NewInterim CFO/Financial Consultant Kforce Inc.Interim CFO/Financial ConsultantIrvine, CA$67–$73Summary: The CFO is responsible for managing accounting, purchasing, budget management, financial auditing and reporting to regulatory agencies and committees of the organization. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
Financial Analyst II TSR ConsultingFinancial Analyst IIHollywood, California$35–$38 / hourTemporaryContractorFull timeThe ideal candidate will have strong experience in cash application, bank statement reconciliation, and cross-functional coordination and a proven ability to apply and post cash accurately and timely while supporting audit, VAT reporting, and billing inquiries . TSR is a trusted staffing and workforce solutions partner with more than 50 years of experience delivery highly qualified talent to support clients' most critical business and technology initiatives.
SAP Vendor Master Data Consultant CYNET SYSTEMSSAP Vendor Master Data ConsultantAliso Viejo, CA$70–$75 / hourTemporaryContractorPart timeAs a nationally and locally certified Minority Business Enterprise (MBE), Cynet Systems is committed to helping organizations build high-performing teams while empowering professionals to grow rewarding careers. We deliver agile, scalable talent solutions across IT, engineering, life sciences, clinical, and professional staffing, powered by a high-performing recruitment engine operating across North America and Asia.
Sales Representative / Business Consultant - San Gabriel, CA System OneSales Representative / Business Consultant - San Gabriel, CASan Gabriel, CA$39,600–$92,400 / yearIn this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover , an award-winning point-of-sale and business management platform. Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team.
PEO Sales Representative Staff4SuccessPEO Sales RepresentativeSanta Ana, CARemoteOver the years, they have built a reputation for providing high quality PEO services that prioritize client satisfaction, offering a unique combination of the buying power of a national provider with the personal touch of a local partner. The ideal candidate understands that employee benefits are the primary driver of the PEO value proposition and is skilled at positioning comprehensive HR and benefits solutions to business owners and decision-makers.
Financial Consultant Associate East West BankFinancial Consultant AssociateTorrance, California$20–$26 / hourFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients.
NewFinancial Consultant Wells Fargo BankFinancial ConsultantPasadena, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
VP, Financial Consultant Mission Viejo, CA The Charles Schwab CorpVP, Financial Consultant Mission Viejo, CAMission Viejo, CAInvestment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy.
Financial Institutions Management Consultant (West Coast) Cetera Financial Group IncFinancial Institutions Management Consultant (West Coast)CARemote$100,000–$130,000 / yearCetera Financial Institutions is seeking a Financial Institutions Management Consultant (FIMC) focused on developing and supporting Financial Institutions (FIs) poised for growth working closely with other members of the Regional Growth Team (RGT), Channel, and key Cetera resources to ensure delivery of strategic value, growth, business consulting and wealth management expertise and guidance. Work with Financial Institution Executives, Program Managers and Regional Growth colleagues on overall FI client segmentation, design advice and service models for client segments, prescribe support staffing models, collaborate on marketing strategies, enhance program efficiency on best practices and tech adoption, and initiate other relevant Growth360 program and advisor specific roadmaps.
Financial Consultant Citizens Business BankFinancial ConsultantOntario, CAParticipate in community activities to develop contacts and prospect, and to enhance the position of the Trust & Asset Management Group and Citizens Business Bank. These include developing potential prospects through the Centers and other sources to discuss Citizens Business Bank services and to acquire their business.
Financial consultant Lincoo Financial & Insurance Services IncFinancial consultantLa Palma, CA$70,000–$120,000 / yearLincoo Financial & Insurance Services Inc in La Palma, California, is looking for a confident, experienced Producer / LSP to join our team. Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
Financial Consultant Logix Federal Credit UnionFinancial ConsultantBurbank, CaliforniaFull timeThe Financial Consultant is responsible for achieving stated monthly sales goals by meeting with clients and potential clients to identify financial needs and offer the appropriate investment products offered through LFCU Brokerage & Insurance Services and processes operational paperwork in a timely manner. Knowledge, Skills & Ability Must also have a thorough knowledge of financial markets as it relates to securities and insurance sales and marketing and the ability to collect and analyze data and analyze periodic financial and insurance-related products.
Financial Solutions Consultant AmericorFinancial Solutions ConsultantIrvine, CA$120,000–$260,000 / yearWe’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team, in our Irvine office. As a Financial Consultant, you'll be the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them get back on track!
