Investment Advisor Jobs in New York, NY

Join a dynamic team to coordinate the technical delivery of an innovative multi-year AI initiative, aligning diverse stakeholders across product, engineering, and governance to ensure seamless executi...

Drive expansion into the Public Equity vertical by selling AI-powered intelligence to investment funds. Own the full sales cycle, from prospecting to closing, while shaping the sales process and compe...

Drive the future of portfolio management by leading a dynamic team, overseeing valuation and risk across diverse asset classes, and collaborating with cross-functional partners to enhance investment s...

Transform the enterprise AI governance strategy by establishing frameworks, risk standards, and oversight expectations to ensure responsible AI adoption while safeguarding the firm and its clients thr...

Drive impactful financial analyses and advisory services within a dynamic team, enhancing client relationships and executing transactions across diverse financial sectors. Embrace creativity and initi...

Join a team that's dedicated to delivering exceptional tax services for ultra-high net worth clients. Leverage your expertise in tax management, client relations, and business development to enhance c...

Drive the client experience by managing complex tax needs for ultra-high net worth clients. Oversee integrated service delivery, foster team collaboration, and leverage your expertise to enhance busin...

Drive transformation initiatives by leveraging AI solutions to enhance advisor and client experiences. Collaborate across teams to streamline workflows and implement innovative strategies that deliver...

Lead the charge in executing complex M&A transactions, guiding Analysts in financial modeling and analysis while collaborating with senior professionals to deliver high-quality client presentations an...

Create exceptional client experiences by managing complex wealth relationships, developing tailored financial plans, and coordinating cross-departmental services to drive satisfaction and business gro...

Tackle complex sales challenges by driving revenue growth through strategic account management and new business development. Collaborate with internal teams to deliver exceptional client service and l...

Drive innovative solutions for clients in securities, commodities, and derivatives. Collaborate with experts to deliver analytical insights, manage projects, and support senior teams in research, repo...

Unlock your potential by analyzing financial performance and enhancing reporting processes. Collaborate with teams to drive insights and support strategic initiatives, while contributing to process im...

Drive treasury operations by enhancing cash forecasting, liquidity planning, and banking relationships. Collaborate across departments to ensure financial visibility and support informed decision-maki...

Strategize to manage a ~$18 billion GIC business, executing high-value deals and cultivating key bank relationships while overseeing profitability analysis and investment portfolio risk metrics to dri...

Elevate your career by joining a dynamic M&A Management team, where you'll conduct strategic analysis, develop insights on market trends, and collaborate with senior leadership to drive key initiative...

Transform financial management processes to support vulnerable children. Oversee GIK accounting, budgeting, and award management while collaborating with teams to ensure compliance and efficiency in f...

Unlock potential by developing and implementing trading strategies that drive profitability. Collaborate with a dynamic team in a fast-paced environment, leveraging quantitative models and data analys...

Shape the future of portfolio solutions by driving underwriting excellence, managing data insights, and fostering client relationships within a dynamic global team focused on innovative product develo...

Lead the charge in overseeing a national Audit & Compliance team, ensuring regulatory adherence, risk management, and operational excellence while driving process improvements and fostering cross-func...

Optimize client investment experiences by analyzing and processing alternative fund activities. Collaborate with a dynamic team to ensure accuracy and efficiency in managing diverse asset information...

Analyze and develop methodologies for fund ratings, conduct due diligence, and author research on market trends. Collaborate with team members and industry participants to enhance credit quality asses...

Grow your career with a dynamic team ensuring regulatory compliance and operational excellence. This role offers opportunities for growth in a fast-paced environment, focusing on margin rules and auto...

Unlock potential by leading financial planning and analysis efforts, driving insights for budgeting, forecasting, and reporting. Collaborate with cross-functional teams to enhance decision-making and...

Unlock potential by collaborating with investment teams to develop innovative, AI-driven solutions that enhance decision-making and streamline workflows, transforming complex investment processes into...