Investment Advisor Jobs in Edison, NJ

Elevate client services by managing 10b5-1 trading plans, providing expert analysis and strategic insights for ultra-high net worth clients, and collaborating across departments to enhance engagement...

Champion the investment accounting function, leading strategy execution and governance. Collaborate with finance leaders for accurate reporting, team development, and effective internal controls to su...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Champion compliance excellence by leading a high-performing team, ensuring adherence to regulatory guidelines and internal policies while driving process improvements across investment portfolios and...

Unlock your potential in a dynamic role that combines quantitative analysis, risk management, and stakeholder collaboration to enhance investment strategies and drive superior portfolio performance...

Make your mark at a leading wealth management firm by leveraging deep investment expertise to enhance client relationships and deliver tailored solutions. Collaborate with a dynamic team to innovate i...

Lead financial due diligence engagements, manage client relationships, mentor team members, and contribute to practice growth. Act as a trusted advisor in high-stakes transactions across diverse indus...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Join our team to oversee complex fiduciary accounts, ensure compliance, and enhance client relationships. Leverage your expertise to drive business growth while delivering exceptional client experienc...

Analyze client needs and performance metrics to develop tailored investment strategies. Collaborate with financial advisors to enhance client relationships and drive business growth while ensuring acc...

Advance your career by leading business development efforts to expand our US Broker Dealer distribution channel, managing approvals, and leveraging industry relationships to drive growth in alternativ...

Accelerate progress at a leading firm by driving M&A transaction execution across diverse industries. You will foster client relationships, mentor teams, and enhance our product offerings while naviga...

Unlock potential by driving investment and insurance strategies, enhancing client relationships, and delivering exceptional financial solutions. This role involves business development, effective comm...

Drive client investment and insurance strategies while enhancing relationships. Utilize your expertise to manage market opportunities, deliver tailored financial plans, and foster collaboration among...

Transform your career by conducting complex analyses of public communications, collaborating with regulators, and ensuring compliance with standards. Contribute to quality control, training, and super...

Engage in complex analyses of communications within regulatory environments, collaborating with teams to ensure quality control and compliance while supporting senior management through training and e...

Innovate with us by analyzing communications within FINRA, coordinating evaluations with various regulators, and enhancing compliance through training and quality control efforts. You will directly co...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Champion compliance excellence in investment management by overseeing regulatory adherence, executing compliance programs, and collaborating with stakeholders to ensure all investment restrictions and...

Shape the future of compliance in investment management by overseeing regulatory adherence, monitoring guidelines, and implementing solutions. Collaborate with key stakeholders to enhance compliance f...

Accelerate investment strategies by conducting cutting-edge research, designing portfolios, and collaborating with cross-functional teams to develop innovative, technology-driven solutions that cater...

Engage with partners to optimize revenue and drive growth through innovative investment and wealth solutions. Collaborate across teams to deliver exceptional results in a dynamic, customer-focused env...

Pioneer growth by optimizing partnerships and innovating wealth solutions, collaborating across teams to drive revenue and enhance client experiences. Lead strategic initiatives to expand reach and de...

Support strategic growth by driving structured investment adoption across large enterprise RIA firms, serving as a key liaison among clients, internal teams, and partners to enhance platform effective...

Empower the growth of a pioneering evergreen fund by managing private equity and real asset investments, optimizing portfolio strategies, and engaging with investors to foster success in public market...