Trust Advisor Jobs in Brea, CA

Transform the Trust Asset and Accounting Management System through strategic technical advisement and program coordination. Lead vendor interactions, budget documentation, and reporting via a fully vi...

Engage new clients and expand service lines to existing ones while managing a profitable insurance portfolio. Conduct market research and provide consultative selling, ensuring client satisfaction and...

Champion end-to-end execution of complex data platform solutions, leveraging EDB Postgres AI. Collaborate with cross-functional teams to deliver mission-critical projects, ensuring the platform suppor...

Join our team as a Vice President in Transaction Advisory Services, leading financial due diligence engagements and shaping strategies for private equity and management clients, while guiding and deve...

Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...

Accelerate progress at client engagements by leading technology pursuits, enhancing sales strategies, and building high-performing teams. Serve as a trusted advisor, leveraging data insights to optimi...

Lead a dynamic team in providing strategic contract management and innovative legal solutions that enhance client relationships and drive business success in the high-stakes sports and entertainment s...

Play a key role in delivering comprehensive transaction advisory services, guiding clients through financial due diligence while mentoring staff and engaging with stakeholders to drive business growth...

Manage and develop a profitable portfolio of US Executive Risk business, providing underwriting expertise and fostering client relationships while ensuring compliance and market reputation within Spec...

Tackle complex insurance claims management for diverse residential and commercial properties, ensuring effective communication between stakeholders and timely resolutions while maintaining detailed re...

Join a dynamic team to manage diverse commercial loan portfolios, enhancing client relationships and driving revenue growth through strategic financial solutions and outstanding customer service...

Transform client financial experiences by providing strategic planning and personalized support to high-net-worth individuals. Collaborate with a dedicated team to drive relationship growth and delive...

Lead a team of Advisory consultants to enhance healthcare performance by managing client engagements, ensuring project quality, and fostering strong relationships. Oversee deliverables, drive profitab...

Elevate client relationships by providing personalized financial planning, investment advisory, and ongoing support, ensuring an exceptional client experience that empowers clients towards financial f...

Drive performance improvement in healthcare by leading advisory teams and 340B services, managing client relationships, and delivering optimal solutions while ensuring project quality and profitabilit...

Drive strategic distribution across intermediaries, enhancing Wilshire's partnerships and adoption of investment solutions in the wealth management ecosystem through robust relationship building and c...

Join a team that's driving client relations excellence in the dynamic mergers and acquisitions landscape. Engage with high-profile clients and deliver critical insights across the deal life cycle whil...

Pioneer innovative claims management by ensuring compliance and providing expert oversight across multi-line claims. Collaborate with teams to optimize service delivery while mitigating risk and enhan...

Join us to manage and service affluent client relationships, providing tailored lending and deposit solutions while ensuring compliance and risk management in a dynamic banking environment...

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...

Elevate client service excellence by managing investment strategies and financial planning. Collaborate with teams to deliver insightful solutions while prioritizing client needs and driving process i...

Join us to lead the contract execution process, partnering with Sales and cross-functional teams to ensure compliance, accuracy, and streamlined workflow management for all contract-related documentat...

Elevate the compliance framework for registered funds, ensuring adherence to SEC regulations. Collaborate with internal teams and fund boards, while managing due diligence and reporting to support gov...

Empower your career by managing and negotiating contracts efficiently. Collaborate with senior leaders and legal experts to ensure compliance and maximize value across various agreements, while suppor...