NewPlant Accounting Manager - Consumer Manufacturing JobotPlant Accounting Manager - Consumer ManufacturingEast Los Angeles, CA$130,000–$145,000 / yearWhat really sets us apart is the way we partner across teams—finance works closely with operations, giving you real visibility into what’s happening on the plant floor and the ability to make a direct impact. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewRelationship Manager I (Commercial Real Estate) JobotRelationship Manager I (Commercial Real Estate)Lakewood, CA$120,000–$160,000 / yearActively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewProject Manager / Sales - Commercial Roofing JobotProject Manager / Sales - Commercial RoofingBuena Park, CA$80,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We specialize in re-roof and repair work — focusing on single-ply systems, coatings, and proactive maintenance programs that protect our clients’ investments year after year.
NewCommercial Branch Manager OrkinCommercial Branch ManagerLakewood, CA$85,000–$100,000When you’re an Orkin Branch Manager, you’re the leader cultivating a team to deliver top-notch service from the industry leader with more than 120 years of protecting homes and businesses. Founded in 1901, Orkin is a global residential and business service provider who provides the most accurate, comprehensive, and efficient pest management services for both residential and commercial customers.
NewSVP, Relationship Manager Enterprise Bank and TrustSVP, Relationship ManagerCerritos, CA$206,340–$252,194 / yearDevelop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.
NewManager, District Sales Anheuser-BuschManager, District SalesSanta Fe Springs, CA$84,800–$100,700From our longstanding efforts to support American farmers, military, veterans, and first responders, to emergency drinking water donations and responsible drinking programs, we are guided by our commitment to the communities we call home and the 65,000 hardworking Americans who bring our beer to life. We are home to the nation’s most iconic beer and beyond beer brands, including Michelob ULTRA – America’s #1 top-selling beer – as well as Busch Light, Budweiser, Bud Light, Stella Artois, Cutwater Spirits, and industry-leading craft brands.
NewSenior Property Manager Boardwalk IG Management LLCSenior Property ManagerCosta Mesa, CA$100,000–$120,000 / yearManage vendor relationships, including but not limited to: Site marketing Site maintenance (included authorizing periodic and/or demand maintenance) Insurance issue management Builders’ Risk and General Liability REQUIRED QUALIFICATIONS Bachelor’s Degree required with a minimum of seven (7) years professional experience in Property Management for commercial real estate. ESSENTIAL DUTIES AND RESPONSIBILITIES Develop, articulate and implement business plans for each assigned property, that are consistent with the owners needs and objectives to maximize NOI and asset value Coordinate vendor contracts for property-level services in accordance with the parameters of the management agreements.
NewRN Territory Clinical Manager, Home Health 10K Bonus AccentCare, Inc.RN Territory Clinical Manager, Home Health 10K BonusNewport Beach, CA$125,000–$145,000We’re proud to be named one of America’s Greatest Workplaces 2025 by Newsweek — a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place. Graduate from an approved school of professional nursing and currently licensed to practice as a registered nurse in the state of agency operation.
NewRN Case Manager, Home Health AccentCare, Inc.RN Case Manager, Home HealthNewport Beach, CA$108,058.78–$132,071.84We’re proud to be named one of America’s Greatest Workplaces 2025 by Newsweek — a reflection of our shared commitment to excellence, integrity and compassion as we shape the future of aging in place. Graduate from an approved school of professional nursing and currently licensed to practice as a registered nurse in the state of agency operation.
NewCategory Manager/Buyer MSICategory Manager/BuyerOrange, CA$80,000–$100,000MSI's product line includes an extensive offering of Granite, Quartz, Porcelain, Luxury Vinyl flooring, Slate, Marble, Travertine, Sandstone, Limestone, Quartzite, onyx, stacked stone and pavers imported from over 36 countries on six continents. While we do not have a strict industry-specific experience requirement, we have a strict requirement on demonstrated and proven (via education or experience) abilities in quantitative, reasoning, leadership faculties, as well as comprehensive understanding of product development, inventory management, and/or strategic sourcing.
NewAssistant Maintenance Supervisor Sares-Regis GroupAssistant Maintenance SupervisorAliso Viejo, CA$27–$29 / hourSares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. The Assistant Maintenance Supervisor is responsible for the supervision and coordinating of employee activities and outside contractors engaged in maintaining and repairing physical structures of buildings and maintaining grounds.
