Wealth Management Advisor Jobs in White Plains, NY

Lead and grow a high-performing team in delivering discretionary investment solutions for endowments and foundations. Drive business strategy while ensuring client satisfaction and managing complex po...

Engage in strategic product marketing to enhance wealth management offerings, driving awareness and integration across consumer banking channels. Collaborate with cross-functional teams to craft compe...

Lead the charge in negotiating complex trading agreements while driving business development initiatives across Capital Markets. Collaborate with diverse stakeholders to identify risks, improve proces...

Drive strategic initiatives for International Wealth Management, enhancing client engagement and cross-functional collaboration to fuel sustainable business growth and operational efficiency across gl...

The IT Sr. Project Manager is responsible for driving maturity and continuous improvement within the organization. This role involves collaborating with business units and technology teams to ensure p...

Empower clients by leveraging exceptional financial planning skills to identify and meet the diverse needs of high-net-worth individuals, while fostering strong relationships to maximize business oppo...

Take ownership of the Emerging Middle Market Agricultural Lending team, driving growth and risk management through effective credit solutions and strong leadership in a national agricultural portfolio...

Lead the charge in managing a national portfolio of agricultural credits, driving high-quality underwriting, strategic growth, and risk governance while mentoring a team of professionals across divers...

Transform client engagement and operational strategy to drive retention and growth. Lead a high-performing team across diverse platforms and enhance client experience while ensuring compliance and inn...

Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...

Optimize tax compliance and planning for high-net-worth individuals in a sophisticated investment platform. Collaborate with internal teams and external providers to ensure accurate and timely tax rep...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...

Drive your career as a trusted Financial Advisor, focusing on high-net-worth clients. Develop relationships, meet performance goals, and leverage mentorship while delivering customized solutions that...

Join a team that's transforming financial advisory by leveraging relationships with high-net worth clients to identify needs and deliver tailored investment solutions while benefiting from extensive t...

Elevate your career as you cultivate relationships with high-net-worth clients, delivering tailored financial advice and solutions while collaborating with experienced teams to foster your professiona...

Explore your passion for finance and build relationships as you become a trusted advisor. You'll develop a client base, deliver tailored recommendations, and collaborate closely with experienced teams...

Shape the future of digital marketing operations by driving strategy, enhancing technology integration, and optimizing campaign execution to elevate team performance and achieve organizational goals...

Shape the future of AI-assisted wealth management by defining complex financial reasoning and standards. Collaborate with experts to ensure the platform reflects rigorous planning judgment and navigat...

Shape the future of family office services by leveraging partnerships and innovative solutions to transform how clients manage wealth through holistic financial services, all while driving cross-funct...

Lead the evolution of enterprise identity management by integrating Okta and Auth0 solutions. Own security policies, drive technical strategy, and mentor teams to ensure secure, scalable identity solu...

Join a team that's at the forefront of consumer sales, leading a remote group of Life Insurance Agents to exceed targets. Drive performance and foster a high-performance culture while collaborating ac...

Elevate your career by managing complex investment portfolios for high net worth clients. Collaborate with teams to drive business growth while implementing tailored investment strategies that align w...

Unlock potential by cultivating deep relationships with affluent clients, addressing their complex financial needs with tailored solutions and a holistic approach. Contribute to the team by providing...

Deliver exceptional client service by managing client relationships, leading a team, and overseeing fund administration for private equity funds while fostering career growth and enhancing operational...

Lead the preparation and review of complex tax returns for high-net-worth clients, ensuring compliance while delivering exceptional service and building strong client relationships in a fast-paced env...