Vice President, Financial Advisor Jobs in New York, NY

Empower corporate functions by providing expert legal support on SEC reporting, governance, and compliance. Collaborate with diverse teams to manage legal risks and ensure clarity in decision-making f...

Drive digital strategy execution and campaign management for key accounts, overseeing planning, vendor relations, and analytics. Lead a team while fostering client relationships and delivering actiona...

Manage a team delivering comprehensive investor services, ensuring compliance and client satisfaction while overseeing transaction processing, reporting, and relationship management. Drive operational...

Shape the future of client engagement in Investment Banking by leading deal teams, managing relationships, and cultivating expertise in Digital Infrastructure. Drive strategic initiatives while ensuri...

Champion cross-functional transformation initiatives by translating strategic objectives into actionable plans, mobilizing teams, and leveraging emerging technologies to drive measurable business outc...

Strategize and operationalize data intelligence initiatives that connect analytics, AI, and enterprise data. Drive enterprise-wide governance, promote trusted data consumption, and establish framework...

Elevate member engagement by converting tax clients into wealth management and estate planning opportunities. Drive qualification processes, ensuring only genuine prospects reach advisors, while maint...

Transform member engagement by qualifying opportunities in wealth management, estate planning, and life insurance. Drive success through CSI360™ meetings, ensuring only genuine prospects reach Financi...

Transform client relationships in Financial Services by providing strategic insights, driving brand growth, and leveraging data-driven solutions to modernize and innovate. Engage with senior leaders t...

Drive your career with a dynamic role in executive recruiting, managing the full lifecycle from candidate sourcing to placement. Collaborate with senior executives and enhance your skills through ment...

Lead the charge in trading operations, providing strategic oversight and hands-on support to ensure accurate execution and compliance. Foster a collaborative team environment while managing risk and e...

Lead and influence strategic investments for insurers, driving growth by delivering tailored solutions and fostering deep relationships in North America's insurance asset management landscape. Shape t...

Join a team that's driving sales growth by cultivating relationships with financial advisors. This hybrid role focuses on proactive outreach and expert engagement in private market strategies to enhan...

Lead M&A and advisory engagements, managing transactions from start to finish. Collaborate closely with senior clients and bankers, leveraging extensive analytical skills in a high-performance team fo...

Engage with clients as an Associate Wealth Advisor, collaborating with a dedicated team to deliver personalized financial planning and investment strategies that align with client goals, ensuring exce...

Join a team that's driving growth in commercial banking by managing diverse portfolios, analyzing financials, and supporting lenders to achieve strategic goals while ensuring compliance and risk manag...

Accelerate progress at equity trading execution, ensuring optimal strategies while overseeing complex institutional trades across various market conditions with strong client engagement and market ins...

Lead the charge in executing and optimizing institutional equity trading strategies across multiple markets, ensuring adherence to best practices and client needs while mitigating risks and enhancing...

Advance your career by leading business development for Fund Banking, focusing on VC/PE firms in the Northeast. Build relationships, negotiate credit facilities, and collaborate with teams to drive gr...

Elevate compliance standards by actively engaging in investment diligence and policy implementation. Collaborate across functions to ensure adherence to ethical practices, protect investments, and fos...

Join our team to drive client relationships and financial growth through proven strategies, personalized service, and collaborative investment solutions. Leverage your expertise to guide clients in co...

Lead the creation of impactful investment content and marketing campaigns, translating complex financial insights into engaging narratives that resonate with clients and stakeholders, while supporting...

Manage the organization’s cash and investment portfolio, ensuring liquidity and safeguarding assets. Lead a diverse team, implement best practices, and support financial analysis to optimize cash mana...

Elevate integrated User Acceptance Testing across the Product Development Lifecycle. Lead testing strategies, ensure alignment with business outcomes, and drive continuous improvement through automati...

Champion strategic financial analysis to drive key business decisions. Own the operating model and planning cycle, collaborate with leaders, and deliver insights that guide investments and growth in n...