Financial Advisor Jobs in Woodbury, NY

Join a team that's driving growth in private wealth solutions through innovative marketing strategies that engage financial advisors and wealth platforms, enhancing brand awareness and client relation...

Contribute to data management and analytics reporting for investment strategies, ensuring data accuracy, integrity, and timely delivery while collaborating with stakeholders to enhance operational eff...

Transform asset management legal operations by negotiating agreements and providing strategic legal support. Collaborate with diverse teams in a fast-paced environment to drive compliance and innovati...

Join our team as a Senior Wealth Advisor, fostering deep relationships with ultra-high-net-worth clients and leveraging advanced expertise to deliver personalized financial solutions that empower thei...

Collaborate to enhance business systems efficiencies and support critical applications. Analyze data issues, implement solutions, and partner with teams to drive impactful technology initiatives in a...

Create innovative solutions for our Portfolio Construction product, overseeing feature development from concept to launch. Collaborate with cross-functional teams to drive product strategy while ensur...

The Portfolio Manager will be responsible for managing complex investment portfolios for high-net-worth clients, including family offices and endowments. This role requires a deep understanding of var...

Grow your career with us by developing and managing profitable middle market banking relationships, leveraging financial insights and promoting a range of services tailored to clients with annual sale...

Lead the charge in managing investment accounting for a $7.6 billion endowment. Collaborate with internal and external partners, ensure timely financial transactions, and uphold financial controls whi...

Drive analysis of financial statements to enhance credit risk management, evaluate exposures, and ensure legal compliance while collaborating across departments to navigate complex issues and support...

Unlock potential by analyzing and transforming mortgage business strategies, evaluating operations, and collaborating with senior leaders to drive executive-level recommendations for sustainable growt...

Elevate business growth by managing strategic relationships with financial professionals. Collaborate with a Regional Vice President to enhance partner engagement and drive new opportunities in a dyna...

Transform financial outcomes for executives by delivering tailored wealth management strategies, optimizing workplace benefits, and fostering long-term relationships. Leverage expertise in financial p...

Design and build our finance operating system, transforming manual processes into scalable, auditable systems. Set standards and controls for financial accuracy, while enhancing in-house accounting ca...

Transform client reporting by leading portfolio functions, ensuring accuracy and timeliness in using advanced systems. Collaborate with new advisors for seamless integrations and maintain processes fo...

Help us manage and lead finance-related transactions while ensuring efficient workflows, coordinating closings, and preparing necessary documentation to support successful outcomes and client satisfac...

Manage daily brokerage operations ensuring compliance and efficiency. Collaborate on process improvements, assist with client services, and conduct thorough account reconciliations. Play a key role in...

Join a dynamic team as a Senior Investment Strategy Analyst, leveraging deep capital markets expertise to drive strategic solutions, enhance advisor relationships, and support client acquisition in a...

Champion the investment process by sourcing and managing retail real estate opportunities, providing critical support to teams on underwriting, due diligence, and reporting to drive successful acquisi...

Manage daily reserve operations for stablecoin issuance. Ensure funds flow efficiently across banking and on-chain systems, optimizing for client returns while implementing scalable operational contro...

Shape the future of finance as you support critical deal execution, financial analysis, and client management. Join a dynamic team where you will hone your skills in a comprehensive graduate training...

Transform employee benefits administration by supporting daily operations, resolving inquiries, managing data, and ensuring compliance. Collaborate with teams and vendors for a seamless experience whi...

Reimagine the employee experience by managing benefits administration, ensuring compliance, and enhancing communication. Collaborate across teams to resolve issues and support well-being initiatives f...

Lead the charge in acquiring and nurturing Mass Affluent clients by leveraging consultative sales strategies and collaborative partnerships to drive revenue and ensure exceptional client experiences t...

Unlock potential by leading legal initiatives in finance and investments. Manage documentation, ensure compliance, and support senior management in navigating complex regulations to enhance business o...