Financial Advisor Jobs in New York, NY

Partner with us to ensure compliance in market data management, overseeing licensing agreements, audit readiness, and policies while collaborating with technology and business teams for effective data...

Advance your career by driving financial accuracy and reporting efficiency as a Senior Accountant. Play a key role in balance sheet management, strengthen internal controls, and leverage analytics to...

Transform business development strategies within M&A, guiding client engagement initiatives and project management efforts to enhance growth and drive high-impact results across client and industry pr...

Drive impactful economic research with a dynamic team. Leverage your expertise in quantitative analysis and model development while mentoring junior analysts and engaging with clients on complex indus...

Join the Employee Benefits team to manage client accounts effectively, design benefit plans, and ensure client satisfaction while working closely with senior staff on complex tasks and client interact...

Contribute to financial reporting and analysis by leading quarterly close activities, enhancing accuracy, and driving process improvements across diverse operations while leveraging technology and str...

Transform your career by leading a dynamic Medical Underwriting team, driving risk management strategies, and optimizing complex clinical evaluations to enhance service excellence and improve client o...

Transform the residential real estate landscape by guiding UHNW clients through tailored financing solutions. Leverage expertise, strong relationships, and market insights to achieve optimal outcomes...

Drive impactful corporate trust transactions by negotiating contracts, ensuring compliance, and enhancing the client experience. Collaborate with teams to streamline operations and mitigate risks whil...

Lead the charge in managing Corporate Trust transactions, ensuring compliance, optimizing client experiences, and driving cross-functional collaboration to enhance operational efficiency and mitigate...

Engage in the daily operation and enhancement of financial applications, ensuring data integrity and performance. Troubleshoot issues, support users, and develop reports, collaborating effectively wit...

Transform the advisory landscape by building strategic partnerships with accountants and CFOs, driving DualEntry's presence across major firms and establishing a robust alliance program to enhance ERP...

Lead fund operations overseeing private credit and partnership funds. Collaborate with administrators on financial statements, budgets, and client onboarding while ensuring performance standards and r...

Empower a dynamic sales strategy by driving growth in the US financial services sector, leveraging a consultative approach to build client relationships and deliver impactful technology solutions with...

Join a team that's dedicated to global compliance while ensuring AML/KYC standards. You will support compliance initiatives and perform due diligence on various stakeholders. Contribute to policy impr...

Join a dynamic team to lead strategic analysis to enhance balance-sheet management. Collaborate with stakeholders to assess profitability and risk-adjusted returns, drive initiatives, and produce impa...

Contribute to the growth of our retail segment by leading human capital strategies that optimize talent acquisition, performance management, and organizational design in alignment with business object...

Shape the future of compliance by leading regulatory initiatives in AML and KYC, ensuring adherence to laws across various iCapital jurisdictions while collaborating with senior compliance officials a...

Lead the Analytics team on strategic capital planning initiatives, managing forecasting, governance, and regulatory compliance. Collaborate with global Finance teams to optimize funding resources and...

Empower teams to drive impactful AxiomSL reporting solutions by leading full GAP analyses and translating regulatory requirements into clear documentation, ensuring data integrity and compliance for f...

Unlock your potential as you drive client engagement and sales growth through outbound prospecting, building strong relationships, and advancing opportunities within our dynamic team culture...

Analyze complex life insurance applications and make informed decisions on underwriting outcomes. Collaborate with cross-functional teams to enhance processes and mentor junior underwriters, all while...

Shape the legal strategy for dynamic solar and energy storage projects, collaborating with cross-functional teams. Drive M&A, development, construction, and finance negotiations to ensure successful p...

Lead tax engagements and manage a team to deliver exceptional client service. Guide staff in tax return reviews and enhance firm visibility through business development initiatives. Supervise performa...

Execute strategic financial solutions in consumer corporate banking, providing vital support for healthcare clients through structured debt management and collaborative capital markets initiatives, en...