Wealth Management Advisor Jobs in White Plains, NY

Transform client financial futures by building tailored wealth strategies, fostering partnerships, and enhancing client engagement through proactive outreach and collaboration with diverse stakeholder...

Elevate strategic distribution by forging impactful relationships with intermediary platforms, driving model inclusion, and boosting AUM growth through collaboration with key stakeholders in the wealt...

Champion operational excellence by providing strategic leadership that aligns Enforcement's goals with broader organizational priorities while driving innovation and collaboration across teams to ensu...

Reimagine enforcement strategies and operations by leading cross-functional efforts, providing strategic direction, and driving innovation to enhance regulatory effectiveness within a dynamic, collabo...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Shape your career by leading a team of trust professionals managing $19B in assets. Oversee client relationships, ensure risk compliance, and drive sales growth in a dynamic UHNW environment. Your exp...

Transform complex estate settlements into successful outcomes by managing fiduciary responsibilities and resolving family conflicts. Leverage your expertise to guide clients through intricate estate a...

Deliver tailored operational leadership and advanced support for UHNW clients, driving performance reporting and custom solutions. Collaborate cross-functionally to enhance reporting functions and opt...

Drive exceptional client experiences while leading a team of Wealth Management Advisors. Oversee strategy execution, foster client relationships, and enhance market share in a dynamic wealth managemen...

Lead the charge in our dynamic M&A team, strengthening client relations and executing sell-side transactions while mentoring associates in a rapidly growing advisory environment...

Drive relationship-building as an investment counselor, delivering strategic advice and solutions to enhance client portfolios. Utilize extensive investment expertise to optimize client service and te...

Oversee a global team within Wealth Management to manage budgets, resources, and client engagement activities, driving data security initiatives and supporting talent development to achieve strategic...

Drive the strategic management and execution of sophisticated 10b5-1 trading plans for ultra-high net worth clients, providing expert analysis, education, and client concierge services while collabora...

Elevate client services by managing 10b5-1 trading plans, providing expert analysis and strategic insights for ultra-high net worth clients, and collaborating across departments to enhance engagement...

Join a team that fosters deep relationships by providing personalized wealth management and investment strategies that empower families to achieve their financial goals across generations...

Unlock your potential as you enhance data-driven decision-making, partnering with product teams to optimize AI reporting and deliver insights that shape our product strategy in a fast-paced tech envir...

Drive product marketing strategy for enterprise clients, executing go-to-market plans, launching features, and building strong narratives to enhance adoption and retention in a fast-paced SaaS environ...

Lead servicing and sales enablement efforts to enhance relationships with High Net Worth clients and ensure optimal service delivery in Wealth Management. Collaborate with various stakeholders to meet...

Grow your career with a dynamic role focused on business support, negotiation, and project management in the investment management space. Collaborate globally while implementing solutions to manage ri...

Lead compliance initiatives within Wealth Management, overseeing regulatory alignment and fostering a culture of ethics. Drive collaboration across teams to ensure adherence to financial regulations a...

Elevate your career by guiding Wealth Management teams in regulatory compliance for restricted securities and 10b5-1 plans, ensuring effective execution and strategic support through complex transacti...

Join a team that's dedicated to empowering clients through personalized financial planning. You’ll build relationships, leverage marketing opportunities, and grow your own impactful practice while rec...

Transform legal guidance in structured products for investment banking, ensuring compliance, risk management, and supporting diverse business units in complex transactions with expert negotiation and...

Engage with diverse teams to provide legal guidance on structured products transactions, ensuring compliance and managing legal risks. Develop expertise while mentoring junior attorneys and supporting...