Organizational Change Management Consultant TPI Global SolutionsOrganizational Change Management ConsultantAlhambra, CAThe PM determines appropriate products or services with clients or customers to define project scope, requirements and deliverables; develops, modifies or provides input to project plans; implements project plans to meet objectives; coordinates and integrates project activities; manages, leads or administers project resources; monitors project activities and resources to mitigate risk; implements or maintains quality assurance processes; makes improvements, solves problems or takes corrective action when problems arise; gives presentations or briefings on all aspects of the project; participates in phase, milestone and final project reviews; identifies project documentation requirements or procedures; and develops and implements project schedules and release plans. Skills RequiredThe PM will possess knowledge and experience in customer service; decision making; flexibility; interpersonal skills; leadership; organizational awareness; problem solving, reasoning; team building; oral communication, speaking and writing; business process reengineering; capital planning and investment assessment; contracting/procurement; cost-benefit analysis; financial management; planning and evaluating; project management; quality assurance; requirements analysis and risk management; configuration, data, and information management; information resources strategy and planning; information technology architecture; information technology performance assessment; infrastructure design; systems integration; systems life cycle; and technology awareness.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Investment Analytics Manager - Office Division ($124,200.00 - $162,300.00) The Irvine Company LLCInvestment Analytics Manager - Office Division ($124,200.00 - $162,300.00)Irvine, CA$124,200–$162,300 / yearParticipate in preparing asset-level business plans and monitoring asset performance (trends and budget variances); help drive analytical insights around operating and financial performance; help identify risks, and identify opportunities for revenue enhancement, cost and capital efficiency, and potential loan refinance implications. Position Summary: The Manager supports the Finance, Asset Management, and Leasing teams by building financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making.
Account Manager, Alternatives Investment Specialist (West Region) PIMCOAccount Manager, Alternatives Investment Specialist (West Region)Newport Beach, CaliforniaAs a dedicated subject matter expert, you will bring deep alternatives expertise into client and prospect meetings, pipeline discussions, and business planning sessions, educating advisors on PIMCO’s alternative products, platforms, investment themes, and market strategies. This role offers a dynamic opportunity within a rapidly expanding segment of GWM, partnering closely with Field Sales and Private Client Group (PCG) Account Managers and Account Associates—who own the advisor relationships—to help scale PIMCO’s alternatives distribution strategy in the West Region.
Account Manager, Alternatives Investment Specialist (West Region) Pacific Investment Management Co LLCAccount Manager, Alternatives Investment Specialist (West Region)Newport Beach, CA$205,000–$240,000 / yearAs a dedicated subject matter expert, you will bring deep alternatives expertise into client and prospect meetings, pipeline discussions, and business planning sessions, educating advisors on PIMCO's alternative products, platforms, investment themes, and market strategies. This role offers a dynamic opportunity within a rapidly expanding segment of GWM, partnering closely with Field Sales and Private Client Group (PCG) Account Managers and Account Associates-who own the advisor relationships-to help scale PIMCO's alternatives distribution strategy in the West Region.
Client Manager, AVP Investment Trading - Charles River Development State StreetClient Manager, AVP Investment Trading - Charles River DevelopmentIrvine, CaliforniaAs the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Senior Supply Chain Manager | Senior Procurement Manager Investment Castings (Aerospace Manufacturing) Macpower Digital Assets Edge Private LimitedSenior Supply Chain Manager | Senior Procurement Manager Investment Castings (Aerospace Manufacturing)Santa Ana, CA$170,000–$215,000 / yearRole Summary: We are seeking a dynamic and experienced Supply Chain Manager to lead a team responsible for the end-to-end order-to-delivery process for investment castings, including blades, vanes, and nozzles. They will bring expertise in investment casting and aerospace supply chains, excel at strategic thinking and negotiations, and possess a natural ability to mentor and lead high-performing teams.
