Investment Advisor Jobs in Purchase, NY

Contribute to regulatory policy by providing expert legal advice and support on initiatives and rule changes, collaborating closely with executives, regulatory bodies, and industry groups to ensure in...

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Transform client experiences by developing tailored financial plans, enhancing their financial wellness through expert consultations, and delivering comprehensive solutions that prioritize their uniqu...

Lead the charge in delivering tailored financial planning advice for high-net-worth clients, utilizing your expertise in retirement planning and executive compensation to drive growth and client satis...

Transform investment operations by leading a dynamic team to optimize trading, analysis, and reporting for a multi-asset-class portfolio, while driving strategic initiatives and market insights within...

Accelerate progress at our firm by leading process improvement and operational excellence initiatives. Collaborate with stakeholders to enhance Client and Advisor experiences across the Private Wealth...

Drive relationship-building as an investment counselor, delivering strategic advice and solutions to enhance client portfolios. Utilize extensive investment expertise to optimize client service and te...

Optimize client relationships as a senior wealth advisor. Lead a team in crafting tailored financial strategies for high-net-worth clients, ensuring their goals and values are met with creativity and...

Execute complex capital markets and M&A transactions, presenting strategic insights to clients while leading project workflows and collaborating with internal teams to drive initiatives in the Energy...

Empower the growth of Alternative Credit products by conducting research, analyzing data, and supporting client relations. Collaborate across teams to enhance service delivery and portfolio developmen...

Elevate your career by leading a dedicated team delivering high-quality financial planning support while ensuring compliance and performance excellence. Drive growth, mentor talent, and influence clie...

Champion advisor success by managing relationships, analyzing performance, and delivering constructive feedback to drive continuous improvement in our wealth management platform...

Unlock potential by building strong relationships with advisors, analyzing performance data, and championing their success. Drive continuous improvement through effective communication and strategic o...

Reimagine technology solutions by driving the product management process, aligning development with strategic objectives, and leading cross-functional teams to ensure timely and effective project deli...

Join a dynamic team to drive software development initiatives, aligning technical execution with business objectives, enhancing stakeholder collaboration, and ensuring smooth project deliveries across...

Build and grow client relationships as you manage a robust book of business. Leverage a strong referral network to deliver tailored investment and insurance solutions that align with client goals in t...

Partner with us to deliver exceptional client service in wealth management, supporting Financial Advisors and teams with digital marketing, portfolio analysis, and comprehensive financial planning to...

Take ownership of the membership application process, leading a team in compliance with FINRA standards. Enhance operational efficiency while overseeing interdepartmental collaboration and ensuring re...

Shape the future of membership applications and compliance. Oversee a senior team, enhance operational practices, ensure adherence to regulations, and foster development within the department to drive...

Manage the application oversight process, leading a team to ensure compliance with FINRA regulations while improving operational effectiveness and training staff. Collaborate on regulatory initiatives...

Join a team that's shaping the future of membership applications through effective leadership, operational excellence, and regulatory compliance, while supporting a dynamic workforce in achieving depa...

Join a team that's dedicated to enhancing client relationships through analytics, customized investment strategies, and business development support. Contribute your expertise in portfolio analysis an...

Champion a team of administrators in delivering exceptional accounting services, driving client success in alternative investments. Leverage expertise to manage risk and streamline issue resolution wh...

Transform financial service delivery by supervising a skilled team, optimizing client solutions, mitigating risks, and enhancing investment strategies while fostering growth within the alternative inv...