Investment Advisor Jobs in Pasadena, CA

Drive underwriting excellence by leading a skilled team while managing a complex portfolio in the Management Liability sector. Collaborate with cross-functional partners and enhance business operation...

Engage with customers to facilitate vehicle maintenance, driving loyalty and satisfaction through clear communication and consultative selling, while utilizing technology to enhance service experience...

Unlock potential by managing client relationships, enhancing revenue, and mitigating risks in asset-based lending while collaborating with internal and external partners to optimize client satisfactio...

Advance your career by independently assessing and structuring credit requests, managing client relationships, and ensuring compliance in a dynamic financial services environment. Utilize your experti...

Champion the assessment and analysis of credit products for mid-market clients. Manage credit relationships, perform risk evaluations, and ensure compliance with financial regulations, driving informe...

Elevate your career by leading a dynamic administrative team, driving performance, and fostering collaboration while ensuring exceptional support aligned with business needs and values in a high-paced...

Develop your accounting expertise by managing reinsurance agreements and reporting. Collaborate cross-functionally to analyze and improve financial processes while ensuring compliance and accuracy in...

Deliver exceptional service to small business clients by managing account processes, renewals, and premium negotiations. Collaborate with teams to provide solutions, maintain client relations, and ens...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

Drive transformative financial solutions through innovative systems architecture, ensuring data integrity and workflow automation. Collaborate across teams to empower growth with high-value financial...

Elevate risk management by collaborating across teams to implement effective solutions, analyze data, and enhance risk processes within a dynamic environment for a comprehensive enterprise risk framew...

Innovate within a leading multi-family capital organization by applying your underwriting expertise. Utilize analytical skills to assess risks, manage complex portfolios, and ensure compliance, all wh...

Elevate client relationships by delivering exceptional Employee Benefits solutions. You'll drive strategic consulting and marketing efforts, ensuring client satisfaction while collaborating with inter...

Lead the enterprise data management strategy by optimizing tax assessor data quality and governance. Act as the expert liaison, ensuring data is fit-for-use and empowering teams with AI-ready data for...

Unlock potential by leading complex research initiatives and supporting attorneys with expert knowledge management and analysis across diverse practice areas to enhance the firm's capabilities and cli...

Lead the charge in driving revenue growth and coaching select sales producers, ensuring achievement of sales targets while fostering strong relationships across the organization for better cross-selli...

Unlock potential by driving revenue growth and leading Select sales teams, enhancing client solutions. Engage in full cycle management, coaching producers, and fostering cross-sell initiatives to achi...

Engage with professionals at various levels to support investment activities. Collaborate on financial analysis, investment screening, and reporting while enhancing expertise across different credit s...

Optimize wholesale energy and capacity contracts, ensuring compliance and performance across transactions. Drive process improvements and collaborate with cross-functional teams to align strategic goa...

Unlock potential by leading operational due diligence and strategy for private equity and corporate clients. Collaborate with multi-disciplinary teams to drive value creation throughout transaction ph...

Contribute to client success by managing complex transaction engagements, leading operational assessments, and driving value creation through strategic initiatives and detailed analysis, all while emp...

Join a team that empowers clients through strategic operational evaluations, driving value creation during the entire transaction lifecycle while collaborating closely with seasoned professionals to e...

Transform the global safety and security strategy for senior leaders while collaborating with stakeholders to mitigate risks and enhance operational safety. Drive executive protection, incident respon...

Oversee back-office operations for financial account onboarding, ensuring compliance, processing accuracy, and team leadership. Drive improvements and coordinate with various departments to enhance se...

Take ownership of complex exposure analyses and enhance global risk management practices. Collaborate across multiple lines of business, engage senior stakeholders, and drive improvements in analytics...