Investment Advisor Jobs in New York, NY

Support client relationships by anticipating needs, advising clients, and managing operations. Collaborate with Lead Advisors to provide tailored investment strategies and enhance client experiences w...

Join our team to advance quantitative capabilities in investment risk analysis, enhancing portfolio optimization and tax-aware strategies. Collaborate with cross-functional teams to drive significant...

Join a team that's advancing quantitative investment strategies to optimize portfolio construction, enhance risk management, and improve tax efficiency. This role offers significant exposure to large...

Transform investment strategies by leveraging advanced quantitative analysis to enhance portfolio outcomes. Partner across teams to optimize risk models, validate performance, and drive tax-aware inve...

Elevate your career by leveraging your accounting expertise to analyze and report on financial data, collaborating with a dedicated team to support ultra-high-net-worth clients in fulfilling their uni...

Join as a Lead International Trading Support Analyst to enhance customer experience by resolving trading issues and ensuring operational continuity across global markets. Collaborate with engineering...

Join a team that's shaping the future of investment research by leveraging expertise in equity markets, financial modeling, and industry analysis to provide actionable insights and build lasting relat...

Lead the charge in financial control for diverse Investment Banking products, ensuring compliance and accuracy in revenue recognition, P&L reporting, and deal accounting while collaborating with key s...

Drive client relationships and business growth by managing complex transactions, coordinating with various teams, and ensuring profitable deal closures in the commercial real estate sector. Engage dir...

Drive impactful financial strategies in a fast-paced investment banking role, collaborating directly with senior leaders to enhance client engagements and deliver critical M&A advisory and capital rai...

Accelerate progress at our high-growth company by owning financial planning, building robust infrastructure, and collaborating with leadership to drive strategic decisions that enhance scalability and...

Unlock potential by managing complex multi-stakeholder relationships with intermediary platforms, driving strategic growth across diverse investment channels. Leverage unmatched product knowledge and...

Elevate customer acquisition by driving innovative marketing strategies in a dynamic online investing platform. Collaborate across teams to analyze consumer behaviors and implement initiatives that fo...

Lead the charge in optimizing business processes by leveraging stakeholder insights and innovative solutions. As a key manager, you will guide your team to deliver substantial value across various org...

Contribute to a dynamic tax services team by preparing complex federal, state, and local individual tax returns for high-net-worth clients. Collaborate with seasoned professionals and drive accuracy i...

Join a team that leads strategic initiatives within the insurance segment. You'll interface with executive leadership, develop and execute business strategies, drive engagement across teams, and inspi...

Strategize and manage long-term relationships for top-tier enterprise accounts, driving retention and revenue growth. Engage with C-level stakeholders, lead complex negotiations, and mentor teams to a...

Champion financial solutions by leading client coverage efforts, expanding treasury dialogue, and enhancing private credit initiatives. Drive bond issuance and investor relations, while guiding comple...

Elevate financial performance by leading analysis, budgeting, and model development. Collaborate with stakeholders for impactful insights that drive strategic decisions and enhance reporting efficienc...

Analyze private credit investments by sourcing, executing, and structuring transactions. Collaborate with senior professionals in a high-impact team while developing your skills through comprehensive...

Drive comprehensive IT asset management strategies and ensure compliance across hardware, software, and licensing, while collaborating with stakeholders to optimize asset utilization and maintain accu...

Engage in equity sales by leveraging market insights to drive actionable trade ideas and foster relationships with Financial Advisors, enhancing client account strategies through analytical expertise...

Support the growth of our Residential Credit team by mastering trading strategies, managing transactions, and optimizing portfolio performance. Collaborate with diverse teams to drive operational exce...

Optimize client relationships by leading hedge fund accounting and financial reporting efforts. Drive operational efficiency, mentor team members, and manage timely deliverables for a diverse portfoli...

Deliver exceptional service by managing hedge fund client relationships, overseeing fund accounting, and enhancing operational efficiency. Lead teams and foster collaboration to ensure accurate financ...