Wealth Management Advisor Jobs in Purchase, NY

Engage as a strategic partner in driving business transformation, providing data-driven insights and enhancing visibility on key initiatives, metrics, and financials to optimize decision-making within...

Join a dynamic team dedicated to tax strategy for ultra-high net worth clients, providing comprehensive tax planning and compliance solutions while fostering collaboration and mentorship among team me...

Lead a collaborative team aiding ultra-high net worth clients in complex tax planning, compliance, and wealth transfer strategies, while fostering strong client relationships and mentoring staff to de...

Shape the future of real estate investments by managing secured financings, facilitating negotiations, and expanding financing relationships while collaborating closely with internal teams to maximize...

Elevate your career by assisting in secured financings and expanding financing relationships within TREC’s Capital Markets Team, collaborating across investment vehicles to drive growth in real estate...

Pioneer revenue growth by owning full-cycle sales and shaping strategies in the U.S. market. Collaborate with leadership to build pipeline and close high-value accounts, establishing market presence w...

Champion cloud innovation by designing and managing robust AWS and GCP infrastructures. Optimize CI/CD pipelines and ensure systems are resilient, scalable, and secure while collaborating across teams...

Unlock potential by developing innovative risk management models and tools. Collaborate across teams to enhance fraud detection, optimize profitability, and drive data-driven decision-making within a...

Unlock your potential in managing a diverse ABL portfolio while driving revenue growth and enhancing customer relationships. Collaborate across teams to address credit risk and support client needs in...

Lead sustainable energy strategies across diverse portfolios, optimizing performance, reducing carbon footprints, and managing stakeholder relationships to drive measurable cost savings and enhance op...

Join us to drive sustainable energy strategies across diverse client portfolios. As a core technical expert, you’ll optimize energy performance, implement cost-saving measures, and collaborate on inte...

Transform the energy landscape by optimizing strategies for a diverse technology portfolio. Drive sustainability initiatives, analyze data, and collaborate with stakeholders to implement effective ene...

Lead the charge in handling complex Trusts & Estates Litigation matters, manage cases from start to finish, and collaborate with a dedicated team to drive practice growth while making a significant im...

Contribute to strategic marketing and investor relations efforts by supporting the Business Development team with research, client communications, and project management to enhance client engagement a...

Unlock potential by developing strategic relationships and enhancing client engagement in the digital asset space. Collaborate cross-functionally to deliver exceptional service and identify growth opp...

Unlock your potential as a Strategic Senior Financial Analyst driving market insights and financial decision-making across global teams. Collaborate with executive leadership to enhance business perfo...

Deliver exceptional service to small business clients by managing account processes, renewals, and premium negotiations. Collaborate with teams to provide solutions, maintain client relations, and ens...

Lead and mentor a dynamic team providing exceptional advisory services to ultra-high-net-worth clients. Drive operational excellence while managing client engagements and contributing to the growth of...

Unlock potential by leading data-driven initiatives to advance revenue growth across commercial and investment banking, leveraging advanced analytics and market insights to identify high-impact opport...

Drive financial analysis and support within fund banking operations. Collaborate with stakeholders to enhance strategies, perform compliance management, and ensure optimal performance monitoring of ba...

Deliver innovative solutions for alternative investors by managing prime brokerage mandates, developing client relationships, and driving team collaboration to enhance service delivery and optimize cl...

Take ownership of investment accounting accuracy and compliance, leading a team in preparing month-end reports and providing financial insight to senior management, ensuring thorough analysis and adhe...

Lead and inspire a sales team to exceed targets while fostering growth. Develop strategic sales plans, enhance client relationships, and analyze market trends for innovative opportunities that drive s...

Champion the future of risk governance and oversight in a dynamic team. Collaborate across global portfolios and asset classes to enhance risk management practices and ensure regulatory compliance, wh...

Contribute to the growth of a dynamic Portfolio Solutions Team by overseeing reinsurance contracts, developing client relationships, and driving revenue through strategic business development and exec...