NewManager, Industry Solutions, Investment Wealth Management Deloitte Touche Tohmatsu LtdManager, Industry Solutions, Investment Wealth ManagementCosta Mesa, CA$155,600–$306,800 / year6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
BMO Investment Services - Regional Administrative Manager Bank of MontrealBMO Investment Services - Regional Administrative ManagerNewport Beach, CA$69,000–$127,800 / yearProvides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
Sr Investment Analyst AAASr Investment AnalystCosta Mesa, CaliforniaThis individual will play a critical role in evaluating, selecting, and monitoring external investment managers across all asset classes, including fixed income, public equities, and potentially alternative investments. Deep familiarity with multi-asset class investments including fixed income, public equities, and alternative strategies (private credit, real estate, private equity etc.).
Associate, Alternative Investments CorientAssociate, Alternative InvestmentsNewport Beach, CaliforniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Job Description: Finance and Accounting Responsibilities: Fund Accounting & Operations: Work closely with Fund Treasurer on newly launched Corient Registered Alternatives Fund (CoRA)Help create and improve internal procedures to enhance investment experience and reduce operational risk.
Alternative Investment Analyst - Irvine, CA In-N-Out Burgers IncAlternative Investment Analyst - Irvine, CAIrvine, CA$97,500–$123,500 / yearAssist in management of a portfolio of private investments - Including monitoring individual manager performance and risk, fostering relationships with investment partners, conducting periodic updates to initial due diligence, and conducting periodic on-site visits with key investment and operations personnel. After maintaining two Southern California office locations for many years, the company will permanently close its Irvine office in 2029 and once again headquarter the company's western territory solely in Baldwin Park, California, where the company was founded in 1948.
Senior Investment Consultant Marsh & McLennan Companies IncSenior Investment ConsultantIrvine, CA$122,400–$244,800 / yearAs an Investment Consultant, you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinCA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Healthcare Senior Investment Consultant Marsh & McLennan Companies IncHealthcare Senior Investment ConsultantCA$162,000–$324,000 / yearMercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Healthcare Investment Consultant Marsh & McLennan Companies IncHealthcare Investment ConsultantCA$122,400–$244,800 / yearem> Significant investment industry and market knowledge Experience leading relationships with complex clients Demonstrable communication of both traditional and alternative investments to clients Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Senior Mutual Fund/Investment Compliance Analyst II Pacific LifeCorpSenior Mutual Fund/Investment Compliance Analyst IINewport Beach, CAAs a Senior Mutual Fund/Investment Compliance Analyst II youll move Pacific Life, and your career, forward by providing expertise on a variety of compliance related functions/projects to ensure mutual fund, advisor, and insurance company separate account compliance with applicable Securities and Exchange Commission, National Futures Association, and Commodity Futures Trading Commission regulations. How youll help move us forward: Preparation and analysis of materials for regulatory filings, proactively and independently identifying, researching, and resolving complex compliance issues and exercising judgment in escalating matters to management when appropriate.
Trader, Investment Grade Credit PIMCOTrader, Investment Grade CreditNewport Beach, CaliforniaThis individual will be responsible for trading significant amounts of Investment Grade Credit assets for the firm, partnering closely with Portfolio Managers and Credit Analysts to identify relative value, manage liquidity, and implement risk-efficient trade ideas across portfolios. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Investment Analyst Opportunistic Credit PIMCOInvestment Analyst Opportunistic CreditNewport Beach, CaliforniaPIMCO’s opportunistic credit team manages funds focused on investing in directional and relative value opportunities across public and private corporate debt and equity, stressed/distressed capital structures, and various event-driven and special situation opportunities. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Head of Trade Floor Operations, Investment Accounting and Performance Technology PIMCOHead of Trade Floor Operations, Investment Accounting and Performance TechnologyNewport Beach, New YorkStrong understanding of end-to-end functions of a full-service asset manager OR deep expertise in one Middle Office/Operations/Investment Accounting, including: Lifecycle event and transaction processing. Our ideal candidate will have end-to-end functional knowledge of an asset manager, from attracting new clients, aligning their needs to investments and the ongoing activities of managing their portfolio.
Senior Analyst, Investments Education Realty Trust Inc (Inactive)Senior Analyst, InvestmentsNewport Beach, CA$87,000–$115,000 / yearContribute to the execution and the implementation of the Company's strategies and programs that drive the financial and operational performance of the Investment group through acquisitions and asset management of existing owned assets, this includes gathering and analyzing market, property, and portfolio data, identifying opportunities for improving financial and/or operational performance, managing programs that promote revenue, and performing other analytical, program management, or tasks that support the daily operation of the business. Monitors and reports on the status and progress of proposed acquisitions transactions within the assigned geographic region, establishes critical timelines and deadlines for tasks and activities related to the proposed transaction, and identifies and effectively addresses issues or problems that could otherwise adversely affect closing.
