Financial Advisor Jobs in Westport, CT

Drive strategic account management and client engagement for premier accounts. Strengthen relationships, enhance satisfaction, and lead cross-functional teams to optimize growth and retention within a...

Partner with us to shape and lead the growth of our Infrastructure Equity strategy. Drive investment execution across sectors, define core strategies, and cultivate a high-performance team to deliver...

Optimize the quality of mortgage due diligence processes by leading a dedicated team, managing production goals, and enhancing client experiences through effective problem-solving and collaboration wi...

Empower business leaders as a strategic compensation consultant, guiding equitable pay decisions and influencing workforce strategies to attract and retain top talent. Utilize deep expertise to drive...

Join a team that's driving business intelligence initiatives globally, owning the DealCloud platform. Collaborate with multiple business teams to leverage data, develop expertise, and enhance analytic...

Champion financial excellence by overseeing statutory and GAAP reporting. Partner with teams to develop compliance policies, automate processes, and ensure accuracy in disclosures while navigating com...

Shape the future of legal excellence by providing strategic counsel and support across diverse transactions and compliance matters, enhancing organizational effectiveness in a dynamic team environment...

Elevate financial accuracy by leading month-end processes and reconciliations. Engage cross-functionally to enhance internal controls and drive compliance with US GAAP. As a key member of the Finance...

Elevate fund accounting practices as you team up to ensure accurate asset valuations, financial reporting, and investor servicing for diverse investment portfolios, contributing to overall fund perfor...

Execute enterprise-wide risk governance, regulatory compliance, and resilience programs. Lead the integration of risk management functions to support global scaling while ensuring strong oversight and...

Unlock potential by supporting investor relations and marketing efforts in private real estate, focusing on strategic fund development, market research, and preparing essential documents to drive fund...

Unlock potential by leading pension administration services, enhancing retirement plan management. Collaborate remotely with clients and teams to deliver quality results and foster trusted client rela...

Advance your career by leading pension administration and collaborating with clients. Manage complex calculations and ensure quality deliverables in a supportive environment while developing impactful...

Optimize the interface between business users and developers, gathering requirements and maintaining ATO documents to ensure compliance. Support audits and act as a liaison for VA data management syst...

Join our team to develop expertise in privacy, AML, and cybersecurity law while partnering with various departments. Contribute to navigating regulatory landscapes and crafting solutions that impact m...

Drive strategic investment analysis to influence capital decisions globally. Collaborate with a dynamic team to evaluate new business opportunities and support venue development projects, enhancing ou...

Lead AI enablement, training, and adoption across regional offices, driving integration of advanced platforms. Collaborate with business services staff to enhance workflow efficiencies and build relat...

Engage in strategic financial institution sales to cultivate and expand reseller partnerships. Drive the sales cycle, build executive relationships, and create revenue-generating opportunities while n...

Join a team that's dedicated to mastering closed-end fund administration, overseeing financial and regulatory functions while ensuring compliance and quality. Lead client relationships and drive strat...

Drive the M&A Corp Dev function by leading financial strategy, valuation modeling, and integration planning. Collaborate with cross-functional teams to assess targets and execute key financial analyse...

Engage and drive regional growth for comprehensive due diligence services in the Midwest. Build strategic relationships with key stakeholders in commercial real estate, delivering actionable insights...

Lead financial strategy by managing budgeting, forecasting, and analysis in support of key programs. Collaborate cross-functionally to drive insights that enhance financial health, ensuring alignment...

Join a team that's transforming financial performance through detailed analysis, and model creation to inform strategic growth initiatives. Support equity partnerships while managing diverse financial...

Build and enhance investor relations operations as the company transitions to a public entity. Manage earnings reporting, investor engagement, and compliance while collaborating with executive leaders...

Join a dynamic team to support and enhance the lending process, ensuring smooth execution from credit approval to closing. Gain insights into corporate lending while collaborating with diverse stakeho...