Wealth Management Advisor Jobs in Bronx, NY

Empower the Trusts & Estates Center of Excellence by coordinating trainings, maintaining procedural knowledge, and enhancing oversight to ensure quality and risk management across administration proce...

Elevate your career by supporting end-to-end execution of equity transactions in a dynamic environment. Collaborate across diverse teams to ensure precision and compliance throughout the syndicate ope...

Join an innovative team driving luxury brand development and strategic market planning. Lead team growth through recruitment, training, and relationship building across key accounts while enhancing br...

Transform client experiences by delivering top-notch support for member onboarding, data management, and insurance renewals within a dynamic team environment focused on property and casualty insurance...

Optimize billing and pricing for transaction services, collaborating with teams to enhance efficiency and client experience. Drive strategic initiatives and ensure seamless implementation of product c...

Drive capital-raising strategies as part of a dynamic team, engaging with clients and investors to execute bespoke transactions while navigating the complexities of private capital markets and enhanci...

Unlock potential by managing investment vehicle launches and lifecycle processes for Private Equity and Private Credit products, ensuring compliance and operational excellence through cross-functional...

Drive impactful analyses to guide C-Suite executives and boards in addressing shareholder activism and corporate governance. Utilize quantitative modeling and AI tools to provide strategic insights on...

Join a leading firm to provide expert estate planning and private client legal services, managing high-value client relationships. Optimize your practice with support for business development and oper...

Lead a dynamic bank branch, fostering a culture of service while driving growth and coaching a high-performing team to deliver exceptional client experiences and financial solutions for the community...

Champion client relationships by offering tailored financial solutions, ensuring compliance and high standards in portfolio management. Drive business development in Private Wealth Management, enhanci...

Drive innovative client solutions in a leadership role focused on family office services for ultra-high-net-worth clients, fostering strong relationships and promoting business growth in a dynamic con...

Optimize your career by managing a diverse portfolio while ensuring compliance, performance, and risk mitigation. Collaborate with teams and stakeholders to deliver effective loan administration and a...

Manage independent oversight of private asset investment strategies, focusing on private credit and CLOs. Utilize data analytics to provide insights, enhance reports, and support risk assessment to en...

Accelerate progress at our Retirement Plan Administration team by providing expert compliance and consulting on retirement plans. Join a dynamic group focused on driving operational improvements and e...

Transform the small business Property & Casualty Insurance sector by leading strategy, team development, and customer experience management. Drive growth in a dynamic environment focused on data-drive...

Shape the future of data solutions by leading strategic initiatives and enhancing business processes through effective data management and analytics. Collaborate across teams to drive innovation and a...

Champion customer relationships by managing Commercial Banking credit accounts. Oversee portfolio underwriting, grow revenue, and enhance existing accounts while partnering with Relationship Managers...

Engage with affluent clients, deepening relationships while delivering tailored financial solutions. Utilize analytical skills to assess needs, conduct face-to-face meetings, and collaborate with prod...

Empower stakeholders through strategic sales leadership in the Retirement Plan sector, driving growth and innovation while fostering key relationships with partners and clients to achieve business obj...

Engage with a high-impact team overseeing legal entity financial analysis, forecasting, and regulatory reporting, ensuring robust governance and safety of bank charters across multiple business lines...

Contribute to building a successful mortgage lending practice by soliciting and managing relationships with affluent clients, ensuring compliance, and delivering excellent customer service while stayi...

Lead the charge in executing complex secondary transactions, managing GP-led processes, and optimizing client relations while overseeing financial models and driving strategic marketing initiatives in...

Accelerate progress at a dynamic firm by supporting Private Client Advisors with exceptional client service, operational tasks, and relationship management, ensuring timely and effective investment st...

Optimize and manage Commercial Banking credit account relationships, driving revenue growth by closing new business and expanding existing accounts while effectively managing credit risk and serving c...