Investment Advisor Jobs in New York, NY

Take ownership of complex institutional contracts, managing negotiations and drafting agreements while guiding junior team members and enhancing operational processes for improved client service and c...

Unlock your potential by driving sales and customer satisfaction in the Great Lakes market. Build strong relationships with retailers while achieving measurable targets and leading initiatives to enha...

Drive operational excellence by managing asset data workflows, ensuring quality, and collaborating across teams to enhance product offerings in the private markets ecosystem. Develop expertise while s...

Unlock potential by overseeing client cash flow operations, ensuring seamless communication and execution across diverse investment products. Collaborate with teams to enhance client experience and op...

Join a team that's dedicated to driving innovation and excellence in our industry. Collaborate with cross-functional teams to enhance processes and deliver impactful solutions that meet our clients' n...

Transform mortgage servicing by leading policy development, ensuring compliance, and enhancing documentation processes. Collaborate cross-functionally to identify gaps and implement effective governan...

Manage complex client relationships and deliver exceptional support for institutional trust accounts, ensuring compliance and resolving intricate administrative issues while collaborating with interna...

Deliver exceptional support as the primary contact for complex trustee clients, ensuring seamless administration and compliance while resolving intricate issues and fostering strong client relationshi...

Elevate fiduciary services by managing a dedicated team, driving revenue growth, and enhancing client relationships. Leverage your expertise to integrate innovative offerings and ensure compliance whi...

Transform the private markets landscape by owning and evolving the Altic rulebook, ensuring clarity and governance while engaging with stakeholders to drive adoption and compliance across the network...

Champion the development and governance of the Altic rulebook, ensuring clarity and adoption across private market participants while driving change management and technical alignment for scalable net...

Champion client relationships by executing account strategies, optimizing service integration, and collaborating cross-functionally to enhance institutional client satisfaction and drive growth across...

Partner with us to drive strategic analysis and reporting for senior leadership, enhancing business performance in Listings and Capital Markets. Leverage your analytical skills to support forecasting...

We’re hiring an experienced lending originator to source, qualify and develop financing opportunities with established private companies. You’ll work directly with CEOs, CFOs and owners, build a netwo...

Empower employee growth by leading innovative talent development initiatives. Collaborate with stakeholders to enhance onboarding, training, and performance management, ensuring a positive employee ex...

Champion investor relations and marketing for a dynamic Private Equity platform. Collaborate with cross-functional teams to drive fundraise success, create impactful marketing materials, and enhance c...

Lead the charge in enhancing transfer agency operations while managing risks and leveraging technology. Collaborate with clients and teams to develop strategies that improve operational resilience and...

Lead risk assessments and enhance transfer agency operations while evaluating the impact of tokenization and automation. Collaborate with clients and manage projects to optimize operational controls a...

Drive operational excellence by leading risk assessments and enhancing transfer agency processes. Leverage technology and data insights to optimize controls and improve client engagement in investment...

Lead assessments and manage risk mitigation strategies in transfer agency operations, focusing on operational controls, technology impacts, and client engagement to enhance efficiency and compliance i...

Optimize transfer agency operations by assessing risks, enhancing processes, and leading initiatives in investment management. Collaborate with clients and teams to drive improvements in operational c...

Drive operational excellence by leading risk assessments and enhancing transfer agency processes. Collaborate with clients to navigate market trends and implement innovative solutions in investment ma...

Champion client relationships and lead a team in fund accounting, ensuring timely deliverables and high-quality financial reporting while managing complex fund structures and audits in a dynamic envir...

Grow your career with a dynamic team overseeing fund accounting and administration. Lead staff, manage client relationships, and ensure timely financial reporting while thriving in a fast-paced enviro...

Unlock your potential as you provide tailored financial planning and advice to diverse clients. Build lasting relationships while championing a culture of integrity and innovation in a dynamic wealth...