Investment Advisor Jobs in New York, NY

Lead the development of a major SEC-listed non-traded REIT, managing client relationships and financial reporting. Oversee daily operations, prepare financial statements, and support audits to ensure...

Join a dynamic team to drive client relationships and sales initiatives in the defined contribution space, leveraging investment expertise to enhance client service and expand market presence through...

Join our team to analyze tech investments, perform due diligence, and support strategic initiatives in asset-light sectors, fostering impactful financial decisions in a collaborative environment...

Accelerate progress at driving the Authorized User business strategy, shaping customer-first experiences while managing financial performance across credit card portfolios with a focus on growth and i...

Build lasting connections by guiding families through complex care decisions. Own the intake process, manage client data in HubSpot, and support urgent needs with empathy. Collaborate with a dedicated...

Empower your career by joining a dynamic team managing a multi-billion-dollar affordable housing portfolio. Contribute to asset management, loan servicing, and underwriting for diverse LIHTC and trans...

Transform client relationships and drive investment banking growth by leading M&A, capital raising, and strategic advisory services across various sectors. Collaborate with teams to deliver innovative...

Join a dynamic team as you leverage your expertise in Commercial Property and Casualty Insurance to enhance client relationships, drive strategic initiatives, and deliver exceptional service while max...

Join a team that's dedicated to enhancing client relationships and delivering exceptional service in Commercial Property and Casualty Insurance. You'll play a pivotal role in strategy development, cli...

Elevate client engagement by managing relationships and delivering tailored insurance solutions. Collaborate with internal teams to ensure exceptional service and retention, while driving strategic in...

Champion exceptional client experiences by managing relationships, strategizing insurance solutions, and collaborating with internal teams to drive retention and profitability in a dynamic environment...

Drive exceptional client experiences by managing relationships and delivering tailored insurance solutions. Collaborate with internal teams to enhance service delivery and support strategic planning...

Unlock exceptional client experiences by managing relationships and delivering strategic insurance solutions. Collaborate with teams to enhance client retention and drive profitability while navigatin...

Empower client success by delivering tailored wealth management strategies and exceptional advisory services. Build and nurture client relationships while analyzing financial goals to offer personaliz...

Lead the charge in providing expert legal counsel on diverse capital markets transactions, ensuring compliance with US securities laws. Collaborate with cross-functional teams to mitigate legal risks...

Explore opportunities to drive M&A transactions by managing client relationships, leading deal processes, and coordinating teams to ensure effective execution and risk management, fostering a collabor...

Advance your career by leading capital markets activities, managing debt, and driving cash flow forecasting. Collaborate with stakeholders to prepare executive presentations and oversee pension invest...

Unlock your potential as you lead capital markets activities, manage debt facilities, drive cash flow forecasting, and prepare executive presentations. Collaborate with stakeholders to enhance financi...

Lead growth initiatives in digital infrastructure investment banking, driving deal origination, client relationships, and team mentorship while ensuring exceptional service delivery and execution exce...

Lead the charge in transforming client development through strategic operations and enablement. Drive growth initiatives, manage a high-performing team, and ensure seamless execution across programs t...

Join a leading team driving global real estate investments across various sectors. Contribute to financial modeling, transaction structuring, and asset management while participating in strategic init...

Elevate your career by guiding clients through the vehicle purchasing journey, leveraging your automotive sales expertise to foster relationships and drive satisfaction in a dynamic dealership environ...

Drive customer engagement by leveraging your automotive sales expertise. Take ownership of the sales process, from greeting clients to finalizing deals, while delivering exceptional service and mainta...

Shape the future of municipal services by leading successful customer deployments. Manage complex projects, enhance workflows, and ensure client satisfaction through effective communication and proble...

Elevate investment strategies by conducting in-depth research and analysis on Large Cap Consumer and Media stocks, collaborating with teams to generate insights that drive performance and exceed bench...