Investment Relationship Manager Jobs in New York, NY

Join a team that's driving growth in the life insurance and annuity market. Leverage your expertise to build strategic relationships, manage the full client lifecycle, and align solutions with client...

Unlock potential by leading a high-performing sales team to drive revenue growth through strategic advisory solutions for major law firms, leveraging consultative selling and market insights to achiev...

Inspire strategic initiatives that enhance client experiences through collaboration, product development, and relationship management across multiple business channels, driving innovation in wealth ma...

Champion operational excellence by executing trades, managing portfolios, and analyzing data to support investment strategies for high-net-worth clients. Collaborate with advisors to enhance service d...

Unlock potential by providing strategic compliance guidance, managing client engagements, and ensuring robust compliance programs. Collaborate with teams, mentor junior staff, and support regulatory e...

Join a dynamic team to enhance investor reporting and portfolio management. Leverage your financial acumen to deliver timely insights, coordinate cross-functional efforts, and support strategic capita...

Execute thorough investment analysis and due diligence on venture capital and growth equity funds. Collaborate with senior team members to evaluate opportunities, prepare materials, and monitor portfo...

Empower clients to transform their wealth management operations through cloud solutions, agile methodologies, and innovative technology. Collaborate with teams and stakeholders to enhance investment p...

Empower our compliance team by overseeing daily operations, training staff, and ensuring adherence to regulatory standards. Collaborate with leadership to enhance policies and procedures in the invest...

Empower your career by joining a dynamic investments team, where you'll drive underwriting and structuring of ground lease investments, collaborate closely with senior leaders, and mentor junior membe...

Empower RIA clients by managing relationships, enhancing platform experiences, and driving growth initiatives. Collaborate with sales and product teams to support client success and expand into new in...

Advance your career by leading impactful GRC engagements in financial services. Drive internal audits, mentor teams, and build client relationships while applying your expertise in SOX and internal co...

Advance private equity strategies through sourcing, diligence, and investment decision-making. Build relationships and mentor junior professionals, while collaborating globally to enhance portfolio pe...

Join a team that's redefining the investor experience through innovative technology solutions. As a key player, you'll manage product roadmaps and collaborate with stakeholders to enhance client-facin...

Collaborate with Wealth Advisors to develop tailored multi-asset portfolio solutions, translating market insights into actionable guidance for high-net-worth clients while ensuring accuracy and clarit...

Take ownership of premium accounting services for hedge and private equity funds. Lead operations, manage client relationships, and enhance service delivery while ensuring compliance with industry reg...

Unlock potential by leading the SOX controls readiness program and technical accounting initiatives. Collaborate across teams to ensure compliance, enhance processes, and prepare for public company op...

Lead the development of SOX controls and technical accounting programs, ensuring compliance and governance. Collaborate across teams to enhance processes, drive improvements, and prepare for public co...

Elevate the portfolio management process by collaborating with senior managers to develop tailored investment strategies, ensuring client aspirations are met while managing and optimally executing com...

Grow your career with a dynamic team as you deliver exceptional financial planning and relationship management services to clients, ensuring tailored advice and support in a collaborative environment...

Pioneer client relationships with high-net-worth individuals, driving growth through advanced planning strategies. Collaborate in a team environment to enhance client outcomes and expand assets under...

Drive client engagement and deepen relationships with affluent customers by providing tailored financial solutions and exceptional service. Leverage analytical skills and industry expertise to enhance...

Engage with affluent clients to deepen relationships and provide tailored financial solutions. Leverage analytical skills and industry expertise to anticipate client needs, ensuring compliance and enh...

Help us shape the future of digital client experiences in Wealth Management. As a key player, you'll drive product development, enhance user engagement, and collaborate across teams to deliver innovat...

Unlock your potential by managing large business portfolios, tailoring financial solutions and enhancing client relationships. Drive growth through strategic advice and deep industry knowledge while n...