Investment Advisor Jobs in New York, NY

Provide strategic finance support through budgeting, forecasting, and performance analysis. Collaborate with business and FP&A teams to enhance decision-making and improve reporting structures across...

Unlock potential by blending data and strategy to shape decision-making and workflows at scale. Drive insights for leadership through analysis, enhance processes, and leverage AI to transform operatio...

Empower client growth by deepening relationships and driving business opportunities. Collaborate with teams to deliver personalized experiences, oversee complex credit solutions, and enhance digital c...

Transform the online client experience by leading Home Loans' digital strategy and tools, ensuring seamless delivery and alignment with user needs while driving innovative solutions for enhanced perfo...

Unlock your potential by developing regional market real estate plans while collaborating with stakeholders to align strategies with corporate real estate objectives. Utilize your expertise to analyze...

Empower growth by leveraging credit expertise to analyze, structure, and manage private credit investments while collaborating in a dynamic team setting to drive strategic portfolio decisions...

Collaborate with project teams to analyze business models, conduct research, and present findings. Contribute to rigorous analysis and refinement of strategies while developing skills through direct c...

Empower financial decision-making by managing capital investments and delivering strategic insights. Collaborate cross-functionally to drive efficiency and support critical finance functions within a...

Analyze business processes to identify trends and drive operational improvements. Collaborate with teams to create data-driven reporting solutions and insights using SQL, Snowflake, and visualization...

Lead insightful credit underwriting decisions, ensuring thorough analysis and compliance in transaction structuring. Collaborate with cross-functional teams to assess risk and drive sound financial st...

Champion complex tax equity investments and mentor juniors while leading strategic negotiations and managing critical partnerships to enhance institutional presence as a general partner...

Join a team that drives digital fund enablement, managing operations for fund events across multiple regional websites, collaborating with cross-functional teams to ensure compliance and enhance user...

Champion tax compliance by preparing complex federal and state returns for high-net-worth clients, managing workflows, and collaborating with senior professionals for effective client delivery and com...

Innovate strategic investor relations by supporting dynamic client engagements, crafting impactful presentations, and analyzing market trends to enhance shareholder value while collaborating with seas...

Help us enhance compliance as a Regional Controls Manager, assessing and implementing controls across various branch locations to ensure adherence to regulations while providing critical support and g...

Shape the future of corporate actions by managing complex processes and risk, ensuring precise execution of mandatory and voluntary events. Collaborate across teams to deliver exceptional client solut...

Join a team that's redefining investor relations by shaping financial narratives that connect clients with stakeholders. Lead a high-impact IR strategy while driving quarterly reporting and managing c...

Join a dynamic team to underwrite and manage real estate investments, enhancing value and maximizing returns through strategic asset management and acquisitions across diverse property types and inves...

Provide strategic financial analysis and support innovative solutions to enhance client engagement while collaborating with diverse teams in a dynamic environment focused on capital markets and invest...

Join a team that's transforming investment banking in the Consumer & Retail sectors. In this leadership role, you will execute high-stakes transactions, foster client relations, and mentor a team, dri...

Join a team that's redefining compliance leadership in the financial sector. This role drives strategic oversight of complex regulations while fostering a culture of ethical conduct and compliance exc...

Lead the charge in enhancing client satisfaction by formulating strategic improvements, coordinating cross-functional teams, and managing algorithmic trading solutions for optimal market performance a...

Partner with us to support the U.S. Controller, leading financial reporting, governance, and strategic finance initiatives for Bank Subsidiaries while driving talent development and operational effici...

Empower operational efficiency by driving AI innovation in investment management. Strategically partner with stakeholders to enhance workflows, optimize trade processes, and deliver intelligent soluti...

Empower ultra-high net-worth families by providing strategic insights in estate, tax, and multi-generational planning. Collaborate with clients and advisors to navigate complexities of wealth manageme...