Financial Advisor Jobs in Woodbury, NY

Drive strategic M&A architecture initiatives to enhance enterprise data systems, ensuring alignment with business goals. Lead integration and modernization efforts to realize value and support growth...

Pioneer data-driven solutions and AI applications, optimizing Shared Services through analysis, stakeholder collaboration, and innovative dashboards. Drive operational efficiency and contribute to dat...

Advance Ultra High Net Worth Lending solutions through collaboration and analysis of bespoke client needs, ensuring effective deal structuring and risk management in a dynamic private banking environm...

Advance our growth by leading sales and client service initiatives across key financial markets, mentoring staff and nurturing relationships with intermediaries to drive investment strategies and surf...

Champion strategic initiatives by supporting capital raising, M&A, and in-depth analysis. Collaborate with executives to execute transactions and drive informed decision-making, enhancing overall busi...

Join a dynamic team as a Portfolio Compliance Analyst, ensuring adherence to investment guidelines and regulatory requirements, while supporting fund development and compliance strategies across multi...

Shape compliance strategies by analyzing investment guidelines and supporting fund launches. Collaborate with stakeholders, manage compliance risks, and ensure adherence to regulatory standards for 19...

Optimize financial planning and operations by building budgets, tracking KPIs, and enhancing workflows. Collaborate with cross-functional teams to turn data into actionable insights and automate proce...

Take ownership of the finance operations, driving strategic analysis and improving efficiency. Collaborate with leadership to create dynamic budgets and reports that empower decision-making across the...

Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...

Engage as a strategic advisor to ultra-high net worth families, leading estate planning efforts and ensuring top-tier service delivery. Collaborate with senior wealth advisors and manage a team to int...

Champion your career by taking on a strategic executive role that shapes company growth, guides financial operations, and fosters cross-functional collaboration to drive performance and scale in a dyn...

Lead the charge in revolutionizing wealth management by engaging high-net-worth prospects and driving sales success through proven strategies and dedicated support, enabling unmatched growth within a...

Transform your career with analytical expertise in investment banking. Collaborate on complex financial projects, produce insightful presentations, and drive client-centric solutions while enhancing y...

Lead the integration of technology and data solutions in private markets. Collaborate with investment teams to enhance workflows, optimize reporting, and drive operational efficiency through innovativ...

Shape the future of private capital transactions by leading a dynamic team in managing real asset fund placements, ensuring effective communication with institutional investors and guiding junior prof...

Unlock potential by driving revenue through strategic investment solutions for clients. Collaborate with industry experts, optimize key relationships, and leverage deep technical knowledge to enhance...

Innovate results-driven strategies by leveraging data insights to optimize revenue operations, enhance decision-making, and support cross-functional initiatives within a collaborative environment...

Join the Wealth Management Finance team to lead transformative projects that modernize data and systems. Collaborate with cross-functional partners, manage stakeholder relations, and drive strategic i...

Drive impactful investment analysis by sourcing, underwriting, and evaluating diverse direct investments and third-party managers, collaborating effectively within multidisciplinary teams to ensure op...

Drive impactful business analysis for LoanIQ enhancements, collaborating across teams to optimize workflows, define requirements, document processes, and ensure successful project delivery in the bank...

Join us to support debt financing solutions for diverse clients, leading transactions, conducting financial analyses, and collaborating cross-functionally to execute innovative capital market strategi...

Transform client experiences by partnering with Private Bankers to deliver tailored cash management and lending solutions, ensuring excellence in service and execution while driving business growth in...

Unlock potential by managing fund finance transactions with a focus on high-quality credit standards. Enhance underwriting processes, collaborate with credit risk teams, and ensure compliance while en...

Guide small and mid-sized business owners in executing employee ownership sales. Ensure clients understand the financial, legal, and operational impacts, while fostering strong relationships for succe...