Financial Advisor Jobs in Woodbury, NY

Accelerate progress at leading technology solutions by driving large deal sales cycles. Engage with key stakeholders and craft tailored solutions to complex business challenges, utilizing deep industr...

Lead the charge in transforming accounting operations while driving strategic growth initiatives in a dynamic, private equity-backed organization. Foster financial accuracy, build scalable systems, an...

Optimize client relationships by leading hedge fund accounting and financial reporting efforts. Drive operational efficiency, mentor team members, and manage timely deliverables for a diverse portfoli...

Deliver exceptional service by managing hedge fund client relationships, overseeing fund accounting, and enhancing operational efficiency. Lead teams and foster collaboration to ensure accurate financ...

Support impactful IT projects by analyzing data, driving solutions, and enhancing services in an M365 environment. Act as a liaison between IT and business, focusing on quality execution and stakehold...

The Senior Client Portfolio Manager at Vise will act as a liaison between the investment team and financial advisors, helping to understand client goals and deliver tailored investment solutions. This...

Join a dynamic financial planning team, driving strategic financial management and operational excellence to enhance performance and support organizational goals through insightful reporting and effic...

Lead the charge in driving strategic, high-complexity projects within asset management. Manage a team of project managers to deliver transformational change that aligns with growth ambitions and regul...

Advance equity capital projects in healthcare by driving transaction execution, managing relationships, and leading a talented team to deliver high-quality financings and strategic market insights for...

Join a team that leads strategic initiatives within the insurance segment. You'll interface with executive leadership, develop and execute business strategies, drive engagement across teams, and inspi...

Join our team to lead revenue growth for complex, strategic clients in the Alternatives Sector, acting as a key partner with business lines and senior management to drive profitable growth and shape s...

Unlock potential by leading client relationships across diverse sectors, ensuring profitability and growth. Drive new acquisitions and foster executive engagement while collaborating with multiple bus...

Empower leading financial institutions by enhancing tax and operational processes. Collaborate with a dynamic team to deliver innovative tax solutions, supporting clients in navigating complex complia...

Join a team that fosters leadership in audit excellence, managing diverse client relationships, and driving innovative solutions in the Broker Dealer sector. You'll nurture talent, guide teams, and st...

Join our dynamic Audit & Assurance team to lead client engagements, enhance industry insights, and cultivate client relationships. You'll mentor teams while driving innovation and solutions in the Bro...

Champion profound insights in nonprofit investing and governance while leading our research initiatives. Shape strategic partnerships, drive thought leadership, and enhance the financial sustainabilit...

Make your mark at a dynamic agency by leveraging your financial acumen to educate clients on risk management through insurance and investment solutions. Drive new business while ensuring compliance an...

Help us shape compliance excellence by leading a dynamic team focused on Futures Commission Merchant activities, fostering strong relationships with stakeholders, and ensuring adherence to regulatory...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Lead the charge in building an in-house fund operating system that supports multiple funds and strengthens financial operations while ensuring compliance and scalability for growth...

Drive client success by developing and implementing innovative strategic risk management solutions for Power and Renewable Energy clients, while managing property insurance programs and nurturing esse...

Join a team that's developing strategic risk management solutions for Power and Renewable Energy clients. Lead the design, marketing, and service management of property insurance programs while foster...

Elevate client relationships as you manage complex accounts, resolve non-routine issues, and enhance service delivery. Collaborate across functions to drive continuous improvement and deliver insights...

Elevate your career by serving as a strategic advisor, influencing financial decisions, and shaping the future direction of multiple business units, while enhancing performance through insightful anal...

Elevate patient care as a Regional Manager, ensuring operational excellence across clinics. Lead, coach, and develop teams to drive revenue growth, enhance compliance, and implement corporate standard...