Investment Advisor Jobs in New York, NY

Champion compliance excellence by overseeing investment guidelines and regulatory adherence for mutual and private funds. Collaborate with stakeholders to ensure robust compliance programs and support...

Launch innovative alternative investment products by managing their lifecycle, ensuring operational scalability, and enhancing investor experience through collaboration across multiple teams and exter...

Transform client needs into actionable solutions by analyzing business requirements and system specifications. Collaborate with cross-functional teams to enhance product functionality and deliver exce...

Oversee fiduciary operations and ensure compliance with OCC standards. Support the Chief Trust Officer in managing custody activities, maintaining documentation, and conducting audits while collaborat...

Unlock potential by driving investment product sales through strategic relationships with Financial Advisors. Collaborate with Client Relationship Managers to achieve regional sales goals while mentor...

Support the Sales Team by managing internal processes and enhancing investor relationships. Take ownership of lead sourcing, sales calls, and CRM systems, offering significant growth and learning oppo...

Transform the future of investment accounting by leading product strategy, defining solutions, and driving enhancements. Collaborate with stakeholders to ensure successful delivery and adoption of inn...

Empower clients to transform their wealth management operations through cloud solutions, agile methodologies, and innovative technology. Collaborate with teams and stakeholders to enhance investment p...

Join a team that strategizes comprehensive estate and fiduciary solutions for high-net-worth clients, utilizing your legal expertise and collaboration skills in a supportive, non-practicing attorney r...

Unlock potential by leading the SOX controls readiness program and technical accounting initiatives. Collaborate across teams to ensure compliance, enhance processes, and prepare for public company op...

Lead the development of SOX controls and technical accounting programs, ensuring compliance and governance. Collaborate across teams to enhance processes, drive improvements, and prepare for public co...

Execute critical support for investors in managing client relationships, collaborating with a skilled team while ensuring confidentiality and compliance in a dynamic Private Banking environment...

Champion exceptional client service and support teams as a senior Wealth Management Associate. Utilize strong interpersonal skills to enhance relationships and contribute to client financial planning...

Transform research coverage of US IPOs and direct listings, delivering data-driven insights and high-touch services to institutional clients, while scoring and ranking deals to enhance investment stra...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Join a dynamic team to develop comprehensive research on US IPOs, focusing on data-driven insights and high-touch client services. Engage with institutional clients to provide pre- and post-deal analy...

Join a dynamic team to drive investment analysis and management in the mining sector, overseeing financial modeling, due diligence, and portfolio performance with direct exposure to senior leadership...

Empower clients by providing tailored financial planning and investment solutions. Leverage your expertise to enhance client relationships, achieve sales goals, and deliver exceptional service in a dy...

Unlock the potential of enterprise learning by leading a dynamic training function. Collaborate with cross-functional teams to design and implement effective onboarding and development programs that a...

Unlock potential by joining a collaborative team as a Senior Counsel focused on SEC compliance, public company reporting, and capital markets. Utilize your legal expertise to draft disclosures and ens...

Elevate investment strategies by driving index and crediting agendas, collaborating with partners, and translating complex concepts into clear narratives for advisors and clients. Shape the future of...

Lead complex investment banking transactions while cultivating client relationships and driving new business opportunities. Oversee deal processes and mentor junior staff to ensure successful executio...

Lead the charge in driving managed investment sales strategy, collaborating with senior leaders and financial advisors to enhance client portfolios and achieve growth. Manage a high-performing team wh...

Empower client relationships by managing a diverse portfolio, delivering exceptional service, and driving business growth through innovative solutions and effective teamwork. Lead with confidence and...

Join a team that's dedicated to managing onboarding cases end-to-end, ensuring quality and timely delivery while collaborating with global teams to enhance client experiences and operational efficienc...