Trust Advisor Jobs in Cerritos, CA

Advance your career by providing expert tax advisory services in estate, gift, and trust sectors. Collaborate with clients while enjoying a supportive work environment focused on growth, flexibility...

Engage with advisors and key partners to enhance charitable giving. Leverage your expertise in philanthropy and relationship management to drive awareness and support for charitable solutions across N...

Drive comprehensive contract administration efforts, collaborating with teams to prepare proposals, negotiate terms, and ensure compliance while fostering strong customer relationships and mitigating...

Accelerate progress at key banking enterprises by driving revenue growth through strategic sales initiatives and executive engagement. In this role, you'll build relationships and manage the sales pip...

Lead strategic credit analysis and reporting for complex requests, ensuring compliance and accuracy. Collaborate with junior officers to enhance credit skills while supporting clients and internal sta...

The Planned Giving Officer at Claremont McKenna College is responsible for cultivating and soliciting life income and bequest gifts from alumni, parents, and friends. This role involves managing donor...

Engage clients in financial assessments, guiding them through debt settlement solutions while achieving sales targets. Leverage your expertise in a dynamic environment to support clients and drive suc...

Lead our in-house legal team by providing comprehensive counsel on M&A and corporate affairs. Engage with cross-functional teams to navigate complex transactions and ensure compliance in a dynamic, fu...

Drive legal excellence by managing M&A diligence, enhancing contract processes, and strengthening legal operations. Collaborate cross-functionally to optimize deal execution and support acquisition-re...

Elevate financial governance by leading compliance initiatives across the Finance organization. Drive adherence to governance standards, manage cross-functional issues, and build strong stakeholder re...

Empower clients by managing a diverse portfolio, delivering tailored financial solutions, and enhancing business relationships through proactive engagement and risk management while ensuring complianc...

Join a team that enhances client success by delivering tailored financial solutions. Manage a diverse portfolio of business clients, focusing on relationship building, risk management, and customized...

Shape the future of RMBS securitization by supporting execution, analytics, and rating agency engagement. Collaborate with senior structurers and traders to enhance deal processes and elevate the orig...

Empower enterprise value creation through strategic M&A and execution of growth initiatives. Lead cross-functional partnerships and interface with Board and sponsors to drive profitability and competi...

Innovate within a dynamic wealth management team, providing tailored lending solutions and expert partnership to clients. Drive portfolio growth by leveraging your extensive credit analysis skills and...

Elevate client relationships and drive lending solutions while managing risk and ensuring compliance. Shape strategies that enhance portfolio performance and promote cross-selling within a dynamic fin...

Join us to lead the development of an innovative AI platform, automating sales and service requests while enhancing customer experiences through cutting-edge technology and rigorous experimentation...

Drive innovation in AI solutions by leading end-to-end development, collaborating with teams, and refining systems to elevate automation and customer experience in a fast-paced environment...

Explore the future of AI by leading the development of a cutting-edge platform that redefines customer interactions. Collaborate across teams to optimize automation and enhance user experience, drivin...

Transform customer interactions by leading innovative AI platform development, driving improvements in automation, quality, and satisfaction, while collaborating with cross-functional teams to establi...

Lead the development of an innovative AI platform, enhancing automation and customer experience by driving technical excellence across engineering, product, and AI integration for widespread impact...

Unlock potential by driving strategic partner relationships and collaborating across teams to enhance solution development, enabling partners to achieve measurable outcomes while promoting business gr...

Join our team to represent clients in complex liability litigation, ensuring positive outcomes through expert legal strategies and collaboration with stakeholders. Engage in trials, mediations, and co...

Unlock your potential in a client-centric role, managing specialty deposit portfolios and driving new business development with a focus on exceptional service and compliance...

Unlock your potential by driving new specialty deposit client relationships while managing a diverse portfolio. This role emphasizes client development, compliance, and credit analysis to enhance busi...