Wealth Management Advisor Jobs in New York, NY

Lead the charge in identifying and managing risk for diverse macro portfolios, utilizing advanced analytics and communication to impact decision-making at a high level within a dynamic financial team...

Elevate investor services by managing compliance, investor relations, and fund operations. Ensure smooth processes from fund documentation to reporting, while enhancing collaboration and delivering cr...

Transform tax strategy for renewable energy clients; lead compliance and planning initiatives, manage teams, and mentor junior staff, while ensuring regulatory compliance and fostering client relation...

Lead the charge in tax strategy for Asset & Wealth Management clients. Manage compliance, mentor teams, and navigate complex tax regulations while enhancing client satisfaction and delivering exceptio...

Shape the future of organizational strategy by analyzing complex challenges, developing actionable business recommendations, and collaborating with leadership to drive performance and operational exce...

Transform enterprise sales through ownership of the largest provider accounts. Drive multi-stakeholder negotiations while building lasting relationships and showcasing ROI. Leverage support from cross...

Champion mobility services by overseeing a $13M budget, managing vendor contracts, and ensuring timely payments. Lead a diverse team, collaborate with key partners, and drive innovation in telecommuni...

Play a key role in managing finance and accounting functions for a growing Private Equity division, focusing on financial reporting, cash management, compliance, and portfolio analysis to support robu...

Drive AI innovation at an enterprise scale by leading relationships with frontier labs and managing AI delivery teams. Oversee the development lifecycle and ensure production readiness within a high-i...

Partner with us to advise financial services clients on strategic initiatives, leveraging deep industry expertise to navigate IPO processes, M&A support, and technical accounting issues while building...

Join a team that's shaping financial strategy through analytics and performance insights. Collaborate with leadership to optimize budgeting and resource allocation while enhancing the finance function...

Join a team that's redefining private equity fund operations by leading a skilled team, managing fund accounting processes, and driving excellence across various sectors while enhancing your expertise...

Shape the future of technology projects by leading complex initiatives that enhance business outcomes and drive value creation through innovative solutions and stakeholder collaboration...

Drive impactful HR strategies and talent initiatives by advising senior leaders, utilizing analytics, and overseeing complex workforce planning within a dynamic, global organization to achieve measura...

Engage with senior leaders to shape and drive talent strategies aligned with business objectives. Leverage data and HR expertise to influence decisions, promote organizational effectiveness, and lead...

Lead the charge in managing complex projects up to $15M, ensuring on-time delivery and quality outcomes through expert oversight, strategic planning, and cross-functional team collaboration to achieve...

Unlock potential by leading a dynamic retail branch, driving growth, and enhancing customer relationships while ensuring compliance and operational excellence. Cultivate community engagement and devel...

Unlock potential by managing a key retail branch, focusing on sales growth, customer satisfaction, and community engagement while leading and developing a high-performing team for success...

Lead the charge in delivering tailored alternative investment strategies, evaluating managers, and constructing customized portfolios for sophisticated institutional clients. Drive portfolio performan...

Optimize financial operations by supporting legal entity reporting and compliance. Collaborate across teams to ensure accurate reporting, manage entity changes, and drive improvements in financial pra...

Empower a high-performing sales desk by coaching and developing talent, executing strategic initiatives, and managing onboarding, while fostering a disciplined operating rhythm to drive asset growth a...

Innovate as a trusted partner with Aladdin clients to enhance their business outcomes. Collaborate closely, utilizing your FinTech expertise and communication skills to maximize client satisfaction an...

Join a dynamic investment operations team to drive strategic initiatives and enhance automation in trading and operations. Contribute to process improvements while collaborating with various stakehold...

Transform investment operations by leading strategic initiatives, enhancing automation, and improving processes. Collaborate across teams to support trading and operations excellence in a dynamic fina...

Deliver scalable data solutions to enhance analytics and decision-making in a complex B2B environment. Lead technical teams in data management and engineering, ensuring alignment with marketing object...