Investment Advisor Jobs in New York, NY

Lead the charge in conducting Operational Due Diligence reviews across diverse investment managers. Leverage your ODD expertise and collaborate with a dynamic team to assess investment strategies and...

Contribute to a dynamic investment accounting team focused on process improvements and financial analysis within a collaborative environment, enhancing business practices and ensuring effective report...

Join a team that's dedicated to crafting and refining financial plans for clients. This role requires collaboration and independent work to support a high level of client service. Contribute your expe...

Lead the charge in providing tailored financial planning and investment management solutions, servicing complex client needs and enhancing relationships to achieve client goals. Drive sales while ensu...

Grow your career with a leading FinTech by driving account retention and new business development in equity capital markets. Collaborate across teams to ensure client satisfaction and platform adoptio...

Create and cultivate vital investor relationships, driving fundraising efforts by pitching to family offices, UHNWIs, and institutional investors. Achieve quarterly targets through proactive lead gene...

Unlock your potential in a dynamic role focused on portfolio analytics, manager oversight, and strategic reporting, directly impacting multi-asset portfolios. Collaborate closely with senior leadershi...

Join a team that's integral to investment oversight and analytics, managing $120B across multi-asset portfolios. Collaborate with leadership in performance assessment, risk management, and strategic r...

Elevate your career by taking ownership of comprehensive tax and financial advisory services, building strong client partnerships, and developing expertise in innovative tax and wealth planning strate...

The Account Executive is a field-based sales role focused on client retention and growth through contract expansion and new product introductions. This position involves consulting with C-level execut...

Drive SSIM's commercial growth by optimizing digital wealth platforms and retail investing strategies. Build partnerships and expand market reach in a fast-paced, dynamic role focused on shaping the f...

Join a team that's driving growth in digital wealth channels and transforming asset management distribution. You'll develop partnerships and solutions to enhance retail investment ecosystems and moder...

Advance commercial real estate transactions by leading due diligence, document review, and client relationship management to ensure successful CMBS and CLO securitizations while optimizing operational...

Manage cross-divisional business opportunities within Unified Global Banking, supporting M&A and capital raising efforts. Collaborate with teams to deliver comprehensive financial analyses and reports...

Serve as the operational relationship manager, ensuring seamless brokerage operations and delivering exceptional client experiences throughout the stock plan lifecycle while promoting cross-functional...

Lead the charge in enhancing fraud detection strategies, analyzing trends, and mitigating risks across the organization. Shape comprehensive fraud risk management initiatives while collaborating with...

Elevate your career by shaping fraud detection strategies and enhancing risk management. This role emphasizes collaboration within cross-functional teams to identify trends and optimize controls in an...

Manage a diverse private credit portfolio, focusing on valuation and monitoring. Lead re-underwriting, mentoring junior staff, and enhancing processes through AI tools. Collaborate effectively across...

Lead the charge in comprehensive investment banking activities, driving M&A, capital raises, and advisory services while nurturing client relationships and mentoring junior bankers to achieve operatio...

Develop and deliver key investment strategies and risk management policies while maximizing client relationships and ensuring compliance with regulations in a dynamic financial environment. Join a hig...

Join a dynamic Wealth Management team to manage a $200MM portfolio of mutual funds and ETFs, executing strategic asset allocations and driving advisor relations to enhance portfolio performance and ad...

Lead our efforts in retirement plan growth by engaging advisors and delivering tailored solutions. Collaborate with various teams to support a defined territory and ensure effective, coordinated outre...

Unlock potential by creating tailored investment strategies for high-net-worth clients. Oversee all aspects of portfolio management while driving client retention, business development, and mentoring...

Drive enhancements and optimizations of PeopleSoft Financials, leveraging AI technologies to streamline processes, improve quality, and deliver functional solutions tailored to business needs in a col...

Accelerate excellence in investor relations through collaborative content stewardship, ensuring consistent marketing, compliance, and onboarding processes across real estate and credit platforms, whil...