Wealth Management Advisor Jobs in New York, NY

Shape the future of investment strategy by advising sophisticated advisory clients on portfolio construction, asset allocation, and fund selection, while enhancing client relationships and maximally l...

Join a team that's optimizing secured funding strategies to enhance liquidity management across multiple entities, guiding financial operations to meet regulatory standards and fostering relationships...

Join a dynamic trading team to execute securities lending and structured financing solutions across asset classes. Balance client needs, risk, and revenue while leveraging market insights in a collabo...

Elevate proposal quality by managing and organizing content for RFPs, ensuring clarity and compliance. Collaborate with experts to enhance responses and drive business growth through effective content...

Unlock potential by cultivating relationships with high-net-worth clients, managing residential mortgage applications, and delivering tailored solutions in a dynamic mortgage banking environment...

Join a team that's reshaping the mortgage landscape by connecting affluent borrowers with tailored financing solutions, while ensuring compliance and delivering exceptional service in a dynamic enviro...

Empower our financial team by overseeing accounting, reporting, and operations for our multifamily portfolio. Lead a skilled team, develop policies, and enhance financial processes to ensure timely an...

Optimize client reporting and analytics by driving strategic initiatives, managing deliverables, and engaging with senior leaders to enhance business operations in a fast-paced environment...

Join a team that's committed to operational excellence in fund administration, leading a skilled team in managing complex fund accounting services for alternative investments while enhancing service d...

Lead the charge in program management for technology initiatives, ensuring coordination across teams for successful launches. Drive strategy, readiness, and governance, while managing risks and commun...

Manage cross-functional CRM program activities, ensuring alignment on objectives, milestones, and deliverables while fostering collaboration among stakeholders and providing visibility into program he...

Drive impactful customer experiences by developing our digital brokerage platform to enhance user engagement and investment understanding, effectively supporting retail and retirement clients in their...

Shape the future of equity sales by driving institutional relationships and revenue growth. Collaborate across teams to deliver market insights and build a successful book, leveraging extensive resour...

Join our team to drive product onboarding and research placement, enhancing investment solutions across intermediary platforms while collaborating with cross-functional partners to meet client needs a...

Partner with us to enhance client relations and operational excellence. Lead on-site teams while ensuring service delivery, compliance, and team development to meet high client expectations and drive...

Pioneer the product vision and roadmap for enterprise secrets management, ensuring secure, scalable, and resilient vaulting platforms that meet client needs and align with architectural standards acro...

Lead the charge in managing affluent client relationships, uncovering financial needs, and providing tailored solutions through expert financial planning and exceptional client engagement, while ensur...

Transform client relationships by identifying and fulfilling complex financial needs. Utilize expert financial planning to deepen connections with High Net Worth clients, delivering tailored solutions...

Drive strategic insights by leading innovative analytics initiatives to shape distribution strategies, enhance client engagement, and optimize sales effectiveness through data-driven decision-making a...

Champion the secured lending risk governance framework by leading a team to enhance loan salability and asset quality. Collaborate cross-functionally to ensure compliance and effective portfolio perfo...

Develop innovative strategies to elevate Wealthsimple's market position, focusing on high-net-worth clients. Lead cross-functional teams to create personalized financial experiences, driving client on...

Drive strategic FinTech sales for a leading Institutional Cash Management team. Build strong client relationships and innovate solutions to achieve ambitious revenue goals in a dynamic global market...

Build strong financial foundations by expertly underwriting SBA loan requests, ensuring compliance with credit policies and risk management standards, while collaborating with teams to meet client nee...

Lead product strategy and execution for Applicant Security, shaping roadmaps and collaborating with teams to mitigate threats while enhancing candidate experience in a complex, dynamic environment...

Champion client success by leading NQDC administration and onboarding, ensuring a seamless experience for clients. Collaborate with cross-functional teams to optimize service delivery and compliance w...