Financial Advisor Jobs in Ossining, NY

Unlock the potential of account operations by ensuring accurate reviews, approvals, and maintenance of client accounts, while driving efficiencies through automation and delivering exceptional service...

Analyze and enhance fixed income portfolio analytics to ensure accuracy and reliability. Collaborate with cross-functional teams to improve data quality and streamline reporting processes, driving con...

Optimize client relations by delivering exceptional service and support to a Wealth Management team focused on high-net-worth clients, ensuring smooth operations and effective communication across mul...

Join us to lead our Prime Brokerage department as a Manager, driving growth through client engagement, team leadership, and strategic initiatives while fostering strong relationships within the invest...

Engage with clients as the primary contact for problem resolution and support. Develop strong relationships and lead onboarding initiatives while driving enhancements that elevate the customer experie...

Engage as a key team leader managing fund accounting functions, overseeing staff, and cultivating client relationships while ensuring timely financial deliverables and compliance in a fast-paced envir...

Unlock potential by providing essential support to the Billing team, managing partner inventories, resolving WIP issues, and collaborating across departments to ensure seamless inventory management in...

Transform the way we manage credit risk by leading 2LOD oversight for Commercial Credit transactions. Collaborate with teams to ensure portfolio performance and compliance while providing expert insig...

Advance client service and strategic growth for Hospitals, Higher Education, and Government sectors. Collaborate with banking partners to ensure profitability and risk management while enhancing clien...

Drive client service excellence in Hospital, Higher Education, and Government banking. Lead collaboration between partners to expand relationships and support growth strategies, ensuring profitability...

Oversee the financial reporting process for a diverse portfolio of funds, ensuring compliance and operational excellence. Lead a team, liaise with clients, and manage audits while enhancing internal p...

Unlock your potential in managing a diverse ABL portfolio while driving revenue growth and enhancing customer relationships. Collaborate across teams to address credit risk and support client needs in...

Take ownership of crucial financial analyses and client interactions, guiding complex projects through rigorous modeling and strategic insights. Gain exposure to mergers, valuations, and high-level de...

Lead financial reporting processes as an Associate Director, overseeing a team while ensuring compliance with U.S. GAAP and SEC regulations, managing client relationships, and driving strategic initia...

Accelerate progress at a remote-first organization by leading finance and FP&A. Collaborate closely with executive leadership, drive strategic planning, build teams, and enhance financial frameworks f...

Pioneer innovative solutions in client management for insurance firms, driving strategic relationships and leveraging asset management expertise across diverse investment strategies. Collaborate for e...

Join a team that's dedicated to accurately managing client fund NAV calculations and investor allocations. Collaborate across departments to support hedge funds and private equity, ensuring precise fi...

Innovate within the Investment & Structured Finance team by assessing, negotiating, and executing solar project acquisitions, while fostering strong stakeholder relationships and navigating diverse re...

Accelerate client success by designing, implementing, and managing surveillance systems to prevent market abuse and insider trading. Leverage industry expertise to lead complex projects and enhance re...

Elevate client outcomes by leading complex surveillance and compliance projects. Leverage regulatory expertise, analytical skills, and technology insights to design and implement effective systems add...

Empower clients by leading complex surveillance projects, implementing risk management processes, and leveraging analytical expertise to combat market abuse and regulatory challenges in the financial...

Lead strategic projects in capital markets surveillance to enhance client risk management. Leverage regulatory knowledge, analytical skills, and technology expertise to develop systems that prevent ma...

Drive client success by overseeing compliance and surveillance programs in financial services. Leverage regulatory insights and analytical skills to combat market abuse, enhancing processes that safeg...

Lead business origination and deal execution in public finance, enhancing growth in healthcare and education sectors. Collaborate in a dynamic environment to drive strategic initiatives and profession...

Advance financial operations by analyzing data to guide planning, managing vendor spend, and enhancing reporting processes. Collaborate with teams to provide insights that drive business performance a...