Wealth Management Advisor Jobs in White Plains, NY

Unlock potential by leading product strategy in a fast-paced tech environment. Drive market opportunities, collaborate cross-functionally, and manage product roadmaps to deliver high-quality solutions...

Engage with corporate clients to build strategic partnerships, oversee account management, address client needs, and enhance satisfaction across services, while collaborating with internal teams to dr...

Unlock your potential by leading small business portfolio management and loan processing. Utilize your analytical skills to drive loan decisions and enhance retail operations, ensuring top credit qual...

Transform client relationships by providing expert financial advice and planning tailored to individual needs. Collaborate with a team to build diverse, long-lasting client connections while navigatin...

Deliver transformative digital solutions as a leader in product management. Drive strategic initiatives that enhance client engagement and satisfaction while collaborating across teams to achieve meas...

Transform the digital experience in Wealth Management by leading strategies that enhance client engagement, leveraging data insights, and optimizing product solutions across mobile and web platforms f...

Lead the product roadmap for Advisor Experience, enhancing client and advisor interactions. Drive development of tools and integrations to improve efficiency, retention, and satisfaction. Collaborate...

Empower clients by managing their post-sales journey to maximize platform value, ensuring strong adoption, retention, and client satisfaction. Collaborate with cross-functional teams to foster client...

The Senior Client Portfolio Manager at Vise will act as a liaison between the investment team and financial advisors, helping to understand client goals and deliver tailored investment solutions. This...

Partner with us to manage and enhance multi-asset class portfolios while leading initiatives in our growing retail models business, employing advanced analytical skills to optimize investment strategi...

Join our dynamic investment team to drive impactful research, trading, and client strategy. This role blends analytics and leadership, fostering innovation while providing hands-on support to clients...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

The Internal Client Advisor Associate within the Asset Management team at JPMorgan is responsible for assisting financial advisors in navigating capital markets and providing timely investment solutio...

Unlock potential by leading transformative projects in Wealth Management. Drive strategic change initiatives, collaborate with cross-functional teams, and enhance client and advisor experiences throug...

Support legal initiatives for U.S. registered funds and retail products. Collaborate with senior management and cross-functional teams to ensure compliance and handle regulatory matters while enhancin...

Join a team that's dedicated to optimizing loan processing and underwriting for small business loans. Collaborate with sales managers and guide junior team members to enhance portfolio management effi...

Elevate client portfolio management by supporting critical functions such as monitoring, rebalancing, and trade execution while enhancing internal tools and processes to streamline investment strategi...

Lead strategic initiatives to enhance recruitment, training, and development in a dynamic wealth management setting, while fostering a culture of excellence and collaboration across teams. Drive impac...

Lead the charge in managing relationships with GP clients, driving business development, and collaborating on key projects to enhance the client coverage strategy and overall performance of the iCapit...

Support our client relationships by managing day-to-day interactions, driving new business development, and collaborating with cross-functional teams to enhance client experiences and facilitate platf...

Support the Private Wealth Management team by ensuring compliance with Anti Money Laundering and regulatory policies through meticulous review and approval of client account changes, providing critica...

Elevate your career as you provide expert financial guidance, managing client wealth through strategic planning and strong relationship-building, while collaborating with a dedicated team to exceed cl...

The Head of Client Portfolio Management & Strategy at BBH will lead a team focused on asset allocation, portfolio construction, and investment strategy for ultra high-net-worth clients. This role invo...

Shape financial reporting accuracy by managing the controller function, overseeing complex hedge accounting portfolios, and enhancing efficiency through collaboration with cross-functional teams...

Unlock potential by leading cross-functional teams to effectively manage and execute complex project portfolios. Collaborate with senior leaders to align projects with organizational priorities, optim...