Wealth Management Advisor Jobs in New York, NY

Manage high-touch relationships with affluent clients, driving investment growth and providing tailored financial strategies in collaboration with a dedicated team of Wealth Advisors and Financial Pla...

Elevate client experiences by managing relationships with affluent clients, enhancing financial strategies, and collaborating with Wealth Advisors to ensure comprehensive support for their unique fina...

Engage with high-net-worth clients to deliver personalized financial strategies. Collaborate with Wealth Advisors to enhance services and deepen client relationships while growing assets and improving...

Join a dynamic team focused on building strong relationships with affluent clients. Engage in comprehensive financial planning, collaborate with advisors, and deliver high-touch client experiences to...

Lead the charge in product management, collaborating with stakeholders to drive product strategy, oversee development lifecycles, and deliver innovative solutions that enhance client experiences and o...

Join a team that's dedicated to managing tax-exempt investment-grade bond portfolios. Focus on delivering strong risk-adjusted returns while aligning with high-net-worth client objectives in a collabo...

Take ownership of client relationships, providing tailored financial planning and solutions for individuals and families, while championing a culture of diversity and collaboration within the team...

Transform client experiences by providing exceptional financial planning and advice. Leverage your relationship-building skills to serve diverse clients, ensuring they receive tailored investment solu...

Support financial advisors by developing and executing strategies for alternative investments. Collaborate on market insights, manage client relationships, and create actionable frameworks to enhance...

Grow institutional investment consulting capabilities by managing RFPs, building relationships with financial advisors, and collaborating across teams to deliver high-quality services and tailored cli...

Unlock the potential of Dispute Resolution Services by enhancing training modules and onboarding programs. Collaborate effectively to empower staff with essential skills, ensuring consistent quality a...

Empower our team through innovative training solutions, enhancing skills and consistency in DRS functions. Develop high-quality materials and conduct engaging sessions to build employee confidence and...

Drive effective training solutions by partnering across departments to create and deliver comprehensive training for Dispute Resolution Services, ensuring staff competency and compliance with procedur...

Lead liquidity management initiatives for advanced electronic trading, optimizing technology integration, and enhancing stakeholder communication across diverse teams. Champion the evaluation of liqui...

Champion strategic initiatives by coordinating execution across philanthropy, governance, and education while enhancing capabilities within a fast-paced, collaborative environment that emphasizes inno...

Lead the enterprise market data function, shaping strategy and governance to optimize data use, manage vendor relationships, and drive operational excellence across the organization in support of busi...

Manage risk-based inspections of RIA and BD branches, identifying compliance issues and improving controls. Collaborate with stakeholders to ensure adherence to SEC and FINRA regulations while optimiz...

Drive impactful investment analysis by sourcing, underwriting, and evaluating diverse direct investments and third-party managers, collaborating effectively within multidisciplinary teams to ensure op...

Elevate your career by identifying and acquiring high-net-worth clients. Leverage your expertise to deliver tailored wealth solutions alongside a collaborative team, while driving business development...

Empower the Regulatory Programs team by developing comprehensive solutions that ensure compliance with FINRA 2111 obligations. Drive initiatives across various business functions to enhance operationa...

Deliver AI-driven product transformation in Trusts & Estates with a focus on controls. Oversee strategy, roadmap, and execution ensuring compliance and risk management with innovative designs that fos...

Join a team that's driving growth by managing key asset management client relationships. This role requires strategic advisory skills and the ability to engage C-suite executives, identifying opportun...

Empower Ultra High Net Worth families by providing expert financial advice, managing diverse client needs, and leading a dynamic team of Client Advisors to achieve strategic goals and exceptional clie...

Drive strategic initiatives across the Macro Trading desk, ensuring compliance and operational excellence while fostering collaboration and developing talent to manage complex business challenges and...

Deliver innovative solutions and drive growth by managing client relationships and acquiring new business in the Securities Services for the Insurance segment, leveraging market expertise and effectiv...