Financial Advisor Jobs in Long Beach, NY

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Join a team that's focused on building lasting client relationships in the commercial insurance sector. This role is essential for account management, ensuring service excellence, and supporting a thr...

Transform the Financial Services landscape by owning the full sales cycle, building trusted relationships, and leading consultative conversations to drive cloud modernization and AI adoption across th...

Transform actuarial processes by managing pricing, capital planning, and product development within a dynamic insurance organization focused on innovation and growth. Collaborate with leadership to op...

Execute complex capital markets and M&A transactions, presenting strategic insights to clients while leading project workflows and collaborating with internal teams to drive initiatives in the Energy...

Inspire transformation by leading customer enablement initiatives. Serve as the FP&A expert, collaborating with teams to drive successful outcomes. Shape product strategy and enhance user experience w...

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...

Drive impactful financial advisory work through analysis and teamwork. Collaborate with investment bankers on M&A, valuations, and business development, while utilizing advanced AI tools and data visu...

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

Optimize client services by leading due diligence teams, analyzing financial data, and creating tailored reports. Enhance client relationships and mentor team members, while delivering superior transa...

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...

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...

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...

Lead the charge in shaping compliance strategy and regulatory governance, ensuring robust cybersecurity practices across all business domains while advising on critical legal obligations and maintaini...

Unlock potential by providing vital financial analysis and insights to enhance business performance. Collaborate cross-functionally to support strategic decisions and optimize revenue streams while dr...

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...

Champion significant investment banking initiatives, guiding M&A and advisory activities, and mentoring junior bankers while providing client-focused support in a dynamic, collaborative environment...

Execute thorough credit analysis on leveraged loans and high yield bonds, conduct detailed financial modeling, and deliver investment recommendations to optimize portfolio performance and support Port...

Lead the acquisition of small to medium-sized businesses, driving investment decisions and managing relationships throughout the deal lifecycle for organizational growth and operational success...