Investment Advisor Jobs in Porter Ranch, CA

Lead collateral servicing operations to ensure alignment with strategic objectives, overseeing collateral activity and deficiency analysis while collaborating with cross-functional teams to enhance op...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Join a team that's dedicated to elevating client engagement strategies, fostering multi-level relationships, and driving retention among top-tier customer accounts while ensuring satisfaction and coll...

Drive strategic growth by leading a high-performing account management team, optimizing customer success and operational processes while ensuring retention and expansion across major financial service...

Develop strategic account plans to enhance client relationships and drive revenue growth. Collaborate with cross-functional teams to deliver tailored solutions and ensure satisfaction while maintainin...

Elevate client financial strategies by leveraging operational and technical accounting expertise. Collaborate across industries, delivering tailored solutions to complex challenges while supporting dy...

Elevate your marketing career by contributing to diverse projects that showcase your design and storytelling skills. Collaborate across channels and take ownership of initiatives with a focus on creat...

Join a team that's dedicated to optimizing SBA loan processes by screening, underwriting, and managing diverse loan portfolios while ensuring compliance with guidelines and fostering strong client rel...

Grow your career with a strategic role enhancing provider engagement and performance. Lead initiatives that strengthen relationships, improve operational efficiency, and ensure compliance across a div...

Champion the growth of our Energy Practice by providing expert broking and risk management strategies, while managing client relationships and innovating solutions tailored to strategic priorities in...

Transform your career by leading a high-performing sales team focused on innovative retail and commercial solutions. Drive growth through strategic market opportunities and executive relationships in...

Analyze and manage underwriting operations for General Construction, driving profitable growth while engaging with brokers, assessing risk, and ensuring compliance with guidelines to support strategic...

Grow your career with a dynamic role that bridges client needs and technical delivery, overseeing critical projects for successful client onboarding and ensuring timely execution of technical commitme...

Shape the future of commercial lending by leading credit evaluations, mentoring Credit Administrators, and ensuring compliance with regulatory standards while optimizing loan approvals and managing co...

Contribute to the success of sales operations by optimizing processes, ensuring data integrity, and aligning cross-functional teams to drive predictable growth and operational excellence across the re...

Drive the growth of North America's Frontline Worker business by leading sales, developing strategic partnerships, and building a high-performance team. Shape market presence and propel revenue from e...

Transform fundraising efforts by leading innovative prospect research and management strategies, optimizing data utilization, and expanding donor engagement for sustainable financial support...

Lead the charge in crafting a transformative capital markets ecosystem strategy that drives adoption and innovation, positioning the blockchain network as a leader in institutional finance through par...

Grow your career with an innovative role focused on developing new business and building strategic relationships in commercial banking markets, while promoting our financial products and services to a...

Elevate your leadership by driving performance and quality in benefits administration. Oversee a cross-functional team, ensure client satisfaction, and apply data-driven strategies to optimize service...

Empower teams to excel in delivering quality benefits administration and service by enhancing performance, leading implementations, and fostering strong client relationships in a dynamic, collaborativ...

Lead a team driving revenue insights and analytics while ensuring forecast precision and strategic planning. Utilize AI for efficiency and provide executive reporting on performance metrics across var...

Drive your career with a fully remote opportunity to handle employment litigation cases and collaborate with a national team without the burden of business development...

Support and lead cybersecurity initiatives by leveraging expertise in IAM, SIEM, and Zero-Trust principles. Collaborate with cross-functional teams to design robust security architectures that align w...