Wealth Management Advisor Jobs in White Plains, NY

Join a dynamic team driving capital allocation and investment strategies. Collaborate with product specialists, enhance processes, and support business development initiatives while managing critical...

Transform partnerships within our Corporate Development team by strategically managing and executing key negotiations in the Dining and High Net Worth sectors, while driving insights and fostering rel...

Lead the charge in overseeing complex accounting and reporting for alternative investments, managing staff and third-party vendors to ensure accurate financial outcomes and compliance with regulatory...

Help us analyze equity capital markets by collaborating with diverse teams, managing syndicate transactions, and providing insights on client and market trends while supporting marketing initiatives a...

Help us redefine investment strategies as you analyze and manage diverse CRE opportunities across North America, collaborating with a small, dynamic team in a flexible environment that promotes skill...

Join a team that's focused on turning interested leads into meaningful client relationships. This role involves high-volume outreach, qualifying prospects, scheduling appointments, and contributing to...

Accelerate progress at the forefront of trading solutions by enhancing platform capabilities and driving innovative strategies to support advisor growth and improve client experiences through effectiv...

The Estate and Tax Planning Legal Associate will support the Dalio Family Office in designing and implementing sophisticated estate and tax planning strategies for family members and related entities...

Unlock the potential of account operations by ensuring accurate reviews, approvals, and maintenance of client accounts, while driving efficiencies through automation and delivering exceptional service...

Shape the future of investing by researching and analyzing diverse sectors, driving insights into portfolio construction, and engaging with industry stakeholders in a dynamic equity fund environment...

Join a team that values excellence in financial advisory support, enhancing relationships and driving growth. Collaborate with consultants to maintain strong client ties, respond to inquiries, and ele...

Transform your career by conducting complex analyses of public communications, collaborating with regulators, and ensuring compliance with standards. Contribute to quality control, training, and super...

Engage in complex analyses of communications within regulatory environments, collaborating with teams to ensure quality control and compliance while supporting senior management through training and e...

Innovate with us by analyzing communications within FINRA, coordinating evaluations with various regulators, and enhancing compliance through training and quality control efforts. You will directly co...

Join a team that's shaping tax strategy for multinational businesses. As a Manager in International Tax, you'll lead projects, inspire junior staff, and navigate complex tax regulations to optimize gl...

Develop strategic client relationships and lead complex project finance transactions, enhancing the Energy & Power group. Drive innovation in energy infrastructure financing, coordinate cross-function...

Engage with diverse teams to elevate the Family Office client experience. This senior role requires strategic oversight and collaboration with Financial Advisors, ensuring bespoke solutions that meet...

Join a team that's shaping strategic people solutions in Sales & Trading. You'll collaborate with leadership to implement data-driven HR strategies, enhance talent management, and drive organizational...

Join a team that's shaping the future of human capital strategies in Sales & Trading. Your strategic insights will empower business leaders to drive culture, performance, and transformation, using dat...

Lead the charge in enhancing our Private Bank product portfolio by driving innovation, fostering cross-functional collaboration, and ensuring exceptional client experiences while focusing on long-term...

Shape the future of financial strategy by leading high-impact projects, collaborating with cross-functional teams, and leveraging data analytics to drive decision-making and enhance client outcomes...

Join a team that's shaping the future of risk management by assessing complex property exposures, providing strategic insights, and delivering exceptional service to high net worth homeowners with aut...

Discover impactful analytics and data stewardship driving institutional business success. Collaborate with diverse teams to provide insights and facilitate strategy execution through data-driven decis...

Champion operational excellence by driving delivery activities for data products. Collaborate across functions to ensure smooth execution, enhance process efficiency, and contribute to continuous impr...

Support the management of client portfolios, ensuring effective servicing oversight, performance evaluation, and asset strategy alignment across multiple asset classes while engaging with various stak...