Investment Advisor Jobs in Van Nuys, CA

Analyze and enhance financial performance across the portfolio through data analytics, project management, and AI tools. Collaborate with cross-functional teams to pinpoint improvement areas, standard...

Transform enterprise partnerships by driving account growth, fostering relationships, and optimizing sales processes. Collaborate with internal teams, lead post-sales management, and utilize data insi...

Join a dynamic team focused on transforming advanced AI prototypes into production-ready applications. Lead full-stack productization efforts, collaborate closely with stakeholders, and drive innovati...

Unlock potential by conducting advanced credit analysis and risk management for complex real estate transactions. Collaborate independently with internal and external customers to optimize deal struct...

Join a dynamic team to drive financial analysis and modeling, collaborating across departments to enhance decision-making and process improvements, delivering impactful insights to stakeholders in a f...

Design and implement a robust US fund infrastructure, ensuring regulatory compliance and optimal fund structuring. Collaborate closely with GPs and internal teams to create efficient operational frame...

Lead the charge in financial due diligence for M&A transactions, managing engagements, analyzing financial data, mentoring junior staff, and collaborating with clients to assess risks and drive value...

Join a team that's driving broker-influenced sales growth across diverse markets by cultivating strategic partnerships, enhancing client engagement, and leading impactful business initiatives within y...

Drive strategic marketing initiatives that support business unit objectives and foster client relationships. Collaborate cross-functionally to enhance campaigns while mentoring and leading your team t...

Shape the future of business marketing strategies, bridging practice leaders and marketing teams to drive growth through compelling campaign plans and personalized client engagement. Manage budgets, o...

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...

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...

Engage with retirement plan clients to provide expert guidance and education. Collaborate with a talented team to create innovative strategies, ensuring top-tier service and satisfaction in managing i...

Lead the charge in risk management, utilizing analytical skills to enhance operational resilience across business units. Collaborate with teams to develop metrics, monitor performance, and report on r...

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...

Join a team that's dedicated to optimizing fund operations and performance metrics, engaging across finance and investment teams to ensure compliance, enhance profitability, and support strategic deci...

Transform client relationships by identifying mortgage opportunities and providing tailored advice to meet customer needs while achieving sales goals in a dynamic, compliance-driven environment...

Shape the future of client financial services by building and deepening relationships. Utilize your expertise to tailor banking solutions while collaborating with partners to enhance customer satisfac...

Shape customer financial experiences by acquiring new affluent clients and strengthening existing relationships. Lead tailored conversations for comprehensive banking solutions and partner with divers...

Join us to drive customer engagement and enhance relationships through tailored financial strategies, leveraging a collaborative team approach to achieve balanced growth across banking products and se...

Explore an opportunity to enhance customer relationships by delivering tailored banking solutions. Utilize your expertise in fostering connections, driving digital adoption, and collaborating with tea...