Senior Investment Advisory Counsel - Wealth Management
6AM City, LLC
Morgan Stanley Wealth Management seeks a senior attorney to support its investment advisory business. You will handle legal analysis of fiduciary standards, trading issues, best execution, and client agreements, interfacing with investment staff and clients. The role involves drafting documentation, negotiating contracts with portfolio managers, and coordinating with Compliance, Risk and other legal teams. Location options include Purchase, NY or nearby offices. #J-18808-Ljbffr 6AM City, LLC
- LPL Financial LLC seeks a Senior Vice President, Associate General Counsel to lead its corporate legal advice team. This role involves providing strategic... ...guidance primarily for LPL’s broker-dealer and investment advisory businesses. The ideal candidate will have over 10...Senior
$120k - $140k
...we believe you would be an outstanding fit on our wealth management team. Primary Responsibilities As a Senior Associate in our New York office, your... ...and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental...SeniorWork at officeLocal areaFlexible hours$116.88k - $148.13k
Infosys Consulting is looking for a Senior Consultant (Product Manager) in Wealth Management & Trust. The role involves driving innovation and improving... ...Ideal candidates will have 5+ years of experience in advisory roles, strong knowledge of the Wealth Management industry...Senior- Chris Baily is looking for a Sr. Manager, Wealth Advisor to manage client relationships and deliver tailored investment guidance. This role focuses on comprehensive financial planning and collaboration with an advisory team for client success. The ideal candidate will have...Senior
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering... ...K - $200K is offered, reflecting the commitment to quality advisory services. #J-18808-Ljbffr TitanSenior- Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have...SeniorFull timeWork at office
$110k - $120k
Dormont Manufacturing Co is seeking a Senior Analyst or Associate for its Family Office Advisory team in New York. This position... ...high net worth clients by managing their personal, financial, and administrative... ...have a strong background in wealth management, exceptional...SeniorWork at office$120k - $205k
...on the Team: Morgan Stanley Wealth Management is one of the largest retail broker‑dealers and investment advisers. It serves the needs... ...will be part of the Investment Advisory legal team currently... ...directly with clients and their counsel on issues relating to contracts...Temporary work- ...Description Prosperity is a leading wealth management company dedicated to... ...financial planning services and investment advice to businesses,... ...EisnerAmper Company is seeking a Senior Wealth Advisor to join our... ...management and/or financial advisory services with demonstrated ability...SeniorWork at officeLocal areaRemote work
- Australia-Employment is seeking a senior-level attorney in New York to join a sophisticated financial services practice focusing on investment management and transactional matters. The role involves advising asset managers and financial institutions on complex transactions...Senior
- ...thinking meets disciplined investing as we challenge the status quo... ...what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...to our clients. As a Sr. Manager, Wealth Advisor, you'll... ...Coachability: Demonstrates a senior learning mindset by seeking...SeniorWork at office
- Investment Counselor (South East Asia market) Apply (opens... ...Counselor (IC) is a senior investment... ...Client Advisors and Market Managers to deliver differentiated... ...deliver CIO views to wealth clients Act as a primary... ...clients, including: Direct advisory and execution...SeniorFull timeWork at officeLocal area
$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients...SeniorWork experience placementWork at office$175k - $210k
AllianceBernstein L.P. is seeking a Talent Acquisition Partner to join its Private Wealth Talent Acquisition Team in New York City. The role involves identifying and attracting Wealth Advisor talent nationwide and collaborating with key business partners to create an immersive...Senior- J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to present on capital markets and investment solutions, supporting advisor development and client satisfaction across the Northeast. The role works with field leadership to implement strategy...Senior
$170k - $300k
...Inc. is seeking a Products Distribution Senior Group Manager in New York. This critical role involves strategic partnership with investment teams to enhance product offerings for Citigold... ...experience and a strong background in Wealth Management. The role offers a full-time...SeniorFull time$70k
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree, 5-8 years of experience...Senior- Wealthspire is hiring an AVP, Advisor to provide tailored investment strategies and manage client relationships across New York. You'll lead complex... ...with external experts to deliver comprehensive wealth solutions. The ideal candidate will have 4-7 years of experience...Senior
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques... ...identifying client needs, offering tailored banking and investment solutions, and ensuring compliance with regulations. The...SeniorWork at office- Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these...Senior
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and... ...product specialists to understand banking, credit, and investment needs and deliver holistic financial planning solutions...Senior
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor to manage ongoing client relationships, delivering tailored investment guidance and collaborative financial planning. The role requires expertise in complex client interactions and the ability to provide...SeniorWork at office
- M&T Bank Corporation is seeking a Senior Wealth Investment Advisor in New York, NY. The individual will deliver comprehensive investment management services to clients, develop Individual Policy Statements, and manage fiduciary relationships. Required qualifications include...Senior
$114k - $165.3k
Senior Private Wealth Advisor - Practice Lead (Personal Strategy) Location:... ...discussions. Collaborate with advisory team resources to grow and... ...comprehensive relationship management via phone, email, and... ...Explain the “Personal Strategy” investment strategy, recommend, implement...SeniorTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote work- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide... ...comprehensive financial and investment advice to affluent clients.... ...recommendations and managing compliance. Ideal candidates... ...have 5-8 years of financial advisory experience, strong analytical...Senior
$250k - $300k
Athene seeks a seasoned professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth. The role involves engaging with sales teams, analyzing market dynamics, and innovating for business...Senior- ...institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families.... ..., and advising on all aspects of wealth planning and investment management. International travel is required, making this a...Senior
- ...Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in strengthening... ...diverse portfolio of businesses. As a Senior Auditor on this team, you will plan,... ...2 CFR 9) related to wealth management, investment advisor, broker‑dealer and fiduciary...SeniorVisa sponsorship
- Position Type Regular Role Overview As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee‑based, non‑discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing...Senior
$102.5k - $187.9k
...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...and support cutting-edge investment management solutions.... ...lead, you will partner with senior stakeholders across technology... .... #J-18808-Ljbffr Ernst & Young Advisory Services Sdn BhdSeniorWork experience placementSummer holidayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Advisory Counsel - Wealth Management. Be the first to apply!
- senior practice manager New York, NY
- senior warehouse manager New York, NY
- senior game producer New York, NY
- senior electronic design engineer New York, NY
- senior robotics software engineer New York, NY
- senior java software engineer New York, NY
- senior specialist New York, NY
- senior research manager New York, NY
- senior director corporate development New York, NY
- senior merchandise planner New York, NY

