Wealth Management Advisor Jobs in New York, NY

Oversee the full lifecycle of finance and accounting engagements, manage client relationships, and drive business development while ensuring high-quality service delivery and compliance with tax regul...

Drive the full lifecycle of finance and accounting engagements while managing client relationships, utilizing technical expertise, and contributing to business development as part of a leadership team...

Lead the charge in delivering expert tax and financial advisory services, managing engagements from proposal to execution, ensuring client satisfaction while identifying risk and compliance issues wit...

Transform client finance and accounting functions by managing engagements, optimizing processes, and delivering strategic solutions. Lead client interactions, oversee teams, and drive business develop...

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

Drive success by overseeing U.S. Statutory and GAAP accounting, financial reporting, and regulatory compliance for diverse portfolios. Lead a team, manage audits, and implement efficient controls whil...

Manage client relationships, focusing on equity compensation strategies, ensuring satisfaction, retention, and growth. Leverage analytical skills and industry insights to create customized solutions a...

Drive growth and client satisfaction by managing relationships in equity compensation. Leverage expertise in stock options, RSUs, and ESPPs to deliver tailored solutions and achieve strategic objectiv...

Join a team that values excellence in financial advisory support, enhancing relationships and driving growth. Collaborate with consultants to maintain strong client ties, respond to inquiries, and ele...

Unlock potential by leading Securities Services sales for Asset Owner clients, driving growth through new business acquisitions and strategic relationship management while leveraging market expertise...

Join a team that's focused on optimizing account lifecycle operations, ensuring compliance, and delivering exceptional service as we scale our broker-dealer platform to enhance client trust and operat...

Deliver exceptional program management support to senior leadership, driving financial governance and resource planning while acting as the NEPS subject matter expert to enhance operational efficiency...

Lead the charge in enhancing our Private Bank product portfolio by driving innovation, fostering cross-functional collaboration, and ensuring exceptional client experiences while focusing on long-term...

Discover impactful analytics and data stewardship driving institutional business success. Collaborate with diverse teams to provide insights and facilitate strategy execution through data-driven decis...

Join a team that's dedicated to transforming tax preparation into comprehensive financial planning. Engage with clients to provide solutions in tax, estate, and wealth management, while mentoring juni...

Lead the charge in modernizing the Wealth Management digital platform by collaborating with cross-functional teams to drive product strategy and deliver intuitive, user-centric solutions that enhance...

Empower decision-making by leveraging data analytics and portfolio strategy to drive value creation across private market investments. Collaborate with cross-functional teams to innovate and enhance t...

Help us manage client relationships by preparing materials, handling requests, and collaborating with portfolio managers. You will enhance client interactions and support investment strategies while e...

Transform investment strategies for high net worth clients. Leverage macroeconomic insights to drive product innovation and enhance portfolio management while collaborating with advisors to optimize a...

Unlock your potential by designing advanced financial models and analyses tailored to client needs. Collaborate with experts to enhance risk management standards and deliver impactful insights in a dy...

Lead complex investment banking initiatives, managing client relationships and driving strategic M&A solutions while ensuring compliance and precision in execution across diverse financial markets...

Grow your career with a pivotal role leading account management teams to drive customer retention, satisfaction, and revenue growth across diverse accounts. You'll establish strategic partnerships and...

Drive in-depth analysis within the REITs sector, crafting reports to influence decisions. Collaborate across teams, engage with industry stakeholders, and utilize advanced modeling to derive insights...

Elevate your career by leading fund administration for private equity clients. Drive high-quality services, manage client onboarding, and ensure accurate financial reporting while developing a high-pe...

Drive investment risk and liquidity oversight for diverse portfolios, ensuring alignment with client objectives. Collaborate across teams to enhance risk governance and deliver insightful analytics to...