Wealth Management Advisor Jobs in White Plains, NY

Unlock potential by guiding high-net-worth clients in financial strategies, relationship-building, and portfolio growth. Collaborate with specialized teams to deliver tailored investment solutions and...

Empower clients by crafting tailored financial solutions while developing your expertise and cultivating strong relationships, all within a collaborative environment focused on growth and success in t...

Empower the future of venture capital by sourcing innovative startups and evaluating groundbreaking business ideas in a dynamic investment team that champions entrepreneurial spirit and strategic insi...

Unlock your potential by leading strategic workflows within Capital Management and Investment Banking, ensuring robust governance and collaboration among senior leadership for critical financial trans...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

Unlock opportunities by building and managing affluent client relationships through personalized banking solutions. Drive growth and satisfaction for customers while collaborating with internal partne...

Lead investment strategies within the Apparel & Retail sector by conducting in-depth research, influencing portfolio managers, and generating superior returns through innovative analysis and client en...

Join a dynamic team as you tackle diverse tasks including communication, scheduling, and presentation preparation. Provide essential support to senior staff while ensuring efficient operations in a fa...

Oversee a wide array of administrative tasks, from correspondence to event planning, while collaborating with senior staff. Support office operations with exceptional organizational skills and multita...

Join our dynamic team as you support senior executives with expert administrative skills. Your role will include managing correspondence, organizing files, scheduling meetings, and ensuring smooth off...

Join us to underwrite and manage new and renewal business in fiduciary and management liability insurance, building broker relationships, analyzing risk, and achieving growth goals with independent de...

Support client success by managing key accounts, facilitating effective billing and administrative operations. Collaborate with senior staff to ensure excellence in service delivery for mid to large c...

Elevate client engagements by collaborating across teams to deliver comprehensive solutions, unlock growth opportunities, and implement strategic initiatives, all while leading advisor interactions wi...

Champion strategic asset allocation and portfolio construction, leading hands-on investment research and due diligence activities to enhance model offerings for retail clients, while engaging with sta...

Unlock client relationships by providing tailored financial solutions, leveraging your expertise in wealth management and financial planning to enhance the experience and achieve business objectives f...

Drive high-performing team operations while overseeing client services and fund administration. Manage investor transactions and enhance operational workflows to ensure compliance and efficiency in he...

Join a team that's redefining fund administration for hedge and private equity clients. Lead operations, resolve complex issues, and drive process improvements while fostering strong client relationsh...

Join a team that's dedicated to managing complex credit underwriting for ultra-high-net-worth clients. Analyze financial data, guide loan structuring, and mentor team members to ensure compliance and...

Optimize learning experiences by designing and delivering impactful training programs for relationship managers. Foster skills essential for engaging affluent clients, improving partnership outcomes...

Shape the future of security compliance by leading a global team of experts, ensuring timely, high-quality responses to client questionnaires in a fast-paced, remote-first environment while enhancing...

Partner with us to deliver exceptional trustee services, enhance advisor relationships, and drive new business opportunities. Leverage your trust expertise to ensure client satisfaction and support LP...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Transform the legal landscape in equity finance by advising senior executives, negotiating key agreements, and navigating complex regulations. Join a dynamic team driving legal clarity and innovation...

Lead strategic growth initiatives in the GWM US Channel and Prospecting Office, engaging stakeholders to streamline partnerships and drive performance across teams, fostering a culture of success whil...

Accelerate your career as you build relationships with high-net-worth clients, understanding their financial needs, and collaboratively delivering tailored investment solutions to drive portfolio grow...