Wealth Management Advisor Jobs in Purchase, NY

Shape the future of fund administration by leading a strong team in managing client relationships, overseeing financial reporting and audits, and ensuring compliance with complex regulations while dri...

Join a team that's integral to delivering exceptional fund administration services. You'll oversee staff, manage workflows, and foster client relationships while ensuring high-quality financial report...

Shape the future of fund administration in a dynamic role, supervising teams and managing client relations. Engage with diverse functional teams to ensure timely delivery of financial services and aud...

Unlock potential as you drive client relationships, manage workflows, and supervise accounting staff. Review financial documents and lead audits, ensuring excellence in fund administration and account...

Drive client relationships and oversee the fund accounting process, managing team workflows and ensuring timely deliverables while maintaining high-quality standards in financial reporting and audits...

Drive effective fund accounting and administration by leading teams, managing client relationships, and overseeing complex financial reporting. Your expertise will ensure timely deliverables while mai...

Take ownership of defining and operationalizing a customer ROI framework across teams, fostering strategic growth initiatives through measurable value outcomes while enabling effective customer engage...

Champion impactful client relationships by generating and structuring lease and loan financing solutions. Drive growth through collaboration and mentorship, managing moderate transactions while delive...

Shape the future of market risk management by identifying and mitigating risks across the Equities sector. Partner with Trading to set limits, perform analyses, and communicate actionable insights to...

Engage with us to drive Cyber & Risk growth by fostering executive relationships and architecting impactful solutions. Shape how integrated strategies deliver measurable outcomes while leading a high...

Unlock potential by leading Cyber & Risk growth through strategic client relations, delivering integrated solutions, and driving measurable outcomes. Influence executive decision-making and architect...

Accelerate client growth by fostering executive relationships and orchestrating strategic solutions. Drive measurable outcomes and enhance market presence through strong leadership in Cyber & Risk adv...

Support the governance and sustainability programs by managing disclosures, board support, and compliance documentation while collaborating with senior leadership and ensuring adherence to legal and r...

Oversee client relationships and guide teams to ensure timely, accurate financial, accounting, and advisory services while enhancing operational excellence and supporting team growth...

Build strong client relationships and oversee teams to deliver precise financial services. Combine leadership and expertise to enhance operational excellence, manage audits, and drive client success w...

Engage with our investment team to drive portfolio strategy, best practices, and manager research for multi-asset solutions aimed at achieving superior client outcomes while collaborating with cross-f...

Shape financial analytics within Commercial Banking to enhance reporting, drive strategic insights, and support business leaders in decision-making. Lead budgeting, forecasting, and in-depth performan...

Champion strategic financial analytics and reporting to enhance performance insights and drive value for Commercial Banking segments, collaborating with senior leaders to support decision-making and o...

Empower the growth of Alternative Credit products by conducting research, analyzing data, and supporting client relations. Collaborate across teams to enhance service delivery and portfolio developmen...

Drive strategic projects across Market Risk teams, enhancing reporting and infrastructure. Collaborate with cross-functional stakeholders to align initiatives with enterprise goals in a dynamic enviro...

Contribute to the success of a dynamic team as an Executive Assistant, supporting senior leadership with exceptional organizational skills, attention to detail, and professional interaction across div...

Lead the charge in cultivating and expanding institutional client relationships within the private credit space, ensuring optimal retention and growth through strategic engagement and data-driven insi...

Take ownership of executing high-impact events tailored for ultra-high net worth clients. Collaborate with key stakeholders to develop strategies, analyze event effectiveness, and ensure seamless exec...

Join a dynamic legal team and provide transactional coverage for private credit financing. Engage with various asset-backed transactions, liaise with stakeholders, and oversee legal assessments throug...

Shape AI product strategies by collaborating across teams to deliver impactful solutions. You will drive development, manage roadmaps, and align product goals with business needs in a dynamic regulato...