NewComplex Claims Consultant - Financial Lines/Public D&O CNA Financial CorpComplex Claims Consultant - Financial Lines/Public D&OBrea, CA$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Transaction Advisory Senior Consultant- Financial Due Diligence WithumTransaction Advisory Senior Consultant- Financial Due DiligenceIrvine, CA$100,000–$130,000 / yearIdentifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows. The Senior Consultant can be based in any of the following US office locations: Boston, MA; Buffalo, NY; East Brunswick, NJ; New York, NY; Philadelphia, PA; Princeton, NJ; Red Bank, NJ; Whippany, NJ; Lincolnshire, IL; Houston, TX; Irvine, CA; or Tysons Corner, VA.
Strategic Consultant III, Data Analysis and Financial Modeling Kaiser PermanenteStrategic Consultant III, Data Analysis and Financial ModelingPasadena, CAServes as part of a consultant team to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects within a functional track or workstream by identifying and ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with stakeholder teams, third party vendors, and senior management; working with stakeholders to develop goals and set the prioritization of deliverables; identifying and escalating tough stakeholder issues while maintaining an independent perspective; preparing presentations and reports; and leading or facilitating team meetings. Performs data analyses to support business initiatives by using appropriate data analysis tools and approach to assess business performance; deploying suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; conducting analyses and performing experimental tests to evaluate the effectiveness of business solutions; and identifying and alleviating risks through data-driven analysis.
NewRetirement Consultant - The Baldwin Group Financial Services BRP Group, Inc.Retirement Consultant - The Baldwin Group Financial ServicesIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
Encore Financial Reporting Controllership Senior Consultant Deloitte Touche Tohmatsu LtdEncore Financial Reporting Controllership Senior ConsultantCosta Mesa, CA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Transaction Advisory Senior Consultant- Financial Due Diligence Withum Smith+Brown, PCTransaction Advisory Senior Consultant- Financial Due DiligenceIrvine, CA$100,000–$130,000 / yearIdentifying and supporting analyses of target financial data to identify valuation and contractual matters for consideration in evaluating quality of earnings, normalized working capital, and items affecting future cash flows. The Senior Consultant can be based in any of the following US office locations: Boston, MA; Buffalo, NY; East Brunswick, NJ; New York, NY; Philadelphia, PA; Princeton, NJ; Red Bank, NJ; Whippany, NJ; Lincolnshire, IL; Houston, TX; Irvine, CA; or Tysons Corner, VA.
Sales Consultant (Financial Services) TriNet Group IncSales Consultant (Financial Services)California, CAWe enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Link to Full PerksAbout UsTriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs).
Financial Institution Senior Consultant (SOX and FDICIA focus) Baker Tilly Advisory Group, LPFinancial Institution Senior Consultant (SOX and FDICIA focus)Irvine, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewRetirement Consultant - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCRetirement Consultant - The Baldwin Group Financial ServicesIrvine, CAThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
NewRetirement Consultant - The Baldwin Group Financial Services Baldwin Group ColleagueRetirement Consultant - The Baldwin Group Financial ServicesIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantCulver City, CALead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Financial Advisor Ameriprise FinancialFinancial AdvisorLos Angeles, CA$66,640–$70,300 / yearProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Avp, Financial Consulting Axos BankAvp, Financial ConsultingLos Angeles, CAAs a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
Fractional CFO Vessel AdvisorsFractional CFOIrvine, CaliforniaAt Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)California, CARemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
NewFinancial Services Representative (Remote) TransGlobal Holdings Co.Financial Services Representative (Remote)Irvine, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
Planning Consultant- Seal Beach, CA FidelityPlanning Consultant- Seal Beach, CASeal Beach, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaTustin, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Camp Pendleton Magellan Health IncPersonal Financial Counselor, Camp PendletonCAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Relationship Manager CTBC Financial Holding Co LtdFinancial Relationship ManagerTemple City, CARelationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Conduct needs assessment with current and potential customers and recommends insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
Sr Manager, Technology Consultant Advisor Services The Charles Schwab CorpSr Manager, Technology Consultant Advisor ServicesCARemoteThe Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. The team's success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms.
Business Consultant AssetMark, Inc.Business ConsultantCA$130,000–$155,000 / yearParticipate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including, but not limited to: Speaking at AssetMark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives. Responsibilities: Business Consulting: Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning).
