Wealth Management Advisor Jobs in Purchase, NY

Lead strategic growth initiatives in the GWM US Channel and Prospecting Office, engaging stakeholders to streamline partnerships and drive performance across teams, fostering a culture of success whil...

Oversee and transform fee calculation and performance processes, utilizing automation and technology to deliver scalable, production-grade solutions that enhance operational efficiency in private mark...

Pioneer in fiduciary trust tax services, leveraging expertise to deliver high-quality tax compliance and advisory solutions for clients while supporting collaborative team dynamics and continuous lear...

Join a team that oversees and manages general account assets, ensuring alignment with financial liabilities and capital goals. Collaborate with cross-functional teams to support compliance, reporting...

Drive the successful development and management of innovative fund products while collaborating with cross-functional teams to enhance the US funds platform and meet growth objectives in the dynamic a...

Elevate your career by leading global initiatives and optimizing investment strategies while coordinating with senior leadership to drive growth and enhance operational efficiency across teams and pro...

Execute complex capital markets and M&A transactions, presenting strategic insights to clients while leading project workflows and collaborating with internal teams to drive initiatives in the Energy...

Analyze financial performance and strategy in this pivotal role, collaborating across teams to drive growth and efficiency. Utilize your expertise to transform processes and enhance decision-making fo...

Champion the investment accounting function, leading strategy execution and governance. Collaborate with finance leaders for accurate reporting, team development, and effective internal controls to su...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Unlock your potential by supporting Americas Research Management through vetting processes, private company initiatives, and client engagement, while ensuring compliance with regulations and collabora...

Drive risk management excellence by implementing compliance frameworks, supporting robust risk assessments, and enhancing operational controls. Engage with stakeholders to mitigate operational risks a...

Drive client relationships and support a dynamic sales team to provide tailored wealth management solutions, ensuring a high-quality experience throughout the sales pipeline in a collaborative environ...

Drive client engagement as a Financial Consultant Partner, collaborating with seasoned advisors to nurture relationships and support a growing wealth management practice while seizing business develop...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Join a team that's dedicated to high yield corporate credit analysis, driving investment decisions through research, collaboration, and relationship management to enhance portfolio performance and ach...

Transform the sales landscape by overseeing and developing a regional sales team. Collaborate with leadership to implement strategies that drive growth, enhance performance, and optimize client engage...

Innovate strategic relationships with stakeholders to advance AI initiatives. Own the engagement lifecycle, aligning technology solutions with legal workflows to enhance service delivery in practice g...

Unlock growth by driving the adoption of AI tools within Wealth Management. Collaborate with cross-functional teams to enhance advisor workflows and improve user experience through innovative solution...

Provide essential support for institutional clients by partnering with relationship managers, coordinating efforts, enhancing presentations, and managing data to drive team success and client satisfac...

Lead the charge in implementing state-of-the-art surveillance tools to safeguard market integrity across macro and commodities trading. Collaborate globally to develop frameworks, assess risks, and de...

Champion client success by driving M&A transactions in media, telecom, and industrials. Collaborate globally, deliver compelling analyses, and innovate solutions to navigate complex deals while ensuri...

Deliver strategic leadership in Insurance & Annuity Solutions, shaping product offerings and growth initiatives while driving team performance and client-centric solutions across the Americas...

Shape the future of investor services by supervising a dedicated team, ensuring efficiency in transaction processing, and fostering client relationships while maintaining regulatory compliance and sup...

Help us enhance financial integrity as a strategic partner in a dynamic environment. Lead controllership, ensure compliance, and support business growth across markets, while fostering strong governan...