Wealth Management Advisor Jobs in Sherman Oaks, CA

Optimize lending solutions by collaborating with advisors, underwriting, and risk teams to identify opportunities, execute deals, and manage portfolios, ensuring compliance and credit discipline for h...

Accelerate business growth by driving sales in ERP and cloud financial systems. Build trusted relationships with clients as you lead solution discussions and manage multi-million dollar implementation...

Unlock potential by driving AI-powered workflow solutions to enhance business processes. Collaborate closely with cross-functional teams and stakeholders to identify challenges and deliver measurable...

Join a dynamic team supporting Account Executives in client service and documentation management. Build relationships, enhance client retention, and contribute to a collaborative culture while develop...

Transform investment strategies into impactful sales tools by developing unique product messaging and supporting sales teams. Drive market positioning with innovative materials and enhance client enga...

Engage with a dynamic team to nurture customer relationships and drive growth. Leverage your commercial lending expertise to enhance financial outcomes for clients while managing credit quality and ex...

Shape the future of client finance management by engaging with clients, managing financial operations, and guiding junior staff. Drive accurate reporting, effective cash flow management, and uphold ex...

Drive financial success by managing client accounts, overseeing cash flow, and ensuring timely communication. Utilize your expertise in accounting to support year-end processes while mentoring junior...

Empower and lead project teams in delivering strategic insights and innovative solutions to clients across various industries while mentoring junior staff and fostering key client relationships...

Drive mortgage servicing strategy and portfolio management to enhance revenue, minimize losses, and optimize returns. Lead a team and collaborate cross-functionally to execute and monitor best executi...

Manage healthcare and institutional projects, leading the team from proposal to closeout. Collaborate with clients and team members to ensure project success through effective communication and operat...

Lead the charge in enhancing client relationships and team performance through strategic coaching and mentorship, while managing a portfolio of mid-sized companies to foster growth and satisfaction...

Elevate the client experience by mentoring Client Relationship Managers and managing a strategic book of business. Drive team performance, improve client satisfaction, and lead initiatives for growth...

Transform your career as you evaluate complex underwriting applications, guide junior staff, and enhance workflow solutions in a dynamic, remote environment dedicated to innovation and excellence...

Shape the future of affordable housing asset management. Oversee multi-faceted LIHTC portfolios, ensuring financial performance and compliance. Collaborate with partners to enhance investment value wh...

Lead workplace strategy and asset optimization, creating next-gen experiences for clients in a dynamic hybrid work environment, leveraging data and design to drive measurable success across the West C...

Champion strategic client partnerships in Property & Casualty insurance, guiding tailored solutions for diverse real estate and construction portfolios, while mentoring team members to enhance service...

Champion complex Financial Institutions Management Liability underwriting, driving new business while managing an existing portfolio. Collaborate with brokers and internal teams to enhance profitabili...

Drive investment banking initiatives by performing in-depth financial analyses, leading client projects, and supporting teams in executing transactions while providing mentorship to junior analysts. E...

Join a team that's driving technology transformation in SLED markets. Leverage your extensive relationships and sales expertise to deliver strategic solutions that enhance customer success. Own key ac...

Empower client growth by leading success initiatives across SLED Enterprise accounts. Collaborate within teams to deliver strategic technology solutions while nurturing strong regional relationships a...

Join a dynamic team to drive strategic initiatives, enhance operational excellence, and elevate business performance across multiple functions. Collaborate with leaders to implement growth strategies...

Join a team that's dedicated to financial excellence, analyzing budgets, performance, and forecasts. Contribute to strategic projects and enhance reporting systems to support organizational goals and...

Deliver tailored insurance solutions for a complex portfolio of real estate and construction clients, ensuring strategic service delivery and mentoring of team members. Engage directly with clients wh...

Join a team that drives strategic retail risk solutions, empowering clients through expert engagement and advocacy. Own complex accounts while mentoring others and navigating intricate insurance place...