Investment Relationship Manager Jobs in New York, NY

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...

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...

Join a team that's transforming asset and wealth management through AI. Lead a dynamic sales organization, engage with C-suite executives, and drive adoption of innovative solutions across diverse fin...

Champion the growth of our Alternative Investments platform by supporting Financial Advisors through proactive outreach, relationship building, and coordination of sales efforts, ensuring effective co...

Unlock your potential by supporting strategic initiatives and investment planning. Collaborate with senior leaders to analyze data, prepare presentations, and coordinate projects, gaining valuable ins...

Transform compliance oversight by leading the development and implementation of a robust Trade Oversight Program, ensuring adherence to investment guidelines and mitigating regulatory risks across fin...

Lead strategic portfolio management and investment insights, driving performance evaluation and analytics. Collaborate with teams to enhance reporting, support decision-making, and mentor junior membe...

Transform your future by driving growth and strategy within our Wealth Management division, collaborating with Financial Advisors to enhance their practices and support diverse initiatives that impact...

Transform the Wealth Management landscape by driving asset growth, executing strategic initiatives, and coaching Financial Advisors to enhance their practices. Collaborate with teams to deliver impact...

Advance your career by leading client service strategy and operational excellence in a dynamic investment solutions environment. Drive client outcomes, enhance retention, and inspire a global team to...

Elevate your career by managing the financial operations of a major SEC-listed REIT. Build client relationships, oversee accounting, and ensure accurate financial reporting while thriving in a dynamic...

Lead the charge in building a major SEC-listed non-traded REIT while managing client relationships and ensuring exceptional financial reporting and operational excellence in a dynamic environment...

Lead the development of a major SEC-listed non-traded REIT, managing client relationships and financial reporting. Oversee daily operations, prepare financial statements, and support audits to ensure...

Join us to drive strategic relationships with enterprise customers, optimizing IGEL technology solutions. This hands-on role balances technical expertise with customer management, focusing on the Fina...

Lead complex investment banking transactions while cultivating client relationships and driving new business opportunities. Oversee deal processes and mentor junior staff to ensure successful executio...

Join us in shaping portfolio intelligence by driving innovative forecasting and analytics for alternative investments. You'll empower strategic decision-making and enhance portfolio performance throug...

Join a dynamic team to drive investment sourcing and portfolio management, leveraging your entrepreneurial spirit and strong communication skills to evaluate opportunities and build lasting relationsh...

Join a team that's redefining risk management in the Equities space, working alongside skilled professionals to analyze and mitigate market risks while engaging with various corporate functions and en...

Unlock potential by managing a diverse portfolio of business clients, delivering tailored financial solutions while ensuring client satisfaction and risk management, ultimately improving their busines...

Champion high-quality client service by managing audit teams, assessing risks, and utilizing established methodologies to exceed expectations, while developing staff and fostering sustainable client r...

Grow your career with a pivotal role in fostering relationships within the Innovation Economy. Drive client acquisition and retention while collaborating with a dynamic team to deliver comprehensive b...

Reimagine the Americas distribution landscape by providing critical data insights and governance. Collaborate across teams to ensure accurate asset attribution and operational excellence, driving stra...

Join a team that's driving growth in private wealth solutions through innovative marketing strategies that engage financial advisors and wealth platforms, enhancing brand awareness and client relation...

Lead the management of accounting and financial reporting for multiple entities, ensuring compliance and accuracy. Collaborate with stakeholders to streamline processes and enhance financial controls...