Investment Advisor Jobs in New York, NY

Join our team to enhance transfer agency operations by identifying risks, developing mitigation strategies, and leveraging technology like AI and blockchain. Collaborate with clients and industry lead...

Help us enhance transfer agency operations by identifying risks and implementing innovative solutions. Collaborate with clients and industry leaders to optimize processes and leverage technology for i...

Join a team that's driving strategic risk management solutions for global clients. This role emphasizes relationship building, negotiation, and design of tailored insurance programs across various ind...

Transform client experiences by leading tax compliance and consulting for complex asset management funds. Leverage your expertise to manage client engagements, mentor talent, and drive business develo...

Join a team that's dedicated to delivering expert tax compliance and consulting services for complex asset management clients. Leverage your skills in a collaborative environment focused on quality, c...

Shape the future of tax services by leading complex compliance and consulting for asset management clients. Collaborate with cross-functional teams to deliver exceptional client service while managing...

Transform the future of tax services by leading complex compliance and consulting for asset management clients. Collaborate with cross-functional teams to deliver exceptional client service while mana...

Lead the charge in delivering expert tax compliance and consulting services for complex asset management clients, focusing on private equity and hedge funds while managing client relationships and tea...

Lead the charge in delivering expert tax compliance and consulting services for complex asset management clients, focusing on private equity and hedge funds while managing client relationships and tea...

Unlock insights into portfolio risks by developing advanced analytics and monitoring frameworks. Collaborate across departments to enhance decision-making and optimize risk strategies in a dynamic fin...

Lead a dynamic sales team to drive growth and retention of assets, collaborating with division managers to align strategies and enhance performance. Foster a high-performing culture through coaching a...

Join a dynamic team supporting a strong risk culture while managing complex executive tasks, building trusted client relationships, and enhancing compliance standards in a fast-paced environment that...

Champion innovation by leading enterprise AI system architecture strategy, defining technology standards, and ensuring scalable, secure, and compliant AI solutions across the organization. Drive moder...

Optimize business growth by driving new client acquisition in a defined territory. Build relationships with decision-makers, assess needs, and present tailored solutions to enhance workforce managemen...

Drive new business growth by building relationships with decision-makers in organizations with 25-49 employees. Manage the complete sales cycle, leveraging technology and strategic solutions to addres...

Join us to manage a diverse portfolio of 90-120 real estate assets, ensuring lease compliance and fostering strong landlord relationships while solving complex challenges across North America...

Join a dynamic team as you manage a portfolio of mid-market accounts, driving retention and revenue growth through proactive engagement and strategic upselling. Your efforts will directly impact compa...

Empower financial strategies by analyzing interest rate and liquidity risks. Collaborate with stakeholders to enhance capital planning and reporting processes while ensuring compliance with regulation...

Analyze investment performance and optimize asset management strategies to maximize returns. Collaborate with cross-functional teams to develop financial models, evaluate opportunities, and provide in...

Transform client relationships and drive growth in financial services by identifying opportunities, managing accounts, and collaborating with teams to deliver tailored solutions. Join a dynamic enviro...

Transform the infrastructure landscape by managing critical assets across diverse sectors, ensuring optimal operations and strategic growth while collaborating with cross-functional teams and stakehol...

Lead the preparation and delivery of tax returns for ultra-high-net-worth clients. Enjoy a supportive environment with no billable hours, focusing on client service and tax compliance while benefiting...

Transform client needs into actionable requirements by collaborating across teams. Drive product delivery from concept to launch while ensuring user satisfaction and seamless integration within the Gl...

Unlock potential by collaborating across teams to define product requirements, translate complex needs into actionable insights, and drive the delivery of innovative solutions that enhance client expe...

Empower innovation by collaborating across teams to define product requirements, translate complex needs into actionable insights, and drive the delivery of a client-focused platform that enhances use...