Executive CFO Wealth Management & Fiduciary Strategy
The Hiring Advisors LLC
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. #J-18808-Ljbffr
- A prominent wealth management firm in California is seeking a Vice President, Client Relationship Manager to provide exceptional wealth management... ...client service, financial analysis, and investment strategies. The ideal candidate has significant experience in the wealth...Suggested
$258.75k - $431.25k
...The Ventura County Medi-Cal Managed Care Commission is looking for a Chief Financial Officer (CFO) to shape its financial strategies and ensure compliance with California regulations. The ideal candidate will have over 15 years of financial leadership experience and deep...SuggestedRemote work- CivicMinds, Inc is looking for accomplished Executive Wealth Advisors in California. The role includes managing high-value clients and focusing on business development... ...reviews, and collaborating on marketing strategies. Candidates should have a bachelor's degree in...Suggested
- ..., human resources, and risk management, ensuring disciplined, transparent... ...Financial Strategy & Management Lead a 3–5 year... ...Resources Oversight Provide executive oversight of HR strategy and... ...management, insurance, and fiduciary responsibilities (including...SuggestedTemporary workLocal area
$188k - $248k
...expanding our client base.What we do:Technology Strategy Consulting. We engage our clients on a... ...value to clients by helping them execute on their strategic priorities, across all... ...and Cost OptimizationWhat you will do:Our Managing Partners are responsible for sustaining...SuggestedLocal areaWorldwide$95k
A national nonprofit organization is seeking an Executive Fellow to enable financially sustainable and accessible beach management in Los Angeles County. The Fellow will develop strategic relationships, update policies and fees related to beach access, and support negotiations...Full time$340k - $370k
...Sagimet Biosciences is looking for a VP of Regulatory and Head of Regulatory Affairs. This role involves shaping regulatory strategies, managing submissions, and being the primary liaison with global regulatory authorities. The ideal candidate will have over 15 years of...$119k - $140k
...Mercer Advisors is seeking a Regional Vice President in California, responsible for engaging clients and providing tailored wealth management solutions. The ideal candidate will have over 5 years of sales experience in financial services, strong relationship-building skills...- ...promote initiatives, including the enhancement of the credit risk management framework Job Responsibilities: Your... ...Contribute to the promotion of the department's credit strategy and initiative. Contribute to a healthy balance sheet for...Work at office
- A clinical research organization is seeking a Regulatory Affairs Director to develop compliance strategies and oversee regulatory processes. The ideal candidate has over 10 years of experience in the clinical research industry, including leadership roles. Responsibilities...
$258.75k - $431.25k
...Gold Coast Health Plan, based in California, seeks a high-level financial executive to lead the organization's financial strategies and ensure compliance with regulations. The role demands expertise in healthcare reimbursement and involves collaboration with state and...- ...nonprofit organization is seeking a CFO who excels in daily accounting... ...leadership. The ideal candidate will manage accounting functions, develop financial strategies, and align resources with organizational goals. This full-time executive-level position requires a strong...Full time
- Open Bank in California is looking for a VP & SAD Officer III responsible for managing the special assets portfolio and mitigating losses. The ideal candidate will develop strategies to resolve classified loans, interact with borrowers, and prepare reports for management...
$175k - $195k
...implementation, and ongoing management of broad-based and... ...with compensation strategy, market data, and internal... ...Own and execute end-to-end compensation... ...with leaders in both wealth management and business... ...boutique, client-first fiduciary philosophy, Focus helps...Work at officeLocal area- Wealth Enhancement Group, LLC is seeking an Associate Regional Vice President based in South San Francisco, CA. This remote role focuses on business development, closing clients, and managing relationships with custodial partners. The ideal candidate will have a Bachelor...Remote job
- ...to drive organizational and cultural transformation. This strategic role involves aligning talent to business goals, leading HR strategies, and ensuring compliance with California laws. The ideal candidate will have substantial HR leadership experience, a demonstrated...
$236.3k - $300k
...Group Vice President, Loyalty and Customer Strategy is a senior leader responsible for... ...ecosystem, including selecting, onboarding, and managing platforms such as Segment, Bloomreach,... ...within their respective domains. Enable executive and functional reporting through robust...Local area$119k - $140k
...Mercer Advisors is hiring a Regional Vice President to develop client relationships and provide wealth management solutions in California. With a focus on sales within a collaborative environment, you will engage with clients to understand their financial needs and leverage...$100k
...Company American Century Investments is a leading global asset manager with over 65 years of experience in investment management. Role... ...Summary Primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients...Work experience placementWork at officeRemote work$198.94k - $266.07k
...term value. Your Impact The Field CFO Imperative: Act as a strategic... ...opportunities. Key Responsibilities Strategy & Team Leadership Define and execute the strategic direction for value‑... ...15+ years of experience in management consulting, business value services...Shift work- ...are seeking accomplished and well-organized wealth management professionals to help expand our national footprint. Executive Wealth Advisors are the most experienced advisors... ...Advisors. Collaborate on new marketing strategies, programs, segments, and services models to...
- ...Key Responsibilities Lead day‑to‑day execution of M&A, capital raising, and strategic advisory... ...within the Software sector. Manage complex financial models, valuation analyses... ...to long‑term client coverage strategies. Qualifications ~5-7+ years of Investment...Work at officeRelocation
$95k
FUSE is seeking an Executive Fellow to establish a countywide strategy in California's Fresno County, focusing on aligning health, education, and workforce systems. This two-year fellowship will involve substantial collaboration with various stakeholders. The fellow will...$95k
FUSE Executive Fellow | Enabling Financially Sustainable, Accessible Beach Management Los Angeles County manages 18 public beaches that provide recreation, employment, and... ...Director Employment Type Full‑time Job Function Strategy/Planning, Consulting, and Project Management...Full timeLocal area$250k
Project Executive - K-12 Education / DSA Division Leader in SoCal A highly respected and... ...build the operational team and long term strategy for the division. This role is ideal for... ...within school districts, program management firms, architects, and the broader DSA/public...For contractorsRemote work$95k - $130k
...California Full Time Permanent Typical Day in role: Account Management & Client Relationship Development Manage and grow... ...Develop account plans, identify growth opportunities, and execute strategies to expand product and service adoption. Conduct regular business...Permanent employmentFull timeContract work$95k
FUSE Executive Fellow | Enabling Financially Sustainable, Accessible Beach Management Join to apply for the FUSE Executive Fellow | Enabling Financially Sustainable, Accessible... ...Employment type Full-time Job function Strategy/Planning, Consulting, and Project Management...Full timeLocal area- ...seeking a CFOO to ensure financial sustainability and operational effectiveness. This senior position involves overseeing financial strategies, budgeting, and compliance while partnering with the Board of Trustees. Candidates should have 7-15+ years in financial...
- ...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...Work at office
- ...business-minded financial executive to serve as its first... ...to shape the financial strategy, structure, and long-... ...to the Group CEO, the CFO will be a strategic partner... ..., and presence to help manage the enterprise in its... ...standards of integrity and fiduciary responsibility. ~...Local areaFlexible hours
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