Investment Advisor Jobs in Purchase, NY

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...

Unlock potential by guiding high-net-worth clients in financial strategies, relationship-building, and portfolio growth. Collaborate with specialized teams to deliver tailored investment solutions and...

Empower clients by crafting tailored financial solutions while developing your expertise and cultivating strong relationships, all within a collaborative environment focused on growth and success in t...

Accelerate investment strategies by conducting cutting-edge research, designing portfolios, and collaborating with cross-functional teams to develop innovative, technology-driven solutions that cater...

Support strategic growth by driving structured investment adoption across large enterprise RIA firms, serving as a key liaison among clients, internal teams, and partners to enhance platform effective...

Empower the growth of a pioneering evergreen fund by managing private equity and real asset investments, optimizing portfolio strategies, and engaging with investors to foster success in public market...

Manage and optimize an evergreen portfolio focused on private equity and real assets. Collaborate with internal teams and investors while driving strategy and monitoring performance to support portfol...

Drive your career forward as you manage client relationships and operational tasks. Collaborate within a high-performing team to provide exceptional service and develop financial strategies that make...

Contribute to enhancing risk management practices by partnering with leadership to evaluate and mitigate risks, ensuring compliance with governance expectations while supporting strategic initiatives...

Drive the formation and structuring of diverse investment funds. Collaborate with clients to navigate regulatory compliance and document preparation, while contributing to a high-performance legal tea...

Join a team that values excellence in financial advisory support, enhancing relationships and driving growth. Collaborate with consultants to maintain strong client ties, respond to inquiries, and ele...

Drive high-performing team operations while overseeing client services and fund administration. Manage investor transactions and enhance operational workflows to ensure compliance and efficiency in he...

Join a team that's redefining fund administration for hedge and private equity clients. Lead operations, resolve complex issues, and drive process improvements while fostering strong client relationsh...

Lead the charge in managing relationships with GP clients, driving business development, and collaborating on key projects to enhance the client coverage strategy and overall performance of the iCapit...

Support our client relationships by managing day-to-day interactions, driving new business development, and collaborating with cross-functional teams to enhance client experiences and facilitate platf...

Execute trading operations effectively, enhancing processes and efficiency for diverse client accounts in the SMA and UMA sectors, while maintaining rigorous risk controls and ensuring seamless trade...

Engage with clients to assess and craft tailored wealth management strategies. Build lasting relationships while analyzing clients' financial goals, providing personalized advice, and ensuring complia...

Join a team that drives legal excellence in CLO transactions, providing guidance to investment professionals, managing execution, and navigating regulatory landscapes to support a $26 billion CLO port...

Advance your career by developing and managing retirement plans while fostering client relationships. Provide strategic guidance, analyze performance, and ensure compliance as the primary consultant f...

Champion client success by driving M&A transactions in media, telecom, and industrials. Collaborate globally, deliver compelling analyses, and innovate solutions to navigate complex deals while ensuri...

Unlock potential by managing complex fiduciary and investment accounts. Collaborate with clients and internal teams to streamline operations, enhance service delivery, and drive client satisfaction in...

Join a team that's dedicated to delivering personalized financial strategies. Engage with clients to analyze their needs, provide expert advice on diverse financial products, and foster lasting relati...

The Head of Client Portfolio Management & Strategy at BBH will lead a team focused on asset allocation, portfolio construction, and investment strategy for ultra high-net-worth clients. This role invo...

Unlock potential by managing a profitable client portfolio for attorneys and law firms, focusing on deposits, loans, and investments. Foster long-term relationships and develop strategic business plan...