Wealth Management Advisor Jobs in Fishkill, NY

Lead the development and management of retirement plan services, ensuring compliance with regulations while collaborating across teams to enhance product offerings and client engagement. Drive strateg...

Advance your career by driving M&A transactions and strategic advisory solutions. Leverage client management and business development skills across various industries while mentoring junior bankers in...

Drive meaningful client engagement by supporting sales and service activities across U.S. and Canadian markets while leveraging expertise in global equity strategies and fostering strong relationships...

Join a team that's dedicated to empowering clients in achieving homeownership through expert mortgage guidance, collaborative service efforts, and an unwavering commitment to exceptional customer expe...

Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...

Manage the accurate calculation of NAV for client funds, preparing investor statements and liaising with auditors. Collaborate with operations and investor relations teams while utilizing Excel for fi...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Unlock potential by owning and enhancing legal entity management platforms, collaborating with cross-functional teams to streamline operations and integrate systems, while promoting continuous improve...

Champion customer success by driving product adoption and engagement. Collaborate cross-functionally to align customer goals with solutions, ensuring value realization and long-term success through ef...

Unlock potential by leading a team in fund accounting and administration, managing client relationships, and ensuring compliance with financial reporting standards. Enhance daily operations while navi...

Elevate your career by leading a dynamic team in Fund Accounting & Administration, overseeing workflows, client relationships, and financial reporting. Drive excellence while managing complex portfoli...

Engage as a key team leader managing fund accounting functions, overseeing staff, and cultivating client relationships while ensuring timely financial deliverables and compliance in a fast-paced envir...

Lead the charge in fund accounting administration by supervising teams, enhancing client relations, and managing complex financial statements while ensuring timely deliverables in a fast-paced, high-p...

Empower your career by leading a fund accounting team, managing client relationships, and overseeing financial reporting in a fast-paced environment that values initiative and teamwork. Drive success...

Lead the fund accounting and administration team, managing client relationships, internal workflows, and financial reviews while ensuring compliance and high-quality deliverables in a fast-paced envir...

Manage client relationships and internal workflow while supervising staff. Review financial statements and maintain strong communication with investment professionals to ensure timely deliverables in...

Lead the charge in fund accounting and administration, supervising staff, managing client relationships, and overseeing financial reviews and audits. Empower clients through effective communication an...

Elevate your career by overseeing fund accounting processes, managing client relations, and supervising staff, while ensuring the accuracy of financial statements and compliance with deadlines in a dy...

Unlock potential by overseeing fund accounting operations, managing client relationships, and supervising a dedicated team. Drive excellence in financial reporting, audits, and fee calculations while...

Transform financial oversight by managing client relationships, reviewing complex accounting documents, and leading a skilled team. Your expertise will ensure efficient workflows and compliance in a f...

Help us drive customer success by managing relationships, achieving targets, and implementing the RQI portfolio to enhance client engagement and support life-saving missions in the healthcare sector...

Advance your career by leading sell-side M&A processes for founder-led businesses, driving exclusivity, mentoring talent, and shaping firm strategy in the lower middle market while partnering with exp...

Lead the charge in delivering strategic insights for high-performing financial services clients. Engage as a trusted adviser, enhancing their investment decisions through innovative, AI-driven data pr...

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...

Lead the charge in transforming engineering with AI and platform-driven innovation. Shape the strategy and architecture of scalable solutions while fostering a culture of collaboration and excellence...