Wealth Management Advisor Jobs in Brooklyn, NY

Shape the future of trading by leveraging advanced techniques and premier technology. Collaborate in a high-performance environment focused on equity markets, technical strategies, and maximizing trad...

Champion compliance excellence by leading a high-performing team, ensuring adherence to regulatory guidelines and internal policies while driving process improvements across investment portfolios and...

Lead our financial services team by driving sales, mentoring associates, and cultivating client relationships. You'll enhance local business growth and maintain high customer satisfaction through stra...

Manage and grow a portfolio of Corporate Banking relationships, driving revenue through new business initiatives and customer retention while ensuring credit risk is effectively mitigated and customer...

Join the Wealth Management team to drive impactful portfolio analysis and support strategy execution, ensuring compliance, collaboration, and in-depth reporting for a range of investment portfolios ac...

Manage and oversee financial reporting, cash tracking, and fund accounting activities while collaborating with cross-functional teams to support fund initiatives and ensure compliance with regulations...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Join a team that drives legal excellence in CLO transactions, providing guidance to investment professionals, managing execution, and navigating regulatory landscapes to support a $26 billion CLO port...

Engage and expand market presence by spearheading business development efforts across asset-intensive industries, driving revenue growth, and forging strong client partnerships to deliver comprehensiv...

Drive M&A transaction execution for financial institutions, leading teams and managing client relationships. Facilitate complex deal processes, maintain high quality standards, and mentor junior staff...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Transform the IPO experience by managing Directed Share Programs through strategic execution and cross-functional collaboration, ensuring exceptional outcomes for corporate clients in a dynamic enviro...

The Sr. Relationship Manager, Commercial serves as a trusted financial advisor to clients with complex needs, focusing on acquiring and managing relationships while providing a full range of banking p...

Champion the design and execution of innovative B2B2C marketing strategies for workplace wealth management. Drive client engagement and growth through tailored experiences, collaborating across busine...

Join a team that's driving growth strategies for consumer mortgage origination in Northern New Jersey. Oversee staff, implement marketing plans, engage with community leaders, and manage compliance in...

Empower participants by designing and executing lifecycle marketing strategies that enhance engagement and financial outcomes while collaborating with cross-functional teams to influence and optimize...

Engage in legal leadership for annuity and life insurance products, guiding product development, ensuring compliance, and managing risks while collaborating with stakeholders to support strategic init...

Drive accurate reconciliations and resolve trade discrepancies while collaborating with prime brokers. Manage monthly performance estimates and corporate actions for client portfolios in a dynamic mid...

Empower your career by leading technology integration for M&A initiatives. Engage with partners, manage cross-functional teams, and drive efficiencies while ensuring seamless delivery and transparent...

Lead the charge in enhancing IAM production reliability and resilience while driving AI-assisted improvements for operational excellence, ensuring uptime and swift incident response within a critical...

Manage and enhance client relationships while overseeing professional liability insurance accounts. Utilize your expertise to build service plans and guide teams to achieve account goals effectively...

Lead the enablement lifecycle for Business Development, enhancing onboarding, training, and performance reporting. Drive tool adoption and empower reps with essential resources to maximize their succe...

Lead the charge in shaping compliance strategy and regulatory governance, ensuring robust cybersecurity practices across all business domains while advising on critical legal obligations and maintaini...

Elevate your career by integrating your expertise in wealth management to drive client success and enhance business growth while collaborating with diverse teams to deliver top-tier financial solution...

Join a team that's dedicated to driving investment solutions, nurturing client relationships, and maximizing revenue growth in a consultative capacity within the North American distribution channel...