Financial Advisor Jobs in Ossining, NY

Lead a seamless investor onboarding process, enhancing first impressions and ensuring exceptional experiences in a fast-paced private markets environment with diverse stakeholders...

Engage with a diverse portfolio of affluent clients, delivering tailored banking solutions while enhancing service standards. Collaborate with teams to navigate complex financial needs and ensure opti...

Shape your career by managing client accounts, directing service teams, and driving new business opportunities while delivering exceptional client solutions in a dynamic environment...

Champion your underwriting skills by managing and growing a profitable Management Liability insurance book, fostering key broker relationships, and ensuring high standards and discipline in a dynamic...

Lead and shape strategic risk advisory initiatives, ensuring exceptional client service while mentoring teams and managing growth. Drive business development and foster industry relationships to optim...

The Supervisory Officer will drive initiatives related to sales supervision, compliance, and business risk while supporting branches in audit processes and action plans. This role requires collaborati...

Advance client engagement by managing teams, delivering high-quality services, and leading financial due diligence for M&A and other transactions in a collaborative environment focused on growth and c...

Join a team that's critical in enhancing financial accuracy and compliance within a multi-entity insurance structure. You'll impact reporting processes, lead audits, and drive system improvements in a...

Deliver exceptional SAP Treasury solutions by leading implementation projects while mentoring team members and collaborating with global treasury professionals to exceed client expectations and drive...

Join a team that drives financial oversight for complex private credit funds. You will manage accounting, investor reporting, audits, and ensure operational efficiency in a dynamic environment that su...

Join a team that's redefining business growth by enhancing client relationships and leveraging market insights to deliver exceptional service and innovative solutions across strategic accounts in the...

Join an innovative team to support investments in clean energy initiatives, focusing on renewable natural gas, EV infrastructure, and sustainable agriculture. Collaborate with experts on transaction p...

Tackle complex business challenges as a Salesforce Solutions Engineer, bridging technology and strategy. Drive organizational growth by designing scalable, innovative Salesforce solutions in a collabo...

Elevate client experiences by delivering exceptional stock plan administration and support. Utilize your equity compensation expertise to collaborate with internal teams, ensuring the seamless executi...

Join a team that's dedicated to asset management policy development and implementation. You will oversee the monitoring of compliance, analyze portfolio data, and devise resolution strategies for asse...

Empower effective asset management by analyzing, developing strategies, and ensuring compliance with policies for resolving loans and assets from failed institutions, driving initiatives within the FD...

Empower financial performance by leading FP&A support and analytics for Fund and Investor Solutions. Drive strategic initiatives in budgeting, forecasting, and workforce planning to enhance operationa...

Champion our financial consulting efforts, leveraging Workday expertise to enhance Record to Report processes while collaborating with higher education institutions to implement best practices and dri...

Elevate your career with a senior client-facing role focused on project leadership, data analysis, and impactful presentations. Develop staff while driving successful outcomes and contribute to strate...

Develop relationships with Small Business clients by providing expert financial advice and solutions. Manage client needs through proactive outreach, facilitating credit requests, and ensuring complia...

Shape the future of insurance sales as a key player in driving revenue growth. Leverage your expertise in Enterprise technology sales and navigate complex buying cycles to exceed quotas and foster rel...

Transform budgeting processes and enhance financial systems while driving AI-first initiatives. Leverage strong analytical skills to optimize operations and support strategic decision-making within a...

Join a team that's redefining enterprise security by engaging with C-suite executives. You'll leverage your cybersecurity expertise to bridge communication between Salesforce solutions and the CISO co...

Join a team that's shaping the future of investment management through innovative trading solutions, overseeing compliance and execution for members' portfolios while collaborating across teams to boo...

Partner with us to accelerate mortgage sales by building client relationships and providing tailored loan solutions while ensuring compliance with industry regulations. This role empowers you to make...