Wealth Management Advisor Jobs in Purchase, NY

Drive financial excellence by leading accounting operations, ensuring compliance, and providing strategic insights. Collaborate with leadership to support growth while managing audits and mentoring a...

Execute advanced financial modeling and market analysis to drive high-stakes investment sales in multifamily and mixed-use assets. Collaborate with clients and teams to enhance transaction support, de...

Lead execution of model portfolio solutions and strategic partnerships, driving client engagement from initial contact to implementation. Collaborate with cross-functional teams to optimize investment...

Elevate capital market strategies through analysis and relationship management. Collaborate to structure transactions and support investor transparency, safeguarding growth in consumer credit and asse...

Transform data into actionable insights by leading high-impact analytics projects, developing valuation models, and driving strategic decisions on profitability and risk to enhance business performanc...

Join a dynamic team as an Associate, where you will create financial models, support M&A transactions, and contribute to business generation efforts through analytical insights, client presentations...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Join a team that's dedicated to elevating fund accounting excellence while supporting private equity clients. Leverage your expertise to manage financial reporting and elevate team performance in a co...

Join a dynamic team where you’ll lead accounting operations for private equity funds. You'll develop staff knowledge, ensure client deliverables are met, and optimize processes for managing multiple f...

Elevate business development strategies and lead initiatives for our Capital Markets practice, fostering collaboration while managing a dynamic team and enhancing client engagement and relationships...

Shape the future of RWI in M&A by leading placements, enhancing market presence, and supporting teams to drive growth and revenue. Utilize your expertise to foster relationships and elevate the firm's...

Grow your career with a pivotal role managing Kyriba TMS implementations, providing tailored treasury solutions, mentoring teams, and enhancing client relationships across diverse industries in a high...

Partner with us to build and manage a diverse portfolio of technology firms, leveraging our banking resources to foster entrepreneurial growth, drive debt processes, and strengthen relationships in th...

Unlock potential by engaging C-suite stakeholders to shape strategic programs, quantify outcomes, and drive commercial success. Collaborate across functions to develop impactful business cases and enh...

Join us to lead marketing strategy and client engagement for alternative managers and the insurance segment, driving brand positioning and thought leadership while optimizing campaign effectiveness in...

Drive portfolio performance and risk management in Tax-Advantaged L/S SMAs. Collaborate with alpha researchers and traders for insights and improvements. Engage in hands-on oversight to ensure effecti...

Join a team that's transforming organizational structures and processes by driving efficiency and enabling AI capabilities to enhance internal operations and communication across teams, while deliveri...

Drive model risk management initiatives, enhancing governance and coordination for effective risk mitigation and compliance. Collaborate with stakeholders to streamline processes and ensure robust rep...

Create dynamic virtual workshops that engage enterprise clients and drive pipeline growth. Lead end-to-end program execution, ensuring seamless operations and high-quality content that enhances custom...

Help us drive customer success by managing relationships, achieving targets, and implementing the RQI portfolio to enhance client engagement and support life-saving missions in the healthcare sector...

Contribute to strategic account growth by managing relationships, analyzing trends, and driving sales of innovative solutions within key national and global accounts while ensuring high levels of cust...

Transform the Open Banking landscape by shaping strategy and delivering insights. Collaborate with senior leaders and cross-functional teams to steer high-impact initiatives and develop a robust opera...

Lead the strategy and execution of Macro Rates Cash & Interest Rate Swap products, driving cross-functional initiatives to achieve compliance, scalability, and market alignment while optimizing user a...

Empower our Finance team by analyzing and enhancing sales compensation reporting. Collaborate with HR and Sales to ensure accuracy and alignment with business goals while delivering insights that driv...

Optimize financial strategies by analyzing data, delivering insights, and enhancing profitability. Collaborate with leaders to drive budget discussions and improve reporting processes within a dynamic...