Wealth Management Advisor Jobs in New Haven, CT

Shape strategic account management for commercial clients by ensuring satisfaction, delivering tailored solutions, and coordinating with internal teams for optimal service delivery and support to enha...

Unlock potential by joining a dynamic team to lead institutional property valuations. Leverage your expertise in analytics and appraisal to support senior leadership in providing timely and precise va...

Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Drive financial management initiatives by supporting federal financial planning, budget execution, and performance analysis for USDA FPAC. Contribute to reports, audits, and compliance while enhancing...

Transform client relationships by overseeing account management, ensuring exceptional service, growth strategies, and expert guidance. Collaborate with teams to meet client needs, enhance retention, a...

Unlock potential by leading derivative trade execution and analysis. Collaborate across teams to manage complex portfolios and develop innovative tools in a fast-paced environment, while enhancing ris...

Transform client relationships by sourcing and managing a diverse portfolio, driving growth and engagement through strategic insights and tailored financial solutions while ensuring compliance with un...

Join a team that's driving complex legal strategies for nuanced M&A transactions. As a VP, Transaction Counsel, you'll provide expert guidance on acquisitions and reinsurance deals while fostering col...

Elevate your career by empowering individuals to achieve successful retirements through impactful financial guidance. Engage with public employees in New England and western New York, conducting dynam...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...

Lead the daily operations of a banking center, ensuring achievement of sales, service quality, and staff development while fostering client relationships and driving profitability through strategic bu...

Shape growth by cultivating executive relationships and architecting tailored advisory solutions that drive transformational change for clients across diverse sectors, leveraging your expertise in com...

Join a team that's committed to driving transformation through strategic executive relationships, innovative solutions, and proactive market engagement, focusing on delivering measurable results for c...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

Serve as a key investigator in financial fraud, mitigating risks through in-depth analysis and collaboration. Ensure compliance and deliver training to enhance awareness of fraud trends while supporti...

Oversee and lead audit engagements for financial institutions, ensuring high-quality delivery of risk-based advisory services while mentoring teams and enhancing client relationships...

Lead the charge in managing complex relationships and mentoring teams, enhancing service quality and profitability while ensuring compliance and risk management. Collaborate on strategic initiatives t...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Lead operational excellence by managing support staff, addressing client issues, and implementing policies. Collaborate with teams to oversee account maintenance and ensure compliance while fostering...

Champion risk management excellence by overseeing operational risks and controls across Wealth Management Platforms. Ensure compliance with regulations and enhance business processes through effective...

Drive strategic growth by developing business opportunities and leading a team. Collaborate with partners and cross-functional teams to enhance client offerings, ensuring alignment with organizational...

Elevate project development by driving loan origination, transaction management, and underwriting for complex commercial real estate projects. Collaborate with teams to enhance strategic value and ens...

Join our dynamic team as a Senior IT Risk Manager, overseeing IT risk management across technology layers. Collaborate with stakeholders to identify, assess, and mitigate risks, especially in AI, whil...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...