Investment Advisor Jobs in New York, NY

Innovate advanced monitoring strategies in post-breach environments, enhancing detection and response capabilities. Collaborate with clients and incident response teams to conduct threat hunting and d...

Drive backend development for innovative estate and tax planning solutions. Collaborate with cross-functional teams to design, build, and operate scalable systems, ensuring operational excellence and...

Redefine enterprise client success by leading transformative implementations, enhancing workflows, and integrating AI solutions for institutional financial firms while advising executives on strategic...

Champion high-quality client service by managing audit teams, assessing risks, and utilizing established methodologies to exceed expectations, while developing staff and fostering sustainable client r...

Transform client experiences by managing complex projects in treasury solutions. Collaborate with diverse teams to document requirements, streamline processes, and drive innovative solutions for corpo...

Partner with us to deliver exceptional tax and advisory services to small businesses. Lead client engagements, mentor staff, and drive business growth while fostering meaningful relationships and enha...

Join a team that's shaping the future of tax and advisory services for small businesses. As a key advisor, you'll lead client engagements, mentor staff, and drive business growth while enjoying a flex...

Lead the charge in delivering exceptional tax and advisory services to small businesses. Collaborate with firm leadership, mentor staff, and drive client success while enhancing your career in a dynam...

Elevate your career by providing expert tax and advisory services to small businesses. Collaborate with leadership, mentor staff, and drive client success while enjoying a flexible work environment an...

Elevate your career by driving the development of innovative indexed annuity solutions. Collaborate with cross-functional teams to translate market insights into impactful products, ensuring alignment...

Unlock the potential of indexed annuities by leading product development initiatives, translating market insights into innovative solutions, and collaborating with cross-functional teams to drive exec...

Optimize tax operations by leading a team to ensure compliance and enhance client service. Collaborate with internal and external partners to drive strategic improvements, mitigate risks, and deliver...

Drive product innovation and strategy in Wealth Services, focusing on Private Banking. Collaborate with teams to enhance offerings, manage product backlogs, and ensure successful releases while levera...

Engage in compliance excellence by managing trade surveillance communications. Collaborate with stakeholders, analyze risks, and enhance processes to ensure adherence to regulatory standards while fos...

Support the administration of fiduciary accounts, ensuring compliance with laws and policies while collaborating with senior team members to enhance client service and operational efficiency...

Shape the future of technology in Alternatives & Private Markets by leading strategic initiatives, driving modernization, and enhancing operational excellence across critical platforms while fostering...

Lead the charge in transforming client infrastructure goals into actionable asset management strategies. Collaborate with teams to deliver sustainable solutions, mentor analysts, and drive projects th...

Tackle data-driven decisions as a senior product analyst, owning A/B testing design and analysis while collaborating across teams to enhance user experience and drive growth through insightful experim...

Seeking a Senior Director to lead Information Delivery & Intelligence, driving data product strategy, analytics, and AI capabilities. This role demands technical leadership and commercial insight to e...

Champion strategic partnerships by managing relationships with law firms and investment banks. Drive growth and market share for Carta Law through collaboration and innovative solutions, enhancing cli...

Champion the evolution of margin operations by designing, implementing, and enhancing scalable procedures and controls. Collaborate with cross-functional teams to ensure compliance and operational exc...

Lead the charge in shaping enterprise strategy and driving high-impact engagements. Collaborate with senior leaders to translate innovation into value, leveraging AI and emerging technologies to enhan...

Transform the future of payments by leveraging analytics and strategy to drive impactful decisions. Collaborate with top professionals to enhance deal economics and optimize relationships within a dyn...

Unlock potential by serving as the primary client interface for complex Treasury clients, managing projects to deliver integrated cash management solutions while driving operational excellence and enh...

Drive your career with us as a Director in Technology, leading high-profile investment banking transactions in the fast-paced IBCM sector, fostering client relationships, and managing cross-functional...