Financial Advisor Jobs in Melville, NY

Pioneer investment strategies by partnering with teams to oversee, analyze, and report on alternative assets. Support portfolio management and execute due diligence to enhance overall investment perfo...

Develop strategic relationships with distribution partners to expand platform access, enhance product placement, and enable sales growth while managing due diligence and providing market insights for...

The Manager - Financial Advisory Services will oversee client engagements in financial consulting, analysis, and M&A, ensuring timely and accurate delivery of services. This role requires strong commu...

Elevate your career by supporting senior bankers in executing transactions and managing client relationships. Leverage your financial analysis skills to impact the tech and software space with a dynam...

Lead and transform the investment FP&A forecasting process, ensuring robust governance and scalable operations. Collaborate with senior management to deliver actionable insights that align with enterp...

Partner with us to support the U.S. Controller, leading financial reporting, governance, and strategic finance initiatives for Bank Subsidiaries while driving talent development and operational effici...

Drive M&A transactions and client relationships within the Services sector. As a Vice President, oversee deal execution, develop junior talent, and implement business development strategies to enhance...

Join a team that's revolutionizing private market investments by sourcing, screening, and monitoring diverse opportunities in real estate debt, private credit, and third-party funds while leveraging A...

Join a team that's dedicated to delivering exceptional financial guidance and client solutions. As a key player, you'll manage client relationships, achieve sales targets, and ensure compliance with i...

Elevate your career by leading a team to optimize workplace strategies for large corporate clients. Drive real estate advisory services, mentoring, and operational excellence while fostering collabora...

Join a dynamic team to optimize buy-side investment processes through AI. You'll leverage deep domain expertise to drive client adoption, shape product development, and influence the future of credit...

Engage as a Portfolio Analyst to develop impactful client materials and manage multiple projects. Collaborate with cross-functional teams to support client relationships and enhance communication for...

Shape the future of investment performance reporting by building a world-class analytics function. Drive comprehensive reporting across diverse asset classes while collaborating with senior leadership...

Engage in building a premier analytics function, influencing investment performance reporting across diverse asset classes, and collaborating with senior leadership. This pivotal role demands technica...

Empower success at the forefront of Loan Capital Markets by advancing strategic investor relationships, leading impactful capital transactions, and driving growth across various industries to enhance...

Deliver exceptional client service and drive renewal processes while collaborating with teams in a dynamic, fast-paced environment. Leverage your expertise in financial services to support business gr...

Join a team that's focused on driving strategic financial insights for the Executive Leadership Team. Apply your analytical skills to respond to high-stakes requests, develop sophisticated models, and...

Transform asset management legal operations by negotiating agreements and providing strategic legal support. Collaborate with diverse teams in a fast-paced environment to drive compliance and innovati...

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of var...

Unlock potential by leading financial analytics projects for pharmacy benefits. Collaborate with cross-functional teams and manage RFP processes while driving data-driven insights to enhance client ou...

Engage to deliver top-tier investment research and bespoke advisory for High-Net-Worth clients. Drive actionable strategies in equities and derivatives, enhance client relations, and produce insightfu...

Shape the future of wealth management by building tailored portfolios for ultra-high-net-worth clients, ensuring holistic asset allocation and risk management through collaboration and expertise in ad...

Champion the adoption of retirement plans by consulting with business owners, guiding them from needs assessment to implementation, while ensuring a seamless client experience and achieving sales obje...

Lead the charge in driving retirement plan adoption by engaging with clients, assessing their needs, and delivering tailored solutions. Own the complete sales process while ensuring exceptional client...

Elevate treasury operations by managing cash flow, liquidity, and trade finance processes. Collaborate across international teams to optimize funding and reporting, focusing on continuous improvements...