Wealth Management Advisor Jobs in New Haven, CT

Lead operational excellence in eDiscovery and litigation support by managing workflows, coordinating teams, and ensuring compliance with established protocols and deadlines. Partner with various stake...

Lead digital transformation initiatives for financial services, driving product innovation and collaboration between sales and technical teams to exceed revenue goals and deliver tailored client solut...

Manage and lead the Government Lending Annual Servicing Team, driving operational excellence in loan servicing, financial analysis, and compliance while coaching team members for peak performance and...

Drive partner growth by engaging key accounts, developing relationships, and creating strategic networks in the SMB space. Collaborate cross-functionally to promote sales initiatives that enhance part...

Shape the future of billing processes by leading a dynamic team, enhancing accuracy, and driving collections efficiency to optimize operations and improve client satisfaction in a fast-paced environme...

Champion the billing and collections process, leading a team to ensure accuracy and efficiency. Drive operational improvements and enhance client relationships while maintaining compliance and fosteri...

Manage complex commercial property claims with urgency and expertise, ensuring high-quality service and equitable resolutions. Collaborate with stakeholders to drive strategic outcomes while adhering...

Join a team that's driving enterprise initiatives across functions to enhance project delivery. Collaborate with stakeholders and lead complex projects to ensure alignment, transparency, and value rea...

Unlock your potential by fostering relationships with consultants and brokers to drive market growth. Collaborate across teams to educate stakeholders on value propositions and enhance consultant-led...

Shape compliance strategies by monitoring regulations, conducting legal research, and providing actionable guidance to stakeholders. Partner with internal teams to develop training materials that faci...

Shape exceptional member experiences by leading a dynamic Contact Center team, enhancing member relations through outreach, support, and training while driving engagement and retention strategies for...

Tackle the future of finance technology by managing product strategy and delivery. Collaborate with cross-functional teams to enhance finance capabilities, driving user-centric solutions and optimizin...

Engage in shaping the future of finance technology by driving product strategy, leading cross-functional teams, and developing innovative solutions that address key challenges in finance operations...

Join a team that's passionate about driving revenue growth in our POS and Payments solutions. You will lead the sales strategy, manage direct and channel sales, and maximize customer engagement to boo...

Drive impactful client engagements as a seasoned Workday Financial consultant, guiding project design and implementation while mentoring a team. Contribute to process enhancements and internal initiat...

Support enterprise endpoint environments by troubleshooting, administering, and improving systems. Collaborate with teams to ensure compliance and enhance endpoint security using Microsoft Intune and...

Transform financial performance by analyzing SaaS metrics, leading forecasting processes, and supporting acquisition integration in a dynamic, multi-business unit environment. Collaborate with leaders...

Elevate the North America P&C Reserving Proposition by leading high-impact reserving transformations, driving client engagements, and mentoring a community of reserving experts, contributing significa...

Unlock potential by ensuring accurate and compliant commercial loan closings, supporting pre-closing activities and enhancing operational efficiency through collaboration with lending teams and operat...

Empower the brokerage team by delivering analytical insights, managing submissions, and ensuring compliance. Build strong partnerships and contribute to business growth while achieving individual prod...

Lead the charge in ensuring the accuracy and completeness of commercial loan closings. Engage closely with lending teams and operations to deliver exceptional customer experiences while promoting oper...

Champion compliance excellence for the Global Macro business by providing strategic guidance, enhancing controls, and leading investigations while ensuring adherence to regulatory standards and firm p...

Unlock potential by driving impactful pre-sales solutions and demonstrating expertise across financial reporting while collaborating with clients and teams to achieve customer success and tangible out...

Innovate product strategies to drive profitability and market share growth. Lead product development, conduct market analysis, and collaborate with stakeholders to launch cutting-edge payment solution...

Lead the charge in driving strategic initiatives and complex cross-functional projects, serving as a key advisor to executives. Shape strategy through analytical rigor and problem-solving while managi...