Investment Advisor Jobs in New York, NY

Optimize client processing by applying complex analytics and managing external issues. Collaborate across teams to enhance service delivery, driving product development and system testing for high-val...

Unlock your potential as a Senior Manager in Financial Planning & Analysis, driving continuous forecasting and insightful reporting to support strategic business objectives in a dynamic environment. L...

Drive your career with a pivotal Senior Manager role, focusing on FP&A functions and supporting key business units through advanced analysis, forecasting, and strategic insights to enhance financial s...

Build expertise in private real estate strategies to enhance investment performance and drive growth, collaborating with cross-functional teams to support fundraising and product management initiative...

Partner with us to manage and administer unique asset portfolios, ensuring compliance and risk management while gaining notable experience in wealth and fiduciary services, asset valuation, and comple...

Join a dynamic team managing intricate fiduciary accounts, overseeing asset administration, and delivering exceptional client service through analytical support and collaboration with partners. Drive...

Advance our private investment strategies across diverse asset classes, leading portfolio construction and relationship management. Drive innovative investment structures and oversee a high-performing...

Elevate client investment strategies by enhancing alternative product sales to financial advisors, ensuring clients receive expert support and education to navigate complex offerings and build success...

Unlock solutions by managing complex initiatives across multiple platforms, tailoring strategies for client needs while leveraging regulatory expertise and delivering innovative banking capabilities f...

Contribute to exceptional user experiences by leading complex product design initiatives that prioritize user needs and foster collaboration across teams. Drive innovation and excellence with a focus...

Champion market integrity by conducting investigations into suspicious trading activities, utilizing advanced tools and analytics. Collaborate with law enforcement and regulatory bodies, ensuring comp...

Tackle innovative marketing initiatives for ETFs, enhancing brand visibility and market presence. Collaborate cross-functionally to optimize campaigns and drive growth in the advisor segment through d...

Join a team that's focused on GP-led secondary transactions, providing critical support in financial modeling, analysis, and execution while collaborating closely with senior bankers and key market pa...

Optimize product strategy and execution by defining roadmaps, analyzing requirements, and transforming processes while collaborating across teams to enhance operational efficiencies in a dynamic, agil...

Join a dynamic team to lead product strategy and innovation, driving success through collaborative cross-functional efforts. You'll shape product vision and enhance offerings, ensuring alignment with...

Transform the future of private market investing by providing legal guidance and ensuring compliance on innovative financial products. Collaborate closely with cross-functional teams to craft scalable...

Shape the future of user-centered design for complex platforms. Drive strategy, deliver innovative solutions, and collaborate across teams in a dynamic, regulated environment while honing your craft t...

Transform business growth by expanding our subscriber base and cultivating strong client relationships, all while representing our company at key industry events and leveraging your market expertise t...

Champion the future of accounting advisory by leading a dynamic team to guide clients through complex transactions, ensuring alignment with their business objectives while fostering client relationshi...

Shape strategic financial communications for top-tier asset and wealth management clients. Oversee accounts, lead teams, and deliver creative media strategies while enhancing client relationships and...

Lead the charge in managing disability appeals while optimizing performance and ensuring compliance. Utilize expert resources and exceptional customer service skills to deliver effective outcomes in a...

Build innovative solutions as you partner with investment teams, leveraging data science and AI to enhance decision-making across investment domains, from analysis to product development, driving stra...

Lead the charge in managing Short-Term Disability appeals, utilizing expert resources, demonstrating superior customer service, and optimizing claim processes to enhance organizational performance in...

Execute a vital role in preparing and reviewing complex tax returns for partnerships, trusts, and individuals. Leverage your CPA expertise and experience with multi-state tax issues to provide tailore...

Transform client tax strategies by preparing and reviewing complex tax returns. Engage with diverse industries, especially real estate, while leading and mentoring a dedicated team to ensure high-qual...