Financial adviser jobs in New York, NY - Page 4Create job alerts

... financial services companies. Why do we stand out in technology staffing? We listen and act as advisors for our candidates on how they can best add value, find interesting projects, and pave a path ...

Develop and maintain strong relationships with advisors, intermediaries, and portfolio company executives. Qualifications * Education : Bachelor's degree in Finance, Economics, Business, or a related ...

... sub-advisers. * Support development of reporting associated with Fiduciary activities to ... Minimum 5 years within or related to financial services Skills and Knowledge * Knowledge of OCC Reg ...

... finance, and hedge funds/private equity fund investment advising. Known for its competitive compensation, better work-life balance, and collaborative culture, the firm offers a family-oriented ...

It is a registered investment adviser under the Investment Advisers Act of 1940. Primary Responsibilities: * Execute orders across a variety of financial instruments, including bonds, bank loans ...

Monitor, analyze, and synthesize recent news, financial and academic research, and economic data ... About Global X Global X is the investment adviser to the Global X Funds and a New York-based ...

... party advisors including management consultants, lawyers, and accountants * Research and evaluate new areas including creating financial models and conducting business diligence * Conduct due ...

... with finance leaders and C-level executives. * Customer Relationships : Cultivate and maintain long-term relationships with clients, acting as a trusted advisor for their cash flow needs

... the financial advisory firm. The Managing Director will play a pivotal role in driving sales ... Serve as a trusted advisor to investors, providing insights into market opportunities and trends

Prepares cases for Medical Director Review or External Physician Advisor ensuring that all ... FINANCE ● Practice Management ● Clinical Operations ● Administrative Support ● Reception ...

Facilitate relationships between customers and financial services advisors- ensuring the best fit * Qualify leads and build relationships with customers to ensure an excellent experience is had ...

In this position, you'll build and lead a team of service-minded Managers, Opticians, and Advisors ... Execute and improve all operational activities to meet your store's financial targets and customer ...

... in the financial services, fintech, and capital markets. This organization is built on ... Build and maintain strong client relationships, acting as a trusted advisor. * Lead brainstorming ...

Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of ... Support the Cantor Investment Banking Division & Structured Products Group by advising on legal ...

Coordinate (with CDO) and update the joint work list and manage use by the new advisors (quarterly ... Six-years+ of financial services industry experience. Superior meeting facilitation and ...

... financial insights, handle work allocation and staffing, support client value initiatives, and otherwise support the practice's business needs and operations. As a trusted advisor and "chief of staff ...

Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor ... or a similar role, preferably in financial services or a global organization. * Strong ...

Having experience at a financial services organization or brand/advertising agency, with a strong ... This role involves strong collaboration, teamwork, and being a trusted advisor to our partners and ...

... advising across all aspects of our client's customer acquisition program. We are ultimately ... Strong financial planning and strategy skills * Strong oral and written communication skills in ...

Participate and advise in new business/operational initiatives * Provide guidance on current and ... Facilitate improvement of the payment transaction process by interacting with providers and finance ...

Advise investment team on regulatory compliance matters, including conflicts of interest ... finance teams * Enhance and maintain effective trade surveillance program to ensure compliance with ...

... confirmation, and advising Standby/Guarantees and Import/Export letters of credit. Key ... Finance Key External contacts * Clients, as required Qualifications/Education Required: * English ...

Whether a fund investor, manager or advisor, our team has the data, solutions and industry network ... the financial services industry, including exchanges, market data providers or financial ...

Public is a highly regulated financial services and technology company. Experience in brokerage or ... Experience with broker-dealer or registered investment advisors. * Experience working with ...