Wealth Management Advisor Jobs in Purchase, NY

Engage with leading financial institutions to drive strategic advisory and transaction origination. Shape client relationships and foster a high-performance team environment while executing M&A and ca...

Transform client financial futures by providing expert advice on investment options, pension plans, and personalized financial strategies. Engage with participants through in-person and virtual consul...

Unlock potential by managing interest rate risk exposure and driving advanced analyses. Collaborate globally to enhance risk practices, integrating technologies for actionable insights in a fast-paced...

Engage strategic Financial Services accounts as a trusted advisor. Drive growth through proactive sales, expert relationship management, and innovative solutions tailored to complex enterprise challen...

Join our dynamic team and elevate your career by driving product innovation, guiding successful launches, and ensuring high-quality customer experiences while managing the product lifecycle for cloud...

Lead product strategy for enterprise collaboration platforms, ensuring alignment with executive needs. Drive initiatives to enhance collaboration tools and manage critical applications, fostering seam...

Innovate execution strategies within a global Trading Research team, leveraging quantitative analysis and cross-functional leadership to enhance trading efficiency and operational practices across div...

Lead the charge in enhancing our carried interest products by coordinating with cross-functional teams to optimize operations, compliance, and reporting. Elevate your expertise in financial services w...

Lead the charge in shaping technology delivery strategy for a major global platform, driving execution across 80+ PODs and 800+ developers, while enhancing stakeholder engagement and governance to opt...

Transform the wealth management landscape by leading technology strategy, building scalable platforms, and enhancing digital experiences to support client engagement and advisor productivity...

Champion cross-functional collaboration to develop and implement strategic initiatives, leveraging data analysis to drive insights and ensure effective execution across teams. Prepare executive presen...

Lead the development and execution of innovative technology strategies to create a robust wealth management ecosystem, enhance advisor efficiency, and deliver exceptional client experiences through di...

Lead the transformation of Workday, integrating HR and business goals while managing project delivery. Collaborate with IT and stakeholders to design solutions that enhance HR processes and drive meas...

Transform the legal landscape by advising on complex equity derivatives transactions, partnering with sales and trading teams, and navigating regulatory frameworks while mitigating risks across strate...

Join a dynamic team focused on designing innovative investment strategies that revolutionize asset management. Collaborate across functions to deliver exceptional customized solutions for High Net Wor...

Transform data product management by leading strategic initiatives, driving innovative solutions, and ensuring successful launches and client experiences across the firm’s data/AI platforms. Collabora...

Unlock potential by leading enterprise-level programs in Wealth Management, driving alignment between strategy and execution while fostering high-performing teams to achieve measurable business outcom...

Develop strong client relationships by supporting advisors in financial planning and analysis, while growing your skills and expertise in a collaborative team environment. Evolve into increased client...

Elevate the legal framework by supporting secured financing transactions, providing expert advice on repo and derivatives documentation, and collaborating with cross-functional teams to navigate compl...

Champion complex legal support for repo and secured financing transactions, addressing documentation and regulatory issues while collaborating closely with trading desks and risk management teams to e...

Shape investment strategies for institutional clients by analyzing data, providing insights, and developing reports. Collaborate with sales and service teams to enhance client relationships and drive...

Shape the future of growth strategy by driving initiatives that optimize sales processes and enhance advisor success, collaboration, and integration across teams to achieve exceptional client experien...

Lead the charge in developing and managing Asset Based Lending relationships, enhancing client interactions and driving business growth through strategic market engagement and effective relationship m...

Strategize partnerships across the U.S. wealth management ecosystem to enhance alternative investment engagement, leveraging 12+ years of industry expertise to drive growth and innovation...

Engage in business development, manage key client relationships, and drive revenue growth by sourcing new clients and enhancing existing partnerships within the Prime Brokerage platform, ensuring a se...