Wealth Management Advisor Jobs in Bronx, NY

Elevate your career by managing complex data projects that drive strategic analytics initiatives. Lead cross-functional teams to deliver innovative data solutions on-time and within scope, ensuring al...

Engage in trade support and risk management, collaborating across teams to ensure accurate trade capture and settlement while assisting in portfolio management and optimizing trading processes for eff...

Lead a seamless investor onboarding process, enhancing first impressions and ensuring exceptional experiences in a fast-paced private markets environment with diverse stakeholders...

Optimize business strategies and innovation initiatives by collaborating with management. Spearhead projects to enhance processes and manage resources effectively, fostering a culture of growth and cr...

Unlock potential by leading a dedicated Tax Team focused on high-net-worth clients. Manage client relationships, prepare and review tax returns, and mentor junior staff while enjoying a balanced work...

The Vice President of Annuity Product Management at Corebridge Financial is responsible for the strategic development and management of retirement services' annuity products. This role involves collab...

Unlock opportunities at the forefront of private capital advisory. As an Analyst, support liquidity solutions for institutional investors, contributing to due diligence, financial modeling, and strate...

Elevate your financial analysis expertise by supporting private equity projects. Conduct quantitative assessments, build forecasting models, and collaborate across teams to enhance fund performance an...

Join a team that's dedicated to forging strong client relationships and fostering growth. Leverage your organizational skills in a fast-paced environment while contributing to continuous improvement a...

Join a dynamic team to prepare valuations for financial reporting and management planning. Collaborate closely with senior members on strategic financial initiatives while honing your skills in a fast...

Empower growth by managing client relationships and driving business development to meet clients' financial needs while collaborating across departments to enhance service delivery and community engag...

Lead the charge in providing top-tier financial management for ultra-high-net-worth families, focusing on comprehensive accounting, financial reporting, and teamwork to ensure accurate and timely supp...

Elevate your career by managing financial records for high-net-worth families. Collaborate with a dedicated team in a dynamic wealth management setting, providing exceptional accounting services that...

Execute and manage trade life-cycles in a dynamic multi-market environment, ensuring client orders are fulfilled with accuracy and efficiency while supporting best-in-class service delivery across ass...

Lead the charge in annuity product development and risk management, leveraging your expertise to drive initiatives and foster strong client relationships. Collaborate across teams to deliver exception...

Join a team that's driving innovation in annuity product management, leading strategic initiatives and leveraging your expertise to enhance client satisfaction. Collaborate with diverse stakeholders t...

Advance your career by leading annuity product initiatives, guiding teams, and driving strategic growth in a collaborative environment. Leverage your expertise in product development, pricing strategi...

Join a team that's dedicated to enhancing client success through tailored financial solutions. Lead business development in expanding markets, build strong relationships, and drive impactful financial...

Empower growth by leading annuity product initiatives and analyses. Drive strategic risk management solutions and client satisfaction while fostering a collaborative environment. Leverage expertise to...

Redefine the future of annuities by leading innovative product development, pricing strategies, and risk management. Leverage expert knowledge to drive growth, enhance client satisfaction, and collabo...

Lead the charge in developing and managing annuity products while overseeing strategic initiatives, ensuring risk management compliance and driving business growth through analytical insights and clie...

Lead the charge in driving innovation within the annuities sector, leveraging advanced analytics and industry insights to develop products, enhance risk management strategies, and elevate client satis...

Join a team that's focused on building lasting client relationships in the commercial insurance sector. This role is essential for account management, ensuring service excellence, and supporting a thr...

Advance as a key operational leader overseeing corporate actions processing and asset servicing. Collaborate with a high-performance team to manage complex transactions, ensure regulatory compliance...

Support investment professionals in credit analysis, transaction structuring, and portfolio management of private credit investments, ensuring efficient execution and communication with stakeholders...