Executive CFO — Wealth Management & Fiduciary Strategy (California)
The Hiring Advisors
A respected wealth management firm is seeking a Chief Financial Officer to join its executive leadership team in California. This role requires over 10 years of finance leadership, deep expertise in fiduciary environments, and a strong background in budgeting and forecasting. The CFO will oversee financial reporting, compliance, and risk management while advising the Board. This is an executive-level opportunity to shape long-term financial strategies within a stable, values-driven culture.
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- ...to lead field-based regional sales and advisory consulting efforts. You will promote Wealth Management Platform adoption, grow advisory assets, and align field and home-office strategies. You will oversee regional consultants and collaborate with internal partners to...SuggestedFull timeHome office
- ...International LLC is seeking a Vice President of Regulatory Strategy in California. This role involves supervising teams, developing... ...affairs, strong leadership skills, and a proven record in managing successful regulatory submissions. Competitive salary and comprehensive...SuggestedFull time
$220k - $275k
...critical priorities. We are a diverse team of strategy thought leaders, specializing in... ...their business. What You’ll Do Our Managing Partners are responsible for Gartner Consulting... ...and trusted advisor status; Execute account planning. What You’ll Need...SuggestedFull timeContract workWorldwideShift work$200k
...Premier Research is looking for a Regulatory Strategy, Vice President (Bay Area, Boston) to... ...the FDA, EMA, and other regulators to execute international and regional strategies for... ...guidance to clients, Premier senior management, and project teams to drive backlog and...SuggestedFull time$300k - $400k
...business based in Pasadena, California. At Scratch, everything... ...veterinary practice management software We are a... ...We’re looking for a CFO who has been here before... ...a key voice in company strategy and the primary financial partner to the executive team, board, and external...SuggestedFull timeWork at officeRemote workDay shift- ...Arete Associates in California is seeking a Chief Financial Officer (CFO) to lead all financial functions for a growing organization. This role requires deep... ...ideal candidate will work closely with the CEO and executive team, ensuring financial discipline and continued...Full time
- ...Jobsoid Inc. is seeking a Chief Financial Officer (CFO) responsible for directing financial strategy and overseeing financial operations. This role requires... ...record of 10+ years in finance leadership. The CFO will manage the company's financial systems, enhance operational...Full time
$215k - $230k
...company headquartered in Southern California. Our clients include the... ...Officer (COO) to join our executive team. The COO will play a pivotal... ...and execute operational strategies to optimize business... ...overall business objectives. Manage large capital projects, plant...Full timeRelocationRelocation package- ...57th Street Partners CFO | CFO Advisory | Private... ...| Football Coach | Executive Search & Placement Advisor... ...must be based in California and willing to travel... ...and execute operational strategies that align with the company... ...sites Proactively manage risk and crisis response...Full time
$140k - $175k
...Wealth Management Sales Opportunity in Financial Services Vice President, Advisory Consulting... ...Scottsdale, AZ 85255 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St.... ...between the field and home office sales strategy. This role reports to the SVP, Advisory...Full timeWork at officeRemote workWork from homeHome officeShift work$300k - $350k
...opportunity is with a family-owned, California-based CPG company with over 100... ...CEO and as a key member of the executive team, the SVP Supply Chain Operations, will manage a 180+ person team across... ...Commercial leaders, aligning operations strategy with broader business goals....Full timeRelocation packageShift work- ...Consultant for the West, responsible for driving sales strategy and financial planning adoption in California, Nevada, Hawaii, and Alaska. This fully remote role... ...include educating advisors on fee-based business and managing key sales opportunities. #J-18808-LjbffrFull timeRemote work
- ...organization is seeking a Chief Financial Officer to drive financial strategy and performance. This key role involves partnering with the... ...transformation and achieve sustainable growth. Located in California, the role offers a competitive salary and comprehensive benefits...Full time
- ...is a career-defining CFO opportunity . We’... ..., multi-office wealth management organization seeking... ...Officer to join its executive leadership team. This... ...understands the nuances of fiduciary and investment... ...financial performance, strategy, and risk Prepare...Full timeWork at office
