Wealth Management Advisor Jobs in New York, NY

Empower customer success by managing Premium and Platinum support accounts, ensuring high satisfaction. Drive proactive engagement, issue resolution, and feedback representation for optimal client out...

Discover potential as you lead strategic portfolio management initiatives aimed at driving growth and enhancing client P&L through effective collaboration, project oversight, and rigorous analysis...

Play a key role in driving successful AI adoption through tailored change management strategies, ensuring minimal disruption and maximized value across a global marketing organization...

Champion operational excellence by leading loan documentation support and guiding team members in a high-energy remote environment. Drive innovation and client satisfaction within Commercial Lending O...

Drive innovative solutions and strategic initiatives, collaborating cross-functionally to enhance operational efficiency and maximize organizational impact. Lead teams towards achieving ambitious goal...

Drive excellence in claims management by analyzing complex automotive and general liability claims. Accountable for investigation, negotiation, and collaboration with clients and counsel. Ensure effec...

Manage reserve analyses for various product lines while driving process improvements and modernization initiatives. Collaborate with actuarial leaders to ensure timely and accurate reporting, enhancin...

Empower AI solutions by collaborating across teams, managing high-priority projects, and driving operational excellence within a dynamic portfolio focused on data and analytics...

Manage and oversee complex enterprise software implementations, ensuring effective governance, client representation, and successful project delivery. Coordinate with stakeholders while optimizing pro...

Join a team that's shaping the future of AI and data strategy in financial services. Lead high-impact projects, collaborate with senior leaders, and drive innovative solutions while coaching team memb...

Drive global treasury effectiveness by leading cash management, banking operations, and liquidity planning. Partner with cross-functional teams to enhance cash visibility, optimize processes, and impl...

Lead global treasury operations, optimizing liquidity management and cash forecasts. Collaborate with finance teams to enhance banking relationships and ensure robust treasury controls, driving effici...

Accelerate product innovation by leading the development of agentic experiences, driving strategy, and ensuring high-quality features that resonate with customers while managing the entire product lif...

Transform Agency MBS modeling through advanced quantitative analysis and model development to enhance investment insights and decision-making processes within the financial services sector...

Lead the charge in transforming client relationships with innovative capital markets solutions, balancing analytical rigor and innovative thinking to meet their financial needs while driving business...

Transform the client experience as you manage relationships and enhance the SMA platform, ensuring operational excellence and product innovation for investment advisors while collaborating across team...

Lead the development of control strategies that enhance operational integrity, mitigate compliance risks, and drive innovative solutions through data analysis. Collaborate within teams to foster a cul...

Lead trade lifecycle management for Total Return Swaps, focusing on asset reconciliation. Collaborate with Trading, Fund Accounting, and Risk to resolve discrepancies, enhance workflows, and support o...

Lead client accounting services by managing teams, analyzing financial data, and driving process improvements within a collaborative real estate finance environment, while leveraging advanced technolo...

Optimize your IAM expertise in a leadership role focused on enhancing security and compliance while driving innovative identity solutions across a dynamic team. Collaborate with IT and business stakeh...

Take ownership of IAM solutions by designing, implementing, and optimizing governance processes, collaborating with stakeholders, troubleshooting issues, and mentoring team members to ensure robust se...

Shape the future of equity finance technology by leading high-performance software development. Drive strategic initiatives while owning the full development lifecycle, ensuring seamless integration w...

Shape the future of equity finance by leading cutting-edge software development. You will be hands-on in architecting complex applications, driving performance, and collaborating with trading and risk...

Empower our transition to a product operating model by establishing portfolio disciplines that connect investment decisions with capacity and expected value, enabling informed trade-offs across enterp...

Lead the charge in executing trades and managing risk within a diverse portfolio, leveraging market insights and collaboration to optimize trading strategies while ensuring compliance with regulatory...