Trust Advisor Jobs in Brea, CA

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...

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...

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...

Drive the development of innovative design galleries, leading projects from concept through construction. Collaborate with cross-functional teams to ensure design vision and operational needs are met...

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...

Elevate your career as a key tax contributor ensuring compliance, optimizing processes, and enhancing reporting accuracy. Collaborate cross-functionally in a fast-paced environment to support strategi...

Collaborate with cross-functional teams to drive client onboarding, transition success, and process optimization, ensuring satisfaction and operational excellence within a global real estate services...

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...

Shape business growth by cultivating buyer relationships and leveraging the Crux platform for tax credit transactions. You'll drive outreach, educate stakeholders, and facilitate partnerships to achie...

Lead a dynamic team in managing community associations, ensuring operational excellence, budget management, and stakeholder engagement. Drive a customer-focused approach while balancing diverse commun...

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...

Shape the future of philanthropy by managing grant applications, ensuring compliance, and collaborating closely with program teams. Lead a small team to expand funding opportunities while aligning wit...

Develop and oversee accurate financial reporting processes, ensuring adherence to U.S. GAAP while leading a dedicated team in enhancing systems and managing complex technical accounting projects for t...

Grow your career with a dynamic team focused on delivering strategic intelligence to inform health system partnerships. Lead research efforts that impact executive decision-making and develop actionab...

Transform the future of construction labor dynamics by providing strategic insights and guidance as a senior leader in a collaborative advisory council, addressing workforce trends and operational cha...

Optimize partner relationships and operational workflows for 100+ clients. Collaborate closely with sales and product teams to drive engagement, support growth, and ensure smooth integration of fintec...

Lead the charge in transforming client relationships by driving adoption and value across enterprise accounts. Utilize your expertise to enhance compliance solutions while advising stakeholders to max...

Optimize strategic customer accounts by driving value realization, fostering senior relationships, and enhancing collaborative solutions. Engage with cross-functional teams to achieve measurable busin...

Shape the future of financial oversight by leading accounting, payroll, and budgeting functions to ensure financial accuracy and identify cost-saving opportunities while collaborating closely with upp...

Lead the charge in nurturing strategic customer accounts, driving growth and satisfaction through collaboration with cross-functional teams. You'll develop account strategies, ensuring customers reali...