Investment Advisor Jobs in Bronx, NY

Empower clients through expert financial planning and tailored investment guidance. As a senior leader, you'll drive relationship-building and strategic decision-making, ensuring client goals are met...

Champion a team of advisors to enhance client experiences through innovative engagement models and growth strategies across diverse client segments, ensuring alignment with fiduciary standards and a c...

Drive growth by managing high net worth client portfolios, leveraging expertise in Wealth Management. Build a collaborative team to deliver exceptional financial solutions and exceed client expectatio...

Lead the development of robust client relationships by leveraging deep expertise in wealth management strategies, investment solutions, and personalized service, aimed at exceeding the financial goals...

Lead the charge in designing and implementing innovative data solutions that enhance operational efficiency within Private Markets, collaborating with investment teams and managing projects to drive i...

Lead innovative technology solutions in Private Markets, enhancing operational efficiency, data integration, and investment insights across multi-disciplinary teams. Drive project execution and strate...

Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...

Unlock potential by providing tailored wealth management strategies. Collaborate with clients to develop financial plans and guide them through an exceptional service experience while supporting Wealt...

Grow your career with a dynamic role focused on business support, negotiation, and project management in the investment management space. Collaborate globally while implementing solutions to manage ri...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Join our dynamic U.S. Wealth team to enhance client relationships and support strategic initiatives in investment management, leveraging your analytical skills to drive results and facilitate communic...

Take ownership of building and maintaining advisor relationships, driving sales initiatives, and enhancing communication within the Financial Institutions Group to achieve sales goals and develop new...

Join our team to optimize investment operations and enhance our trading infrastructure. Shape financial advisor experiences by managing daily trading tasks and driving adoption of our innovative platf...

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

Shape the future of investment analytics by delivering precise performance attribution and insights across asset classes. Collaborate with investment teams and stakeholders to optimize strategies and...

Transform data into actionable insights by analyzing investment performance attribution across diverse asset classes. Collaborate with investment teams to refine strategies and enhance decision-making...

Take ownership of advisor relationships and performance metrics, driving success and support within the wealth management sector. Collaborate cross-functionally to enhance advisor experiences and opti...

Champion advisor success by managing relationships and enhancing performance metrics. Collaborate with teams to propel advisor growth while leveraging deep industry knowledge. Drive continuous improve...

Transform lives by providing tailored financial planning solutions. Grow your career in a dynamic role that empowers clients to achieve their financial goals while building a thriving practice with me...

Elevate your career by managing complex investment portfolios for high net worth clients. Collaborate with teams to drive business growth while implementing tailored investment strategies that align w...

Join the compliance team to ensure investment limits adherence in ETFs, managing the full lifecycle of trading compliance from policy implementation to monitoring, while collaborating across functions...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Transform investment strategies through financial modeling, analysis, and portfolio management. Collaborate with teams to evaluate opportunities and support transactions that enhance real estate asset...

Champion strategic asset allocation and portfolio construction, leading hands-on investment research and due diligence activities to enhance model offerings for retail clients, while engaging with sta...