Wealth Management Advisor Jobs in Purchase, NY

Develop robust financial controls and ensure accurate reporting while overseeing lease and asset accounting. Collaborate across teams to maintain integrity in financial data management and leverage em...

Join a team that's pivotal in driving investor relations and fundraising initiatives. Collaborate with senior professionals to create impactful marketing materials, leverage AI tools, and enhance oper...

Manage client relationships and financial reporting for retail alternative products. Oversee BDC servicing, ensure compliance with SEC regulations, and lead a team to deliver timely financial statemen...

Drive your career with a leading financial analysis role focusing on marketing investments. Partner with teams to enhance reporting, budgeting, and forecasting, while providing strategic insights to o...

Lead client relationships and oversee fund operations and reporting, ensuring timely delivery and adherence to standards. Drive process improvements and mentor junior staff while managing complex fina...

Lead client relationships and oversee fund operations, financial reporting, and audits. Engage with private equity clients while managing junior staff and driving operational improvements across multi...

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...

Execute detailed coordination across multiple credit committees, managing logistics, timelines, and senior leadership communications, while supporting critical financial transactions and analysis in a...

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...

Join a dynamic team to analyze and forecast the U.S. economy, producing high-quality publications and delivering insights to key stakeholders. Collaborate with economists to influence economic analysi...

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...