Financial Advisor Jobs in Summit, NJ

Accelerate progress at a dynamic firm managing diverse fund accounting operations while leading a team to enhance client relationships, ensure compliance, and implement technology solutions for comple...

Lead a dynamic team in delivering accounting services for alternative investments. Drive client satisfaction and ensure compliance while managing complex financial operations and onboarding new funds...

Contribute to the growth of our financial services team, overseeing accounting and admin for alternative investments, ensuring compliance, driving client satisfaction, and innovating through technolog...

Champion the delivery of fund accounting and administrative services, leading a team to ensure client satisfaction and compliance while enhancing operational processes and technology solutions for alt...

Lead the charge in healthcare finance, delivering impactful cost accounting insights to CFOs. Oversee service line margin analyses and contribute to high-stakes financial decisions in a fast-paced con...

Join a dynamic team to drive client service excellence for Major clients, managing complex issues and enhancing satisfaction through strategic insights and strong partnerships, while fostering growth...

Join a dynamic team to enhance client services, manage complex accounts, and drive operational excellence while fostering deep client relationships, service improvements, and strategic insights across...

Elevate client relations by leading strategic initiatives to enhance service delivery, ensuring client satisfaction while managing complex issues across various platforms. Collaborate with teams to dr...

Unlock potential by driving enterprise-level risk analytics and reporting. Collaborate with risk managers to enhance the firm's capabilities, exploring innovative methods, including AI, to support ris...

The Senior Client Portfolio Manager at Vise will act as a liaison between the investment team and financial advisors, helping to understand client goals and deliver tailored investment solutions. This...

Lead the charge in delivering strategic legal guidance for FIEQ institutional sales, ensuring regulatory compliance and managing risks while supporting innovative business initiatives and fostering re...

Unlock your potential as you drive financial analysis, modeling, and client presentations, collaborating closely with senior bankers to support mergers, acquisitions, and investor insights. Join our d...

Join a team that's redefining talent acquisition by driving impactful executive searches. You'll collaborate with leadership to attract top-tier candidates, ensuring a streamlined and exceptional hiri...

Champion innovation by collaborating with investment teams to enhance data sourcing, validation, and reporting. Drive analytical capabilities that support investment oversight and decision-making thro...

Join a dynamic financial planning team, driving strategic financial management and operational excellence to enhance performance and support organizational goals through insightful reporting and effic...

Contribute to high-impact business development and marketing initiatives. Collaborate with senior leaders to create compelling content, research insights, and client-ready materials that resonate with...

Join our team to lead revenue growth for complex, strategic clients in the Alternatives Sector, acting as a key partner with business lines and senior management to drive profitable growth and shape s...

Unlock potential by leading client relationships across diverse sectors, ensuring profitability and growth. Drive new acquisitions and foster executive engagement while collaborating with multiple bus...

Advance equity capital projects in healthcare by driving transaction execution, managing relationships, and leading a talented team to deliver high-quality financings and strategic market insights for...

Accelerate your career by managing investor relationships and supporting capital markets. Leverage your experience in financial reporting, communications, and market intelligence to contribute to a dy...

Join a team that's focused on managing and marketing alternative investment products. Collaborate cross-functionally to support product launches and enhance key metrics, while partnering closely with...

Empower leading financial institutions by enhancing tax and operational processes. Collaborate with a dynamic team to deliver innovative tax solutions, supporting clients in navigating complex complia...

Empower client growth by managing relationships and delivering exceptional benefits solutions. Collaborate with a team to drive compliance, support clients' needs, and enhance service quality while ex...

Engage in key financial operations, ensuring compliance and scalability across FROs. Collaborate with diverse teams to deliver insightful financial reports, uphold rigorous standards, and enhance inte...

Drive strategic initiatives in North America distribution to amplify revenue, enhance client retention, and lead a high-performing team while navigating complex relationships across institutional and...