Investment Advisor Jobs in Salinas, CA

Unlock potential by spearheading unified financial planning processes. Lead a team of planners to enhance the financial experience for ultra-high net worth clients through training, innovation, and st...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Lead and oversee development teams while driving innovative software solutions across platforms like Salesforce and Workday, ensuring technical excellence and best practices for project delivery. Ment...

Elevate your career by overseeing complex custom software projects, partnering directly with enterprise clients to identify needs, manage requirements, and ensure high-quality implementations that dri...

Design and manage enterprise software implementation projects, ensuring alignment between business needs and technical development. Collaborate with clients and internal teams to deliver high-quality...

Champion financial system excellence by collaborating with cross-functional teams to enhance reporting processes, support month-end close, and drive compliance improvements for informed decision-makin...

Partner with us to drive innovation in wealth management by leading legal counsel for product development. Collaborate with cross-functional teams to ensure compliance while delivering impactful solut...

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...

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...

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...

Develop strong client relationships while managing complex credit portfolios. You'll underwrite Fund Finance products, analyze market risks, and ensure compliance with lending policies, contributing t...

Elevate your career by driving growth and engagement at our branches. Collaborate with leadership to implement strategies that enhance client satisfaction and lead a dedicated team toward achieving fi...

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

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...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Engage in critical surveillance of sales practices to safeguard compliance and mitigate risks across the organization. Collaborate with various teams to enforce policies and improve procedural control...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Redefine sales leadership by driving performance, building teams, and owning the revenue strategy. As a player-coach, you will close deals and shape the future while creating a legacy in a high-perfor...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Transform software applications by designing, developing, and maintaining solutions through collaborative efforts. Oversee MOVEit Transfer and Automation while ensuring system performance and technica...

Empower financial wellness by delivering tailored retirement plans and expert advice for large clients. Collaborate with participants to navigate financial goals, providing support throughout their jo...

Advance your career by driving M&A transactions and strategic advisory solutions. Leverage client management and business development skills across various industries while mentoring junior bankers in...