Investment Advisor Jobs in New York, NY

Champion the post-proposal journey for Annuities, ensuring compliance and timely funding while relieving agents of administrative burdens for optimal client support and relations...

Collaborate with Wealth Strategists to enhance high-net-worth client experiences through expert guidance in wealth transfer, tax, and estate planning while providing educational support and direct con...

Empower clients by providing strategic wealth transfer planning support. Collaborate with external Wealth Strategists to enhance client experiences and deliver tailored solutions for HNW and UHNW clie...

Shape the future of private funds by advising on compliance, negotiating agreements, and drafting legal documents, while collaborating with various stakeholders to achieve successful fund formation an...

Drive strategic initiatives in a dynamic Investment Banking environment, managing complex client relationships and executing M&A solutions, while mentoring junior staff and leading impactful projects...

Unlock potential by leading product strategy in a fast-paced tech environment. Drive market opportunities, collaborate cross-functionally, and manage product roadmaps to deliver high-quality solutions...

Lead the charge in expanding our Private Client services by coaching a skilled team of Relationship Managers to achieve sales and client satisfaction, while strategically driving market growth and enh...

Join a dynamic team to drive wealth management solutions and develop investment strategies for high-net-worth clients, while providing personalized client service and expert investment advice tailored...

Shape the future of wealth management by driving sales, cultivating advisor relationships, and executing strategic plans within your assigned territory; leverage your expertise to meet client needs an...

Lead the charge in liaising across multiple business units, optimizing product functionality, and delivering operational excellence while maintaining strong client relationships and driving strategic...

Elevate business strategy by analyzing key opportunities, collaborating with leadership, and enhancing operational performance while developing cross-functional expertise across various business areas...

Build compelling investment strategy communications and deliver portfolio analysis. Collaborate with teams across asset classes and investment vehicles to produce tailored content and effective presen...

Transform legal guidance in structured products for investment banking, ensuring compliance, risk management, and supporting diverse business units in complex transactions with expert negotiation and...

Engage with diverse teams to provide legal guidance on structured products transactions, ensuring compliance and managing legal risks. Develop expertise while mentoring junior attorneys and supporting...

Champion your legal expertise by advising on structured products and securitizations. Collaborate with business clients, resolve legal issues, and lead initiatives while ensuring compliance with regul...

Join a team that's dedicated to managing and expanding client loan portfolios, focusing on both commercial real estate and C&I relationships, while delivering exceptional customer service and maintain...

Elevate the client experience by providing detailed wealth management analysis and guidance while collaborating with Private Wealth Advisors to maximize high-net-worth investment opportunities and str...

Shape the future of investment accounting by overseeing GAAP financial close processes and guiding a team in a dynamic finance environment. Drive system enhancements and ensure accurate reporting for...

Innovate within our institution by identifying and facilitating new business opportunities, supporting comprehensive financial solutions for nonprofits and tax-exempt entities, while collaborating wit...

Drive client engagement as a Financial Consultant Partner, collaborating with seasoned advisors to nurture relationships and support a growing wealth management practice while seizing business develop...

Join a team committed to enhancing investor relations through innovative product management. Support the development and marketing of investment products while ensuring a seamless client experience an...

Join a team that drives innovative technology solutions and optimizes business processes. Lead cross-functional collaborations in an Agile environment, analyze complex issues, and influence strategic...

Engage with cross-functional teams to lead the evaluation and implementation of complex business systems, ensuring efficiency and effectiveness across the organization while guiding and mentoring Anal...

Join a team that's dedicated to nurturing client relationships while delivering tailored financial solutions in a supportive, growth-focused environment, helping drive personal and professional succes...

Inspire compliance excellence as you lead the review of investor subscription materials, ensuring adherence to major regulations and managing relationships to drive seamless onboarding processes in pr...