Financial Advisor Jobs in Ossining, NY

Champion client success by leading transformative claims operations. Drive engagement with diverse teams to optimize P&C insurance processes, innovate solutions, and build lasting client relationships...

Elevate client success by architecting tailored solutions for onboarding and implementation projects, collaborating with cross-functional teams to align with the Addepar ecosystem while ensuring top-t...

Partner with us to deliver superior banking and lending advice, enhancing client satisfaction. Leverage your expertise in financial services and develop strong relationships while driving business opp...

Lead the charge in strategic finance to shape resource allocation, decision-making, and growth. Collaborate with executives to develop financial models, evaluate investment strategies, and optimize op...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...

Champion transformative solutions in financial technology as a Sr. Sales Engineer, supporting sales processes, conducting technical consultations, and guiding clients through tailored product experien...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Unlock potential by cultivating client relationships and driving sales growth. Manage the entire sales cycle for enterprise software solutions in investment management. Collaborate cross-functionally...

Develop strategic relationships with financial advisors to drive sales and enhance engagement through insightful product knowledge and industry analysis, while effectively collaborating with external...

Join us to lead compliance initiatives, provide strategic guidance on U.S. securities regulations, and mentor a dynamic team, while collaborating globally to enhance our compliance framework and ensur...

Reimagine the role of data in decision-making! Collaborate to develop analytics solutions and visualizations that empower business stakeholders across various sectors. Join a dynamic team, leveraging...

Drive exceptional relationship management by delivering tailored banking solutions to affluent customers. Leverage integrated strategies across services to enhance client engagement and achieve busine...

Drive revenue growth by building strategic relationships with enterprise banking accounts. Your focus on lead generation, value-driven solutions, and account management will be key to exceeding sales...

Accelerate progress at key banking enterprises by driving revenue growth through strategic sales initiatives and executive engagement. In this role, you'll build relationships and manage the sales pip...

Empower teams by leading transaction execution and driving client success. As a pivotal leader, you’ll mentor junior staff, craft impactful presentations, and analyze financial data, ensuring optimum...

Lead a dynamic branch team to provide exceptional customer service, drive sales, and foster business development. Ensure profitability and growth while promoting banking products that meet customer ne...

Lead the charge in enhancing financial processes and reporting accuracy. As a key player in the accounting team, you will drive month-end closing, analyze financial metrics, and collaborate across dep...

Transform investor relations by developing impactful marketing and due diligence materials for Real Assets funds. Collaborate across teams to support portfolio management and client engagement while d...

Discover an impactful role in finance where you will drive technology budgeting, investment analysis, and executive reporting. Partner with leadership to shape strategic decisions and enhance financia...

Join a team that's driving innovation in finance and technology! As a Senior Financial Analyst, you will partner with leadership to shape investments, enhance performance, and deliver strategic insigh...

Transform partnerships within our Corporate Development team by strategically managing and executing key negotiations in the Dining and High Net Worth sectors, while driving insights and fostering rel...

Champion technical innovation and team growth, navigating feature delivery and system stability while ensuring regulatory compliance and enhancing client value through effective engineering management...

Lead strategic growth initiatives in the GWM US Channel and Prospecting Office, engaging stakeholders to streamline partnerships and drive performance across teams, fostering a culture of success whil...

Lead the charge in transforming our Capital Markets team’s lending operations. Leverage your expertise to perform analytics, foster stakeholder relationships, and drive operational efficiencies to enh...

Transform operations by analyzing P&L movements and risks, driving process improvements and leveraging AI for scalability within the Middle Office function across multiple commodity trading markets...