Investment Advisor Jobs in New York, NY

Unlock insights and drive strategic decisions by analyzing revenue data, building financial models, and enhancing processes in a collaborative environment. Partner with leaders across functions to inf...

Join a team that's dedicated to driving sales and client relationships through expert knowledge of direct indexing and asset management. Collaborate across departments to promote innovative solutions...

Engage with advisors and internal teams to drive sales growth in direct and custom indexing. Utilize your expertise to promote CANVAS, build relationships, and deliver exceptional client support in a...

Innovate your career by driving sales growth through expertise in direct indexing and custom indexing while collaborating with teams to support financial advisors and enhance client relationships...

Drive efficient client performance reporting by leading cross-functional teams, managing systems integration, and overseeing the reporting workflow to enhance operational excellence in investment serv...

Lead the charge in transforming data into actionable insights for growth and performance. Collaborate across teams to build scalable reporting, enhance data governance, and drive a data-driven culture...

Unlock your potential by leading data analytics strategies to transform insights into actionable results. Partner across teams to enhance client performance and business growth through data-driven dec...

Discover your potential in a dynamic role where you engage with clients, conduct financial analysis, and prepare strategic materials. Collaborate closely with leadership to drive impactful results acr...

Champion the evolution of Wealth Services by delivering innovative solutions that enhance client experience and streamline operations across diverse teams. Drive strategic initiatives that align busin...

Transform enterprise client relationships in wealth management and insurance. Own client satisfaction, retention, and commercial performance while engaging C-suite executives and delivering measurable...

Drive growth by expanding SEI's investment solutions through new relationships and strategic commercialization, enhancing visibility across key distribution channels and maximizing client outcomes in...

Transform asset valuation processes by leveraging expertise in cash flow models and market trends. Collaborate with diverse teams to enhance investment insights and contribute to robust financial docu...

Drive M&A transactions and client relationships within the Services sector. As a Vice President, oversee deal execution, develop junior talent, and implement business development strategies to enhance...

Manage all core investment operations functions independently, training others while ensuring seamless account processing and member interactions. Collaborate with financial planners to resolve issues...

Lead the Funds Legal team by advising on compliance and regulatory issues for U.S. and Cayman private funds. Manage fund formation, negotiation, and documentation to support capital raising and invest...

Elevate investment risk governance by developing and executing comprehensive frameworks. Collaborate closely with business units to ensure risk alignment, facilitate training, and enhance a culture of...

Drive your career forward by serving private equity clients as a vital partner. Harness your expertise to deliver tailored operational enhancements and guide portfolio companies through critical accou...

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...

Transform the future of alternative investments by leading sales efforts, building relationships with financial advisors, and coordinating events that educate clients on diverse investment strategies...

Build and manage institutional client portfolios, ensuring robust asset allocation and risk management. Collaborate with internal teams and clients to deliver strategic investment solutions and contri...

Champion strategic growth initiatives by evaluating mergers and acquisitions, conducting financial analyses, and collaborating cross-functionally to support the firm's long-term objectives and ensure...

Join a team that's driving growth through strategic mergers and acquisitions. This role involves financial modeling, due diligence, and cross-functional collaboration to assess and execute opportuniti...

Take ownership of complex investment banking transactions, providing critical analytical support and client engagement across the Consumer & Retail/Restaurant sectors, while collaborating closely with...

Unlock potential by collaborating with investment teams to optimize portfolios and enhance systematic strategies, gaining exposure to global financial markets and quantitative investing in a dynamic e...

Shape strategic growth by driving M&A activities from proposal to close, collaborating with senior team members. Contribute to financial analysis, due diligence, and deal structuring in a dynamic, fas...