Wealth Management Advisor Jobs in Westlake Village, CA

Join a dynamic finance team to drive financial analysis, planning, and reporting. Your expertise will support strategic decision-making and identify cost-saving opportunities. Collaborate with senior...

Engineer innovative eDiscovery workflows and manage litigation support processes. Collaborate with legal teams and vendors to ensure efficient discovery execution while overseeing complex data operati...

Help us drive success by building strategic partnerships within the Financial Services sector. You'll leverage innovative marketing solutions, foster client relationships, and contribute to revenue gr...

Shape the future of client relations by driving strategic growth and managing high-value portfolios. Collaborate with a dynamic team to deliver exceptional service, ensuring client satisfaction and si...

Drive strong enterprise relationships and account strategies with top-tier clients, serving as a senior escalation point. Collaborate with C-suite executives while leading contract negotiations, coach...

Lead the charge in defining and executing growth strategies for SMB employers, enhancing acquisition, reactivation, and partnerships. Collaborate across teams to drive impactful product experiences an...

Manage the resolution of complex claims, ensuring timely outcomes and minimal exposure. Collaborate with stakeholders, provide team training, and analyze coverage for professional liability, contribut...

Lead a dynamic team of consultants to deliver superior post-implementation services. Drive client success and ensure high-quality technical solutions while fostering team development and cross-departm...

Engage cross-functional teams to shape complex customer solutions, leading requirements discovery, system design, and UAT while mentoring analysts. Act as a trusted advisor to drive continuous improve...

Unlock compensation strategies to attract and retain talent, partnering with various teams to ensure competitive and equitable pay practices while analyzing market trends and administering key compens...

Join a team that's dedicated to delivering financial accuracy and compliance by leveraging your controllership expertise. Lead impactful projects, optimize reporting processes, and position finance te...

Join us to lead and integrate Compliance and Privacy initiatives, ensuring strategic governance and operational effectiveness across business units while managing risks and fostering accountability in...

Drive the creation of a comprehensive Data & AI Governance program that establishes standards for data ownership, usage, and monitoring across the enterprise, while fostering responsible AI practices...

Elevate your career by underwriting complex loan requests, managing risk, and mentoring analysts while collaborating closely with lending officers to drive sound financial decisions and support overal...

Take ownership of financial systems as you develop and maintain NetSuite solutions. Collaborate with finance and accounting teams to ensure accurate data flow, troubleshoot issues, and support month-e...

Champion profitable National Accounts Liability underwriting through strategic broker relationships and innovative solutions. Drive market initiatives while mastering complex risk analysis and enhanci...

Discover a role where you drive growth and deepen partnerships with higher education institutions, engaging stakeholders through innovative solutions and strategic insights to enhance learning experie...

Drive integrated client delivery strategies enhancing operational efficiency and client satisfaction. Lead multifaceted teams ensuring quality service in legal solutions and technology adoption. Culti...

Engage with Independent B/D and Wirehouse advisors to enhance sales of investment products while fostering strong client relationships and collaborating within a dynamic team environment in the Easter...

Elevate your career by managing e-discovery projects, collaborating with attorneys, and ensuring quality deliverables. Utilize your expertise to drive project success while overseeing multiple, comple...

Lead investigations and consulting engagements in fraud, litigation, and compliance. Oversee teams, manage client relationships, and contribute to practice growth. Mentor members while ensuring high-q...

Join a dynamic team delivering strategic business development support across various Litigation practices. Collaborate closely with attorneys to enhance client relationships and drive initiatives for...

Contribute to strategic marketing initiatives by managing projects and supporting practice group leadership. Collaborate with internal teams to execute tailored client development plans and oversee ma...

Lead strategic marketing initiatives by serving as a key liaison between practice groups and the broader marketing team, managing client development projects, pitches, and market research while ensuri...

Shape the future of financial solutions by driving pre-sales engagements, collaborating with clients to solve complex challenges, and demonstrating product capabilities that enhance customer outcomes...