Trader, Investment Grade Credit Pacific Investment Management Co LLCTrader, Investment Grade CreditNewport Beach, CA$205,000–$305,000 / yearThis individual will be responsible for trading significant amounts of Investment Grade Credit assets for the firm, partnering closely with Portfolio Managers and Credit Analysts to identify relative value, manage liquidity, and implement risk-efficient trade ideas across portfolios. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
R-781540 Front-Office / Buyside Post Production Technical Support Specialist - (API, ETL tool usage, Java and/or C# programming) Investment Trading Software Fixed Income and Equities - Charles River Development State Street CorpR-781540 Front-Office / Buyside Post Production Technical Support Specialist - (API, ETL tool usage, Java and/or C# programming) Investment Trading Software Fixed Income and Equities - Charles River DevelopmentIrvine, CA$100,000–$167,500 / yearJava and C# programming Windows and Unix (Linux) Knowledge of ETL tools such as Kettle and Talend Familiarity with at least one SCM (Perforce would be a plus) XML and XSLT Understanding of ERDs Tomcat configuration and optimization N-tier application architecture SOAP/XML and messaging software like MQ Series, MSMQ, Sonic MQ, Open JMS, Kafka In-depth knowledge of one of the following RDBMS: Oracle or MS SQL Server Perl Self-motivated and Self-driven BS/MS in Computer Science or equivalent field. We truly believe our employees diverse backgrounds, experience and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.
Senior Investment Professional – Private Corporate Strategies PIMCOSenior Investment Professional – Private Corporate StrategiesNewport Beach, New YorkStakeholder & Team Leadership: Mentor junior investors, coordinate cross‑functional execution, and lead external engagements with management teams, boards, co‑investors, and LPs as needed. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Investment Content Production Lead The Capital Group Companies, Inc.Investment Content Production LeadIrvine, CA$125,909–$201,454 / yearThe Investment Content Production Lead also leads the collaboration between Sales, Investment Directors, Investment Product Management and other key stakeholders to guide enhancements and craft compelling narratives to further NACG business goals. The Investment Content Production Lead oversees the production of pitch decks, quarterly attribution reports, one pagers and more for a set of funds/strategies and is accountable for ensuring quality, consistency and timely delivery.
Investment Officer (Real Assets) County of OrangeInvestment Officer (Real Assets)Santa Ana, CA$145,890–$226,129 / yearIf you have ever written a relevant field review or due diligence report on an investment company, money manager, or mutual fund, please attach a work sample to this application, or you may email a copy to jtnguyen@ocers.org. Your completed responses to these supplemental questions will be evaluated to determine your qualifications and must be completed properly in order to be given full consideration for the next phase in the selection process.
Investment Consultant - COO Morgan StanleyInvestment Consultant - COONewport Beach, CA$68,000–$120,000 / yearClosely coordinates with analysts and Financial Advisors / Private Wealth Advisors to oversee client investment functions, including but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources Leads client onboarding including implementing the appropriate investment strategy and determining the correct client placement within the Financial Advisors / Private Wealth Advisor team. Our 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.
NewSenior Investment Solutions Sales – United Kingdom Lynceus PartnersSenior Investment Solutions Sales – United KingdomRiverside, LondonDriven by entrepreneurial spirit and fuelled by innovation, Lynceus Partners is the next -generation Structured Products provider, combining derivatives knowledge from our team of experts and latest technological developments to create a comprehensive ecosystem for Institutional and Wealth clients. You are natural at building human relationships with clients and colleagues alike, you have an entrepreneurial and self -starting mindset, you are a team -player with an effective communication towards colleagues and clients alike.
