Investment Advisor Jobs in Pasadena, CA

Drive impactful regulatory strategy by conducting vital market research and analyses, assisting leadership in informed decision-making, and fostering collaboration across departments to enhance Survei...

Optimize global compliance strategies, driving innovation and operational excellence while overseeing regulatory frameworks and developing talent. Collaborate across teams to enhance program effective...

Manage strategic relationships with Third-Party Administrators, driving growth and retention while collaborating across teams to enhance service solutions. Connect with senior leadership and lead busi...

Champion a team in fostering growth for Ultra High Net Worth clients through strategic investment management and relationship building while overseeing portfolio construction and advising on market op...

Deliver tailored operational leadership and advanced support for UHNW clients, driving performance reporting and custom solutions. Collaborate cross-functionally to enhance reporting functions and opt...

Join a team that oversees the advisor transition process, collaborating across departments to deliver exceptional client experiences and facilitate new advisor assimilation, while driving initiatives...

Support our growing asset management team by conducting complex financial analysis, modeling, and reporting for our West Coast property portfolio, enabling strategic decision-making and enhancing perf...

Become a trusted financial advisor dedicated to client growth and personalized planning. Partner with clients through all life stages, leveraging a strong referral network while receiving top-notch tr...

Lead and manage a high-performing team in wealth management, fostering client relationships and driving sales growth while ensuring adherence to regulatory standards and internal controls in the Great...

Engage in investment management by supporting research, report preparation, and portfolio analysis, while ensuring compliance with policies and objectives. Collaborate with the investment team to enha...

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

Transform large-scale Facilities initiatives through strategic coordination, risk management, and resource planning. This role drives efficiency and alignment across projects, supporting enterprise go...

Collaborate with senior investors to manage full investment lifecycle in private and structured credit, enhancing exposure to diverse lending opportunities in a dynamic financial environment...

Transform the legal landscape of crypto capital markets by supporting complex transactions, partnering with global teams to drive innovative solutions that enhance revenue and mitigate risk in a rapid...

Transform research security by assessing risks and implementing compliance controls. Collaborate with stakeholders to enhance institutional practices aligned with federal regulations, ensuring respons...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Manage a diverse portfolio of complex client relationships, ensuring exceptional service delivery while driving retention, growth, and strong business results through strategic relationship management...

Drive client relationships by managing complex portfolios, executing strategies, and enhancing client satisfaction to achieve retention and profitability goals through collaborative solutions and proa...

Champion client relationships by providing strategic consulting and support for retirement plans. Manage ongoing client engagement, resolve issues, and foster profitability while enhancing service del...

Join a team that's focused on empowering lending technology solutions. As a pivotal Business Analyst, you'll translate strategic initiatives into actionable requirements, optimizing efficiency and enh...

Transform client experiences by managing fiduciary and investment accounts, ensuring compliance and retention while leveraging your expertise in trusts and risk management to excel in a collaborative...

Join a team that's dedicated to financial excellence, analyzing budgets, performance, and forecasts. Contribute to strategic projects and enhance reporting systems to support organizational goals and...

Unlock potential by joining our strategic account management team, driving key client relationships, enhancing service offerings, and maximizing revenue through effective communication and collaborati...

Unlock potential by leveraging your expertise in investment advice and client management to cultivate relationships with ultra-high net worth individuals, driving innovative solutions in a collaborati...

Empower high net worth investors with financial expertise, providing tailored investment strategies and market analysis. Collaborate with Private Bankers to enhance client relationships and advise on...