Investment Advisor Jobs in New York, NY

Strategize client insurance solutions for high-net worth individuals. Conduct reviews, manage risks, and negotiate with carriers to optimize coverage and costs while ensuring exceptional service and r...

Join a team that's pivotal in driving Clean Energy & Power transactions. This role involves managing live projects, mentoring Analysts, and enhancing client relationships while executing M&A and capit...

Support the development of scalable risk management applications in a dynamic environment. Collaborate cross-functionally to enhance trading capabilities and deliver high-quality technology solutions...

Engage with a dynamic team to manage credit underwriting and portfolio oversight for private equity-backed transactions, driving financial solutions and maintaining risk management in a growing bank e...

Join a team that's redefining asset structuring, blending creativity and analysis to drive innovative investment solutions while ensuring regulatory compliance and risk management across diverse asset...

Innovate marketing strategies for the Institutional business, strengthening brand engagement and driving growth. Collaborate with senior leaders to create impactful campaigns that resonate with sophis...

Deliver exceptional client service by managing client relationships, leading a team, and overseeing fund administration for private equity funds while fostering career growth and enhancing operational...

Architect comprehensive tax strategies for ultra-high-net-worth families, guiding tailored solutions and leading a talented team to enhance client experiences while ensuring seamless integration with...

Partner with us to lead tax and preferred equity investments, executing complex transactions while mentoring junior team members and collaborating across teams to drive sustainable energy solutions...

Analyze financial data and industry trends while collaborating with team members to create insightful equity research content, supporting informed decision-making in investment banking...

Unlock potential by managing and coordinating all phases of mediation. This role requires exceptional organizational skills and the ability to prioritize complex administrative tasks while providing e...

Accelerate the expansion of liquidity solutions across private markets, driving innovation and partnership development while collaborating with cross-functional teams to enhance advisor workflows and...

Champion sustainable finance initiatives in fisheries & aquaculture, leveraging market innovation and project management expertise to drive environmental impact and support global conservation efforts...

Champion institutional product strategies and manage client relationships, overseeing underwriting, pricing, and compliance to drive growth and profitability within a fast-paced environment focused on...

Lead the charge in managing a high-performing team of analysts, ensuring top-tier service delivery for clients while resolving complex reporting challenges and fostering strong relationships within th...

Manage executive support, enhancing team efficiency by coordinating travel, meetings, and communications for senior leadership. Foster positive client interactions and maintain organized schedules, en...

Collaborate to oversee global management of contract services for software, ensuring accurate invoicing and inventory records while supporting the needs of employees across the firm with a focus on st...

Transform compliance frameworks by managing conflicts of interest and upholding regulatory standards within a dynamic financial services environment. Drive risk oversight and provide strategic complia...

Elevate business capabilities by translating strategies into measurable outcomes. Own initiatives from concept to delivery while collaborating with cross-functional teams to ensure impactful results a...

Lead the management of retail investment governance and compliance programs, interfacing with senior leaders and regulatory bodies. Drive risk assessments, develop policies, and enhance collaboration...

Shape the future of talent management by partnering with leaders, ensuring organizational effectiveness and enhancing team performance. Your expertise will be pivotal in developing a high-performing c...

Transform capital markets advisory for real estate clients by leading complex financial analyses and strategic planning, while collaborating with senior management and stakeholders to deliver exceptio...

Unlock sales potential by developing and executing targeted territory plans, driving growth in pre-IPO and mid-cap companies. Leverage consultative selling and build strategic partnerships to exceed a...

Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...

Join a team that's focused on enhancing client relationships and delivering accurate investment reporting. This role emphasizes client management within a dynamic environment, ensuring timely and high...