Financial Advisor Jobs in Hauppauge, NY

Elevate your career by managing client relationships and providing tailored investment strategies. Collaborate with leadership to deliver exceptional service, conduct performance reviews, and drive po...

Champion commercial relationships by managing complex portfolios, driving new business origination, and ensuring high-quality treasury management solutions while minimizing risk and maintaining compli...

Transform financial planning by partnering with leadership to design and operationalize scalable budgeting and forecasting processes. Leverage AI and analytics for enhanced reporting across global ope...

Tackle the challenges of financial systems by providing critical support for Aderant applications. Ensure stability, troubleshoot issues, and deliver insightful data analysis to drive business success...

Join a team dedicated to navigating complex retirement regulations and providing legal guidance. Collaborate across departments to enhance the firm's advisory and compliance frameworks while ensuring...

Lead the charge in implementing high-value FactSet solutions, guiding complex client projects while mentoring junior team members. Collaborate with clients to enhance workflows and ensure successful d...

Transform the retirement investment landscape by driving defined contribution strategies. Leverage relationships and industry insights to foster growth, educate partners, and promote private markets w...

Grow your career with an Investment Content Strategist role focused on shaping market insights, collaborating across teams to deliver compelling content, and enhancing client engagement through deep a...

Shape the future of growth strategy by driving initiatives that optimize sales processes and enhance advisor success, collaboration, and integration across teams to achieve exceptional client experien...

Transform private markets research by developing actionable insights and strategic content for advisors and clients. Collaborate across teams to enhance investment strategies, driving engagement and e...

Unlock potential by leading product strategy in a fast-paced tech environment. Drive market opportunities, collaborate cross-functionally, and manage product roadmaps to deliver high-quality solutions...

Lead the charge in financial performance management by guiding budgeting, forecasting, and reporting for operational leaders. Collaborate closely with cross-functional teams to deliver insights that d...

Take ownership of building relationships within the Investment Banking sector, leveraging Solution Selling to drive sales, develop account strategies, and enhance market share, while collaborating wit...

Drive asset management initiatives for a diverse portfolio of affordable multi-family assets, enhancing operational efficiency and maximizing investment returns. Collaborate with teams on budgeting, r...

Drive enhancements in fraud prevention and program integrity by leading comprehensive analysis, facilitating stakeholder collaboration, and implementing data-driven improvements within Medicaid operat...

Join us to lead product strategy and execution across diverse data platforms. Manage teams, engage stakeholders, drive innovations and deliver impactful solutions that enhance customer experiences and...

Champion planning and execution of engaging educational events on Alternative Investments, collaborating with various stakeholders to ensure seamless logistics, compliance, and enhanced attendee exper...

Champion client success by delivering tailored investment solutions virtually. Join a dynamic team in a fast-paced environment, fostering collaboration while providing exceptional advice to a diverse...

Pioneer data analytics at a leading financial technology firm. Own credit performance monitoring, identify trends, and drive deep analysis to support top-tier decision-making with your insights and re...

Empower teams by leveraging business analysis and technical expertise to drive strategic initiatives and deliver innovative solutions for enhanced operational efficiency across multiple domains...

Lead a high-performing team to define financial analytics strategy and develop innovative tools in pharmacy consulting. Collaborate with stakeholders to drive insights and influence financial modeling...

Drive market expansion for digital asset products, enhancing distribution strategies and enabling scalable commercialization. Collaborate with teams across divisions to translate market insights into...

Lead our efforts in retirement plan growth by engaging advisors and delivering tailored solutions. Collaborate with various teams to support a defined territory and ensure effective, coordinated outre...

Champion strategic fundraising analytics to enhance operational efficiency and grow revenue. Collaborate with cross-functional teams to integrate data insights and leverage generative AI, all aimed at...

Unlock your potential as a Senior Manager in Financial Planning & Analysis, driving continuous forecasting and insightful reporting to support strategic business objectives in a dynamic environment. L...