Trust Advisor Jobs in Cerritos, CA

Champion robust legal analysis and counsel on tax matters across product lines, ensuring compliance with federal and state laws while mentoring junior counsels and supporting strategic business object...

Provide expert technical support and administration for Yardi products, enhancing real estate investment operations by collaborating with teams to optimize fund accounting processes and resolve comple...

Join our dynamic Casualty Underwriting team to cultivate profitable partnerships with wholesale brokers, leveraging your extensive E&S industry experience to deliver innovative solutions and enhance r...

The Director of Strategic Finance will lead the Strategic Finance practice, overseeing teams that deliver complex financial analyses and modeling to support client decision-making. This role requires...

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...

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...

Address client needs and support a dedicated Commercial Banking team by facilitating service requests, managing accounts, resolving inquiries, and ensuring compliance, while engaging with multiple par...

Supervise a team of Product Return Specialists, drive team performance, and improve engagement processes with patients. Foster training, analyze metrics, and ensure compliance while upholding the high...

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...

Transform enterprise operations by deploying impactful AI solutions that drive business value. Collaborate with cross-functional teams to create scalable applications, enhancing efficiencies and optim...

Shape the future of cybersecurity as a strategic leader in security and infrastructure. Drive initiatives across teams to enhance platform security and compliance while managing a high-performance tea...

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...

Elevate our Institutional Retirement Division by driving comprehensive modernization initiatives that enhance operational efficiencies and customer experience, while leading cross-functional teams to...

Accelerate project success by leading implementation initiatives and fostering client relationships across cross-functional teams, ensuring seamless delivery of services and technology from pre-sales...

Engage with CxOs to demonstrate technology solutions, leading client relationships and innovating strategies for successful IT transformations. Leverage expertise in consultative sales, technology, an...

Join a dynamic team as you leverage technology consulting skills to advise CxOs on their transformation strategies. With a focus on client engagement, you'll solve complex problems while leading proje...

Lead the treasury function, ensuring optimal cash flow and risk management while collaborating with senior leadership on global banking and investment strategies. Drive operational improvements and su...

Grow your career with a leading ingredient manufacturer, driving strategic account management and fostering deep customer relationships while achieving sales goals and overseeing complex account plann...

Engage in the dynamic BIM process, overseeing MEP engineers on diverse projects. Lead model creation, coordinate teamwork, and ensure standards adherence while actively contributing to a high-function...

Manage and enhance relationships with tribal clients, overseeing credit products, underwriting, and compliance for successful financing solutions. Collaborate with cross-functional teams to ensure opt...

Lead and enhance architecture and solution advisory practices, driving strategic initiatives to deliver transformative solutions that meet client needs while fostering collaboration across teams, ensu...

Drive Treasury Operations, ensuring compliance and optimizing processes. Collaborate on cash management, support banking relations, and leverage technology for enhanced efficiency, while maintaining a...

Partner with us to drive post-sales revenue growth by managing strategic relationships across a diverse portfolio of mid-market merchants, ensuring long-term success through effective account manageme...

Transform client relationships and tax strategies by leading a talented team, delivering advisory services, and navigating complex tax matters for business and individual clients. Stay at the forefron...