Trust Advisor Jobs in Brea, CA

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...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

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...

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

Lead the enterprise data management strategy by optimizing tax assessor data quality and governance. Act as the expert liaison, ensuring data is fit-for-use and empowering teams with AI-ready data for...

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...

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...

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...

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...

Lead the charge in sales strategy and account management, driving growth and satisfaction across a dynamic territory. Collaborate with cross-functional teams to secure new business and enhance existin...

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...

Champion client relationships by providing consultative support and operational excellence. Drive growth through collaboration, problem-solving, and proactive engagement while ensuring seamless bankin...

Transform our Partnerships vertical by leveraging data analytics to drive strategic growth. Collaborate with leaders to optimize product experiences and operational risk, guiding the analytical narrat...

Unlock your potential by managing end-to-end implementations for insurance carriers. Collaborate cross-functionally to maximize SaaS platform value, ensuring projects align with client needs and compl...

Shape the future of real estate transactions by leading complex deals and providing strategic legal support across diverse asset classes, while collaborating closely with internal teams and external p...

Engineer innovative agentic frameworks that empower intelligent agents, automate investigations, enhance decision-making, and ensure safe, reliable AI interactions in complex environments through coll...

Empower cross-functional teams with expert legal counsel in the energy sector while managing complex transactions, acquisitions, and compliance issues to enhance growth and innovation in a dynamic env...

Lead the charge in developing and managing an enterprise-wide incident management program, ensuring operational resilience across a global asset management firm by overseeing the entire incident lifec...

Join a leading investment team committed to enhancing ultra-high net worth client relationships through strategic investment advice and innovative solutions. Leverage your expertise to drive impactful...

Join a team that's committed to exceptional client outcomes by coordinating comprehensive RFP and DDQ responses, collaborating with investment teams and ensuring high-quality content that reflects our...