Financial Advisor Jobs in Nyack, NY

Drive client success by providing strategic financial advisory and capital raising solutions. Collaborate with teams to manage M&A transactions and guide clients through complex financial processes, e...

Join a team that's committed to providing expert tax advisory services to nonprofits. Engage with clients directly, mentor talented staff, and contribute to their missions while developing your expert...

Support a diverse portfolio of clients by driving revenue growth, enhancing client satisfaction, and delivering integrated treasury solutions while maintaining strong relationships and identifying new...

Support the Americas Client Service team in delivering exceptional service for Separately Managed Accounts. Collaborate with multiple departments to ensure seamless client experiences while managing t...

Drive financial analysis for real estate strategies, utilizing modeling skills to support client decisions in a dynamic, collaborative environment, while developing presentations and insights for top...

Grow your career with a dynamic team driving impactful strategies for growth and partnerships. Engage with stakeholders to develop and execute initiatives that enhance market presence and revenue acro...

Drive operational excellence by transforming complex workflows into AI-driven solutions, collaborating with clients to enhance their financial services. Lead consulting engagements from discovery to e...

Lead the charge in business growth by leveraging consultative sales skills to build relationships, develop strategic sales plans, and exceed targets within your designated territory, focusing on compa...

Take ownership of due diligence processes for private equity investments, analyzing opportunities, preparing reports, and monitoring performance. Collaborate with stakeholders and enhance investment s...

Take ownership of regulatory reporting and fund administration activities for over 300 funds. Validate, analyze, and streamline data collection while collaborating with internal teams and external par...

Lead the charge in cultivating and managing institutional client relationships while optimizing service processes and driving business strategies for exceptional client experiences within a dynamic fi...

Champion compliance by leading our Regulatory team to ensure adherence to the Investment Company Act and advising on initiatives that maintain the integrity of our registered funds and investment advi...

Seeking an experienced compliance leader to oversee regulatory initiatives for registered funds, working collaboratively with various teams to ensure adherence to the Investment Company Act, while man...

Unlock your potential by developing regional market real estate plans while collaborating with stakeholders to align strategies with corporate real estate objectives. Utilize your expertise to analyze...

Oversee and lead the strategic direction of a high-performing Insurance Investment Banking team, driving M&A advisory and capital raising initiatives for industry clients while nurturing talent and fo...

Join a dynamic team to lead financial due diligence, managing engagements and mentoring staff while ensuring excellence in client interactions and deliverables throughout complex transactions...

Pioneer financial due diligence engagements, leading cross-functional teams to deliver insights on commercial transactions while fostering client relationships and mentoring staff to ensure top perfor...

Unlock the potential of risk management by collaborating with ERM team members to enhance casualty data processes, perform risk assessments and support strategic reporting across business units, drivi...

Unlock potential by managing deal processes in the venture banking sector, ensuring compliance, analyzing investment funds, and evolving operational strategies while collaborating with various stakeho...

Partner with us to build and sustain strong client relationships, ensuring exceptional service while driving business development efforts within our Private Client Group...

Transform client relationships by providing exceptional service and support, leading business development efforts, and ensuring compliance with regulations. Partner with key stakeholders to deliver ta...

Empower clinical solutions by driving the development and implementation of EDC tools and SAS programming, while enhancing data management processes across global projects. Lead analytics through visu...

Contribute to a dynamic tax services team by preparing complex federal, state, and local individual tax returns for high-net-worth clients. Collaborate with seasoned professionals and drive accuracy i...

Champion user engagement by developing and optimizing WalkMe solutions that enhance platform adoption. Collaborate with cross-functional teams to deliver effective digital adoption strategies, leverag...

Oversee financial operations for manufacturing and lab networks, ensuring clarity in cost structures and aiding strategic decision-making. Collaborate closely with site leads to enhance efficiency and...