Trust Advisor Jobs in Los Angeles, CA

Transform complex Consumer-Directed Health implementations for major employers. Lead strategy, execution, and client engagement while serving as a subject-matter expert to ensure operational excellenc...

Manage financial reporting and compliance, ensuring accuracy and adherence to GAAP. Collaborate with clients and stakeholders to deliver timely financial insights and support audits, while maintaining...

Support a growing SaaS company by managing contract negotiations, ensuring compliance, and advising on legal matters. Collaborate with various teams to streamline processes and mitigate risks while ma...

Lead the charge in overseeing asset recovery operations across California, managing repossession activities, and ensuring compliance with legal standards while collaborating with various teams to opti...

Drive strategic initiatives and enhance organizational effectiveness by leading cross-functional projects, developing executive reports, and identifying process improvements to boost business performa...

Elevate your career by leading cross-functional projects that drive strategic initiatives and enhance organizational effectiveness. Collaborate with business leaders to improve performance and deliver...

Lead cross-functional projects to enhance business performance and drive strategic initiatives. Collaborate with leaders to identify improvements, analyze data, and support organizational change while...

Take ownership of cross-functional projects, driving strategic initiatives and enhancing operational effectiveness through data analysis, stakeholder engagement, and process improvements in a fast-pac...

Lead cross-functional projects to enhance business performance and drive strategic initiatives. Collaborate with leaders to identify improvements, analyze data, and support organizational change, ensu...

Join a team that's shaping the future of tax advisory services. As a Tax Manager in Private Wealth, you'll deliver expert guidance in trust and estate tax, mentor staff, and drive client success while...

Empower your career as a Tax Manager in Private Wealth, specializing in Trust and Estate. Collaborate with leadership, deliver exceptional advisory services, and mentor a talented team while driving c...

Drive financial oversight for complex private credit funds, leading a lean team. Collaborate with fund administrators and corporate finance, manage audits, and support new product launches while optim...

Lead the charge in overseeing financial operations, ensuring accuracy in reporting, managing budgets, and maintaining compliance. Collaborate with teams to drive process improvements and build a high...

Elevate your career by partnering with Relationship Managers to manage SBA loan portfolios, enhance client relationships, and drive profitability in Business Banking through strategic analysis and cre...

Drive success by managing complex client relationships, coordinating operations, and enhancing service delivery. Collaborate across teams to ensure strategic alignment and operational excellence in a...

Empower our High Net Worth Planning Services by providing expert financial strategies. Engage with advisors to deliver tailored solutions, addressing complex planning issues while mentoring junior tea...

Lead the charge in developing and managing enterprise proposals and plans, ensuring compliance and quality across submissions. Collaborate with cross-functional teams to enhance win strategies and dri...

Transform your career by leading a team of financial professionals, managing complex tax operations, and delivering exceptional client service in a dynamic, collaborative environment...

Unlock potential by leading a team of financial professionals to deliver exceptional tax services, ensuring compliance and fostering client relationships in a dynamic, collaborative environment...

Elevate your career by managing corporate legal matters in a dynamic defense tech firm. Collaborate with cross-functional teams on M&A, governance, and strategic transactions while providing practical...

Join a dynamic team to negotiate and close high-profile commercial agreements, supporting various business units while driving growth in a leading SaaS company. Collaborate closely with sales and prod...

Lead the charge in designing innovative products with real complexity, collaborating with cross-functional teams to shape user experience and drive strategic decisions that impact thousands of clients...

Lead innovation by building and shipping scalable products, shaping user experience and foundational strategies. Engage with clients to create high-value solutions and leverage AI across wealth manage...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...