Financial Advisor Jobs in Long Beach, NY

Lead a seamless investor onboarding process, enhancing first impressions and ensuring exceptional experiences in a fast-paced private markets environment with diverse stakeholders...

Optimize sales operations by supporting a dynamic team through efficient scheduling, presentation preparation, and client communication, while ensuring accuracy in Salesforce data management and repor...

Lead the charge in enhancing our U.S. Wealth servicing model, focusing on seamless investor experiences and operational excellence across financial advisors and partners, while driving metrics-driven...

Transform client experiences by managing affluent relationships, delivering tailored banking solutions, and identifying service enhancements to meet evolving financial goals. Collaborate across teams...

Engage with a diverse portfolio of affluent clients, delivering tailored banking solutions while enhancing service standards. Collaborate with teams to navigate complex financial needs and ensure opti...

Elevate your career by managing affluent client relationships in banking, lending, and investments. Collaborate across teams to identify opportunities, improve service, and ensure compliance while del...

Transform financial insights into actionable strategies by leading due diligence for complex M&A transactions. Drive value for clients through collaboration and advanced analytics while mentoring juni...

Empower client success by managing accounts and leading service teams to enhance relationships, drive new business, and ensure comprehensive coverage. Collaborate on cross-sell opportunities and deliv...

Unlock potential by driving leveraged finance transactions and collaborating with cross-functional teams to execute complex financing solutions for corporate and private equity clients. Lead deal team...

Unlock potential by leading financial and tax due diligence for private equity and strategic buyers. Collaborate across teams to deliver insights while ensuring high-quality analyses and communication...

Champion the growth of diverse commercial portfolios by cultivating client relationships, delivering tailored financial solutions, and collaborating across teams to generate business opportunities and...

Champion your underwriting skills by managing and growing a profitable Management Liability insurance book, fostering key broker relationships, and ensuring high standards and discipline in a dynamic...

Collaborate with global teams and investors to enhance market offerings, develop marketing materials, and streamline investor relations processes in a dynamic role focused on alternative investments a...

Empower growth by leading and developing strategic risk advisory services. Drive exceptional client experiences through innovative solutions, fostering a learning culture, and managing a profitable pr...

Advance client engagement by managing teams, delivering high-quality services, and leading financial due diligence for M&A and other transactions in a collaborative environment focused on growth and c...

Lead the charge in building a premier bankruptcy and restructuring practice, leveraging your extensive experience and a portable book of business to drive growth and mentorship within a top-tier legal...

Join a dynamic team as an Associate, where you will create financial models, support M&A transactions, and contribute to business generation efforts through analytical insights, client presentations...

Manage funding valuations and benefit calculations for defined benefit pension plans. Collaborate with teams to ensure compliance with IRS regulations while delivering precise reports and analyses to...

Join a dynamic team to drive financial strategy and operations, overseeing all aspects from litigation portfolio analysis to day-to-day accounting. Be the linchpin between finance and operations, maki...

Deliver exceptional SAP Treasury solutions by leading implementation projects while mentoring team members and collaborating with global treasury professionals to exceed client expectations and drive...

Drive your career with a pivotal leadership role in regulatory oversight, fostering collaboration across teams while enhancing operational excellence in financial services. Impact global compliance th...

Oversee a portfolio of defined contribution plans, build client relationships, manage issues, and provide strategic solutions as a trusted advisor, ensuring optimal service and satisfaction for Plan S...

Lead the charge in financial planning and analysis by partnering with executives, developing forecasts, and driving data-driven insights that enhance decision-making across the organization...

Grow your career with a dynamic role focusing on private banking strategies, client relationships, and operational efficiency to drive business development and enhance client experiences within a coll...

Advance data governance initiatives by collaborating with stakeholders to ensure high-quality, trusted data is well-defined and suitable for business analytics, regulatory, and AI applications while m...