Investment Advisor Jobs in Monterey, CA

Lead the charge in supervising accounting operations while ensuring accuracy and compliance. Manage month-end close activities and develop your team through mentoring, driving process improvements, an...

Join a team that's shaping sustainable infrastructure through innovative civil engineering solutions. You will lead projects, manage designs, and ensure compliance while collaborating across disciplin...

Grow your career with a pivotal role in delivering engaging regulatory education to the insurance sector while building client relationships and collaborating with a dedicated team to ensure complianc...

Lead the charge in negotiating vital 3rd Party Fiber/Conduit Agreements, managing multiple projects, mentoring team members, and ensuring compliance to optimize the fiber-optic network across North Am...

Support clients by analyzing risks, designing solutions, and providing expert insurance recommendations. Lead a team to enhance client service, negotiate terms, and develop strategies, ensuring alignm...

Help us drive financial excellence and investor engagement while managing the end-to-end close cycle. Collaborate cross-functionally to enhance processes, oversee budgeting, and lead strategic financi...

Unlock your potential as you provide critical programmatic and analytical support for international projects, ensuring compliance and high-quality implementation in various countries while collaborati...

Drive growth by owning the full sales cycle in the electric utility sector, engaging key stakeholders, and collaborating with cross-functional teams to secure complex contracts and partnerships. Mento...

Advance your career by leading consultancy projects, managing workstreams, and enhancing client relationships. Contribute to business growth through strategic development and deliver impactful client...

Shape the future of tax strategy by taking ownership of direct tax initiatives, supporting high-impact projects, and partnering across functions to drive business growth and process improvements in a...

Join a forward-thinking team to lead and enhance enterprise-wide business processes. Collaborate with stakeholders to optimize workflows, implement changes, and drive innovative solutions that support...

The Senior Lifecycle & Retention Marketing Strategist is responsible for managing email and SMS marketing programs, creating automated campaigns, and providing strategic insights to clients. This role...

Champion a high-performing team of Enterprise Solution Managers while ensuring successful customer solutions and escalations management. Drive improvements in service management, maintain strong custo...

Shape tax strategies by leading due diligence and structuring for transactions, managing complex research initiatives, and contributing to business development to drive success in dynamic environments...

Manage financial planning and analysis processes to support commercial readiness, partnering closely with leaders to enhance budgeting, forecasting, and reporting standards within a public biotech com...

Reimagine client acquisition strategies as you lead new business development, drive sales processes, and cultivate relationships with decision-makers in Hi-Tech and Manufacturing sectors to achieve re...

Elevate your career by driving operational excellence and seamless transitions in community management. Collaborate with leaders, optimize processes, and ensure top-tier performance while supporting t...

Join a dynamic team to drive franchise sales across a diverse territory, leveraging strategic networking and consultative selling. Cultivate relationships, manage pipelines, and exceed sales goals whi...

Manage and supervise a team focusing on high net worth individual tax compliance, strategic planning, and growth initiatives while ensuring exceptional client service and identifying new business oppo...

Join a team that drives new business growth by managing the full sales cycle, from prospecting to closing deals with SMBs in various industries, ensuring clients experience the benefits of financial o...

Drive exposure intelligence by leading a high-performing team to transform security signals into actionable insights, prioritizing true business risk over vulnerabilities through innovative, AI-powere...

Transform financial insight into action! Join us to drive revenue modeling, sales reporting, and commission planning within FP&A while collaborating with leadership to optimize performance and inform...

Manage procurement governance and systems for seamless Source-to-Settle processes, collaborating with cross-functional teams to enhance efficiency, compliance, and service quality, ensuring audit-read...

Champion industry-leading treasury solutions by collaborating with C-suite executives in a global fintech landscape, driving new business opportunities and strategic decision-making for enterprise acc...

Analyze complex claims data to generate insights that inform legal strategies and compliance. Collaborate with stakeholders, deliver analytical solutions, and ensure data integrity while fostering a d...