Investment Advisor Jobs in New York, NY

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...

Shape the future of investment banking by forging strong client relations, driving innovative solutions, and leading complex financial analyses to achieve strategic and financial goals, while champion...

Deliver expert guidance by supervising a team that provides essential accounting and administration services to investment clients. Proactively address client needs, resolving complex issues while fos...

Drive investor operations by supporting onboarding, servicing, and capital activities. Collaborate with cross-functional teams to enhance investor experiences and streamline processes, gaining valuabl...

Empower clients by optimizing estate, gift, and income taxes through strategic planning. Collaborate with internal leaders to enhance client relationships and deliver measurable results in a dynamic...

Transform your career by leading a high-performing team in Private Wealth Management. Drive client engagement and business growth while ensuring compliance and fostering collaboration across multiple...

Join us to oversee compliance frameworks and AML operations, ensuring regulatory adherence and risk management across multiple entities. Collaborate with teams to enhance governance and deliver effect...

Join a team that's transforming financial services technology by leading the implementation and enhancement of Charles River Development, optimizing investment processes and driving operational excell...

Champion innovative wealth solutions by advising on product development, compliance, and regulatory frameworks. Collaborate with cross-functional teams to deliver integrated financial offerings that e...

Transform your future by driving growth and strategy within our Wealth Management division, collaborating with Financial Advisors to enhance their practices and support diverse initiatives that impact...

Transform the Wealth Management landscape by driving asset growth, executing strategic initiatives, and coaching Financial Advisors to enhance their practices. Collaborate with teams to deliver impact...

Reimagine the Americas distribution landscape by providing critical data insights and governance. Collaborate across teams to ensure accurate asset attribution and operational excellence, driving stra...

Transform financial strategies by leading FP&A efforts, managing a team, and delivering data-driven insights on asset performance and risk management to enhance investment outcomes and support strateg...

Champion corporate growth by evaluating and executing strategic partnerships, mergers, and acquisitions. Conduct financial analyses, support due diligence, and collaborate cross-functionally to drive...

Join a dynamic team to evaluate and execute strategic growth initiatives, including mergers and acquisitions. Leverage financial analysis and cross-functional collaboration to drive long-term success...

Join a team that's shaping strategic initiatives to drive measurable results. You'll partner with leadership, analyze performance data, and lead cross-functional projects, ensuring operational efficie...

Champion innovative retirement solutions by leading cross-functional teams to enhance product strategy, drive customer satisfaction, and ensure competitive positioning while navigating complex operati...

Accelerate your career by joining a dynamic strategy team focused on M&A execution. Engage in all deal processes, from proposal to close, while collaborating with senior members and gaining valuable c...

Join a team that's integral to M&A execution, driving deals from proposal to close. Collaborate with senior members, conduct financial analysis, and coordinate across teams to ensure successful deal c...

Empower your career by joining a dynamic investments team, where you'll drive underwriting and structuring of ground lease investments, collaborate closely with senior leaders, and mentor junior membe...

Unlock potential by leading the integration of securities lending into investment strategies, enhancing fund performance and client outcomes while collaborating across teams to drive innovation and di...

Unlock potential by leading securities lending strategy to enhance fund performance and client outcomes. Collaborate across teams to innovate and position lending as a core differentiator in a competi...

Unlock potential by leading complex transactions in corporate development and financial partnerships. Collaborate with cross-functional teams to drive strategic initiatives, leveraging AI to enhance l...