Wealth Management Advisor Jobs in Purchase, NY

Accelerate client success by managing SMA account setups, transitions, and inquiries while delivering exceptional service. Collaborate with sales and operational teams to enhance the advisor experienc...

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...

Elevate the video production landscape by leading a creative team, crafting compelling narratives, and driving audience engagement through innovative storytelling at a dynamic media company...

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 your career by managing key institutional relationships and delivering tailored algorithmic trading solutions. Collaborate with cross-functional teams to drive product innovation and strategy...

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...

Join us to optimize customer success through strategic consultative support, enhancing product adoption, satisfaction, and client relationships. Leverage your expertise to guide customers, prevent chu...

Unlock potential by owning and enhancing legal entity management platforms, collaborating with cross-functional teams to streamline operations and integrate systems, while promoting continuous improve...

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...

Advance your career by managing vendor relationships for market data services, ensuring compliance, optimizing costs, and driving data quality for a leading equity research team. Bring your expertise...

Champion customer success by driving product adoption and engagement. Collaborate cross-functionally to align customer goals with solutions, ensuring value realization and long-term success through ef...

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...

Unlock the potential of client renewals by managing the full lifecycle, ensuring timely closures and minimal churn while collaborating cross-functionally to drive revenue and enhance client experience...

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 a team that's redefining customer success by guiding clients through onboarding, adoption, and ongoing support, ensuring exceptional experiences and driving satisfaction through data-driven insig...

Champion the strategic management of a significant property portfolio, leading a talented team while fostering strong tenant relationships and ensuring compliance with policies to achieve operational...

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...

Transform software engineering practices by leading technical teams towards automation, enhancing system resilience and availability, and modernizing CI/CD pipelines while ensuring security and compli...