Vice President, Financial Advisor Jobs in New York, NY

Drive success by converting high-net-worth prospects into clients through effective sales strategies. Leverage provided leads and resources to showcase wealth management solutions, enhancing client sa...

Drive accounting excellence as you oversee fund reporting, manage daily cash activities, and ensure compliance within a dynamic, fast-paced environment. Collaborate across teams to enhance processes a...

Create exceptional client experiences by managing complex wealth relationships, developing tailored financial plans, and coordinating cross-departmental services to drive satisfaction and business gro...

Optimize your career by overseeing structured loans for real estate owners, managing a dedicated team, and enhancing portfolio strategies for successful asset management and stakeholder communication...

Lead the charge in expanding our Private Client services by coaching a skilled team of Relationship Managers to achieve sales and client satisfaction, while strategically driving market growth and enh...

Partner with us to drive strategic growth and M&A initiatives, contributing to high-impact decisions and shaping the future direction of the organization through robust evaluations and insights across...

Lead the charge in driving strategic portfolio management, bridging analytics and underwriting to enhance decision-making. Collaborate with stakeholders to deliver actionable insights, influence strat...

Manage strategic bank relationships, optimize execution, and collaborate within Treasury. Drive projects and quarterly updates, ensuring alignment with firm priorities while enhancing communication ac...

Lead strategic initiatives and enhance operational effectiveness across teams. Drive execution and stakeholder engagement while supporting executive decisions. Partner with cross-functional groups to...

Transform client financial experiences by guiding them through tailored investment and insurance strategies. Collaborate closely with branches to drive growth and retention while building lasting rela...

Join a team that's driving strategic initiatives in a dynamic environment. Lead business growth with data-driven strategies, manage complex projects, and influence stakeholders to enhance the Commerci...

Elevate your career by managing affluent client relationships, driving sales, and delivering tailored financial strategies. Collaborate across teams to provide innovative banking solutions and foster...

Lead the development of robust client relationships by leveraging deep expertise in wealth management strategies, investment solutions, and personalized service, aimed at exceeding the financial goals...

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...

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...

Shape the future of loan administration by leading a dedicated team, ensuring compliance, and managing a complex loan portfolio while providing exceptional customer service and driving operational exc...

Make your mark at the forefront of Funds Services Technology, driving strategic initiatives and vendor relations. Collaborate with diverse teams and enhance operational excellence while supporting fin...

Manage and lead Trust and Estate Administration, directing complex trust activities and investment strategies. Collaborate with clients and stakeholders to enhance service delivery while maintaining c...

Engage in strategic financial institution sales to cultivate and expand reseller partnerships. Drive the sales cycle, build executive relationships, and create revenue-generating opportunities while n...

Champion innovative treasury solutions by leveraging digital assets to drive client success and revenue growth. Collaborate with cross-functional teams to shape unique offerings in the digital finance...

Engage with clients to deliver exceptional wealth management services, manage complex relationships, and drive new business development while enhancing client satisfaction and operational efficiency t...

Grow your career with impactful leadership in technical accounting, overseeing compliance, guiding stakeholders, and enhancing financial reporting. Leverage your expertise in U.S. GAAP to drive strate...

Lead the charge in corporate financial operations, overseeing budgeting, forecasting, cash flow, and vendor payments while ensuring compliance and supporting contract leaders in managing financial per...

Manage a diverse portfolio of debt and alternative investments, ensuring optimal performance through proactive analysis, strategic reporting, and collaboration with multiple internal teams for optimal...

Champion financial solutions by leading client coverage efforts, expanding treasury dialogue, and enhancing private credit initiatives. Drive bond issuance and investor relations, while guiding comple...