Financial Advisor Jobs in Oceanside, NY

Drive client relationship management activities to grow sales and market share. Collaborate with internal teams to mitigate risk while delivering tailored financial solutions. Enhance client satisfact...

Unlock potential by providing essential support to the Billing team, managing partner inventories, resolving WIP issues, and collaborating across departments to ensure seamless inventory management in...

Champion strategic execution in business operations, partnering with executives to drive impactful analysis, enhance client engagement, and streamline cross-functional collaboration across diverse fin...

Lead regulatory communications by serving as the primary liaison with securities and insurance regulators. Collaborate with Compliance and cross-functional teams to manage inquiries, track responses...

Support business systems by analyzing user needs, evaluating application suitability, and enhancing operational efficiency through effective solutions and documentation. Collaborate with teams to impl...

Manage and optimize a centralized governance framework for evaluating and reporting on capital projects and IT capacity, ensuring alignment across business units and facilitating decision-making at th...

Empower your career by leading strategic marketing initiatives that enhance brand visibility and drive growth. Collaborate with leadership to implement data-driven campaigns and innovative content in...

Unlock your potential in managing a diverse ABL portfolio while driving revenue growth and enhancing customer relationships. Collaborate across teams to address credit risk and support client needs in...

Take ownership of crucial financial analyses and client interactions, guiding complex projects through rigorous modeling and strategic insights. Gain exposure to mergers, valuations, and high-level de...

Accelerate sales success by leading a consultative sales process focused on diagnosing client needs and providing effective AI marketing solutions for SMBs in local services. Drive revenue growth in a...

Accelerate progress at a remote-first organization by leading finance and FP&A. Collaborate closely with executive leadership, drive strategic planning, build teams, and enhance financial frameworks f...

Pioneer innovative solutions in client management for insurance firms, driving strategic relationships and leveraging asset management expertise across diverse investment strategies. Collaborate for e...

Lead the charge in executing complex M&A transactions while fostering client relations and driving business growth. Mentor junior team members, manage project timelines, and oversee financial models t...

Advance the infrastructure finance space by participating in the entire investment process. Collaborate with a dynamic team to analyze opportunities, assess risks, and enhance portfolio performance fo...

Drive strategic financial planning and analysis to influence key decisions, optimize resources, and enhance business performance across the organization, collaborating with leadership to deliver actio...

Transform financial strategies by leading capital markets and treasury functions to optimize funding and manage risk. Collaborate with senior leaders, driving enterprise objectives and cross-functiona...

Lead the charge in building client relationships by providing tailored HR solutions to small and midsized businesses, while driving sales growth through consultative engagement and expert advisory sup...

Lead business origination and deal execution in public finance, enhancing growth in healthcare and education sectors. Collaborate in a dynamic environment to drive strategic initiatives and profession...

Advance financial operations by analyzing data to guide planning, managing vendor spend, and enhancing reporting processes. Collaborate with teams to provide insights that drive business performance a...

Advance your career by providing expert accounting and investor services for hedge funds and private equity, managing net asset valuations, and ensuring compliance with GAAP in a dynamic team environm...

Shape Addepar's go-to-market strategy and revenue planning by leading initiatives in pricing, segmentation, and operational infrastructure, driving alignment with senior leadership to foster growth an...

Empower your career by leading operations in a dynamic, fast-growing financial services environment. Drive process optimization, mentor a skilled team, and scale operational infrastructures to enhance...

Grow your career with a leadership role driving product strategy and innovation in US Transfer Agency services, focusing on modernization and enhanced client solutions in the evolving fund landscape...

Manage and optimize complex fund accounting services, ensuring accurate net asset valuations and efficient operations while leading junior team members to deliver high-quality reports and client commu...

Join us to lead a dynamic team overseeing fund and client accounting, ensuring financial integrity and operational excellence through innovation and collaboration, while supporting strategic initiativ...