Trust Advisor Jobs in Brea, CA

Help us deliver exceptional tax and advisory services to Not for Profit clients. Collaborate closely with leadership to drive success, mentor staff, and enhance client relationships while enjoying a f...

Empower Not for Profit clients by delivering exceptional tax and advisory services. Collaborate closely with leadership and staff to enhance team skills while driving business growth and client relati...

Oversee a diverse portfolio of retirement plans, ensuring compliance, effective administration, and superior client satisfaction through proactive relationship management and regulatory adherence. Tak...

Drive client satisfaction and revenue growth by managing relationships and sales for a diverse client base, ensuring effective communication and resource navigation for optimal service delivery and re...

Elevate your career by managing FP&A functions, driving insights, and enhancing financial performance through collaboration with leaders across multiple divisions...

Lead the charge in the successful rollout of credit union card program implementations, ensuring seamless migration, compliance with industry standards, and effective cross-team collaboration for opti...

Contribute to large-scale aviation projects by reviewing complex scheduling submissions, analyzing claims, and coordinating multi-project activities. Leverage over a decade of scheduling expertise to...

Drive impact by managing multi-million dollar projects in hospitality, education, and multifamily sectors. Lead multidisciplinary teams, execute lifecycle management, and leverage tech to enhance oper...

Pioneer a high-impact Technical Account Management team, defining and strategizing key partner engagements while fostering trust and driving measurable outcomes for strategic partnerships across multi...

Drive innovation and strategic legal support in a dynamic healthcare environment. Collaborate with leadership to navigate complex regulations and enable sustainable growth while managing risk. Influen...

Partner with us to enhance Registration and Operations by leveraging Epic systems, streamlining workflows, and improving financial clearance processes to ensure operational efficiency and alignment ac...

Champion our health services operations, leading nursing staff and ensuring compliance. Utilize your expertise to enhance resident care and drive quality initiatives within a collaborative environment...

Innovate billing operations by redefining processes, enhancing efficiency, and supporting scalable solutions while collaborating with teams to drive clarity and accountability in client transactions a...

Transform commercial real estate experiences by providing underwriting guidance and support. This role empowers teams to navigate real estate transactions through analytical solutions and strong colla...

Join a dynamic team specializing in customized liability solutions for design professionals. Leverage your underwriting expertise to assess risks, provide excellent service, and foster profitable busi...

Lead the charge in optimizing Life Sciences partnerships, driving revenue growth and effective solutions. You'll oversee complex commercial deals, enhancing client value while collaborating across the...

Manage casework execution and coordinate with teams to optimize client-matter projects, providing guidance on effective handling of electronically stored information and leveraging technology for effi...

Support litigation teams by executing casework and managing e-discovery projects, ensuring efficient handling of electronically stored information and technology use throughout the litigation lifecycl...

Drive successful sales strategies, coaching and mentoring a team to enhance customer retention and achieve targeted growth, while effectively managing client relationships and team performance in a dy...

Take charge in optimizing identity security strategies, leading IAM initiatives with a focus on modernization and operational excellence. Collaborate across teams to enhance workforce identity managem...

Analyze and drive strategic partnerships with key opinion leaders in nephrology. This role supports growth initiatives through collaboration, insights sharing, and effective engagement plans, aligning...

Empower growth at client families by managing complex tax services, ensuring compliance, fostering professional relationships, and leading teams to deliver exceptional service in a dynamic, remote wor...

Oversee construction projects, ensuring quality, safety, and cost-efficiency while acting as the key liaison between clients and contractors to facilitate successful project execution...

Lead and develop a high-performing Treasury Sales team, enhancing client experiences while managing risk and fostering strong internal partnerships and effective strategies tailored to market needs...

Join a team that's transforming corporate functions by building and nurturing high-performing, engaged teams. Leverage your strategic HR expertise to partner with key leaders in a dynamic, high-growth...