Investment Advisor Jobs in New York, NY

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...

Empower compliance through data analysis and analytics solutions, collaborating with software engineers and financial professionals to enhance monitoring and reporting pipelines within investment mana...

Advance your career by leading business development for Fund Banking, focusing on VC/PE firms in the Northeast. Build relationships, negotiate credit facilities, and collaborate with teams to drive gr...

Transform your career by managing employee benefits for diverse clients. Collaborate with Producers and Executives to deliver exceptional service, analyze plans, and drive compliance while fostering s...

Join a team that's dedicated to excellence in administrative support, managing calendars, travel, and office logistics for a dynamic branch serving high net worth clients. Your organizational skills w...

Pioneer innovative strategies in financial client management, collaborating with senior sales teams to uncover revenue opportunities and enhance client engagement through data-driven insights and adva...

Unlock potential by driving new business growth in wealth management solutions. Leverage industry expertise to build relationships, identify opportunities, and engage executives, ensuring seamless col...

Shape the future of FX sales by managing client relationships, building new business, and executing trades. Leverage market insights and collaborate across teams to drive strategic growth and ensure c...

Elevate your career by supporting business growth through RFPs and client interactions. Collaborate with teams to create impactful communications and enhance client services while leveraging your fina...

Contribute to business growth by managing RFPs and client requests. Collaborate across teams to produce effective documentation, analyze performance data, and enhance communication materials. Leverage...

Champion investment excellence by conducting in-depth research and analysis. Collaborate with senior analysts to generate insights, drive performance, and support client marketing efforts in a dynamic...

Unlock your potential as a Senior Financial Analyst, driving financial insights and models to support growth. Collaborate across teams to enhance forecasting accuracy and optimize performance, playing...

Drive comprehensive appraisal reviews for diverse income-producing properties, ensuring compliance with regulations and industry standards. Collaborate with stakeholders to deliver accurate valuations...

Drive efficient SEC reporting services by managing multiple client engagements, overseeing financial filings, and enhancing reporting processes while developing team members and ensuring compliance wi...

Join a team that's dedicated to enhancing financial systems through analysis, development, and support. Collaborate with cross-functional teams to optimize processes and deliver integrated data soluti...

Lead and inspire a team of Support Professionals to enhance client service delivery, ensuring compliance with policies while driving operational efficiency and fostering a culture of development and r...

Join us to elevate client service by leading a team of Support Professionals, ensuring operational excellence, and driving strategic initiatives within our branches. Your leadership will shape the fut...

Manage the organization’s cash and investment portfolio, ensuring liquidity and safeguarding assets. Lead a diverse team, implement best practices, and support financial analysis to optimize cash mana...