Financial Advisor Jobs in White Plains, NY

Optimize tax compliance and planning for high-net-worth individuals in a sophisticated investment platform. Collaborate with internal teams and external providers to ensure accurate and timely tax rep...

Partner with us to drive transformative restructuring solutions for underperforming businesses, enhancing performance and enterprise value while collaborating with top industry professionals in a fast...

Lead the charge in executing middle-market transactions, focusing on M&A and capital raising. Collaborate with senior bankers and mentor junior team members to drive successful outcomes within the bus...

Transform IT operations and drive company growth by managing systems, devices, and security. Engage with cross-functional teams to ensure a reliable IT environment while fostering collaboration and in...

Join a team dedicated to delivering equity advisory resources in healthcare and biotech. Collaborate cross-functionally to enhance client engagement, drive revenue growth, and optimize resources while...

Shape the future of customer service by integrating AI agents with enterprise SAP systems. Drive AI deployment, design conversational workflows, and enhance agent capabilities to ensure seamless integ...

Elevate your career by joining a dynamic team that drives investment opportunities through rigorous research and analysis, developing insights that shape financial strategies and foster growth in high...

Join a team that's driving investment excellence in corporate credit, managing over $20 billion in assets. As a key player, you'll engage in due diligence, financial modeling, and credit documentation...

Support the growth of private market asset data operations by ensuring data accuracy and efficiency. Collaborate with teams to drive improvements and maintain high-quality standards, while managing wo...

Pioneer federal sales initiatives by building a strategy that drives growth across U.S. federal agencies. Own the sales motion, expanding relationships with key stakeholders to establish a robust pipe...

Accelerate progress at a leading equity research team by conducting in-depth analyses and assisting in financial modeling, industry research, and comprehensive report writing to drive investment decis...

Engage with mid-market clients to drive business growth by leading the full sales cycle, from outreach to close, in a dynamic and collaborative consulting environment focused on technology solutions...

Support legal initiatives for U.S. registered funds and retail products. Collaborate with senior management and cross-functional teams to ensure compliance and handle regulatory matters while enhancin...

Lead the charge in architectural strategy and innovation across multiple platforms while guiding a team of architects and collaborating with C-suite leaders to align technology solutions with business...

Partner with us to enhance financial performance and operational efficiency across manufacturing sites. Drive budget preparation and performance analysis, while collaborating with various teams to opt...

Drive impactful financial due diligence for middle-market transactions, ensuring seamless delivery of advisory services. Empower clients with expert insights and lead engagements across various indust...

Lead strategic community development initiatives, driving CRA performance through partnerships and finance. Manage teams, oversee programs, and ensure strong compliance while engaging with community s...

Lead the charge in crafting impactful internal events to enhance culture and engagement. Collaborate across teams to ensure innovative experiences that align with strategic goals, managing logistics...

Shape the future of engineering operations across a national portfolio, integrating technical expertise and direct client engagement to ensure optimal performance and reliability of building systems t...

Shape the future of sales leadership by overseeing a dynamic team, developing strategic initiatives, and enhancing client relationships to drive performance in a competitive market environment...

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...

Lead dynamic financial research and analysis in Energy & Infrastructure, supporting senior analysts with insights and strategic recommendations for investment opportunities and industry developments...

Empower our corporate governance initiatives by managing records, ensuring compliance, and collaborating across teams to enhance governance policies. Support regulatory activities and participate in g...

Manage corporate governance processes by overseeing documentation, compliance, and entity management across subsidiaries. Collaborate with legal and business teams to ensure governance records are mai...

Drive the success of a high-performing sales division by overseeing personnel management, developing talent, and implementing strategic plans to capitalize on market opportunities while ensuring compl...