Investment Advisor Jobs in Purchase, NY

Lead the charge in providing comprehensive estate planning and trust administration guidance. Collaborate with internal teams and external advisors to optimize customized wealth solutions that adapt t...

Optimize workspace strategies and property management to enhance operational efficiency in Wealth Management. Collaborate cross-functionally to analyze data, develop insights, and drive project comple...

Transform compliance processes by overseeing testing, mentoring associates, and ensuring adherence to regulations while supporting risk assessment and due diligence activities...

Transform the client experience by leading a service team, enhancing relationships, and supporting financial advisors through strategic marketing and exceptional client service execution. Drive busine...

Champion regulatory excellence as you lead a high-performing team, oversee membership applications, and enhance operational efficiency, driving continuous improvement and fostering skill development i...

Join us to lead a dynamic team in managing the membership application process with a focus on regulatory compliance, operational leadership, and fostering skill development while driving efficiency an...

Lead the management of a risk-based application program, overseeing a skilled team to ensure compliance with industry regulations, improve operational effectiveness, and enhance staff capabilities whi...

Join a team that's shaping the future of compliance management, overseeing membership applications with a focus on risk-based processes. Provide operational leadership, guidance, and strategic directi...

Join a dynamic team to assess merger candidates and enhance integration strategies. Leverage your investment expertise for impactful analysis and collaboration within the Investment Office, shaping su...

Analyze and assess investment strategies for high-net-worth clients, collaborating with teams to conduct due diligence, monitor macroeconomic trends, and support client interactions, ensuring informed...

Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...

Drive accurate accounting and reporting for $95B invested assets, focusing on investments, reconciliations, and compliance with GAAP and statutory standards while collaborating across teams for proces...

Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...

Grow your career with a dynamic sales team by establishing relationships in the Investment Banking sector, driving solutions, and exceeding sales objectives while collaborating across departments to e...

Manage a dynamic team in a branch environment, driving sales and service excellence while preparing for leadership responsibilities in financial services operations and compliance...

Lead client engagement and relationship management, ensuring satisfaction and retention across public and private markets, while collaborating internally to deliver customized investment solutions and...

Shape operational excellence by supporting the investor lifecycle for alternative investment products. Engage with senior team members to enhance processes and ensure seamless financial operations acr...

Contribute to the success of diversified alternative investments by managing product transfers and fostering key partnerships across multiple investment products while driving growth and innovation in...

Manage and grow a portfolio of multi-generational trusts, providing industry-leading service while collaborating closely with advisors on complex estate planning and trust administration matters in a...

Lead the charge in driving sales growth through strategic partnership with key dealer-firms. Forge relationships, develop targeted campaigns, and communicate with industry leaders to enhance Empower’s...

Drive impactful analyses to guide C-Suite executives and boards in addressing shareholder activism and corporate governance. Utilize quantitative modeling and AI tools to provide strategic insights on...

Unlock potential by conducting in-depth risk analysis to enhance equity portfolio oversight and support strategic decision-making. Collaborate with teams to implement advanced risk systems and communi...

Empower growth by supporting senior bankers in executing M&A transactions, conducting financial analysis, and enhancing client presentations. Collaborate with a dynamic team in a fast-paced investment...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Elevate team performance by managing a group of Virtual Engagement Associates, ensuring excellence in support services to Financial Advisors while driving client engagement strategies through innovati...