- ...Scratch Financial is seeking an experienced CFO based in California to lead complex lending facilities and act as the primary financial partner to the executive team. You will guide financial strategy and manage a team while ensuring the company is exit-ready with robust...Full time
$130k - $195k
...Key Responsibilities Creative Strategy & Direction Define and drive... .... Campaign Development & Execution Oversee concept development... ...providing clear input to project management and operations teams. Client... ...in the following states: California, Colorado, Connecticut, Florida...Full timeSummer holidayWork at officeLocal areaRemote workFlexible hours3 days per week- ...Palomar Holdings, Inc. seeks an Executive Vice President, Associate General Counsel - Corporate in La Jolla, CA. This senior leader will manage public company governance, securities, capital markets, M&A, insurance law, and related litigation. Reporting to the CLO, you...Full time
- ...Montana Municipal Interlocal Authority (MMIA) seeks a dynamic Chief Executive Officer to guide the organization through an important... ...growth. The CEO will translate Board policy into operational strategy, oversee all programs, finances, and staff, and steward member...Full timeLocal area
- ...in the United States is seeking a Director, Direct Tax to lead the strategic and operational execution of the direct tax function. You will design and implement tax strategies, oversee planning, compliance, and reporting, and partner with finance, legal, and executive...Full time
- ...Stryker Corporation is seeking an Executive Consultant specializing in Quality & Patient Safety Transformation to lead a significant initiative within a multi-site health system in California. This on-site role requires a qualified leader to assess organizational performance...Full time
- ...Scion Executive Search has been retained to conduct an immediate search... ...with an established California healthcare network, though California... ...Geographic Expansion, Payer Strategy, & Strategic Partnerships... ...deepening partnerships with Managed Care Plans (MCPs), providers,...Full timeImmediate startRemote work
$230k - $300k
...contested probate and civil court proceedings throughout California and Texas. The firm seeks multiple Managing Attorneys with circa seven or more(7+) years of... ...their reputations as leading litigators in the private wealth industry. The firm further solidifies its attorneys’...Full timeWork at officeFlexible hours- ...industry to achieve the most efficient execution and results. CSC serves its clients from... ...lead business development initiatives, and manage junior team members while representing... ...desirable. Expertise in capital markets strategy, transaction structuring, and client advisory...Full timeTemporary workWork at officeFlexible hours
- ...Planning and Global Market Expansion Develop and execute global business development strategies, focusing on key biopharmaceutical markets (North America... ...market share. Client Development and Relationship Management Lead collaboration negotiations with global...Full timeOverseas
$225k - $275k
...with the President and CEO, this is a key executive role for a proven operations leader... ...facility. Develop and execute operational strategies that support company growth, efficiency... ..., forecasting, and performance management, ensuring accountability to KPIs and P&...Full time- ...seeking a COO to oversee operations across 20 clinic locations. This leader will identify operational challenges, develop and execute strategies to improve performance, create stronger cross-functional alignment, and drive organizational growth Responsibilities...Full time
- ...Specialization: Global Operations, Execution & Organizational Performance Location: United... ...role, you will be responsible for turning strategy into execution across all divisions—... ...remove operational bottlenecks. You will manage cross-functional coordination between engineering...Full timeContract workFor contractorsWork at office
- ...locations. The role will identify operational challenges, develop strategies to improve performance, align cross‑functional teams, and... ...systems; driving strategic initiatives; and partnering with the executive team to strengthen structure and accountability. #J-18808-...Full time
$180k - $240k
...Executive Director, California Jewish Action Network (CALJAN) Exempt Salary $180,000 - $240,000 plus possible... ...for the organization’s overall management, including strategic planning and... ...development and execution of fundraising strategy for CALJAN's operating budget. Work...Work at officeLocal areaRemote work- ..., grocery, C-store and office construction projects valued in the $1-30M range. The role demands leadership in developing growth strategies and building key client relationships. This fully remote opportunity requires travel to meet clients and attend meetings. #J-1...Full timeFor contractorsWork at officeRemote work
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