Financial Advisor Jobs in Woodbury, NY

Lead a team of Advisory consultants to enhance healthcare performance by managing client engagements, ensuring project quality, and fostering strong relationships. Oversee deliverables, drive profitab...

Drive the growth of card personalization through strategic sales and relationship management, leveraging industry expertise and innovative marketing tactics to acquire clients and enhance market prese...

Lead strategic, nonjudicial wind-downs and restructuring processes, managing client engagements and asset liquidations while fostering relationships with sponsors, executives, and stakeholders to driv...

Drive impactful insights for US Rates Strategy with advanced quantitative analysis and market research. Collaborate across teams to enhance client-focused strategies and navigate macro market dynamics...

Join a dynamic team as you manage client relationships and oversee financial reporting. Play a key role in enhancing processes, training staff, and ensuring compliance with best practices in fund acco...

Lead the charge in driving growth for Treasury Management and Payments solutions by developing innovative marketing strategies and fostering strong partnerships. Influence integrated marketing initiat...

Lead complex investment banking initiatives, managing client relationships and driving strategic M&A solutions while ensuring compliance and precision in execution across diverse financial markets...

Lead the charge in enhancing technical operations by automating and supporting crucial production processes, diagnosing issues, and collaborating with development teams to optimize system performance...

Elevate your expertise in valuation as you lead projects, drive innovation, and engage clients to deliver high-impact financial insights, while mentoring your team and enhancing processes that foster...

Analyze complex valuation projects, providing expertise in financial assessments, litigation support, and strategic planning while leading client communications and team development to enhance valuati...

Drive in-depth financial analyses and modeling to support BioTech transactions, guiding innovative companies in capital raising and M&A. Collaborate with clients while mentoring junior staff to delive...

Unlock potential by blending data and strategy to shape decision-making and workflows at scale. Drive insights for leadership through analysis, enhance processes, and leverage AI to transform operatio...

Grow your career with a dynamic sales role focused on building and maintaining client relationships in the banking sector. Lead a regional sales team while achieving strategic goals through effective...

Join as a strategic partner leading client service efforts across Commercial P&C. You'll enhance client experiences, drive satisfaction, support growth initiatives, and collaborate across teams to str...

Build lasting relationships by supporting ultra-high-net-worth clients and teams. Elevate client services, ensure compliance, and deliver customized wealth solutions, while adapting to evolving busine...

Shape the future of talent acquisition by leading executive-level recruiting. Collaborate with leaders to build strategic pipelines, enhance candidate experiences, and drive exceptional talent strateg...

Champion the accuracy and efficiency of incentive compensation processes, driving timely payouts and strategic alignment across teams. Analyze performance data to optimize commission structures, ensur...

Unlock potential by driving new business and managing complex commercial loan relationships. You'll acquire clients, expand offerings, and ensure profitability while adhering to banking guidelines and...

Develop high-quality, robust solutions for systematic investment strategies using R, Python, and PL/SQL. Collaborate with researchers to enhance alpha research, portfolio construction, and risk manage...

Drive end-to-end strategy and execution of large-scale, data-driven programs in asset management. Lead cross-functional teams to address complex challenges while fostering trusted relationships with s...

Transform client transactions by leading complex financings across capital markets. Leverage industry expertise to ensure compliance and execute strategic objectives while mentoring junior staff and n...

Join a team that's committed to enhancing client support and satisfaction in the financial services industry. Help optimize our technology platform while directly collaborating with clients, fund mana...

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

Build lasting partnerships by engaging RIAs and wealth advisory firms, assisting with tailored private market programs. Develop client relationships while collaborating with senior managers to enhance...

Champion revenue growth by leading a team focused on property and casualty insurance sales. Develop strategies, ensure compliance, and drive client satisfaction to surpass targets in a competitive fin...