Financial Advisor Jobs in White Plains, NY

Explore opportunities to build reliable backend systems for portfolio management. Collaborate across teams to enhance performance and client-facing features while ensuring system integrity and respons...

Lead client-facing relationships by managing private equity fund accounting, overseeing capital activities, financial reporting, and audits. Develop junior talent while ensuring high-quality delivery...

Join a team that supports business development across debt finance and regulatory practices. Collaborate with leaders and colleagues to enhance client relationships and drive strategic initiatives in...

Lead the Transformation Office by executing strategy, enhancing governance, and ensuring initiative alignment across all levels to drive impactful change and accountability within the organization...

Advance your career by managing asset performance within a real estate portfolio. Drive risk mitigation, enhance business strategies, and deliver insightful financial analyses to optimize investment o...

Elevate the legal framework by supporting secured financing transactions, providing expert advice on repo and derivatives documentation, and collaborating with cross-functional teams to navigate compl...

Champion complex legal support for repo and secured financing transactions, addressing documentation and regulatory issues while collaborating closely with trading desks and risk management teams to e...

Contribute to impactful valuation projects by leveraging your expertise in financial models and asset classes. Engage with clients, manage teams, and enhance client relationships while executing and m...

Transform your career by developing innovative Salesforce solutions that enhance client relationship management, collaborating with cross-functional teams to drive business value and improve user expe...

Contribute to designing and implementing Salesforce solutions to enhance client relationship management for institutional and wealth management teams, ensuring high-quality performance and user experi...

Engage in critical compliance analysis, guiding clients in the investment sectors to develop robust compliance programs, lead trainings, manage regulatory filings, and ensure accurate deliverables whi...

Unlock organizational potential by leading competitive intelligence and strategic insights. Shape executive decisions through data analysis and trend identification, driving enterprise strategy across...

Reimagine fiduciary solutions and trust administration while building strong relationships. Oversee compliance, manage risks, and collaborate with internal teams to ensure optimal client service in es...

Transform client relationships by providing innovative employee benefits solutions, managing complex accounts, and ensuring compliance with regulatory standards while driving strategic initiatives to...

Play a key role in supporting credit solutions and fundraising activities, managing diverse projects while collaborating with teams to create strategic marketing materials and client proposals focused...

Accelerate progress at a leading fintech agency, driving strategic communications and client growth while managing multiple teams, relationships, and initiatives within a fast-paced environment focuse...

Reimagine executive communications by shaping high-impact messaging for C-suite leaders, bolstering visibility through strategic outreach and preparing high-quality materials that engage diverse audie...

Shape the financial backbone of a pioneering market by owning modeling, forecasting, and cash management. Collaborate cross-functionally to provide critical insights that empower leadership decisions...

Engage in a dynamic sales role that fosters personal growth and success by working closely with experienced mentors, generating leads, and providing top-notch financial solutions to clients. Ideal for...

Elevate your career as you lead analytical efforts in investment banking, execute M&A transactions, deliver client presentations, and develop financial models while mentoring junior team members in a...

Join a team that's driving excellence in Loan Operations. Oversee cash and position reconciliations, enhance processes, and manage a dedicated analyst team as you resolve discrepancies for top-tier cl...

Unlock potential by driving exceptional service and accuracy in financial reporting for captive insurance clients. Leverage your 5-7+ years of expertise to manage complex accounting tasks and regulato...

Shape the future of finance at a high-growth startup by leading strategic planning and operational processes, enhancing investor relations, and creating an AI-driven finance function to support scalab...

Bring your expertise to lead quantitative analytics and model development, enhancing risk management processes and strategic insights to drive effective decision-making and regulatory compliance acros...

Shape the future of finance by joining our dynamic FP&A team, where you'll drive strategy through insightful analysis and collaborative reporting, enhancing decision-making and supporting our mission...