Private Wealth Consultant- Western Region Thornburg Investment Management IncPrivate Wealth Consultant- Western RegionCAAdditionally, members of the Private Wealth team will work closely across TIM including, the TIM Investment team, Advisor Solutions Consultants, and Strategic Relationships team to execute on sales goals and initiatives for the year. The PWC will be responsible for positioning Thornburg's mutual funds, SMA products, private strategies, ETFs, and any other future Thornburg products to financial advisors and professional buyers focusing on RIA's and Bank Trusts to drive sale growth.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorRancho Cucamonga, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Retirement Plan Consultant - Remote (CST or PST) OneDigital Health and Benefits, Inc.Retirement Plan Consultant - Remote (CST or PST)CARemote$65,000–$90,000 / yearWhere a formal new logo sales goal is assigned, develop and manage a pipeline of prospective clients through referrals, COI relationships, convergence leads, and other business development channels, guiding prospects through the full sales cycle and closing new business against defined targets. Provide retirement plan consulting to clients - including plan design, benchmarking, investment menu analysis, and fiduciary guidance - performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.
Rillet Senior Consultant Armanino McKenna LLPRillet Senior ConsultantCA$102,500–$139,700 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. The Senior Consultant - Rillet will play a key role in delivering Rillet implementations to high-growth and mid-market clients while helping scale Armanino's Rillet service offering.
Hybrid - Regional Sales Consultant Voya Financial IncHybrid - Regional Sales ConsultantCalifornia, CA$55,220–$69,030 / yearIn addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Custom Models Consultant The Capital Group Companies IncCustom Models ConsultantLos Angeles, CA$179,273–$286,837 / yearPrimary responsibilities / essential functions: Coordinate cross-functional group including product, marketing, investment, client teams and other stakeholders to facilitate and service custom model opportunities. You demonstrate in-depth knowledge of wealth management and institutional retirement business, and applicable investment products and solution with emphasis on the models and custom models offerings.
Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerIrvine, CA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Senior Solution Consultant (Planning) Workday IncSenior Solution Consultant (Planning)CA$126,000–$189,000 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This is a highly visible, senior presales role requiring outstanding executive presence, storytelling, and selling skills, with a strong bias toward energy, curiosity, and innovation-especially around the role of AI in modern planning and finance.
Project Portfolio Management Consultant Pacific LifeProject Portfolio Management ConsultantNewport Beach, CA$167,670–$204,930 / yearYou will fill a role within the Consumer Markets Division, partnering with project, program, portfolio, product, finance, strategy, business, and technology leaders to strengthen portfolio governance, forecasting, roadmap visibility, and decision-making discipline. As a Project Portfolio Management Consultant, you'll move Pacific Life - and your career - forward by leading portfolio management practices that ensure the right initiatives are prioritized, monitored, and executed in alignment with strategic objectives, business value, and capacity.
LIHTC Development Consultant NovogradacLIHTC Development ConsultantLong Beach, CaliforniaThis role assists with complex 9% and 4% bond-financed LIHTC developments from early feasibility through application, award, and closing, exercising professional judgment with minimal oversight while managing client relationships and mentoring staff. The LIHTC Development Consultant serves as an advisor to affordable housing developers, providing objective leadership and technical expertise on low-income housing tax credit (LIHTC) transactions.
Internal Controls Consulting, Consultant Blue Cross and Blue Shield AssociationInternal Controls Consulting, ConsultantLong Beach, CAThe team helps Blue Shield of California accomplish its objectives by providing enterprise-wide oversight, advisory, testing, and monitoring while partnering with business functions that retain accountability for control execution and effectiveness. Perform end‑to‑end internal control assessments, including evaluating control design and effectiveness, analyzing evidence, and documenting processes, risks, and issues across financial, operational and vendor/third-parties processes.
VICE PRESIDENT, ADVISOR CONSULTANT Manning & Napier, Inc.VICE PRESIDENT, ADVISOR CONSULTANTCA$100,000–$150,000 / yearAs the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company's investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory. Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateIrvine, CA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Corporate Counsel, Financial Services Collectors Holdings, Inc.Corporate Counsel, Financial ServicesSanta Ana, CA$190,000–$300,000 / yearWe are looking for a Corporate Counsel to serve as the designated legal lead for our growing Financial Services business and our payments ecosystems across business lines partnering closely with other members of our Legal and Financial Services teams. Working familiarity with payments and money movement concepts (money transmission, stored value/wallets, EFTA/Reg E, card network basics) sufficient to spot issues and partner effectively with business teams.
Investment Consultant - Portfolio Management Specialist Morgan StanleyInvestment Consultant - Portfolio Management SpecialistNewport Beach, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team.