Investment Advisor Jobs in New York, NY

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...

Join a dynamic team focusing on M&A, capital markets, and advisory transactions. Play a vital role in driving client success through strategic finance solutions while collaborating closely with senior...

Join a team that's at the forefront of client service and operations. This role involves supporting advisors, managing workflows, and ensuring smooth account administration to deliver exceptional expe...

Manage a portfolio of Commercial Banking clients, ensuring onboarding and customer needs are prioritized. Engage clients with tailored solutions while collaborating with internal teams to enhance serv...

Drive financial insight by developing models and analyses that support strategic decision-making, ensuring alignment between forecasts and business performance across various functions including Sales...

Join a team that's dedicated to supporting senior professionals through effective administrative assistance, managing complex schedules, travel planning, and interdepartmental communication in a fast...

Unlock potential by supporting hedge activities and enhancing data accuracy. Collaborate with team members to improve processes and resolve issues in a fast-paced environment, driving effective risk m...

Join our Key & Strategic Client Success Management team to maximize client value, drive adoption and ensure retention through strategic partnerships and advocacy, offering a seamless experience while...

Unlock growth potential by leading strategic initiatives with portfolio companies, ensuring alignment with revenue targets and operational excellence while acting as a trusted advisor to senior leader...

Drive impactful research and deliver actionable market insights to clients by analyzing economic data and trends. Collaborate with stakeholders to enhance investment strategies and support business ob...

Join a team that champions compliance excellence. Support regulatory adherence and internal policy while conducting audits, training, and reporting. Contribute to a collaborative environment focused o...

Partner with us to drive AI adoption by embedding within business units, identifying solutions, and coaching teams on integrating AI into their workflows to enhance efficiency and deliver measurable b...

Build your career by overseeing trade execution and managing client interactions in a fast-paced electronic trading environment, ensuring optimal performance and efficient risk management in US Equiti...

Shape the future of private equity fund operations by driving service improvements, conducting account reconciliations, and enhancing processes. Engage with clients while mentoring team members to ens...

Play a key role in optimizing Global Investment Banking performance through strategic planning, cross-functional collaboration, and insightful reporting, enabling senior leaders to make informed decis...

Lead the charge in navigating complex U.S. tax frameworks for high-net-worth individuals, utilizing sophisticated investment platforms to ensure compliance and innovative tax planning while enhancing...

Join our dynamic team to manage regulatory examinations and inquiries, working autonomously while collaborating with legal, compliance, and business leaders to mitigate risks and drive policy improvem...

Drive market expansion by cultivating contractor partnerships, utilizing an extensive network. Operate autonomously within your territory to enhance funded volume and serve as a trusted consultant, en...

Accelerate strategic growth by delivering market insights and fostering collaboration. Shape actionable narratives and enhance client engagement to drive business success across Financial Institutions...

Take ownership of financial analysis and modeling to streamline operations, support budgeting processes, drive reporting, and optimize financial strategies across projects while ensuring compliance wi...

Contribute to the financial operations by preparing and reviewing portfolio accounting, fund structures, and stakeholder communications, while ensuring compliance and accuracy in financial reporting...

Join a high-impact team where you will drive growth in private credit solutions through collaboration with wealth channels and develop strategic marketing initiatives for existing and prospective clie...

Engage with high-net-worth clients to manage fiduciary and investment accounts. Drive business development while ensuring compliance. Collaborate with teams to deliver tailored wealth planning solutio...

Tackle complex challenges in Wealth Management as a key player leading product strategy and transformation initiatives. Collaborate globally to enhance user experience and drive change through innovat...

Shape transformative solutions in Wealth Management by leading a cross-functional team. Drive innovation, enhance user experience, and ensure strategic alignment in delivering complex change programs...