Financial Advisor Jobs in Cedarhurst, NY

Join a team that's essential to the deal lifecycle, collaborating with senior originators to support comprehensive loan underwriting, transaction coordination, and relationship management in a fast-pa...

Accelerate your career by supporting senior originators in high-volume insurance transactions. Engage throughout the deal lifecycle from origination to closing, providing essential underwriting, analy...

Join a team that oversees and manages general account assets, ensuring alignment with financial liabilities and capital goals. Collaborate with cross-functional teams to support compliance, reporting...

Shape the future of fund accounting by managing key financial reporting tasks, supporting regulatory compliance, and enhancing operational processes in a dynamic asset management environment with over...

Empower strategic growth by cultivating relationships within a defined customer portfolio. Drive retention and expansion through a consultative approach, partnering with cross-functional teams to alig...

Contribute to building a successful mortgage lending practice by soliciting and managing relationships with affluent clients, ensuring compliance, and delivering excellent customer service while stayi...

Champion growth through strategic partnerships with top-tier advisor firms. Lead initiatives in financial services, enhance platform utilization, and ensure exceptional service delivery while driving...

Shape the future of operational excellence by owning key RTB domains. Drive daily execution, process optimization, and transformation initiatives, ensuring scalable and efficient operations within the...

Optimize financial operations by managing fund accounting for hedge and private equity funds, ensuring compliance with GAAP while delivering accurate net asset valuations and investor services in a dy...

Unlock potential by leading risk analysis initiatives across diverse portfolios, ensuring compliance and collaboration with investment teams to enhance risk strategies, deliver insights, and drive inn...

Join us to create innovative Salesforce solutions that enhance client success, streamline processes, and drive impactful results through technical expertise and collaboration with clients...

Elevate sales success by driving revenue growth within the banking sector. Own the complete sales lifecycle, develop new leads, and foster relationships with mid-tier clients to ensure sustained busin...

Elevate mid-market growth by driving total sales lifecycle in the banking sector. Build lasting business relationships, manage pipelines, and lead efforts to exceed revenue goals through innovative so...

Join a dynamic team to lead complex client relations, resolve operational issues, and deliver exceptional support. Champion the needs of major clients while guiding team members in providing innovativ...

The Product Director - Asset Owners will lead the vision, strategy, and execution of the Asset Owners-focused product portfolio, managing a team of product managers. This role requires deep expertise...

Shape the future of private equity fund operations by driving service improvements, conducting account reconciliations, and enhancing processes. Engage with clients while mentoring team members to ens...

Join a trailblazing team driving AI innovation in client engagements, enhancing customer relationships. Leverage your sales expertise and technical acumen to redefine solutions for diverse businesses...

Transform your career by leading complex financial analyses and valuations. Collaborate with diverse teams to provide fairness opinions for top-tier financial sponsors, driving impactful decision-maki...

Lead the Legal Entity Management function, ensuring compliance and governance across the entity lifecycle while collaborating with senior leaders to enhance internal processes and frameworks...

Engage with corporate clients to build strategic partnerships, oversee account management, address client needs, and enhance satisfaction across services, while collaborating with internal teams to dr...

Unlock potential by overseeing comprehensive accounting and financial reporting functions for a diverse range of private funds, including hedge funds and real estate, while collaborating with various...

Join our dynamic team to navigate complex real estate tax challenges, delivering strategic insights and fostering client relationships while mentoring your colleagues in an ever-evolving environment t...

Champion the growth and retention of complex institutional client accounts, fostering deep relationships with C-suite executives and navigating intricate governance structures to drive impactful engag...

Transform financial operations by collaborating across departments, enhancing metrics analysis under IFRS 17 and US STAT, and optimizing business flows to drive efficiency and effective reporting for...

Drive strategic engagements with top financial services clients, guiding them to optimize their Salesforce investments while fostering strong relationships across teams and ensuring delivery excellenc...