Financial Advisor Jobs in West Babylon, NY

Drive exceptional client service by developing deep client insights and optimizing communication across operations and technology. Lead service evolution while maintaining high standards of quality an...

Champion exceptional client service by building strong relationships, enhancing service delivery, and improving operational insights for optimal client solutions across diverse industries and complexi...

The Product Director - Asset Owners will lead the vision, strategy, and execution of the Asset Owners-focused product portfolio, managing a team of product managers. This role requires deep expertise...

Shape the future of private equity fund operations by driving service improvements, conducting account reconciliations, and enhancing processes. Engage with clients while mentoring team members to ens...

Support and optimize executive operations, handling strategic administrative tasks, scheduling, travel, and reporting. Collaborate with leadership and stakeholders, ensuring efficient workflow and adh...

Elevate your career by guiding Wealth Management teams in regulatory compliance for restricted securities and 10b5-1 plans, ensuring effective execution and strategic support through complex transacti...

Join a trailblazing team driving AI innovation in client engagements, enhancing customer relationships. Leverage your sales expertise and technical acumen to redefine solutions for diverse businesses...

Join our dynamic fund operations team to oversee private equity and credit funds. Manage NAV, audits, capital calls, and collaborate across teams to drive operational excellence in a crucial role supp...

Transform your career by leading complex financial analyses and valuations. Collaborate with diverse teams to provide fairness opinions for top-tier financial sponsors, driving impactful decision-maki...

Lead the Legal Entity Management function, ensuring compliance and governance across the entity lifecycle while collaborating with senior leaders to enhance internal processes and frameworks...

Engage with corporate clients to build strategic partnerships, oversee account management, address client needs, and enhance satisfaction across services, while collaborating with internal teams to dr...

Unlock potential by overseeing comprehensive accounting and financial reporting functions for a diverse range of private funds, including hedge funds and real estate, while collaborating with various...

Advance your career as a Credit Operations Analyst, collaborating with diverse teams to ensure efficient processing and monitoring of credit transactions within a dynamic banking environment, while en...

Join our dynamic team to navigate complex real estate tax challenges, delivering strategic insights and fostering client relationships while mentoring your colleagues in an ever-evolving environment t...

Champion the growth and retention of complex institutional client accounts, fostering deep relationships with C-suite executives and navigating intricate governance structures to drive impactful engag...

Transform financial operations by collaborating across departments, enhancing metrics analysis under IFRS 17 and US STAT, and optimizing business flows to drive efficiency and effective reporting for...

Join a team that's transforming retirement integration through automation, reliability, and strategic partnerships. Own the vision and expand Finch's product offerings to enhance workplace retirement...

Lead the charge in developing syndication strategies while fostering key relationships with investors and institutions. Drive negotiations and executions with a focus on optimizing outcomes and enhanc...

Champion impactful client relationships by generating and structuring lease and loan financing solutions. Drive growth through collaboration and mentorship, managing moderate transactions while delive...

Lead the charge in developing and executing fixed income investor relations strategy, fostering robust relationships with institutional investors, and delivering clear communication on financial perfo...

Transform financial reporting for diverse investment structures. Ensure accuracy and compliance in NAV production, capital activity, and financial statements while collaborating with internal teams an...

Drive precision in financial reporting by overseeing NAV production, fee calculations, and compliance for varied alternative investment structures, while collaborating with teams to ensure timely and...

Drive accounting excellence by managing financial records and controls for key business entities. Prepare and analyze financial statements while ensuring SOX compliance and continuous process improvem...

Partner with us to deliver innovative capital market solutions, leveraging deep sector expertise and excellent relationship-building skills to enhance client experiences and drive strategic initiative...

Tackle complex healthcare M&A engagements, leading due diligence efforts, and collaborating with clients and teams to drive value. Manage multiple projects while utilizing your expertise to influence...