Trust Advisor Jobs in Brea, CA

Champion client relationships by delivering innovative Treasury solutions and driving sales performance. Collaborate with experts to enhance portfolio growth, and engage in a structured development pl...

Champion end-to-end manufacturing processes, driving data integrity and operational excellence. Collaborate across teams to enhance performance, improve workflows, and implement continuous improvement...

Transform healthcare by defining product vision and roadmaps for AI-driven tools. Utilize user insights to enhance clinical workflows, collaborating with cross-functional teams to deliver impactful so...

Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...

Lead the charge in developing utility-scale renewable energy projects in CAISO. Oversee execution from inception through readiness for Notice to Proceed, coordinating cross-functional teams to ensure...

Drive the development of renewable energy projects across CAISO, overseeing project execution from early-stage planning to completion. Collaborate with cross-functional teams to achieve key milestones...

Advance healthcare initiatives by leveraging your extensive business development experience to identify opportunities, build relationships, and drive growth in key accounts while managing complex sale...

Support critical patient transitions by assessing needs and coordinating care, ensuring timely hospital transfers and safe discharges. Collaborate with healthcare teams to optimize patient outcomes an...

Champion seamless client experiences by managing account-service processes, fostering strong relationships, and engaging with high net worth clients to ensure effective insurance policy management and...

Join our Personal Lines team to optimize client relationships and manage the account-service process, including preparing quotes, ensuring policy accuracy, and addressing billing issues for high net-w...

Transform client relations by identifying growth opportunities and providing tailored financial advice. Collaborate across teams to deliver comprehensive banking solutions while fostering strong partn...

Pioneer impactful customer experiences by leading CX platforms and data strategy, ensuring seamless integration of analytics and customer insights to empower decision-making across the organization. D...

Shape the future of claims management by overseeing Third Party Administrators, analyzing loss trends, ensuring excellent service, and providing critical insights for risk assessment and audits to enh...

Drive enterprise integration architecture to modernize VA healthcare systems, enabling secure data exchange and interoperability between legacy and cloud-based platforms while supporting critical digi...

Optimize client relationships and enhance business banking by delivering tailored financial solutions, managing a diverse portfolio, and driving growth while ensuring compliance with regulatory standa...

Accelerate progress at a strategic level, driving corporate initiatives to enhance healthcare operations. Collaborate with leaders for innovative solutions while managing performance and fostering a u...

Shape the future of career services by leading innovative programs for international students, guiding them through diverse career paths, and fostering relationships with campus partners to enhance ca...

Drive strategic initiatives across the health system, leading complex projects and fostering collaboration among teams to achieve operational excellence and measurable growth. Leverage data analysis a...

Lead the charge in optimizing deal development processes and mentoring a team to drive successful sales agreements. Collaborate with stakeholders to enhance contract strategies while ensuring complian...

Shape real estate strategies by driving comprehensive legal support for acquisitions, leasing, and operations. Lead a dynamic team and collaborate across functions to deliver business-oriented legal s...

Execute a strategic sales plan to enhance client relations and drive growth in the Govtech SaaS sector by nurturing relationships, providing tailored solutions, and meeting sales objectives across div...

Build and enhance complex claim allocation models to support forensics teams. Collaborate with clients and stakeholders, delivering insightful analytics and reports that guide decision-making for larg...

The Director of Strategic Finance will lead the Strategic Finance practice, overseeing teams that deliver complex financial analyses and modeling to support client decision-making. This role requires...

Transform compliance and controls for growth at a leading financial institution. Drive regulatory oversight, partner relationships, and marketing initiatives while building a robust compliance team in...

Join our dynamic team to guide clients through homeownership, leveraging your expertise in mortgage lending while collaborating with a supportive team committed to exceptional customer service and gro...