Investment Advisor Jobs in New York State
1 - 15 of 287
Search Results - Investment Advisor Jobs in New York State
New York
Overview:
Marathon is a New York-based global investment advisor with over $24 billion of capital under management. The firm was founded in 1998 and is managed by Bruce Richards (Co-Founder & CEO) and Louis Hanover (Co-Founder & CIO) and employs...
icims.com -
Kuvare U.S. Holdings, Inc.-New York
and meeting materials;
Participating in the management of all legal and compliance aspects of Kuvare’s external investment advisor relationships, including negotiating investment management agreements, vetting new product offerings, overseeing guideline...
appcast.io -
Jobot-New York
in designing and implementing tax-advantaged strategies for ultra-high-net-worth clients and multi-generational families
Maintain clear, professional communication with clients, executors, trustees, accountants, and investment advisors
Support junior team...
mindmatch.ai -
Kuvare-New York
the role
The Deputy Chief Legal Officer will join Kuvare’s investments unit – known as Kuvare Strategic Investments (KSI) – which is tasked with managing Kuvare’s $40+ billion investment portfolio, including supervision and monitoring of external advisers...
appcast.io -
New York
Overview:
Marathon is a New York-based global investment advisor with over $24 billion of capital under management. The firm was founded in 1998 and is managed by Bruce Richards (Co-Founder & CEO) and Louis Hanover (Co-Founder & CIO) and employs...
icims.com -
Kuvare-New York
and meeting materials;
Participating in the management of all legal and compliance aspects of Kuvare’s external investment advisor relationships, including negotiating investment management agreements, vetting new product offerings, overseeing guideline...
appcast.io -
RK Partners-Albany
solutions
Compensation & Perks:
• Supplemental Salary, Commissions, Bonuses & Rewards programs
• Vast array of broker/dealer & investment advisory platforms
• Dedicated transition support & firm leadership opportunities
• Product specialists support...
talentnest.com -
Jobot-New York
and implementing tax-advantaged strategies for ultra-high-net-worth clients and multi-generational families
Maintain clear, professional communication with clients, executors, trustees, accountants, and investment advisors
Support junior team members through...
Oppenheimer & Co. Inc.-New York
in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset...
jobvertise.com -
Fidelity Investments-White Plains (NY)
by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations...
New York
oversight for the firm’s three registered investment advisers.
• Assist with the preparations of regulatory filings (Form ADV, Form D, 13G/F, etc.).
• Conduct periodic compliance reviews, testing, and ongoing surveillance activities; synthesize findings...
icims.com -
Michael Page-New York
of experience in accounting, financial reporting, or data analysis in asset management or investment advisory industry.
• Advanced Excel and PowerPoint skills; OneStream and Tableau a plus.
• Exceptional attention to detail and analytical skills.
What's...
michaelpage.com -
ESTÉE LAUDER-New York
press releases, support stockholder inquiries, lead preparation for annual meetings Collaborate with advisers for Lauder family stockholders M&A Lead and manage legal aspects of domestic and international M&A transactions, including minority investments...
fashionjobs.com -
New Hartford (NY)
that focuses on:
Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate...
icims.com -
Michael Page-New York
regulatory issues.
• Knowledge of the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and/or the Investment Company Act of 1940 is a significant plus.
• In-depth knowledge of swaps, derivatives, and related...
michaelpage.com -
12345678910
Companies now hiring in New York State:
Investment Advisor jobs in New York State – Similar offers:
Investment Advisor jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Investment Advisor, New York State
It's free, and you can cancel email updates at any time
12345678910