Financial Advisor Jobs in Summit, NJ

Execute complex capital markets and M&A transactions, presenting strategic insights to clients while leading project workflows and collaborating with internal teams to drive initiatives in the Energy...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Inspire transformation by leading customer enablement initiatives. Serve as the FP&A expert, collaborating with teams to drive successful outcomes. Shape product strategy and enhance user experience w...

Join a team that's dedicated to optimizing loan processing and underwriting for small business loans. Collaborate with sales managers and guide junior team members to enhance portfolio management effi...

Lead the charge in financial analysis and strategic support for acquisitions, development projects, and asset management, driving informed decisions and enhancing productivity with innovative tools in...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Drive impactful financial advisory work through analysis and teamwork. Collaborate with investment bankers on M&A, valuations, and business development, while utilizing advanced AI tools and data visu...

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...

Unlock potential by joining a dynamic team, working on complex investment transactions, and driving strategic initiatives in specialty finance and corporate credit. Engage with industry leaders while...

Contribute to a dynamic Investment Team focusing on credit-oriented markets, managing multiple transactions and mentoring juniors, while leveraging financial models and strategic planning to drive suc...

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...

Analyze, create, and present financial models while managing junior staff. Collaborate with clients to assess credit risk and deliver strategic presentations that drive business growth. Support financ...

Drive success by leading Fund Accounting teams, managing client relationships, ensuring compliance with accounting standards, and developing staff to enhance performance. Collaborate across teams to d...

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...

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...