Financial Advisor Jobs in Cedarhurst, NY

Transform financial markets by generating leads and driving business growth in the banking sector. Cultivate relationships and use a consultative sales approach to exceed revenue targets while managin...

Grow your career with a dynamic role managing operations for B2B partnerships. Collaborate cross-functionally to enhance customer success, drive efficiencies, and shape strategic account management pr...

Lead the charge in exceeding sales goals by driving prospect engagement, managing a robust pipeline, and executing strategic sales plans focused on pre-IPO and emerging growth companies in equity mana...

Collaborate with cross-functional teams to drive financial strategy and performance management for the GTM business, focusing on user acquisition, profitability, and new opportunities in a fast-paced...

Drive strategic initiatives that enhance client acquisition and campaign effectiveness, collaborating with cross-functional teams to refine and execute targeted marketing efforts while tracking perfor...

Lead a seamless investor onboarding process, enhancing first impressions and ensuring exceptional experiences in a fast-paced private markets environment with diverse stakeholders...

Optimize sales operations by supporting a dynamic team through efficient scheduling, presentation preparation, and client communication, while ensuring accuracy in Salesforce data management and repor...

Manage and streamline the investor reporting function, ensuring accuracy in documentation and compliance with regulations. Lead a team to deliver high-quality results while monitoring performance and...

Lead the charge in enhancing our U.S. Wealth servicing model, focusing on seamless investor experiences and operational excellence across financial advisors and partners, while driving metrics-driven...

Engage with a diverse portfolio of affluent clients, delivering tailored banking solutions while enhancing service standards. Collaborate with teams to navigate complex financial needs and ensure opti...

Unlock potential by driving leveraged finance transactions and collaborating with cross-functional teams to execute complex financing solutions for corporate and private equity clients. Lead deal team...

Champion your underwriting skills by managing and growing a profitable Management Liability insurance book, fostering key broker relationships, and ensuring high standards and discipline in a dynamic...

Collaborate with global teams and investors to enhance market offerings, develop marketing materials, and streamline investor relations processes in a dynamic role focused on alternative investments a...

Empower growth by leading and developing strategic risk advisory services. Drive exceptional client experiences through innovative solutions, fostering a learning culture, and managing a profitable pr...

Lead the charge in financial management for impactful programs, guiding budget strategies, award oversight, and staff development to support vulnerable children while ensuring compliance and operation...

Advance client engagement by managing teams, delivering high-quality services, and leading financial due diligence for M&A and other transactions in a collaborative environment focused on growth and c...

Lead the charge in building a premier bankruptcy and restructuring practice, leveraging your extensive experience and a portable book of business to drive growth and mentorship within a top-tier legal...

Join a dynamic team as an Associate, where you will create financial models, support M&A transactions, and contribute to business generation efforts through analytical insights, client presentations...

Join a dynamic team to drive financial strategy and operations, overseeing all aspects from litigation portfolio analysis to day-to-day accounting. Be the linchpin between finance and operations, maki...

Deliver exceptional SAP Treasury solutions by leading implementation projects while mentoring team members and collaborating with global treasury professionals to exceed client expectations and drive...

Drive your career with a pivotal leadership role in regulatory oversight, fostering collaboration across teams while enhancing operational excellence in financial services. Impact global compliance th...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Lead the charge in financial planning and analysis by partnering with executives, developing forecasts, and driving data-driven insights that enhance decision-making across the organization...

Grow your career with a dynamic role focusing on private banking strategies, client relationships, and operational efficiency to drive business development and enhance client experiences within a coll...

Join a team that's redefining business growth by enhancing client relationships and leveraging market insights to deliver exceptional service and innovative solutions across strategic accounts in the...