Investment Advisor Jobs in New York, NY

Reimagine technology solutions by driving the product management process, aligning development with strategic objectives, and leading cross-functional teams to ensure timely and effective project deli...

Shape the future of custom credit solutions by leading complex underwriting for alternative investments. Leverage your expertise to deliver tailored financing strategies, ensuring optimal risk managem...

Drive client success by developing relationships and delivering tailored wealth management solutions for affluent clients. Leverage your experience and expertise to expand your practice in a collabora...

Contribute to operational execution and investor servicing for fundraising efforts, supporting senior team members in managing processes, communications, and relationship management while gaining expo...

Drive growth and innovation as you partner with top RIA firms, developing strategic relationships and delivering tailored investment solutions while increasing market presence and client satisfaction...

Champion rigorous equity report standards by ensuring clarity and compliance for an analytical team. Contribute critical insights and enhance the publishing process for institutional investment report...

Empower a team that provides crucial accounting and investor services. Oversee client relations and issue resolution while identifying risks and implementing solutions to enhance investment growth and...

Champion a team of administrators in delivering exceptional accounting services, driving client success in alternative investments. Leverage expertise to manage risk and streamline issue resolution wh...

Transform financial service delivery by supervising a skilled team, optimizing client solutions, mitigating risks, and enhancing investment strategies while fostering growth within the alternative inv...

Grow your career with a dynamic private equity team, enhancing skills in analytical development and investment evaluation across diverse asset classes in a collaborative environment...

Engage in a structured 24-month program to develop expertise in financial planning and support wealth advisors in delivering comprehensive, client-focused services across various financial strategies...

Transform Advisor Consultant performance through coaching, data analysis, and strategic execution. Lead initiatives to enhance desk productivity and foster a culture of collaboration and accountabilit...

Transform client advisory services by driving the adoption of innovative solutions, enhancing client experiences, and supporting strategic initiatives across investment management and wealth planning...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Support our Investment Structuring team in reviewing fund documents, negotiating terms, and structuring investments. Collaborate globally to enhance alternative investments expertise while ensuring cl...

Support senior leadership in executing strategic initiatives and special projects in private wealth, enabling broad exposure to the industry and hands-on experience in data analysis, reporting, and ad...

Join us in empowering advisors as a key leader, enhancing relationships, driving growth, and aligning strategic initiatives. Your expertise will shape a thriving partnership that maximizes advisor suc...

Drive advisor success by providing strategic guidance, fostering relationships, and delivering tailored solutions that enhance practice growth. Collaborate across teams to ensure advisors have access...

Engage as a trusted partner to advisors, facilitating growth through strategic insights, relationship management, and practice development, while aligning their success with firm objectives and enhanc...

Grow your career with a dynamic Investment Banking Business Manager role, collaborating with senior stakeholders to drive strategic execution, improve business performance, and deliver insightful repo...

Join a team that's redefining innovation in insurance investment banking. Lead creative partnerships, enhance product returns, and manage a talented team while advising clients on strategic market ini...

Transform client engagement by coaching Wealth Management associates to enhance their advisory skills, ensuring tailored financial solutions that align with clients' long-term financial goals and aspi...

Build and shape the effectiveness of client-facing Wealth Management associates through coaching, education, and collaboration to optimize client solutions and meet comprehensive financial goals align...

Transform the financial advising landscape by coaching Wealth Management associates, enhancing client engagement, and driving success through strategic collaboration and expert guidance on comprehensi...

Drive exceptional investment management services by leading a team of Portfolio Consultants, enhancing workflows and aligning strategic initiatives with Wealth Advisors to deliver high-quality client...