Financial Advisor Jobs in White Plains, NY

Shape the future of data solutions by leading strategic initiatives and enhancing business processes through effective data management and analytics. Collaborate across teams to drive innovation and a...

Drive success as you engage emerging fund managers, guiding them through fund launches and expanding our offering. Own the sales lifecycle, nurture client relationships, and craft strategies to meet b...

Lead the charge in shaping compliance strategy and regulatory governance, ensuring robust cybersecurity practices across all business domains while advising on critical legal obligations and maintaini...

Unlock potential by providing vital financial analysis and insights to enhance business performance. Collaborate cross-functionally to support strategic decisions and optimize revenue streams while dr...

Support client success by managing key accounts, facilitating effective billing and administrative operations. Collaborate with senior staff to ensure excellence in service delivery for mid to large c...

Take ownership of innovative technology solutions to enhance the OCIO Advisory team’s investment strategies. Collaborate with professionals to streamline workflows and integrate AI tools, driving effi...

Join a dynamic team as you tackle diverse tasks including communication, scheduling, and presentation preparation. Provide essential support to senior staff while ensuring efficient operations in a fa...

Oversee a wide array of administrative tasks, from correspondence to event planning, while collaborating with senior staff. Support office operations with exceptional organizational skills and multita...

Join our dynamic team as you support senior executives with expert administrative skills. Your role will include managing correspondence, organizing files, scheduling meetings, and ensuring smooth off...

Champion significant investment banking initiatives, guiding M&A and advisory activities, and mentoring junior bankers while providing client-focused support in a dynamic, collaborative environment...

Execute thorough credit analysis on leveraged loans and high yield bonds, conduct detailed financial modeling, and deliver investment recommendations to optimize portfolio performance and support Port...

Lead the acquisition of small to medium-sized businesses, driving investment decisions and managing relationships throughout the deal lifecycle for organizational growth and operational success...

Shape the future of wealth advisory recruitment by leading full-cycle hiring for junior advisors and support staff. Collaborate with advisors and team leads to build effective talent strategies that e...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Take ownership of the membership application process, leading a team in compliance with FINRA standards. Enhance operational efficiency while overseeing interdepartmental collaboration and ensuring re...

Shape the future of membership applications and compliance. Oversee a senior team, enhance operational practices, ensure adherence to regulations, and foster development within the department to drive...

Manage the application oversight process, leading a team to ensure compliance with FINRA regulations while improving operational effectiveness and training staff. Collaborate on regulatory initiatives...

Join a team that's shaping the future of membership applications through effective leadership, operational excellence, and regulatory compliance, while supporting a dynamic workforce in achieving depa...

Lead financial planning and reporting processes, create budgets, and communicate results across global teams to ensure financial integrity and support MDIF's mission...

Elevate your career as you lead complex transactions, mentor associates, and collaborate directly with clients to craft effective succession strategies and deal solutions, driving impactful outcomes o...

Develop strategic client relationships and lead complex project finance transactions, enhancing the Energy & Power group. Drive innovation in energy infrastructure financing, coordinate cross-function...

Drive portfolio growth by sourcing and structuring CRE lending opportunities. Build and expand client relationships, negotiate terms, and ensure efficient transaction execution while maintaining a dis...

Build strong client partnerships and deliver exceptional hedge fund services, advising on operations and administration while ensuring satisfaction in a dynamic environment. Collaborate with senior st...

Transform your career by managing corporate actions related to fixed income instruments. Collaborate with custodians and stakeholders, ensuring compliance and enhancing processes while thriving in a f...

Champion analytical excellence by leading transaction processes, managing client relations, and developing financial models. This role offers growth in investment banking while driving market engageme...