Investment Advisor Jobs in New York, NY

Strategize and lead impactful technology rollouts for Financial Advisors, fostering collaboration across departments. Drive innovation and excellence while shaping the future of investment services th...

Play a key role in managing finance and accounting functions for a growing Private Equity division, focusing on financial reporting, cash management, compliance, and portfolio analysis to support robu...

Shape and enhance referral programs to align with business goals, streamline lead management, and improve organizational effectiveness through strategic insights and collaboration with stakeholders...

Join us to lead the execution and origination of Infrastructure Debt transactions, driving actionable deal opportunities and supporting client portfolio management from inception to financial close...

Join a team that's dedicated to providing exceptional service to affluent clients. Engage in financial planning, deepen relationships, and collaborate with Wealth Advisors to achieve client goals whil...

Champion client relationships by engaging affluent clients, driving growth in deposits and investments, and collaborating with financial advisors to deliver tailored strategies that meet their financi...

Grow client relationships by engaging affluent individuals, providing tailored financial strategies, and collaborating with Wealth Advisors to enhance client satisfaction and drive business growth in...

Shape the future of financial counseling by leading implementation processes, enhancing client engagement, and driving program efficiency. Collaborate with corporate partners to optimize onboarding an...

Empower enterprise security by leading IAM architecture for AI workloads. Design and implement identity patterns, ensuring secure access for agents and tools while collaborating with cross-functional...

Unlock potential by becoming a trusted advisor to private clients, delivering exceptional service and guidance. Collaborate with a dedicated team, manage renewals, and drive growth while mentoring ass...

Join a team that's driving innovative investment solutions and supporting fundraising efforts across diverse client bases. This role offers the chance to collaborate with senior leaders and enhance yo...

Empower the Consumer Investment Banking team by analyzing financial data, conducting market research, and supporting key transactions. Join a dynamic environment where your contributions help shape st...

Join a team that's dedicated to financial integrity and compliance. In this role, you'll manage accounting operations, oversee payroll, and collaborate with leadership to enhance financial performance...

Join a dynamic team as you lead investment accounting and reporting efforts, ensuring accuracy and compliance. Collaborate across departments to enhance financial processes and drive improvements in a...

Transform the design landscape by leading a talented team to elevate visual and interaction quality in financial software. Drive innovation, simplify complex workflows, and inspire designers to delive...

Champion innovative design solutions by leading a talented team to elevate the quality of financial software experiences. Drive collaboration across product and engineering to simplify complex workflo...

Partner with us to enhance portfolio management by analyzing strategies, ensuring compliance, and delivering insightful analytics that drive investment decisions and support client services in a dynam...

Transform client relationships by providing exceptional service and guidance. Collaborate with a dedicated team to optimize private client practices while mentoring associates and managing renewals, e...

Lead the charge in monitoring private market fund performance and analytics. Engage with stakeholders, deliver investment insights, and support portfolio management decisions while mentoring junior te...

Unlock potential by supporting asset management strategies for Senior Housing investments. Collaborate with cross-functional teams to enhance performance, conduct financial analysis, and contribute to...

Lead the charge in delivering exceptional service to private clients, fostering strong relationships, and mentoring team members while managing renewals and identifying sales opportunities in a dynami...

Inspire growth and shape strategy in the Americas through senior advisory roles, relationship management, and business development in a dynamic financial environment, collaborating with cross-function...

Accelerate your career by managing client relationships and executing financial analyses. Collaborate with teams to deliver innovative solutions in the FIG and FinTech sectors, driving growth and enha...

Unlock potential by joining a dynamic team to support asset management through analytics, budgeting, and performance reporting, while gaining valuable experience in institutional real estate and the Y...

Elevate your editorial career by shaping insightful investment coverage across ETFs, funds, and portfolio strategies. Lead a team in delivering clear, actionable advice to empower individual investors...