Investment Advisor Jobs in Van Nuys, CA

Oversee fund reporting and financial analysis, ensuring accuracy in NAV calculations and compliance with GAAP. Collaborate with teams to support financial operations while mentoring junior staff in th...

Transform IT governance by developing service capabilities, assessing security, and enhancing compliance across client engagements through effective project management and clear communication...

Unlock potential by transforming data into actionable insights through the design and delivery of dynamic dashboards using Tableau and Amazon QuickSight, collaborating closely with stakeholders to dri...

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...

Join a dynamic team to oversee risk management for a fast-growing trading platform, ensuring compliance and developing innovative multi-asset products while analyzing market risks and client impacts...

Join a team that drives commercial real estate lending through innovative broker relationships, focused on structuring, closing, and managing loans while achieving production goals. Build connections...

Join a team that's driving innovation in commercial real estate lending by fostering key partnerships and turning broker referrals into successful funded loans while achieving production goals through...

Empower customer success by owning account strategy and growth. Collaborate with key stakeholders, drive product adoption, and enhance customer satisfaction to contribute to overall company objectives...

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...

Pioneer impactful tax strategies and team development while managing client relationships and compliance for insurance-related taxation. Drive growth through mentoring and technical expertise in the e...

Collaborate with product teams to craft clear, engaging content that simplifies complex financial concepts for users, leveraging AI to enhance product experiences and streamline content processes...

Optimize client acquisition in healthcare staffing by identifying, securing, and nurturing relationships with new clients. Lead growth initiatives and achieve sales targets through strategic networkin...

Accelerate progress by leading a dynamic team of sales professionals, driving revenue growth, mentoring new talent, and fostering cross-collaboration within a national network to achieve ambitious sal...

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...

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...

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...

Lead the charge in transforming complex data into actionable insights for life insurance and annuity product performance, while partnering with cross-functional teams to drive profitability and data-d...

Champion operational excellence by managing the onboarding of new consumer and business accounts. Ensure compliance, improve processes, and lead a dedicated team to provide quality service and effecti...

Oversee land development projects, coordinating zoning approvals and budgets while partnering with consultants. Ensure timely execution within budget constraints, utilizing strong organizational skill...

Accelerate progress at driving strategic brand partnerships, identifying, negotiating, and closing high-value merchant agreements. Collaborate with cross-functional teams to ensure successful onboardi...

Lead the charge in managing complex accounting engagements, delivering insights on capital markets transactions and financial reporting, while driving team development and enhancing client value throu...

Transform client relationships by delivering tailored financial solutions while managing high net-worth portfolios. Combine analytical skills and market expertise to strengthen client engagement and d...

Pioneer innovative marketing strategies for our Investor business, leading cross-functional initiatives to enhance engagement, pipeline, and revenue growth. Collaborate with teams to optimize campaign...