Wealth Management Advisor Jobs in Brooklyn, NY

Join a team that excels in managing Corporate Banking credit relationships, driving revenue growth and enhancing customer service by closing new business and expanding existing partnerships through ex...

Shape the future of investment management by partnering with teams to design, implement, and oversee tax-managed strategies while managing substantial portfolios, ensuring clients meet investment obje...

Join a dynamic team to drive customer relationships, delivering tailored financial strategies and solutions. You'll excel through proactive outreach and collaboration, ensuring clients navigate their...

Transform the candidate sourcing process by proactively engaging with talent throughout the Southeast Region, building relationships, and enhancing recruitment strategies to bolster talent acquisition...

Shape the future of asset management legal practices by supporting fund formation, management, and compliance efforts. Collaborate with internal teams and external counsel to drive high-quality outcom...

Empower your career by leading impactful projects with a dynamic team. As a Senior Relationship Manager, you'll leverage relationships and expertise to drive NMTC financing for development projects de...

Lead the charge in managing a high-performing team within portfolio management, driving strategic initiatives from conception to delivery while collaborating across key business functions to enhance p...

Launch your career in financial advising while providing tailored investment solutions. Engage with clients to shape their wealth strategies, ensuring an exceptional service experience and achieving s...

Champion a client-focused role by ensuring timely payroll processing and comprehensive benefits administration while delivering exceptional service and support to clients in a collaborative, fast-pace...

Advance risk management practices by collaborating with business units to implement comprehensive controls and processes for operational risks, particularly in Private Markets and Alternative Investme...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Drive innovation in trading automation systems by developing efficient, responsive tools using Java and Python, enhancing performance while managing risk. Collaborate with teams to optimize strategies...

Drive client relationships and investment banking services through strategic advisory in M&A and capital raising across diverse sectors, while mentoring junior staff and enhancing the bank's offerings...

Unlock your potential as you enhance investment strategies, manage equity portfolios, and collaborate with diverse teams to improve tax efficiencies. Your analytical skills will guide portfolio perfor...

Transform portfolio management through strategic insights and data-driven analysis as you support the Investment Team in driving the growth and efficiency of long-short and long-only equity portfolios...

Accelerate progress at our client-centric organization by driving strategic sales of Annuity and Insurance products. Collaborate with financial advisors to uncover opportunities and achieve exceptiona...

Drive financial reporting and reconciliation for private equity funds. Oversee client relationships, ensuring timely delivery of accurate reports. Manage and develop a team while enhancing operational...

Optimize fund accounting for private equity clients, ensuring timely and accurate reporting, managing operations, and enhancing processes while mentoring a small team. Collaborate closely with clients...

Transform trading operations by ensuring seamless execution and processing of orders, while utilizing advanced market knowledge and automation technologies to drive efficiency and continuous improveme...

Unlock your potential as you enhance trade services through innovative reconciliations and streamlined processes, collaborating seamlessly across functions to drive operational efficiency and support...

Make your mark at leveraging analytical skills to optimize portfolio performance and tax efficiency. Collaborate with a diverse team to manage long-short and long-only equity portfolios while driving...

Own the client onboarding experience while enhancing operational scalability and driving innovation. Collaborate cross-functionally to ensure exceptional service and optimize processes, becoming a tru...

Unlock potential by analyzing investment performance data and ensuring accuracy across platforms. Collaborate with teams to produce insightful reports and enhance client communications, while driving...

Optimize innovative impact investing solutions for institutional clients, leading a strategic team focused on private markets, alternative investments, due diligence, and client engagement. Drive thou...

Join a team that's instrumental in linking investment capabilities with clients. In this cross-functional role, support private credit strategies, investor diligence, and market execution, ensuring cl...