Wealth Management Advisor Jobs in White Plains, NY

Transform your career by managing complex fiduciary trust relationships, providing exceptional client service, and ensuring compliance for both domestic and international clients. Play a key role in m...

Champion transformative data solutions by connecting AI and operational workflows to enhance data product delivery. Foster collaboration across teams to drive analytics enablement, ensuring efficient...

Elevate the Private Wealth experience by enhancing systems and workflows for better client management. Collaborate with leaders and teams to standardize usage, streamline processes, and drive accounta...

Transform wealth management strategies by leading complex estate and tax engagements, collaborating with advisors to drive growth and enhance client outcomes within UHNW portfolio contexts and deliver...

Empower financial planning innovation by developing and managing key tools, supporting AI initiatives, and enhancing user experiences for advisors and clients through strategic platform management and...

Unlock potential in a dynamic environment by driving strategic initiatives and fostering collaborative teamwork to achieve business objectives and enhance performance...

Join a dynamic team to deepen relationships with affluent clients by offering tailored financial strategies, managing a diverse product portfolio, and fostering collaboration to enhance customer exper...

Take ownership of advisor relationships and performance metrics, driving success and support within the wealth management sector. Collaborate cross-functionally to enhance advisor experiences and opti...

Champion advisor success by managing relationships and enhancing performance metrics. Collaborate with teams to propel advisor growth while leveraging deep industry knowledge. Drive continuous improve...

Drive your career forward by managing and coaching a support team dedicated to enhancing advisor experience with our reporting platform. You'll blend operational leadership with hands-on contributions...

Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...

Shape the future of financial risk management by leading cutting-edge enterprise risk initiatives, ensuring sustainable innovation, and driving a resilient risk framework in a digital asset-focused en...

Drive excellence in Securities Based Lending by providing expert support to Financial Advisors and Private Bankers, ensuring exceptional client service, and developing innovative solutions to enhance...

Unlock potential by delivering exceptional support and expertise in Securities Based Lending while collaborating with Financial Advisors and stakeholders to enhance client experience and service quali...

Champion financial strategy as a Lead Analyst, guiding performance initiatives. Collaborate with leadership and provide insights to enhance growth, efficiency, and reporting within a fast-paced financ...

Unlock your potential in a dynamic role that combines quantitative analysis, risk management, and stakeholder collaboration to enhance investment strategies and drive superior portfolio performance...

Champion regulatory excellence as you lead a high-performing team, oversee membership applications, and enhance operational efficiency, driving continuous improvement and fostering skill development i...

Join us to lead a dynamic team in managing the membership application process with a focus on regulatory compliance, operational leadership, and fostering skill development while driving efficiency an...

Lead the management of a risk-based application program, overseeing a skilled team to ensure compliance with industry regulations, improve operational effectiveness, and enhance staff capabilities whi...

Join a team that's shaping the future of compliance management, overseeing membership applications with a focus on risk-based processes. Provide operational leadership, guidance, and strategic directi...

Optimize client financial strategies by preparing comprehensive plans, utilizing eMoney for analysis, and supporting senior advisors with tailored advice to foster strong client relationships in a col...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Help us deepen relationships with high-net-worth clients by providing tailored financial solutions. You will utilize your expertise to enhance client engagement, drive portfolio growth, and ensure com...

Manage comprehensive administrative support for multiple executives, ensuring efficient calendar management, travel coordination, and effective communication across teams. Play a key role in fostering...

Transform strategic initiatives in wealth management, tackling growth, profitability, and technology investments while collaborating with cross-functional teams to shape the firm’s future strategy...