Trust Advisor Jobs in Brea, CA

Transform client partnerships and operational efficiency by leading innovative multi-client utilization review initiatives. Drive strategic oversight, change management, and analytics to enhance perfo...

Transform the care experience for seniors by leading our wellness team, ensuring quality, continuity, and adherence to care standards while fostering communication among residents, families, and staff...

The Strategic Account Executive at Dandy will focus on building and scaling efforts in the strategic sales channel, targeting large group practices and dental service organizations. This role involves...

Join a dynamic team as you oversee regional data operations, ensuring data accuracy and quality. Lead, train, and coach staff while collaborating across regions to enhance data workflows and support p...

The Solutions Consultant at Singular is responsible for managing sales opportunities and demonstrating the Singular platform to potential clients. This role requires strong communication skills and a...

Transform the onboarding experience by executing scalable programs, enhancing new hire success across Sales, Customer Success, and Support teams while tracking performance metrics and driving continuo...

Transform construction project delivery by overseeing complex toll improvement initiatives. Collaborate with multiple stakeholders, ensuring projects align with strategic goals while maintaining cost...

Champion the future of AI by driving innovative solutions and strategies, collaborating across teams to enhance automation and customer experiences, while leading the development of industry-transform...

Elevate AI solutions by leading development and enhancing customer experiences through cutting-edge AI technologies, collaborating across teams to drive quality, satisfaction, and automation in a fast...

Empower financial institutions by leading successful, scalable software implementations across multiple account types, ensuring on-time delivery and high-quality client experiences while nurturing a d...

Transform data operations as you lead governance and infrastructure for proxy voting, ensuring policy integrity and delivering global insights. Drive collaboration, optimize processes, and champion op...

Advance your career by leading ERP implementations and consulting services for AEC clients. Drive optimizations through technical expertise in Deltek platforms, SQL, and project management while enhan...

Optimize financial operations by overseeing accounting, budgeting, and reporting. Lead teams to ensure compliance and implementation of strategic financial initiatives while providing insights to driv...

Join a team that's optimizing financial systems by managing NetSuite configuration, integrations, and supporting finance processes to enhance operational efficiency and data accuracy across the organi...

Lead the charge in driving client success through strategic partnerships, project management, and impactful communication. Collaborate cross-functionally to enhance client outcomes and optimize health...

Drive innovative data architecture solutions that enhance data modeling and integration across our enterprise. Collaborate with cross-functional teams to design, implement, and evolve robust systems...

Lead transformative projects as you guide clients through successful Litify implementations. Utilize your expertise to drive on-time delivery and mentor teams, fostering strong client relationships an...

Explore new challenges as you lead diverse design projects, ensuring quality and coordination across teams while maintaining client relationships and overseeing project delivery within budget and sche...

Transform your career by overseeing corporate real estate transactions across our extensive national office portfolio. Leverage your expertise in financial analysis and stakeholder management to drive...

Drive innovative business solutions by fostering partnerships and leading a dynamic team. You will strategize to enhance business engagement and operational performance while ensuring impactful outrea...

Transform your career by leading AI innovations that streamline sales and service requests. Collaborate with engineering teams to create impactful systems that enhance customer experiences and redefin...

Champion innovative AI-driven solutions that automate customer interactions. Collaborate with cross-functional teams to enhance product offerings, driving efficiency and performance improvements acros...

Lead the Enterprise Risk Management program by identifying, analyzing, and mitigating risks. Collaborate with departments to enhance risk controls, oversee software implementation, and communicate fin...

Oversee the development and compliance of program policies and documentation. Ensure clarity and legality across organizational practices to support accreditation and improve processes while collabora...

Grow your expertise as you enhance enterprise data governance, partnering with teams to standardize definitions, improve data quality, and support analytics modernization. Contribute to impactful deci...