Investment Advisor Jobs in Pasadena, CA

Shape the future of fund structure and compliance while partnering closely with GPs. As a strategic advisor, you'll craft essential legal documents, guide operational processes, and ensure regulatory...

Shape the future of investment fund law by architecting regulatory and operational frameworks. Collaborate with GPs to streamline fund structuring, compliance, and strategic market positioning, all wh...

Engage in commercial real estate sales by actively prospecting for clients, managing databases, and coordinating transaction materials while pursuing professional growth in a dynamic, collaborative en...

Make your mark as a Business Development Manager by driving growth, managing client relationships, and identifying upsell opportunities while working collaboratively with teams to deliver impactful in...

Elevate growth by driving client relationships, identifying upsell opportunities, and leading the sales process. Become the go-to expert in delivering value through our innovative products while foste...

Join a team that's dedicated to providing exceptional service to commercial insurance clients. This role focuses on client relationship management, ensuring efficient account servicing, renewals, and...

Provide independent credit analysis and risk assessment for various lending products. Evaluate creditworthiness, monitor compliance, and collaborate with sales teams to structure loans while mitigatin...

Shape client relationships by developing tailored action plans, managing portfolios, and collaborating with sales to expand clientele. Utilize your expertise in account management to drive growth and...

Transform the evaluation and structuring of credit requests, ensuring compliance while analyzing risk for various financial products. Collaborate with internal teams to provide insightful financial as...

Grow your career as you engage affluent customers, managing their financial needs and delivering comprehensive banking strategies. This is a key role in providing integrated solutions and fostering lo...

Empower high net worth clients by providing tailored financial solutions through relationship building and expert guidance, ensuring compliance and seamless financial planning. Foster growth through c...

Drive growth and retention strategies for customer accounts, ensuring high satisfaction levels while fostering strong relationships and facilitating multi-level engagement across client teams for opti...

Transform your legal expertise by supporting a dynamic corporate trust team, managing transactional matters for trustee and agency services in a fast-paced environment, while ensuring compliance with...

Champion the growth of strategic partnerships in lighting and electrical solutions, driving enterprise-level account management and innovative growth strategies across North America to support clean t...

Analyze and assess internal controls and governance frameworks. Take ownership of end-to-end audits, risk assessments, and consulting services while leveraging data analytics and AI tools to enhance a...

Analyze and execute internal audits to enhance governance and risk management. Collaborate with management and the Audit Committee to provide insightful assessments and recommendations, leveraging ana...

Join a team that drives strategic investment initiatives by engaging advisors, managing relationships, and advancing opportunities in alternative investments, ensuring success in a dynamic financial s...

Oversee territory performance by engaging advisors and executing effective strategies. Cultivate relationships and drive sales through expert knowledge in investment strategies, ensuring a proactive a...

Champion growth by overseeing asset management of LIHTC portfolios, managing compliance, and collaborating with internal teams to maximize investor returns and ensure alignment with regulations and pe...

Unlock value by partnering with finance leaders to drive enterprise planning, budgeting, forecasting, and reporting. Engage in data accuracy, support financial system enhancements, and contribute insi...

Elevate your career as you manage mortgage accounting operations, ensuring compliance with GAAP while overseeing loan transactions and financial reporting. Collaborate with cross-functional teams to e...

Partner with us to deliver risk management solutions in the Energy & Power sector. You will advise clients, manage complex strategies, and innovate insurance products while collaborating with a top-ti...

Transform digital product strategies into measurable outcomes by leveraging data analytics. Collaborate with cross-functional teams to drive business growth, enhance customer engagement, and innovate...

Develop and manage multiline underwriting strategies to drive revenue growth, ensuring compliance and audit standards while fostering strong relationships with agents and internal partners to achieve...

Join a dynamic team as you manage comprehensive multiline underwriting processes while developing and maintaining strong agent relationships. Leverage your expertise to drive profitable new business g...