Financial Advisor Jobs in Oceanside, NY

Elevate your career by transforming Shared Services with data-driven insights and AI solutions. Collaborate across functions to implement analytical strategies that enhance operational efficiency and...

Shape client experiences by effectively managing transitions and inquiries. You will oversee onboarding of SMA accounts while collaborating with teams to resolve issues, ensuring our clients maximize...

Empower growth by developing engaging marketing strategies that elevate brand awareness, build client relationships, and drive revenue across multiple channels through collaboration with sales and sub...

Unlock potential by leading a high-performing team of Business Analysts, driving Agile practices, fostering collaboration, and ensuring high-quality delivery of business solutions...

Optimize client services by leading due diligence teams, analyzing financial data, and creating tailored reports. Enhance client relationships and mentor team members, while delivering superior transa...

Elevate team performance by managing a group of Virtual Engagement Associates, ensuring excellence in support services to Financial Advisors while driving client engagement strategies through innovati...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Shape the future of data solutions by leading strategic initiatives and enhancing business processes through effective data management and analytics. Collaborate across teams to drive innovation and a...

Drive success as you engage emerging fund managers, guiding them through fund launches and expanding our offering. Own the sales lifecycle, nurture client relationships, and craft strategies to meet b...

Lead the charge in shaping compliance strategy and regulatory governance, ensuring robust cybersecurity practices across all business domains while advising on critical legal obligations and maintaini...

Unlock potential by providing vital financial analysis and insights to enhance business performance. Collaborate cross-functionally to support strategic decisions and optimize revenue streams while dr...

Support client success by managing key accounts, facilitating effective billing and administrative operations. Collaborate with senior staff to ensure excellence in service delivery for mid to large c...

Take ownership of innovative technology solutions to enhance the OCIO Advisory team’s investment strategies. Collaborate with professionals to streamline workflows and integrate AI tools, driving effi...

Join a dynamic team as you tackle diverse tasks including communication, scheduling, and presentation preparation. Provide essential support to senior staff while ensuring efficient operations in a fa...

Oversee a wide array of administrative tasks, from correspondence to event planning, while collaborating with senior staff. Support office operations with exceptional organizational skills and multita...

Join our dynamic team as you support senior executives with expert administrative skills. Your role will include managing correspondence, organizing files, scheduling meetings, and ensuring smooth off...

Champion significant investment banking initiatives, guiding M&A and advisory activities, and mentoring junior bankers while providing client-focused support in a dynamic, collaborative environment...

Lead the acquisition of small to medium-sized businesses, driving investment decisions and managing relationships throughout the deal lifecycle for organizational growth and operational success...

Shape the future of wealth advisory recruitment by leading full-cycle hiring for junior advisors and support staff. Collaborate with advisors and team leads to build effective talent strategies that e...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Take ownership of the membership application process, leading a team in compliance with FINRA standards. Enhance operational efficiency while overseeing interdepartmental collaboration and ensuring re...

Shape the future of membership applications and compliance. Oversee a senior team, enhance operational practices, ensure adherence to regulations, and foster development within the department to drive...

Manage the application oversight process, leading a team to ensure compliance with FINRA regulations while improving operational effectiveness and training staff. Collaborate on regulatory initiatives...

Join a team that's shaping the future of membership applications through effective leadership, operational excellence, and regulatory compliance, while supporting a dynamic workforce in achieving depa...

Lead financial planning and reporting processes, create budgets, and communicate results across global teams to ensure financial integrity and support MDIF's mission...