Trust Advisor Jobs in Pasadena, CA

Deliver exceptional client service by assisting Banking Advisors with portfolio management, enhancing operational efficiencies, and supporting business development initiatives. Collaborate across team...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Drive patent licensing initiatives by managing programs for startups and universities. Collaborate closely with clients and the managing partner to build a successful practice while leading negotiatio...

Drive growth by fostering relationships with affluent clients, delivering tailored wealth management solutions, and mentoring junior advisors. Maintain overall responsibility for client portfolios whi...

Unlock strategic growth in the tokenized asset ecosystem by establishing partnerships, driving adoption, and enhancing the go-to-market strategy, while collaborating cross-functionally to achieve impa...

Address complex fiduciary accounts by providing expert administration and compliance oversight in trust management. Collaborate with internal and external partners to ensure client needs are met while...

Grow your career with a strategic role in asset management, overseeing Specialty Wealth assets while ensuring compliance with guidelines and enhancing investment performance through expert coordinatio...

Shape investment management for Specialty Wealth Assets, driving performance through asset oversight, client collaboration, and transaction facilitation in fiduciary accounts while ensuring adherence...

Drive financial growth by providing expert investment advice and tailored banking solutions, collaborating with clients and team members. Identify opportunities for business development and customer r...

Partner with us to deliver innovative financial solutions and exceptional investment advice while collaborating with diverse teams to enhance client experiences and achieve strategic business targets...

Join us to provide tailored financial and investment planning, collaborating to deliver comprehensive banking solutions that address diverse client needs and support their financial growth in a dynami...

Deliver impactful project management solutions to enhance business processes, optimize resources, and achieve organizational goals while fostering strong relationships with key stakeholders across var...

Champion end-to-end execution of complex data platform solutions, leveraging EDB Postgres AI. Collaborate with cross-functional teams to deliver mission-critical projects, ensuring the platform suppor...

Discover innovative strategies to resolve complex loan situations, ensuring maximum recovery and risk mitigation while engaging stakeholders and enhancing borrower relationships effectively in a dynam...

Manage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issu...

Shape the future of stablecoin issuance by driving strategic market initiatives, collaborating with cross-functional teams, and engaging with institutional partners to maximize go-to-market success an...

Accelerate progress at client engagements by leading technology pursuits, enhancing sales strategies, and building high-performing teams. Serve as a trusted advisor, leveraging data insights to optimi...

Lead a dynamic team in providing strategic contract management and innovative legal solutions that enhance client relationships and drive business success in the high-stakes sports and entertainment s...

Deliver critical insights as a Director in Transaction Advisory Services, guiding financial due diligence for diverse industries. Collaborate with teams to analyze data, mentor staff, and expand busin...

Manage and develop a profitable portfolio of US Executive Risk business, providing underwriting expertise and fostering client relationships while ensuring compliance and market reputation within Spec...

Join a dynamic team to manage diverse commercial loan portfolios, enhancing client relationships and driving revenue growth through strategic financial solutions and outstanding customer service...

Join a leading escrow company where you'll manage transactions, enhance client relationships, and leverage strategic marketing to maximize your earning potential in a supportive environment focused on...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...