Financial Advisor Jobs in Woodbury, NY

Own financial and fund control operations, managing all vendor relationships and ensuring accuracy in reporting. Lead treasury procedures and compliance, while supporting regulatory applications in a...

Join a dynamic team as a leader in business strategy, enhancing client relationships while driving growth and implementing effective service models in the financial services industry. This senior role...

Build and oversee relationships with small business loan borrowers, ensuring effective portfolio management and credit risk assessment while supporting customer inquiries and compliance with financial...

Empower investment management solutions by leveraging your CRD expertise and SaaS experience. You'll lead impactful projects that enhance operational efficiency, ensuring seamless integrations and ali...

Accelerate progress at our firm by leading a team of Wealth Advisors, enhancing client services, and fostering collaborative relationships while driving performance standards and managing strategic in...

Deliver exceptional client service by managing client relationships, leading a team, and overseeing fund administration for private equity funds while fostering career growth and enhancing operational...

Drive efficient client performance reporting by leading cross-functional teams, managing systems integration, and overseeing the reporting workflow to enhance operational excellence in investment serv...

Engage in high-impact debt advisory for the evolving offshore wind and cleantech sectors. Lead client relationships, market strategies, and execute complex transactions while mentoring junior team mem...

Empower clients to transform their wealth management operations through cloud solutions, agile methodologies, and innovative technology. Collaborate with teams and stakeholders to enhance investment p...

Join a team that drives new business development and consultative sales strategies in the insurance industry, educating clients on risk management while building and maintaining strong relationships f...

Oversee enterprise sales strategies in financial services, driving growth by transforming client operations and achieving excellence in consultative selling. Engage stakeholders to enhance value throu...

Join a team that's integral to evaluating mergers, creating business proposals, and conducting valuations, tackling multifaceted projects that drive impactful decision-making in the investment banking...

Manage core accounting functions and optimize Workday Financials to enhance budgeting accuracy, ensure compliance, and support financial reporting within a dynamic Accounting & Finance team while trai...

Drive strategic initiatives in a dynamic Investment Banking environment, managing complex client relationships and executing M&A solutions, while mentoring junior staff and leading impactful projects...

Develop robust relationships with asset managers and enhance marketplace strategies. This senior technical role is pivotal in driving sales initiatives and delivering technology solutions to clients w...

Drive financial analysis and forecasting to support strategic decision-making. Collaborate on business proposals, mergers, and acquisitions, while managing complex documentation and data interpretatio...

Grow your career by managing tax compliance strategies for diverse asset management clients. Lead teams in optimizing reporting processes and enhancing governance frameworks. Drive innovative solution...

Join a team that's dedicated to crafting unparalleled events by leading all aspects of planning and execution. You’ll coordinate with stakeholders, manage logistics, and ensure impactful experiences t...

Help us transform the customer experience in annuity sales by guiding clients through the buying process, ensuring clarity, and fostering trust while contributing to the development of a groundbreakin...

Shape the future of compliance by optimizing marketing processes, ensuring adherence to regulatory standards, and driving innovations that enhance our firm’s marketing content integrity and effectiven...

Empower your career by driving innovative solutions and collaborating with a dynamic team. Engage with cross-functional projects that enhance business operations while leveraging your skills to make a...

Lead the charge in defining investment strategies that align client goals with tailored asset allocations, delivering comprehensive investment solutions and performance reports while collaborating wit...

Lead the charge in optimizing client service delivery while driving revenue growth and enhancing team performance. Collaborate with senior leaders to manage operational efficacy and develop strategic...

Lead the charge in enhancing client relationships and driving operational excellence in a dynamic environment. Oversee Client Services teams, strategize for revenue growth, and ensure exceptional serv...

Join a dynamic team to assess merger candidates and enhance integration strategies. Leverage your investment expertise for impactful analysis and collaboration within the Investment Office, shaping su...