Financial Advisor Jobs in White Plains, NY

Unlock potential by leading impactful financial advisory projects, driving diligence, and delivering insightful analyses. Collaborate with diverse teams to tackle complex transactions while contributi...

Join a team that's redefining structured finance by managing complex CLO transactions and driving innovative fund finance products in a collaborative, fast-paced environment. Leverage your expertise t...

Champion financial excellence by delivering insights and leading planning initiatives. Collaborate with senior leaders to influence business decisions through data-driven analysis, ensuring accuracy a...

Shape client success by leading tax operations teams, driving efficiency, and ensuring high-quality service delivery for complex tax reporting initiatives across sectors, while mentoring professionals...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Optimize our product suite to elevate financial advisory capabilities through innovative AI solutions. Lead the entire product lifecycle, collaborating with diverse teams to transform complex workflow...

Join a team that's driving financial strategy by leading advisory services, mentoring talent, and fostering client relationships in the Consumer & Retail sector while managing comprehensive financial...

Shape innovative real estate strategies to support dynamic growth initiatives. Collaborate with cross-functional teams and lead critical projects, driving successful program launches and effective lea...

Execute trading operations effectively, enhancing processes and efficiency for diverse client accounts in the SMA and UMA sectors, while maintaining rigorous risk controls and ensuring seamless trade...

Unlock potential by managing real estate credit investments and underwriting with a focus on portfolio performance, financial analysis, and collaboration across teams to drive successful outcomes in a...

Engage your expertise in portfolio management while supporting client objectives through monitoring, rebalancing, and trade execution. Collaborate on tool enhancements and data processes in a dynamic...

Join a team that's transforming healthcare through innovative Epic solutions. Utilize your expertise to guide clients, enhance systems, and deliver impactful results in a collaborative environment tha...

Transform the tax landscape by managing complex M&A engagements, utilizing advanced project management and technical tax expertise to drive strategic outcomes for clients in a dynamic and collaborativ...

Join our team to innovate actuarial reserving processes, analyze loss data, and lead cross-departmental financial projects while enhancing efficiency and collaboration with underwriting, claims, and l...

Develop and execute strategic financial initiatives, partnering closely with leadership on capital markets, M&A execution, and investor relations to enhance the company’s financial positioning and sup...

Elevate the refinance channel by building strong relationships with enterprise lenders and loan officers. Strategically execute sales initiatives, leverage partnerships, and utilize consultative selli...

Unlock your potential as you enhance data-driven decision-making, partnering with product teams to optimize AI reporting and deliver insights that shape our product strategy in a fast-paced tech envir...

Manage key merchant relationships to drive growth and optimize performance. Lead cross-functional initiatives, ensure client satisfaction, and analyze data to enhance program adoption and value delive...

The Senior Product Manager will lead initiatives at the intersection of fundraising operations and Salesforce-based investor systems, focusing on enhancing capital raising and investor communications...

Transform strategies for growth as you lead business development initiatives across Healthcare and Life Sciences practices, collaborating to enhance client relationships, messaging, and marketing effo...

Elevate member relationships by marketing essential financial products to existing and potential clients. Leverage your expertise in sales and analytics to meet member needs and enhance financial part...

Deliver high-quality financial consulting by leading FP&A engagements, performing financial analysis, and developing complex models to support strategic decisions for clients, while managing teams and...

Drive financial accuracy by overseeing complex accounting tasks, ensuring compliance with GAAP, analyzing revenues, and enhancing processes, all while collaborating with teams to improve operational e...

Drive the launch of innovative healthcare lending products, leading a growing team to achieve high loan volume and deposit growth. Focus on developing relationships with physicians, dentists, and vete...

Shape financial strategies by developing models and forecasts that drive revenue growth, providing actionable insights to management, and enhancing operational efficiency through collaboration and det...