Financial Advisor Jobs in Ossining, NY

Accelerate progress at the forefront of investment banking, providing strategic advisory and capital raising services to diverse clients while cultivating relationships and driving business growth acr...

Analyze and assess investment strategies for high-net-worth clients, collaborating with teams to conduct due diligence, monitor macroeconomic trends, and support client interactions, ensuring informed...

Generate new business opportunities in the Private Assets sector, focusing on client relationships, sales strategy, and market insights to drive revenue growth and enhance operational efficiencies for...

Engage and drive growth by identifying business opportunities in Private Assets, leveraging relationships and expertise to enhance operational processes within the Private Equity, Credit, and Real Est...

Advance your career by leading architectural solutions that drive AI-powered innovations and client servicing enhancements to optimize business operations and elevate the customer experience across a...

Accelerate your career by managing investment-grade bond portfolios for high-net-worth clients, utilizing your expertise in credit analysis and portfolio construction to deliver risk-adjusted returns...

Shape the future of Ultra High Net Worth lifestyle services by managing the end-to-end product life cycle, conducting market analyses, and developing innovative strategies that enhance client experien...

Lead the charge in overseeing fund accounting functions, managing a team while ensuring compliance, tax reporting, and financial analysis for a diverse range of private funds. Collaborate with stakeho...

Lead the origination and structuring of SBA loan transactions while driving business growth and client relationships. Ensure regulatory compliance and manage a profitable loan portfolio with a focus o...

Contribute to strategic donor management and fundraising success by coordinating data entry, overseeing portfolio performance, and facilitating collaboration among frontline gift officers in the Justi...

Conduct in-depth research and analysis on U.S. equities to uncover investment opportunities, evaluate market trends, and provide strategic insights to portfolio managers in a collaborative investment...

Shape the future of business relationships! We're seeking a dynamic individual to drive client acquisition and retention in the Emerging Middle Market. Your innovative mindset will help us offer strat...

Unlock your potential as you lead data strategies and analytics initiatives, guiding cross-functional teams, enhancing business intelligence, ensuring data integrity, and mentoring analysts to drive i...

Shape the future of financial solutions by building client relationships, optimizing funding strategies, and driving innovative ideas within a dynamic Debt Capital Markets team...

Elevate financial strategy and operations by forecasting metrics, analyzing complex data, and driving solutions that enhance long-term business performance while leading initiatives in risk and compli...

Serve as trusted legal advisor providing guidance on complex regulatory matters, including investment and corporate governance laws, while collaborating with diverse business teams to enhance legal co...

Grow your career by providing essential fund accounting services, guiding junior staff, and enhancing processes within a dynamic Private Equity team, while directly interacting with clients to resolve...

Develop strategic solutions by analyzing complex business processes, enhancing productivity, and collaborating with stakeholders to drive effective project implementation in a high-impact role...

Launch your career by driving residential mortgage sales, fostering key relationships, and ensuring compliance while delivering excellent customer service. Stay ahead of industry trends in a dynamic r...

Unlock potential by delivering analytics-driven insights and optimizing financial systems. This senior analyst role focuses on enhancing reporting, dashboard creation, and system design to support exe...

Analyze economic data and trends, forecasting US macroeconomic indicators while supporting trading teams. Contribute to timely research and client engagement, developing expertise in key economic sect...

Contribute to strong relationships and sales with strategic wirehouse firms by engaging with financial advisors, delivering insights, and leveraging investment solutions to drive growth in a competiti...

Join a team that's responsible for overseeing complex financial reporting and compliance in retail alternatives, ensuring accuracy in SEC filings while managing a team and enhancing operational effici...

Join a dynamic team to evaluate and execute private credit investments, ensuring comprehensive analysis and strategic partnerships while driving portfolio performance and fostering strong stakeholder...

Grow your career with a pivotal role leading finance strategy, portfolio expense management, and investment prioritization, collaborating across teams to drive operational excellence and impactful bus...