Financial Advisor Jobs in Hauppauge, NY

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Seeking an experienced compliance leader to oversee regulatory initiatives for registered funds, working collaboratively with various teams to ensure adherence to the Investment Company Act, while man...

Unlock your potential by developing regional market real estate plans while collaborating with stakeholders to align strategies with corporate real estate objectives. Utilize your expertise to analyze...

Oversee and lead the strategic direction of a high-performing Insurance Investment Banking team, driving M&A advisory and capital raising initiatives for industry clients while nurturing talent and fo...

Join a dynamic team to lead financial due diligence, managing engagements and mentoring staff while ensuring excellence in client interactions and deliverables throughout complex transactions...

Unlock the potential of risk management by collaborating with ERM team members to enhance casualty data processes, perform risk assessments and support strategic reporting across business units, drivi...

Unlock potential by managing deal processes in the venture banking sector, ensuring compliance, analyzing investment funds, and evolving operational strategies while collaborating with various stakeho...

Partner with us to build and sustain strong client relationships, ensuring exceptional service while driving business development efforts within our Private Client Group...

Transform client relationships by providing exceptional service and support, leading business development efforts, and ensuring compliance with regulations. Partner with key stakeholders to deliver ta...

Empower clinical solutions by driving the development and implementation of EDC tools and SAS programming, while enhancing data management processes across global projects. Lead analytics through visu...

Contribute to a dynamic tax services team by preparing complex federal, state, and local individual tax returns for high-net-worth clients. Collaborate with seasoned professionals and drive accuracy i...

Champion user engagement by developing and optimizing WalkMe solutions that enhance platform adoption. Collaborate with cross-functional teams to deliver effective digital adoption strategies, leverag...

Oversee financial operations for manufacturing and lab networks, ensuring clarity in cost structures and aiding strategic decision-making. Collaborate closely with site leads to enhance efficiency and...

Join a team that's pivotal in shaping the strategic direction of Commercial Real Estate Banking by managing projects, creating executive-level presentations, and delivering insights that inform key le...

Shape the future of investment accounting by overseeing GAAP financial close processes and guiding a team in a dynamic finance environment. Drive system enhancements and ensure accurate reporting for...

Unlock new opportunities as a Senior Associate Broker, driving business development and managing relationships for North American accounts. Lead negotiations, support regional teams, and utilize innov...

Analyze investment strategies and oversee portfolio assessments, supporting key decisions with in-depth research. Collaborate with stakeholders to enhance reporting processes and lead asset class eval...

Shape the future of investment banking sales by leading diverse teams targeting large banks and boutique firms. Drive strategy, nurture partnerships, and cultivate executive relationships in a dynamic...

Transform data strategy and execution by leading initiatives that enhance data governance, quality, and automation. Partner cross-functionally to drive impactful business transformations through AI-re...

Unlock strategic insights through financial modeling and analysis, guiding key decisions while collaborating with business leaders to enhance performance metrics and reporting structures. Support budg...

Unlock your potential in financial planning and analysis by supporting fee-related operations and driving impactful insights. Collaborate with leadership to ensure accurate reporting and forecasting w...

Join a team that's redefining wealth management solutions by leveraging expertise in CRIMS. Lead client implementations, ensure satisfaction, and foster impactful relationships while guiding teams and...

Lead the charge in expanding enterprise relationships within the US wealth channel. Drive new business initiatives, develop client strategies, and enhance delivery of solutions to ensure outstanding c...

Contribute to client-facing investment strategies, develop content, and support institutional services. Engage with cross-functional teams to enhance communication and strategic insights for responsib...

Analyze market trends and collaborate with Private Equity firms to cultivate strategic relationships, drive growth initiatives, and deliver comprehensive accounting, tax, and consulting solutions to m...