Wealth Management Advisor Jobs in New Haven, CT

Manage the enterprise IT Asset Management program, focusing on asset lifecycle, cost optimization, compliance, and cross-functional collaboration to achieve financial stewardship and operational perfo...

Create a centralized RFP function to enhance proposal processes, drive growth, and increase win rates across the organization by leading a high-performing team focused on innovation and excellence...

Pioneer new lending opportunities by sourcing and managing relationships with borrowers and intermediaries, while driving term sheet execution and ensuring alignment with fund objectives. Become a tru...

Elevate your career by managing low to mid-value claims while collaborating with underwriters and brokers. You'll enhance client satisfaction through effective claims resolution, report on trends, and...

Lead the management and operations of a disability claims team, enhancing client relations and ensuring compliance. Drive improvement initiatives and maintain high service standards while fostering a...

Lead the charge in managing Long Term Disability claims operations, driving efficiency and client satisfaction while fostering team development. Collaborate with partners and support technological ini...

Elevate your career by leading a team focused on managing Long Term Disability claims, ensuring operational efficiency, compliance, and exceptional service while fostering strong client relationships...

Lead and enhance the operations of the Long Term Disability claims team, ensuring client satisfaction and compliance while fostering a high-performance culture and developing strong professional relat...

Join a team that’s dedicated to managing and improving disability claims operations, fostering client relationships, and ensuring compliance while leading and developing a professional team committed...

Champion the management of our Long Term Disability claims team, ensuring operational efficiency while nurturing client relations and risk management. Lead, train, and motivate claims professionals to...

Shape and execute innovative marketing strategies targeting affordable housing and commercial real estate sectors. Collaborate with a talented team to enhance client engagement and drive demand throug...

Shape the future of real estate marketing by developing strategic initiatives that drive demand, enhance visibility, and create compelling client experiences across diverse channels, while leading a t...

Unlock potential by leveraging your mortgage expertise to drive rapid loan closings, enhance client relationships, and utilize cutting-edge technology to streamline operations for success in a remote...

Join a team that's revolutionizing mortgage lending with AI technology, dedicated support, and a vast network of investors to help you achieve your goals and maximize your potential in a remote enviro...

Join a high-performing team as you lead client account management, driving revenue growth and operational excellence while overseeing contract negotiations and ensuring strong client relationships...

Engage key healthcare payers by driving sales of BPaaS and EPaaS solutions. Leverage industry knowledge to strategize and execute account growth plans, focusing on achieving revenue goals while managi...

Transform financial insights into strategic decisions by developing advanced forecasting models and enhancing reporting processes while collaborating with finance and leadership teams to drive busines...

Drive our financial strategy by building key models, overseeing metrics, and managing commercial partnerships to support rapid growth in a dynamic fintech environment. Collaborate closely with the exe...

Unlock your potential by delivering strategic tax solutions within private equity. Ensure compliance, navigate complex structures, and provide transaction support to optimize outcomes for portfolio op...

Empower business success by driving the design, implementation, and optimization of Workday Financials solutions, focusing on Foundation Data Model (FDM) to align financial strategies with operational...

Join our team to drive client retention and growth strategies within private equity accounts, leading a matrix of partners to deliver innovative health solutions while enhancing brand reputation and a...

Reimagine corporate governance as you partner with the CEO to optimize board operations, enhance executive productivity, and drive strategic stakeholder engagement within a dynamic financial environme...

Empower your career by driving strategic change aimed at enhancing operational efficiency. Lead initiatives that harness automation and technology to transform business processes and elevate client ex...

Lead the charge in US Treasury Settlements, overseeing trade activities and ensuring seamless operations. Collaborate with trading desks to drive high-value product settlements while mentoring team me...

Empower compliance excellence by overseeing agent supervision and regulatory adherence. Collaborate with leadership to implement critical training and standards that uphold firm integrity and foster a...