Financial Advisor Jobs in Woodbury, NY

Elevate your career by enabling data-driven choices through skilled analysis and cutting-edge data processing systems. Join a collaborative team to drive advancements in ETL tools while ensuring data...

Drive the success of commercial real estate transactions through comprehensive financial modeling, research, and effective communication with clients and stakeholders. Collaborate in a dynamic team to...

Elevate the growth of healthcare practice by developing strategies, generating $3M in annual revenue, and fostering relationships with C-suite executives while leading a high-performing team through c...

Elevate your career by driving strategic growth initiatives within the healthcare sector, leveraging your executive relationships to secure $3 million in annual new business revenue while building a r...

Manage end-to-end technical service delivery, ensuring efficiency and effectiveness while driving continuous improvement alongside internal teams and external partners, all to meet Business needs and...

Contribute to the success of our Contract Surety underwriting by driving risk evaluation, pricing, and profitable business development. Collaborate with brokers to strengthen relationships and ensure...

Lead the charge in delivering specialized business management support, serving as a senior analyst and subject matter expert. Collaborate across multiple departments to implement initiatives that driv...

Transform client experiences by leading service delivery, fostering relationships, and driving operational excellence. Collaborate cross-functionally to anticipate needs and deliver insights that enha...

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...

Lead the charge in managing large-scale M&A product initiatives, collaborating with cross-functional teams to oversee capability integration, ensuring client satisfaction while driving successful exec...

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...

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...

Unlock potential by partnering with sales teams, driving ETF/SMA adoption. Utilize your expertise to educate financial advisors, coordinate meetings, and enhance product knowledge, while representing...

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...

Join a team that's redefining private wealth distribution through strategic engagement and consultative selling. Drive growth by building relationships and delivering tailored investment solutions in...

Transform enterprise sales strategies by driving SaaS conversions and expanding a portfolio of 10-12 strategic accounts, engaging C-level executives to build trusted partnerships and strengthen busine...

Support the growth of alternative investment products by collaborating with sales specialists and Financial Advisors. Develop insights into various investment strategies while managing client interact...

Drive software innovation by leading development projects, mentoring engineers, and collaborating across teams to enhance architecture and solve complex issues while maintaining high coding standards...

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...

Manage the insurance due diligence process for M&A engagements, delivering comprehensive analyses and reports while coordinating with clients and experts across various industries to ensure effective...

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...

Drive analytical insights for G&A expenses and cash flow analysis, partnering closely with finance leadership. Take ownership in building scalable finance processes towards IPO readiness, influencing...

Pioneer transformative strategies that enhance business capabilities and drive regulatory change. Lead teams to solve complex challenges while impacting customer and service objectives through innovat...

Drive underwriting excellence by leading projects, enhancing strategies, and collaborating across teams to optimize risk management and insurance product initiatives. Your insights will shape scalable...