Trust Advisor Jobs in Pasadena, CA

Lead the charge in compliance oversight for a dynamic broker-dealer, managing licensing, monitoring conflicts of interest, and enhancing compliance initiatives while ensuring accurate and timely regul...

Unlock potential by leading a high-performing team in Private Banking, driving revenue growth and client relationships for ultra-high net worth clients. Utilize your extensive industry knowledge and s...

Transform client experiences in wealth management by leading trainings, resolving complex issues, and coaching associates to ensure compliance and excellence in service delivery across the Private Cli...

Partner with us to drive mission success by leading customer integrations and enhancing product efficacy while ensuring robust operational processes in a dynamic, innovative environment that bridges e...

Engage in strategic client partnerships, ensuring satisfaction and retention. Drive upsell opportunities through expert knowledge and relationship management while navigating complex escalations for a...

The Director of Asset Management will lead the investment and financial planning division, overseeing portfolio strategy and team development. This role requires a focus on client relationships, compl...

Collaborate with Sales and Partnerships to architect solutions enabling seamless integrations and omnichannel commerce for clients, while shaping product strategy through market feedback. Drive client...

Serve as a trusted advisor, originating and structuring sophisticated custom credit solutions for high-net-worth clients. Manage comprehensive lending strategies while collaborating closely with advis...

Lead the delivery of bespoke credit solutions to High and Ultra High-Net-Worth clients, managing all aspects of custom lending. This role demands strong relationship management, strategic thinking, an...

Drive profitable underwriting results by managing risk selection, collaborating with teams, and developing key client relationships. Ensure compliance with standards while overseeing new and renewal a...

Lead the charge in developing AI governance frameworks to ensure ethical deployment, conducting risk assessments, and collaborating with cross-functional teams to enhance compliance and education on A...

Drive strategic marketing initiatives with top-tier clients, leveraging your expertise to deliver actionable insights and innovative solutions that enhance campaign effectiveness and client success ac...

Join our team to shape AI governance, providing expertise and hands-on training that empowers organizations on their responsible AI journey. Engage with global stakeholders, driving meaningful impact...

Join a team that's poised to drive growth in the UHNW market, managing a senior professional group to enhance client relationships and achieve revenue objectives through strategic leadership and innov...

Shape the future of Treasury Operations by leading a multi-faceted team to ensure operational excellence, risk management, and compliance while enhancing client experiences through strategic initiativ...

Lead the charge in transforming Treasury Operations with strategic oversight, ensuring operational excellence and regulatory compliance while enhancing client experiences across multiple Treasury Serv...

Lead and manage Treasury Operations functions, ensuring operational excellence, risk control, and compliance. Drive process improvements, enhance client experiences, and support strategic initiatives...

Take ownership of building financial integrity and infrastructure for a fast-scaling, regulated financial services business while leading audits and accounting policy to ensure seamless operations acr...

Partner with us to drive process improvements and tackle complex healthcare challenges. Leverage your Epic expertise and problem-solving skills in a dynamic team environment focused on excellence and...

Invent the future of operational efficiency by building agentic solutions that enhance productivity, streamline workflows, and drive successful outcomes in a fast-paced environment while collaborating...

Transform administrative operations by leading our Client Service Associates team. Leverage your expertise in the financial services sector to enhance advisor support and drive business success throug...

Innovate by overseeing complex cross-functional projects, ensuring timely delivery and alignment with strategic objectives while leading and mentoring teams through ambiguity and change...

Shape the future of investment by developing relationships with financial advisors, delivering insights, and enhancing their portfolio strategies. Join a collaborative team focused on transforming cli...

Transform the Regulatory Intelligence function, ensuring seamless regulatory compliance, strategic insights, and operational excellence across diverse programs and markets. Guide stakeholders by devel...

Manage daily operations of Client Services, fostering collaboration and improving efficiency while ensuring exceptional client experience and team development. Lead recruitment and performance evaluat...