Investment Advisor Jobs in New York, NY

Champion innovation in managed accounts and model portfolios, leading strategy to integrate alternative investments while driving scalable solutions across wealth management, ensuring regulatory compl...

Accelerate your career by leading transaction advisory projects that drive financial success for middle-market clients and private equity investors while mentoring junior staff and building impactful...

Join a dynamic team as you conduct trade and communication surveillance, ensuring compliance with securities laws while analyzing data to minimize risks and enhance market integrity...

Support families in navigating care decisions as a Client Services Advisor. Utilize your clinical knowledge and empathy to manage inquiries, maintain records, and ensure seamless internal communicatio...

Shape the future of global investment strategies by analyzing markets and economies. Collaborate with analysts, develop insights, and deliver impactful reports while engaging with clients to drive inv...

Engage with compliance operations to ensure adherence to registered fund regulations. Collaborate with teams on compliance monitoring, reporting, and regulatory assessments. Provide support for mutual...

Lead the expansion of key client accounts while driving revenue growth through strategic planning and relationship-building. Foster and mentor junior colleagues to enhance account management capabilit...

Shape the future of family office services by leveraging partnerships and innovative solutions to transform how clients manage wealth through holistic financial services, all while driving cross-funct...

Oversee and lead the strategic direction of a high-performing Insurance Investment Banking team, driving M&A advisory and capital raising initiatives for industry clients while nurturing talent and fo...

Unlock potential by driving sales in financial services, engaging high-net-worth prospects. Lead a territory from home with robust support and resources to showcase our wealth management solutions. No...

Join a team that leads implementations of the Charles River Investment Management Solution. Utilize your financial expertise to define client needs, configure applications, and ensure seamless transit...

Join a team that's leading investment management solution implementations. Collaborate with clients to define requirements, configure applications, and ensure successful project delivery while fosteri...

Partner with us to drive strategic business initiatives and enhance operational efficiency within Investments, focusing on stakeholder engagement and risk management in Latin America and the Global Fa...

Join a team that's dedicated to delivering premium IT support in a fast-paced environment. You'll play a key role in optimizing SaaS platforms, managing client migrations, and ensuring seamless operat...

Unlock potential by leading technology due diligence efforts from buy/sell-side analysis to post-acquisition optimization, managing large-scale projects, and delivering data analytics solutions across...

Join a team that's committed to navigating high-stakes transactions, managing due diligence engagements for clients. Lead with expertise while developing strategies and insights that shape successful...

Join a team that is dedicated to enhancing the client experience through relationship management, collaborative investment solutions, and seamless service delivery in a dynamic, client-focused environ...

Shape the future of electronic communications compliance as a strategic leader, harmonizing business and technology. Drive product vision, prioritize initiatives, and enhance capabilities to mitigate...

Join a dynamic team as you partner with banking clients post-launch, ensuring their success on the Prelim platform through strong relationships, problem-solving, and collaboration with internal teams...

Champion relationships with alternatives consultants to drive engagement and collaboration. Lead strategic initiatives to enhance the firm's presence and deliver exceptional client experiences while f...

Transform the Securities Lending landscape by driving strategic initiatives, enhancing operational efficiencies, and optimizing trading platforms to support growth and innovation in response to evolvi...

Pioneer customer success initiatives, driving enterprise retention and growth across global accounts. Collaborate with stakeholders to maximize customer value and support long-term strategies for comp...

Drive investment strategy development while leading a team of experts to provide tailored solutions for high-net-worth clients, focusing on business growth and performance excellence...

Shape high-stakes transactions by leading buy-side and sell-side due diligence. Provide critical insights that uncover risks and opportunities, guiding investment decisions and enhancing negotiation s...

Transform market insights into impactful research by joining a team that analyzes macroeconomic trends and equity developments, producing thought leadership to guide investment strategies effectively...