting while adhering to compliance. Drive improvements through effective management, audit coor...

Pioneer AI-driven product strategies, leading cross-functional teams to innovate and enhance the software development lifecycle. You'll collaborate with engineering, data science, and market experts t...

Lead a critical business area by managing operations, risk management, and compliance initiatives. Collaborate with stakeholders to enhance efficiency and compliance, while fostering a safe environmen...

Develop foundational legal strategies and support across divisions, handling pre-litigation and minor litigation while enhancing legal judgment, all under senior mentorship to drive effective resoluti...

Deliver foundational legal support in pre-litigation and minor litigation matters. Collaborate across divisions to handle claims, disputes, and regulatory issues while developing strategic legal judgm...