Investment Advisor Jobs in Mountain View, CA

Elevate client interactions and enhance accounting standards expertise through strategic leadership in SEC and Accounting Advisory services, tackling complex compliance and financial reporting challen...

Transform our lending business by leading strategic partnerships and driving growth. You will engage with fintech and banking ecosystems to build impactful third-party relationships while managing P&L...

Unlock growth opportunities by spearheading external strategies, M&A, and partnerships to enhance competitive advantage across technology and supply chain functions while ensuring successful integrati...

Drive compliance excellence by providing legal analysis and strategic guidance on federal and state regulations. Collaborate cross-functionally to enhance compliance operations and remediation solutio...

Engage clients as a Client Advisor, leveraging your sales expertise to foster relationships, guide purchases, and deliver exceptional service in a dynamic automotive environment for a luxury brand...

Drive collaborative technology initiatives by acting as a vital liaison between business operations and IT, ensuring thorough analysis and clear communication of complex requirements across functions...

Lead the charge in underwriting complex affordable housing loans, collaborating with teams to analyze property financials, ensure compliance with GSE guidelines, and mentor junior staff while enhancin...

Champion sophisticated SaaS & commercial transactions, collaborating with cross-functional teams to drive growth. This high-visibility role demands strong negotiation skills and the ability to balance...

Optimize commercial contracts and compliance in a fast-paced, mission-driven environment. Collaborate across teams to mitigate legal risks while supporting sustainable growth in delivering telehealth...

Optimize multi-asset investment strategies and enhance portfolio management processes for model portfolios by utilizing advanced analytics and technology to achieve performance and risk goals...

Lead the charge in overseeing loan accounting, ensuring compliance with GAAP and enhancing internal controls while managing a team to drive operational efficiency and strategic initiatives...

Transform compliance processes by leading adherence to FCRA, FDCPA, and ensuring organizational policies reflect the latest regulatory changes. Collaborate with teams to address compliance issues and...

Transform customer needs into innovative AI agent solutions. Collaborate cross-functionally to launch and scale products that drive revenue and operational efficiency, while ensuring a seamless custom...

Lead and optimize risk management for Trust products in a dynamic Wealth Management environment, ensuring compliance, governance, and the identification and mitigation of risks while promoting a cultu...

Drive end-to-end solutions for enterprise insurance clients, tackling complex challenges with structured thinking and strong analytical skills, while enhancing customer engagements and overseeing impa...

Empower clients by building strong relationships, understanding their financial needs, and delivering tailored solutions. Play a vital role in driving business growth through exceptional service while...

Lead the charge in financial excellence as a Senior FP&A Analyst, driving resource allocation, performance measurement, and strategic insights within a dynamic finance team, while collaborating across...

Drive product strategy and execution within a defined area, translating client needs into actionable roadmaps while collaborating across teams to deliver measurable value and enhance client experience...

Lead the charge in implementing complex benefit solutions for large clients, ensuring smooth onboarding and ongoing satisfaction through effective communication and project management. Collaborate wit...

Make your mark at a dynamic organization by providing critical financial insights, ensuring compliance, and enhancing accuracy in reporting, reconciliations, and audits to support strategic business d...

The Analyst role in Jefferies' Technology Investment Banking Group involves supporting senior bankers in transaction due diligence and execution, as well as conducting industry research and financial...

Unlock potential by driving empirical research into AI's economic impact. Work on innovative projects addressing labor markets, firm behavior, and macroeconomic changes. Collaborate with diverse teams...

Join a team that's transforming tax incentive consulting by leading innovative projects, managing client relationships, and mentoring diverse professionals. Drive impactful results for clients while a...

Elevate your expertise by managing global equity initiatives, ensuring compliance, and enhancing employee engagement through education. Contribute to a collaborative team focused on international equi...

Engage with distributors to drive sales and revenue growth for market-leading video security products. Cultivate relationships and develop strategies to maximize performance while collaborating with c...