Investment Advisor Jobs in Pasadena, CA

The Director of Strategic Finance will lead the Strategic Finance practice, overseeing teams that deliver complex financial analyses and modeling to support client decision-making. This role requires...

Empower customer success by managing relationships with affluent clients. Drive growth through tailored financial strategies and proactive outreach while collaborating with internal partners to delive...

Drive operational excellence by managing vendor relationships and product performance, overseeing compliance and contracts. Collaborate with teams to enhance strategies and ensure successful execution...

Tackle vendor management and special projects, ensuring compliance and performance. Collaborate with cross-functional teams to oversee product development. Drive operational strategies and enhance cus...

Advance the compensation function through strategic AI application, enhancing processes and decision-making. Collaborate with stakeholders to modernize systems, ensuring operational excellence and com...

Unlock your potential as you drive Agile software development, translating business needs into actionable requirements and documentation while collaborating with cross-functional teams to enhance ente...

Lead the charge in translating business needs into actionable Agile deliverables. Collaborate with diverse teams to streamline software solutions, facilitate stakeholder communication, and maintain pr...

Help us drive client success in the fast-paced hedge fund sector by cultivating relationships and delivering top-notch service, while managing renewals and upselling opportunities within a dynamic, va...

Analyze financial data and drive strategic treasury operations to enhance cash management and reporting. Contribute to forecasting, budgeting, and financial modeling to optimize decision-making and su...

Drive success in the Multifamily Investment Sales team, leading deal processes and offering strategic insights while mentoring junior team members in a dynamic, collaborative environment across Southe...

Champion compliance efforts by supporting risk management and regulatory tasks. Engage in data validation, training administration, and procedural updates while enhancing your banking compliance exper...

Execute local office business development strategies, build market presence, and drive revenue growth by identifying and pursuing new opportunities in collaboration with Practice Leaders and marketing...

Accelerate business growth by generating new opportunities with home builders, fostering relationships, and positioning innovative CX solutions to enhance customer experiences and reputation managemen...

Join a team that's dedicated to providing exceptional accounting and advisory services to high-net-worth clients. In this leadership role, you will manage client engagements and drive growth through s...

Grow your career with a dynamic Transaction Advisory Services team, conducting due diligence and supporting diverse clients. Collaborate with professionals at all levels, guiding projects to optimize...

Lead the charge in capital deployment activities, overseeing underwriting and closing while analyzing real estate investments. Collaborate with teams to drive strategic insights and foster relationshi...

Contribute to diverse projects from inception to completion, managing timelines, resources, and stakeholder relationships while ensuring operational excellence and strategic alignment within the organ...

Drive the establishment of robust Treasury risk oversight in a de novo bank, providing independent monitoring, regulatory compliance, and reporting support. Collaborate with senior leadership to enhan...

Contribute to transaction-related tax accounting matters and support corporate clients in navigating tax reporting, governance, and audit readiness. Lead initiatives, mentor teams, and drive business...

Engage with affluent clients to deepen relationships, identify needs, and provide tailored financial solutions. Collaborate across teams to enhance client experiences while ensuring compliance and sup...

Inspire operational excellence by leading global treasury functions, optimizing cash management, and supporting financial decision-making. Collaborate across departments to enhance liquidity, banking...

Transform distributor relationships through dynamic training and tailored sales support, driving growth in Life and Annuity products. This role emphasizes collaboration, impactful training, and high v...

Optimize investment insights by closely analyzing hedge fund performance and risk exposure, turning data into actionable intelligence while collaborating with senior leaders and external managers in a...

Join a team that's focused on driving sales within Wealth Management, engaging with both new and existing clients. Shape and implement strategies to identify opportunities, negotiate, and close deals...

Lead the charge in shaping AI product strategy for digital solutions, driving engagement and efficiency for wealth management clients. Collaborate across teams to launch innovative AI-powered products...