Investment Advisor Jobs in Purchase, NY

Lead the integration of technology and data solutions in private markets. Collaborate with investment teams to enhance workflows, optimize reporting, and drive operational efficiency through innovativ...

Partner with us to deliver exceptional trustee services, enhance advisor relationships, and drive new business opportunities. Leverage your trust expertise to ensure client satisfaction and support LP...

Elevate client relationships by managing account activities, delivering customized service, and leveraging expertise in wealth management to meet client goals. Collaborate with internal and external a...

Manage daily brokerage operations ensuring compliance and efficiency. Collaborate on process improvements, assist with client services, and conduct thorough account reconciliations. Play a key role in...

Provide essential support for institutional clients by partnering with relationship managers, coordinating efforts, enhancing presentations, and managing data to drive team success and client satisfac...

Drive the strategic management and execution of sophisticated 10b5-1 trading plans for ultra-high net worth clients, providing expert analysis, education, and client concierge services while collabora...

Elevate client services by managing 10b5-1 trading plans, providing expert analysis and strategic insights for ultra-high net worth clients, and collaborating across departments to enhance engagement...

Champion the investment accounting function, leading strategy execution and governance. Collaborate with finance leaders for accurate reporting, team development, and effective internal controls to su...

Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...

Champion compliance excellence by leading a high-performing team, ensuring adherence to regulatory guidelines and internal policies while driving process improvements across investment portfolios and...

Lead the charge in risk management for the Path to Advice unit, partnering with leadership to identify and mitigate risks. Deliver actionable guidance, support strategic initiatives, and enhance risk...

Unlock your potential in a dynamic role that combines quantitative analysis, risk management, and stakeholder collaboration to enhance investment strategies and drive superior portfolio performance...

Make your mark at a leading wealth management firm by leveraging deep investment expertise to enhance client relationships and deliver tailored solutions. Collaborate with a dynamic team to innovate i...

Lead financial due diligence engagements, manage client relationships, mentor team members, and contribute to practice growth. Act as a trusted advisor in high-stakes transactions across diverse indus...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Advance your career by leading business development efforts to expand our US Broker Dealer distribution channel, managing approvals, and leveraging industry relationships to drive growth in alternativ...

Analyze client needs and performance metrics to develop tailored investment strategies. Collaborate with financial advisors to enhance client relationships and drive business growth while ensuring acc...

Accelerate progress at a leading firm by driving M&A transaction execution across diverse industries. You will foster client relationships, mentor teams, and enhance our product offerings while naviga...

Unlock potential by driving investment and insurance strategies, enhancing client relationships, and delivering exceptional financial solutions. This role involves business development, effective comm...

Transform your career by conducting complex analyses of public communications, collaborating with regulators, and ensuring compliance with standards. Contribute to quality control, training, and super...

Engage in complex analyses of communications within regulatory environments, collaborating with teams to ensure quality control and compliance while supporting senior management through training and e...

Innovate with us by analyzing communications within FINRA, coordinating evaluations with various regulators, and enhancing compliance through training and quality control efforts. You will directly co...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Champion compliance excellence in investment management by overseeing regulatory adherence, executing compliance programs, and collaborating with stakeholders to ensure all investment restrictions and...

Shape the future of compliance in investment management by overseeing regulatory adherence, monitoring guidelines, and implementing solutions. Collaborate with key stakeholders to enhance compliance f...