Investment Advisor Jobs in New York, NY

Discover a pivotal leadership role where you drive strategic initiatives for structured investments, enhance client relationships, and develop innovative solutions within a dynamic technology platform...

Strategize with high net worth clients to optimize estate planning, tax compliance, and succession strategies while leading project teams to ensure successful implementation and service delivery...

Engage as a Portfolio Analyst to develop impactful client materials and manage multiple projects. Collaborate with cross-functional teams to support client relationships and enhance communication for...

Lead and enhance administrative operations with proactive support for senior professionals, boosting efficiency and productivity. Manage calendars, travel, and client communications while analyzing da...

Drive innovation in Wealth Management through strategic consulting engagements, enhancing user experience while implementing business solutions in a collaborative environment. Lead multi-functional te...

Shape the future of U.S. Model Portfolio distribution strategy, drive asset growth, and enhance partnerships across wealth management platforms while leading a dynamic team and engaging with key stake...

Support the Americas Client Service team in delivering exceptional service for Separately Managed Accounts. Collaborate with multiple departments to ensure seamless client experiences while managing t...

Champion the global events strategy, enhancing client relationships and brand visibility while leading a top-tier team. Drive impactful experiences across diverse client segments and locations, aligni...

Play a key role in sourcing and executing investments in technology and high-growth markets, focusing on both public and private sectors. Lead diligence efforts and portfolio management to drive strat...

Empower investment management solutions by leveraging your CRD expertise and SaaS experience. You'll lead impactful projects that enhance operational efficiency, ensuring seamless integrations and ali...

Shape the future of AI-driven products by leading zero-to-one development, working closely with operators, engineers, and executives to create impactful solutions that scale across markets and drive m...

Engage in driving revenue growth by managing complex institutional client relationships, providing strategic advisory services, and leading sales lifecycles while collaborating internally and external...

Grow your career with us as you mentor and collaborate to deliver tailored financial solutions, build client relationships, and exceed performance goals in a dynamic environment focused on professiona...

Transform your career as you engage with high-net worth clients, identify their financial needs, and deliver customized investment solutions while building relationships and driving portfolio growth t...

Collaborate with executives to turn strategic priorities into actionable plans. This hands-on role requires strong analysis, project management skills, and the ability to report on progress, ensuring...

Transform client reporting by leading portfolio functions, ensuring accuracy and timeliness in using advanced systems. Collaborate with new advisors for seamless integrations and maintain processes fo...

Lead the charge in optimizing 24/7 fleet operations through data-driven strategies and performance management. Build a high-performing operations center, ensuring accountability and efficiency in asse...

Lead a team of Enforcement attorneys, overseeing case management, legal analysis, and staff development to ensure timely and high-quality outcomes across a diverse docket of enforcement matters...

Oversee a team of Enforcement attorneys, ensuring thorough legal analysis and timely resolution of diverse cases. Collaborate with investigative staff to support high-quality outcomes aligned with reg...

Engage a team of attorneys to drive successful Enforcement outcomes by managing cases efficiently and ensuring thorough legal analysis in a fast-paced regulatory environment while collaborating across...

Optimize Enforcement processes by leading a diverse team of attorneys through case resolution. Collaborate with management to ensure comprehensive legal strategies that drive high-quality outcomes and...

Join a dynamic team as you lead complex financial instrument valuations. Take ownership of fair value engagements, mentor junior analysts, and ensure compliance with accounting standards while ensurin...

Lead the Structured Investments team in managing partner relationships, enhancing the platform, and executing business strategies to drive growth and innovation across the financial market ecosystem...

Transform the structured investments landscape by nurturing key partnerships, enhancing platform solutions, and driving strategic initiatives. Play a vital role in delivering exceptional client experi...

Drive independent ODD reviews on diverse investment managers while collaborating with cross-functional teams. Ideal candidates will leverage their expertise to enhance due diligence processes in a dyn...