Investment Advisor Jobs in Monrovia, CA

Drive strategic IT purchasing initiatives, providing expert recommendations and managing procurement processes for the Bond Program, ensuring compliance and effective stakeholder communication through...

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...

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...

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 investment performance through strategic asset management, enhancing operational efficiency, and driving value in a portfolio of commercial real estate assets. Collaborate across teams to inf...

Unlock potential by driving exceptional service and accuracy in financial reporting for captive insurance clients. Leverage your 5-7+ years of expertise to manage complex accounting tasks and regulato...

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...

Pioneer seamless benefits administration across AMER programs while ensuring compliance, enhancing employee support, and collaborating with vendors. Drive efficiency through data insights and continuo...

Lead and manage multi-year community planning projects, fostering client relations, team collaboration, and public engagement in diverse communities to achieve sustainable and equitable outcomes...

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...

Unlock legal insights by providing expert counsel on commercial real estate contracts, dispute resolutions, and regulatory matters. Collaborate with teams to drive successful business initiatives whil...

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...

Shape the future of employee benefits by managing client relationships and providing innovative solutions. Collaborate with top industry talent to support clients in compliance and claims resolution...

Manage client relationships in employee benefits, ensuring compliance, retention, and support. Collaborate with teams to deliver tailored insurance solutions and facilitate open enrollment activities...

Contribute to client success by managing relationships and delivering tailored employee benefits solutions. Support day-to-day account services, resolve claims, and ensure compliance while driving ret...

Join a team that empowers clients through effective account management and innovative employee benefits solutions, ensuring optimal service delivery and client retention to meet diverse needs across v...

Unlock potential by fostering client relationships and delivering innovative employee benefits solutions. Collaborate with service teams to manage account services, ensuring compliance and satisfactio...