Wealth Management Advisor Jobs in Purchase, NY

Pioneer the coordination of complex syndicated loan transactions, ensuring operational feasibility and regulatory compliance. Collaborate across teams and support growth in an inclusive environment fo...

Empower decision-making by transforming financial data into actionable insights. Collaborate across teams to enhance capital reporting, support regulatory initiatives, and ensure governance in a dynam...

Engage with diverse clients in the Strategy and Deals division to support business growth through strategic analysis, due diligence, and project delivery. Develop skills in financial services while co...

Empower financial accuracy by ensuring timely, high-quality reporting under various frameworks including US GAAP. Collaborate cross-functionally to support compliance, analytical review, and internal...

Drive client success through strategic partnerships, ensuring exceptional service, engagement, and retention. Collaborate cross-functionally to deliver data-driven insights and foster strong relations...

Champion investment risk management for a $40B portfolio, collaborating with diverse teams to develop and oversee key risk metrics, audit processes, and strategic reporting while ensuring alignment wi...

Drive comprehensive investment risk management strategies, ensuring robust compliance across portfolios while collaborating with diverse teams to optimize risk metrics and reporting that enhances over...

Reimagine the tax landscape by joining a dynamic team dedicated to providing comprehensive tax services. This role balances client-focused tax preparation with workplace flexibility, ensuring you thri...

Join a team that drives growth and innovation in community commercial banking, forging strategic relationships and delivering tailored financial solutions to enhance client success and expand market i...

Optimize investment banking and capital markets functions to prepare and execute transactions. Collaborate closely with a team to conduct due diligence, financial modeling, and investor communications...

Join a team that's transforming the lower middle market by owning sell-side mandate origination and execution as a VP in Sales M&A. Play a critical role in deal pipelines and firm strategy while mento...

Champion a sales-driven approach to engaging high-net-worth clients, leveraging qualified leads. Manage your territory effectively with a comprehensive support system to drive success in financial ser...

Shape the legal landscape for financial services by delivering strategic guidance and compliance support across brokerage and advisory platforms, partnering with senior leadership for effective busine...

Join a team that's dedicated to empowering clients in achieving homeownership through expert mortgage guidance, collaborative service efforts, and an unwavering commitment to exceptional customer expe...

Lead the charge in providing expert ERISA compliance testing and reporting services. Collaborate with clients and teams to ensure regulatory adherence and elevate service quality in retirement plan ad...

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...

Drive enterprise sales growth by executing strategic account plans and navigating complex procurement processes within the data ecosystem, managing partner co-sell motions and consistently exceeding s...

Transform client engagement by streamlining transaction processes, onboarding new accounts, and enhancing user experience on the Canvas platform. Collaborate with teams to solve complex issues and ens...

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...

Engage with a portfolio of large business clients, managing relationships, providing financial advice, and ensuring tailored banking solutions while focusing on growth, retention, and risk management...