Financial Advisor Jobs in Long Beach, NY

Empower compliance excellence by leading a dynamic tax advisory team, guiding businesses through intricate regulations while enhancing processes with innovative technology and proven strategies. Foste...

Champion financial insights by partnering with internal stakeholders to support C-suite decision-making and drive business growth, utilizing analytical skills to develop presentations that clarify str...

Play a key role in managing interest rate risk and executing strategic initiatives within the investment portfolio, collaborating with senior stakeholders to enhance liquidity and regulatory complianc...

Unlock potential by evaluating investment opportunities and conducting in-depth analysis to drive strategic decisions within the Private Equity Secondaries Investment Team, collaborating with industry...

Unlock insights by analyzing and developing data solutions to drive strategic objectives. Collaborate with stakeholders to translate business needs into technical specifications and deliver impactful...

Engage with diverse teams to elevate the Family Office client experience. This senior role requires strategic oversight and collaboration with Financial Advisors, ensuring bespoke solutions that meet...

Unlock potential in a dynamic environment by driving strategic initiatives and fostering collaborative teamwork to achieve business objectives and enhance performance...

Accelerate progress at driving growth in structured finance solutions for U.S. sponsor clients, focusing on relationship management and transaction execution. Collaborate with cross-functional teams t...

Drive the future of investor relations by supporting marketing efforts for real estate investments, enhancing client engagement through preparation of materials and responses, and contributing to stra...

The Tax Services Manager in the Financial Services Office will focus on U.S. tax information reporting and withholding matters, working with clients across various financial sectors. This role involve...

Unlock potential by leading financial strategy and operations in a high-growth SaaS environment. You'll drive FP&A, treasury, and strategic finance, ensuring seamless scalability while supporting exec...

Lead the charge in maximizing commercial lending performance through risk analysis, regulatory compliance, and customer relationship management, ensuring sound lending decisions while mentoring junior...

Advance your career by managing commercial lending activities, analyzing financial data, preparing loan presentations, and ensuring compliance with banking regulations while building strong client rel...

Advance sales objectives by cultivating strong relationships with financial intermediaries and enhancing MFS product visibility across diverse channels, driving overall growth and aligning with strate...

Advance sales initiatives by engaging with financial intermediaries, developing relationship strategies, and executing business plans to drive growth and retention of assets across multiple channels w...

Optimize regional marketing strategies to elevate brand presence and drive demand through integrated campaigns and impactful events for asset manager clients, collaborating closely with sales to achie...

Help us enhance our executive recruitment strategies by conducting research, analyzing candidate data, and managing relationships through every stage of the search process. This role offers significan...

Partner with us to drive transformative restructuring solutions for underperforming businesses, enhancing performance and enterprise value while collaborating with top industry professionals in a fast...

Optimize tax compliance and planning for high-net-worth individuals in a sophisticated investment platform. Collaborate with internal teams and external providers to ensure accurate and timely tax rep...

Lead the charge in executing middle-market transactions, focusing on M&A and capital raising. Collaborate with senior bankers and mentor junior team members to drive successful outcomes within the bus...

Join a team dedicated to delivering equity advisory resources in healthcare and biotech. Collaborate cross-functionally to enhance client engagement, drive revenue growth, and optimize resources while...

Unlock potential by managing investment vehicle launches and lifecycle processes for Private Equity and Private Credit products, ensuring compliance and operational excellence through cross-functional...

Shape the future of customer service by integrating AI agents with enterprise SAP systems. Drive AI deployment, design conversational workflows, and enhance agent capabilities to ensure seamless integ...

Elevate your career by joining a dynamic team that drives investment opportunities through rigorous research and analysis, developing insights that shape financial strategies and foster growth in high...

Support the growth of private market asset data operations by ensuring data accuracy and efficiency. Collaborate with teams to drive improvements and maintain high-quality standards, while managing wo...