Trust Advisor Jobs in Brea, CA

Unlock opportunity by leading Medicare Advantage bid strategy, financial modeling, and benefit design. Collaborate with executives, leverage AI tools, and drive impact across a complex, multi-state pl...

Transform client experiences by architecting and implementing tailored solutions on the HighQ platform. Engage stakeholders, provide best practice consulting, and ensure project success while enhancin...

The Strategic Customer Success Manager at Cresta will play a crucial role in ensuring customer success and driving business growth by fostering strategic relationships and acting as a trusted advisor...

Provide advanced customer service and strategic planning for key accounts, ensuring smooth operations and relationship management while driving customer satisfaction and retention in a dynamic and fle...

Shape the future of renewable energy as a leader overseeing preconstruction planning. Drive strategic project development, ensuring client satisfaction and budget alignment for large-scale infrastruct...

Lead the strategy and evolution of enterprise applications, focusing on Salesforce. Oversee a multi-disciplinary team, ensuring scalable systems and alignment with business processes across multiple d...

Grow your career with a dynamic team managing short-duration assets, trading liquidity solutions, and enhancing portfolio performance through innovative strategies and strong macroeconomic insights...

Lead the development and execution of integrated marketing strategies to enhance brand positioning and drive growth. Collaborate with executives to align marketing initiatives with organizational obje...

Lead complex partnership tax engagements for startup and growth-stage clients. Drive project management, deliver accurate returns, and build trusted client relationships. Ready to own responsibilities...

Drive strategic initiatives and daily operations for executive leadership, managing complex schedules, communications, travel, and prioritizing requests in a collaborative, fast-paced environment...

Take ownership of a dynamic portfolio of HOAs, managing daily operations and supporting Board members to enhance community satisfaction. Lead training initiatives while ensuring excellent service deli...

Innovate content strategies that elevate engagement and guide writers. Shape the narrative across diverse business units while maintaining high editorial standards and developing a strong content mark...

Empower teams to achieve operational excellence by leading district operations, enhancing sales, and cultivating talent. Drive financial performance, engage with customers, and maintain compliance acr...

Empower the Sales team by leading legal strategy for SaaS contracts, negotiating agreements, and supporting commercial discussions. Ensure compliance with privacy and security standards while safeguar...

Lead the charge in transforming luxury automotive marketing through innovative AI, machine learning, and predictive analytics, driving smarter customer experiences and maximizing marketing impact...

Shape the future of auditory care by conducting evaluations and fitting devices for diverse patients. Collaborate with a passionate team while delivering top-tier service and supporting community heal...

Empower your future by leveraging your expertise as a Senior Financial Advisor. Engage with clients to assess their financial needs and build lasting relationships while delivering outstanding, fiduci...

Engage with credit union members to assess financial needs and provide tailored investment solutions. Foster long-lasting relationships while ensuring compliance with regulations and collaborating wit...

Manage complex health & benefits consulting engagements for 2000+ employers. Drive strategic direction, develop innovative benefits solutions, and enhance client satisfaction while overseeing financia...

Drive process efficiency and innovation in royalty data workflows, ensuring automation, compliance, and accuracy in reporting. Collaborate with cross-functional teams to enhance operational stability...

Join a team that optimizes client relationships, ensuring exceptional service and retention for commercial accounts, while leading a supportive team to exceed client expectations in a dynamic environm...

Advance your career by driving business development and client relationships in corporate banking, collaborating with specialists to deliver tailored financial solutions across diverse sectors and max...

Develop tailored financial solutions for high-net-worth clients, leveraging investment expertise and relationship-building skills. Collaborate closely with a team to achieve portfolio growth and meet...

Transform marine underwriting by driving growth with brokers and managing profitable risk selection and retention. Collaborate with teams to develop solutions and maintain relationships for sustained...

Unlock potential by leading global compliance initiatives for network security hardware, ensuring adherence to RF, EMC, safety, and cybersecurity regulations through effective cross-functional collabo...