Financial Advisor Jobs in Cedarhurst, NY

Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...

Pioneer impactful advisory services in M&A and ECM. Leverage deep financial expertise across sectors, driving relationships, and delivering top-tier outcomes in a fast-paced, collaborative environment...

Join a team that's dedicated to driving investment solutions, nurturing client relationships, and maximizing revenue growth in a consultative capacity within the North American distribution channel...

Engage in driving new business by acquiring net-new logos in the Financial Services sector. Lead complex sales cycles while building strategic relationships with C-level executives to ensure high-impa...

Drive operational excellence as a Revenue Cycle Performance Analyst, auditing quality, guiding engagement teams, training staff, and preparing performance reports to enhance client success in the heal...

Shape the future of investment analytics by delivering precise performance attribution and insights across asset classes. Collaborate with investment teams and stakeholders to optimize strategies and...

Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...

Engage in strategic relationship management for wealth management clients, driving business development initiatives. Collaborate across teams to deliver investment solutions and support internal proje...

Empower legal innovation by partnering with the General Counsel to navigate diverse matters, enhance templates, and leverage AI tools while supporting a dynamic legal framework in the fast-paced FinTe...

Engage in regulatory reporting excellence by owning and optimizing bank filings. Collaborate cross-functionally as you build the reporting function from scratch, ensuring compliance within a dynamic a...

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...

Champion your legal expertise by advising on structured products and securitizations. Collaborate with business clients, resolve legal issues, and lead initiatives while ensuring compliance with regul...

Elevate fee calculation and performance standards by developing scalable solutions in private markets. Lead a high-performance team to ensure accuracy, drive process excellence, and engage with stakeh...

Unlock potential by managing complex fiduciary and investment accounts. Collaborate with clients and internal teams to streamline operations, enhance service delivery, and drive client satisfaction in...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

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...

Transform distributor relationships through dynamic training and tailored sales support, driving growth in Life and Annuity products. This role emphasizes collaboration, impactful training, and high v...

Transform client relationships by driving awareness of cash management and lending solutions. Collaborate with financial advisors to provide tailored support, enhance business development, and meet ke...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Provide personalized risk management solutions while enhancing client relationships. Engage with clients to assess their needs and offer tailored insurance products, ensuring exceptional service and c...

Unlock your potential as a Client Success Analyst, driving Salesforce platform adoption, optimizing user experiences, and collaborating across teams to meet client and operational goals effectively...

Engage with leading financial institutions to drive strategic advisory and transaction origination. Shape client relationships and foster a high-performance team environment while executing M&A and ca...

Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...

Analyze investment strategies and conduct financial modeling to identify credit opportunities. Collaborate with teams to assess risks, enhance portfolio oversight, and contribute to informed investmen...