Financial Advisor Jobs in Flushing, NY

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Elevate your career by transforming Shared Services with data-driven insights and AI solutions. Collaborate across functions to implement analytical strategies that enhance operational efficiency and...

Shape client experiences by effectively managing transitions and inquiries. You will oversee onboarding of SMA accounts while collaborating with teams to resolve issues, ensuring our clients maximize...

Unlock potential by joining a dynamic team, working on complex investment transactions, and driving strategic initiatives in specialty finance and corporate credit. Engage with industry leaders while...

Contribute to a dynamic Investment Team focusing on credit-oriented markets, managing multiple transactions and mentoring juniors, while leveraging financial models and strategic planning to drive suc...

Empower growth by developing engaging marketing strategies that elevate brand awareness, build client relationships, and drive revenue across multiple channels through collaboration with sales and sub...

Unlock potential by leading a high-performing team of Business Analysts, driving Agile practices, fostering collaboration, and ensuring high-quality delivery of business solutions...

Drive success by leading Fund Accounting teams, managing client relationships, ensuring compliance with accounting standards, and developing staff to enhance performance. Collaborate across teams to d...

Redefine sales leadership by driving performance, building teams, and owning the revenue strategy. As a player-coach, you will close deals and shape the future while creating a legacy in a high-perfor...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Discover rewarding opportunities in risk management by driving compliance initiatives and ensuring adherence to operational policies. Collaborate with a dynamic team while supporting Financial Advisor...

Shape the future of data solutions by leading strategic initiatives and enhancing business processes through effective data management and analytics. Collaborate across teams to drive innovation and a...

Lead the charge in developing and managing Asset Based Lending relationships, enhancing client interactions and driving business growth through strategic market engagement and effective relationship m...

Drive success as you engage emerging fund managers, guiding them through fund launches and expanding our offering. Own the sales lifecycle, nurture client relationships, and craft strategies to meet b...

Support client success by managing key accounts, facilitating effective billing and administrative operations. Collaborate with senior staff to ensure excellence in service delivery for mid to large c...

Take ownership of innovative technology solutions to enhance the OCIO Advisory team’s investment strategies. Collaborate with professionals to streamline workflows and integrate AI tools, driving effi...

Join a dynamic team as you tackle diverse tasks including communication, scheduling, and presentation preparation. Provide essential support to senior staff while ensuring efficient operations in a fa...

Oversee a wide array of administrative tasks, from correspondence to event planning, while collaborating with senior staff. Support office operations with exceptional organizational skills and multita...

Join our dynamic team as you support senior executives with expert administrative skills. Your role will include managing correspondence, organizing files, scheduling meetings, and ensuring smooth off...

Transform client experiences by delivering top-notch support for member onboarding, data management, and insurance renewals within a dynamic team environment focused on property and casualty insurance...

Shape the future of wealth advisory recruitment by leading full-cycle hiring for junior advisors and support staff. Collaborate with advisors and team leads to build effective talent strategies that e...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Unlock potential by analyzing growth opportunities in software, leading market intelligence efforts, and crafting data-driven insights that enhance investment strategies within a high-performance cult...

Develop strategic client relationships and lead complex project finance transactions, enhancing the Energy & Power group. Drive innovation in energy infrastructure financing, coordinate cross-function...

Transform international advisor acquisition by driving growth, coaching a BDR team, and shaping strategies for success. Engage leads authentically while building trusted relationships to establish a r...