Vice President, Financial Advisor Jobs in Fairport, NY

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Drive business growth by developing strong client relationships within the private wealth sector. Leverage your expertise in wealth management to optimize sales strategies and contribute to a collabor...

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...

Join a high-impact team to drive new client acquisition and revenue growth in Financial Services. Shape and negotiate multi-year agreements, fostering strategic partnerships and leveraging market insi...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Lead the development and execution of a comprehensive privacy strategy, ensuring compliance with global regulations while driving organizational readiness. Collaborate cross-functionally to embed priv...

Reimagine growth strategies as you lead initiatives that empower financial advisors, enhance community engagement, and drive measurable outcomes within a dynamic team-focused environment focused on co...

Accelerate growth at your own financial practice while guiding clients through comprehensive financial planning, ensuring they achieve their goals across all life stages with innovative solutions and...

Elevate client engagement by providing personalized investment management services. Collaborate with clients to develop financial strategies that meet diverse needs while ensuring compliance with regu...

Lead the charge in shaping innovative solutions that enhance organizational efficiency, collaborating with cross-functional teams to drive projects and initiatives to successful completion, while fost...

Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...

Lead the charge in enhancing client relationships and team performance through strategic coaching and mentorship, while managing a portfolio of mid-sized companies to foster growth and satisfaction...

Shape the future of investment management by building lasting relationships with advisors in the Pac NW. Drive growth in mutual funds, SMAs, and ETFs through expert insights and innovative strategies...

Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

Grow your career with a pivotal role driving the recruitment of Financial Advisors and Accounting Firms, promoting our value proposition, and building lasting relationships to enhance our presence in...

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...

Join a team that's driving the integration of acquisition firms into our Facilities platform, managing vendor transitions, and ensuring effective branding and communication throughout the M&A process...

Drive growth by leading North America's channel sales strategy, cultivating partnerships, and delivering on ambitious revenue goals. Oversee a team to build a competitive advantage across the automati...

Unlock potential by leading financial strategy and operations in a high-growth SaaS environment. You'll drive FP&A, treasury, and strategic finance, ensuring seamless scalability while supporting exec...

Shape the future of healthcare by leading growth strategies in the Health Plan market. Drive revenue, influence strategic partnerships, and deliver integrated solutions for enhanced client outcomes an...