Wealth Management Advisor Jobs in Norwalk, CT

Engage high-profile clients to drive business development and fundraising efforts. Collaborate with internal teams and manage the sales process while advocating for JefAM’s competitive edge in the inv...

Grow your career with a pivotal role leading finance strategy, portfolio expense management, and investment prioritization, collaborating across teams to drive operational excellence and impactful bus...

Drive growth by leading North America's channel sales strategy, cultivating partnerships, and delivering on ambitious revenue goals. Oversee a team to build a competitive advantage across the automati...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Champion client success by managing a portfolio of business clients, delivering tailored financial solutions, and fostering lasting relationships to enhance their growth and profitability...

Join us in shaping the future of executive recruitment by driving search strategies, managing candidate relationships, and collaborating with clients to secure top talent, while gaining unparalleled m...

Help us define and execute the vision for our Private Funds product line, ensuring alignment with market needs. Collaborate across teams to enhance technology solutions, streamline operations, and dri...

Lead the charge in managing key customer relationships within the Global Financial Services vertical, focusing on strategic growth and transforming the cloud computing landscape through collaboration...

Champion innovative communications strategies by leading client accounts, managing creative teams, and executing strategic plans in a fast-paced environment. Leverage media relationships and deliver e...

The Product Director - Asset Owners will lead the vision, strategy, and execution of the Asset Owners-focused product portfolio, managing a team of product managers. This role requires deep expertise...

Shape the future of technology risk management by leading initiatives in Wealth Management Engineering. Collaborate with diverse teams to strengthen controls, drive compliance, and enhance client expe...

Champion client relationships by providing tailored financial solutions for affluent and High Net Worth individuals. Leverage analytical skills and a deep understanding of financial products to enhanc...

Join a team that's pivotal in supporting fund operations and enhancing the client experience. This role involves cross-functional collaboration, operational strategy, and fund lifecycle management, id...

Manage and streamline the investor reporting function, ensuring accuracy in documentation and compliance with regulations. Lead a team to deliver high-quality results while monitoring performance and...

Grow your career with a dynamic role focused on client engagement through data-driven presentations, market analyses, and strategic product development to enhance investment communication and performa...

Drive strategic initiatives that enhance client acquisition and campaign effectiveness, collaborating with cross-functional teams to refine and execute targeted marketing efforts while tracking perfor...

Elevate your career by collaborating across teams to optimize cash flow strategies, enhance financing solutions, and manage investment portfolios in a dynamic private credit environment, driving effic...

Deliver strategic oversight in client risk management, enhancing frameworks and collaborating across teams to ensure compliance and operational excellence in a dynamic financial environment...

Execute strategic partnership initiatives in Asset-Based Finance and Investment Grade Private Credit, collaborating with investment teams and senior leadership to craft and deliver bespoke solutions...

Shape the future of retirement plan onboarding by managing installations, ensuring compliance, and fostering client relationships. Leverage your expertise to lead mid to large plan conversions while m...

Join a dynamic team as you build and manage key RIA relationships, driving client engagement and delivering tailored investment solutions across a broad spectrum of offerings. Cultivate growth opportu...

Advance relationship management through expert financial planning, enhancing client engagement and driving portfolio growth while ensuring compliance with regulations and internal policies...

Empower client experience through process improvement and operational excellence. Drive strategic initiatives by analyzing current models, enhancing workflows, and implementing innovative solutions to...

Unlock potential by joining a dynamic sales team focused on high-net-worth clients. Navigate your territory with established leads while supported by comprehensive resources to drive your success in f...

Join a team that's transforming capital markets by delivering innovative solutions and strategic advice in the Global Power & Energy sector, enhancing client success through expert transaction executi...