Investment Advisor Jobs in New York, NY

Lead the charge in building a whole loan investment platform, overseeing strategy, acquisition, and portfolio management while collaborating with insurance clients to align investment objectives and o...

Join a team that's redefining financial planning by creating comprehensive tax strategies. Collaborate with advisors to analyze client data, deliver tailored tax plans, and stay updated on tax laws to...

Drive advisor engagement and asset growth by partnering with Financial Advisors across the Northeast. Leverage your investment expertise to enhance business development and support OAM's strategic ini...

Analyze complex financial transactions and provide strategic advisory services. Collaborate with senior professionals to deliver high-quality solutions for regional and international clients in the fi...

Shape the future of retirement and investment marketing by driving growth, enhancing client engagement, and leading strategic initiatives across multiple business lines. Collaborate with cross-functio...

Lead the charge in optimizing operations and strategy within a dynamic team. Drive efficiency through data analysis and AI tools, while managing projects that enhance workflows and support growth in a...

Manage key capital markets activities, overseeing debt operations, cash flow forecasting, and financial risk management. Collaborate with stakeholders to prepare executive materials and support pensio...

Champion impactful digital campaigns by leading brand awareness initiatives, managing complex project timelines, and ensuring flawless execution across digital video and display platforms while foster...

Partner with us to enhance customer relationships and drive service excellence across managed accounts, ensuring satisfaction and retention while coordinating cross-departmental efforts and implementi...

Unlock potential by managing and expanding relationships with key accounts, ensuring exceptional service performance and customer satisfaction while coordinating cross-departmental efforts and driving...

Lead complex regulatory and compliance projects for financial institutions, driving risk management and operational excellence while building a new practice within a global consulting firm...

Join a team that's redefining the investor experience through innovative technology solutions. As a key player, you'll manage product roadmaps and collaborate with stakeholders to enhance client-facin...

Analyze loan files to ensure compliance with SBA requirements, identifying risks and deficiencies. Collaborate with lenders to clarify documentation and prepare detailed reports, maintaining high stan...

Join a team that's transforming private markets operations by leading client engagements, designing target operating models, and driving process improvements to enhance efficiency and compliance in a...

Lead client engagements and drive operational excellence in private markets investment operations, enhancing efficiency and compliance while mentoring teams and building strong client relationships...

Optimize private markets operations by leading client engagements, designing target operating models, and enhancing efficiency through technology-driven improvements. Collaborate with cross-functional...

Shape the future of private markets operations by leading client engagements, designing target operating models, and driving process improvements to enhance efficiency and compliance across investment...

Lead transformative initiatives in private markets operations, enhancing efficiency and compliance while managing client engagements and cross-functional teams to deliver measurable outcomes and opera...

Join a dynamic team to lead private markets operations, enhancing client engagements and driving operational excellence through strategic design and risk management. Collaborate across functions to op...

Reimagine investment fund structures by leading client engagements, drafting agreements, and collaborating with internal teams. This role demands expertise in legal frameworks and strong relationship...

Support the evaluation of operational risks in investment management. Collaborate with a skilled team to conduct due diligence, analyze documentation, and enhance processes through technology and data...

Accelerate growth by leading the origination and execution of Asset Backed Securities, driving strategic initiatives within global capital markets, and enhancing client relationships across diverse in...

Join our dynamic team to execute and lead critical investment banking transactions, focusing on diverse infrastructure sectors. Support client management, mentor juniors, and enhance business developm...

Join a team that's dedicated to delivering exceptional bookkeeping and financial management services for diverse clients, ensuring accuracy and efficiency in all financial operations while supporting...

Transform compliance and operational risk oversight by ensuring adherence to policies, assessing risks, and driving solutions. Collaborate with stakeholders to enhance processes and mitigate risks eff...