Financial Advisor Jobs in Summit, NJ

The Tax Services Manager in the Financial Services Office will focus on U.S. tax information reporting and withholding matters, working with clients across various financial sectors. This role involve...

Unlock potential by leading financial strategy and operations in a high-growth SaaS environment. You'll drive FP&A, treasury, and strategic finance, ensuring seamless scalability while supporting exec...

Lead the charge in maximizing commercial lending performance through risk analysis, regulatory compliance, and customer relationship management, ensuring sound lending decisions while mentoring junior...

Advance your career by managing commercial lending activities, analyzing financial data, preparing loan presentations, and ensuring compliance with banking regulations while building strong client rel...

Optimize regional marketing strategies to elevate brand presence and drive demand through integrated campaigns and impactful events for asset manager clients, collaborating closely with sales to achie...

Optimize tax compliance and planning for high-net-worth individuals in a sophisticated investment platform. Collaborate with internal teams and external providers to ensure accurate and timely tax rep...

Lead the charge in executing middle-market transactions, focusing on M&A and capital raising. Collaborate with senior bankers and mentor junior team members to drive successful outcomes within the bus...

Join a team dedicated to delivering equity advisory resources in healthcare and biotech. Collaborate cross-functionally to enhance client engagement, drive revenue growth, and optimize resources while...

Unlock potential by managing investment vehicle launches and lifecycle processes for Private Equity and Private Credit products, ensuring compliance and operational excellence through cross-functional...

Shape the future of customer service by integrating AI agents with enterprise SAP systems. Drive AI deployment, design conversational workflows, and enhance agent capabilities to ensure seamless integ...

Support the growth of private market asset data operations by ensuring data accuracy and efficiency. Collaborate with teams to drive improvements and maintain high-quality standards, while managing wo...

Engage with mid-market clients to drive business growth by leading the full sales cycle, from outreach to close, in a dynamic and collaborative consulting environment focused on technology solutions...

Pioneer federal sales initiatives by building a strategy that drives growth across U.S. federal agencies. Own the sales motion, expanding relationships with key stakeholders to establish a robust pipe...

Advance tax structuring strategies for Asset Based Finance transactions, collaborating with investment teams and external partners to optimize capital efficiency and ensure compliance with tax regulat...

Join a team that's at the forefront of financial planning and analysis, driving strategic initiatives and providing insights that guide key business decisions. Collaborate with leaders to optimize bud...

Accelerate progress at a leading equity research team by conducting in-depth analyses and assisting in financial modeling, industry research, and comprehensive report writing to drive investment decis...

Support legal initiatives for U.S. registered funds and retail products. Collaborate with senior management and cross-functional teams to ensure compliance and handle regulatory matters while enhancin...

Accelerate project success as a leader overseeing IT initiatives, ensuring compliance, optimizing processes, and enhancing stakeholder engagement while driving efficient operations and facilitating ef...

Lead strategic community development initiatives, driving CRA performance through partnerships and finance. Manage teams, oversee programs, and ensure strong compliance while engaging with community s...

Unlock potential by managing a diverse commercial loan portfolio, focusing on healthcare credits. Leverage client relationships to drive growth while ensuring compliance, risk management, and credit q...

Lead dynamic financial research and analysis in Energy & Infrastructure, supporting senior analysts with insights and strategic recommendations for investment opportunities and industry developments...

Empower our corporate governance initiatives by managing records, ensuring compliance, and collaborating across teams to enhance governance policies. Support regulatory activities and participate in g...

Manage corporate governance processes by overseeing documentation, compliance, and entity management across subsidiaries. Collaborate with legal and business teams to ensure governance records are mai...

Analyze and assess investment strategies for high-net-worth clients, collaborating with teams to conduct due diligence, monitor macroeconomic trends, and support client interactions, ensuring informed...

Engage and drive growth by identifying business opportunities in Private Assets, leveraging relationships and expertise to enhance operational processes within the Private Equity, Credit, and Real Est...