Wealth Management Advisor Jobs in Old Lyme, CT

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Accelerate progress at our dynamic financial services firm, engaging high-net-worth clients to showcase tailored wealth management solutions while leveraging comprehensive support and training resourc...

Own the FP&A analysis process, ensuring accuracy in expense tracking, variance analysis, and model integrity within Workday Adaptive, while collaborating with finance leaders to support strategic deci...

Lead a dedicated Investor Services team, overseeing client interactions, managing complex workflows, and enhancing operational efficiency to ensure top-tier client satisfaction in a collaborative envi...

Transform your career by partnering with leadership as a Strategic Financial Business Partner. Drive financial strategies and enhance performance management within a multi-billion dollar Wealth Segmen...

Empower clients by leading consultation projects, managing teams, and delivering exceptional service. Drive strategic objectives and foster professional growth for junior staff while ensuring project...

Elevate your career by providing exceptional risk management strategies to high net worth clients, cultivating relationships within a dynamic team, and demonstrating expertise in specialty insurance t...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Engage clients by nurturing relationships and identifying opportunities to enhance loyalty and satisfaction. Utilize strong communication and planning skills to provide exceptional service in a fast-p...

Unlock potential by driving strategic growth through innovative partnerships and market expansion in the dynamic insurance industry. Leverage your expertise in business development to enhance relation...

Champion revenue growth by optimizing demand generation and marketing tech. Leverage data analytics to enhance lead-to-revenue processes, driving key insights and alignment between marketing and sales...

Pioneer the future of retirement solutions! Lead and inspire a dynamic team of sales professionals in a high-impact role to maximize qualified retirement plan sales across diverse financial channels w...

Lead the achievement of home lending volume and fee income goals while providing expertise and training to loan originators. Collaborate with management to enhance business development and ensure smoo...

Join a team that's dedicated to achieving home lending goals through leadership and collaboration with Loan Originators, driving business development, training, and ensuring seamless operations from o...

Take ownership of mortgage operations, leading the team to enhance efficiency, growth, and risk management while optimizing secondary marketing strategies with a tech-savvy approach. Drive operational...

Help us enhance member experiences by leading a team focused on core and voluntary benefits, ensuring service quality, operational performance, and continuous process improvement for optimal employee...

Reimagine treasury operations by leading liquidity management, capital strategies, and banking relations. Drive insightful financial analysis and cultivate executive partnerships to enhance organizati...

Oversee and enhance the RFP operational governance and data management, collaborating with leadership on strategy and driving innovation through automated processes and content accuracy to elevate org...

Partner with us to lead large-scale cloud migration efforts, ensuring seamless transitions across diverse teams and technical domains while managing application readiness and driving effective cross-f...

Drive the evolution of finance systems by enhancing Oracle Cloud Fusion functionalities, supporting data integrity and user training, while managing multiple projects and priorities in a dynamic envir...

Lead the charge in delivering exceptional investor services through effective team management and collaboration. Drive strategic initiatives, ensure compliance, and foster strong client relationships...

Manage funding valuations and benefit calculations for defined benefit pension plans. Collaborate with teams to ensure compliance with IRS regulations while delivering precise reports and analyses to...

Empower growth by developing engaging marketing strategies that elevate brand awareness, build client relationships, and drive revenue across multiple channels through collaboration with sales and sub...

Lead the charge in managing diverse insurance portfolios, driving strategy, monitoring performance, and influencing cross-functional teams while prioritizing complex problem-solving and investment ove...

Grow your career with a pivotal role driving the recruitment of Financial Advisors and Accounting Firms, promoting our value proposition, and building lasting relationships to enhance our presence in...