Senior Director, Investment Analytics - Office Division ($184,300.00 - $260,200.00) The Irvine Company LLCSenior Director, Investment Analytics - Office Division ($184,300.00 - $260,200.00)Irvine, CA$184,300–$260,200 / yearTo ensure success, the role requires strong leadership, people development, strategic thinking, compelling messaging, a deep understanding of real estate finance, and excellent communication skills, all while working in close collaboration with colleagues across leasing, asset management, finance, operations, development, tax, financing, and accounting. Additional Skills: Experience building, developing, and leading high-performing teams in fast-paced environments with strong project management skills, leading a high volume of deliverables, often multiple projects simultaneously, in high-pressure situations working under tight deadlines.
Investment Analytics Senior Director - Office Division ($184,300.00 - $260,200.00) The Irvine Company LLCInvestment Analytics Senior Director - Office Division ($184,300.00 - $260,200.00)Irvine, CA$184,300–$260,200 / yearTo ensure success, the role requires strong leadership, people development, strategic thinking, compelling messaging, a deep understanding of real estate finance, and excellent communication skills, all while working in close collaboration with colleagues across leasing, asset management, finance, operations, development, tax, financing, and accounting. Additional Skills: Experience building, developing, and leading high-performing teams in fast-paced environments with strong project management skills, leading a high volume of deliverables, often multiple projects simultaneously, in high-pressure situations working under tight deadlines.
NewInvestment Solutions Sales – United Kingdom Lynceus PartnersInvestment Solutions Sales – United KingdomRiverside, CaliforniaDriven by entrepreneurial spirit and fuelled by innovation, Lynceus Partners is the next -generation Structured Products provider, combining derivatives knowledge from our team of experts and latest technological developments to create a comprehensive ecosystem for Institutional and Wealth clients. You are natural at building human relationships with clients and colleagues alike, you have an entrepreneurial and self -starting mindset, you are a team -player with an effective communication towards colleagues and clients alike.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesOrange County, CAFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
NewInvestment Advisor, Wealth & Retirement Aon PlcInvestment Advisor, Wealth & RetirementAliso Viejo, CA$70,000–$110,000 / yearKnowledge, Skills, and/or Abilities: 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans Bachelors' Degree in Finance or related field of study Series 65 license or equivalent (must be obtained within 90 days of employment) Experience working with Power Point Strong communication and presentation skills Keen attention to detail Ability to independently manage and prioritize multiple projects Strong client service attitude, positive team player and contributor Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself Travel required to service existing clients (40-50% travel requirement, with some overnight) Education and/or Experience: CFP, AFC, ChFC, CPFA, CRPC, or similar credential. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
NewInvestment Advisor, Wealth & Retirement NFP CorpInvestment Advisor, Wealth & RetirementAliso Viejo, California$70,000–$110,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants.
VP, Head of Investment Accounting (open to remote) Reinsurance Group of America IncVP, Head of Investment Accounting (open to remote)CARemote$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
Vice President, Alternative Funds Finance Manager PIMCOVice President, Alternative Funds Finance ManagerNewport Beach, CaliforniaA significant component of this role involves hands-on oversight of illiquid private investments across a diverse asset class mix, including commercial and residential real estate debt and equity, bank loans, asset-backed and other specialty finance structured products, subordinated debt, and preferred and common equity in privately held companies, as well as fixed income, derivatives, and other unique securities. Target range of 8-14 years of experience in financial accounting, audit, or finance roles within an alternative investment manager, public accounting, or similar environment, with significant exposure to credit, residential and commercial real estate, private equity, or hedge funds structures, including complex blocker structures.
PWM Portfolio Manager U.S. BancorpPWM Portfolio ManagerIrvine, CA$159,970–$188,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Serve as a senior investment resource within the market or region, mentoring less experienced portfolio managers and contributing to best‑practice sharing across PWM.
Vice President, Alternative Funds Finance Manager Pacific Investment Management Co LLCVice President, Alternative Funds Finance ManagerNewport Beach, CA$175,000–$240,000 / yearA significant component of this role involves hands-on oversight of illiquid private investments across a diverse asset class mix, including commercial and residential real estate debt and equity, bank loans, asset-backed and other specialty finance structured products, subordinated debt, and preferred and common equity in privately held companies, as well as fixed income, derivatives, and other unique securities. Target range of 8-14 years of experience in financial accounting, audit, or finance roles within an alternative investment manager, public accounting, or similar environment, with significant exposure to credit, residential and commercial real estate, private equity, or hedge funds structures, including complex blocker structures.