78 cac financial advisor jobs found in New York

About this role BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. BlackRock offers a range of solutions - from meticulous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. Elevate your career by joining the world's largest asset manager! Thrive in an environment that cultivates positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your...

Barclays Join Barclays as a Credit Strategy Research AVP, where you will contribute to the US Credit Alpha publication, highlight views across leveraged finance markets on a weekly basis and identify/research relevant topics and trends from both a macroeconomic and credit perspective. You will also be working with large data sets and evaluating data to substantiate market views or discover salient and market-moving drivers, collaborate across teams, work closely with the fundamental Analyst team, as well as Marketing, Trading, and Syndicate. Additionally, you will engage with clients to discuss views and trends in the market and publish research views which provide broad exposure and wide range of responsibilities. To be successful as a Credit Strategy Research AVP, you should have: Extensive background in financial modeling and data assessment Advanced proficiency in Excel and PowerPoint Solid foundation in macro and micro economic research and credit market...

About this role Summary: The US Wealth Advisory (USWA) COO team is looking for a Vice President, Business Intelligence Strategy Lead. In this role, you will synthesize industry, client, product and competitor trends to develop insights that drive commercial decision-making across USWA business functions. Leading a nimble team and reporting to the head of USWA business strategy & planning, this role offers a unique opportunity to make a significant impact on our forward-looking operations and strategic direction, and craft the narrative of our business to senior stakeholders across the firm. If you are passionate about financial markets, have a knack for strategic thinking, and thrive in a fast-paced, collaborative environment, this is the perfect role for you. Responsibilities: Lead a function responsible for executing the systematic production and distribution of regular business insights. Assess initiatives and results relative to wealth trends and evolving...

Ameriprise Financial This role will help develop, curate and disseminate engaging content across owned social channels. She/he will support both paid and organic social efforts, managing the day-to-day oversight of content and reporting, keeping abreast of social trends and changes to the various platforms. Support the strategic media channels team with Intermediary and Institutional paid media efforts across both online and offline channels. Opportunity to deepen both paid and social media knowledge and skill set. Key Responsibilities Own the day-to-day publishing and distribution of marketing materials across key channels, including LinkedIn, YouTube and FAIQ ThinkTank Collaborate with creative team, producers and marketing managers to develop content and execute social media campaigns for our North American business; includes volunteer initiatives, industry awards and events, and PR efforts Monitor daily social activity; develop and support social listening...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Change and Organization Development Strategist This is an exciting opportunity to join New York Life's enterprise Change and Organization Development Center of Excellence. This team was formed to play a pivotal role in the company's evolution by supporting leaders, managers, and employees through change- preparing for new skills and behaviors and reinforcing adoption. This role requires a consultative approach and an execution-focused mindset as it partners with the business to provide best practice change management and organization development tools and strategies to help drive large scale and complex transformations while keeping a strong focus on our customer and employee first culture. The work includes, but is not limited to, assessing leadership alignment, stakeholder assessment, learning needs, communication strategies and end-to-end organizational development efforts.The...

About this role Do you thrive in a stimulating and multifaceted environment where legal, commercial and risk management skills are key? We are seeking an associate who is curious, analytical, and passionate to become part of our team. At BlackRock, we strive to empower our employees and actively engage your involvement in our success! Experience what it feels like to be part of an organization that makes a difference! Technology & Operations Technology & Operations handles a breadth of services that impact the product and trade lifecycle as well as BlackRock's client and employee experience. Tech & Ops provides solutions to evolving challenges faced by clients, employees and the firm. Team Overview The Contracting team is responsible for driving the successful completion of contract negotiations in support of the US open-end mutual fund, Retail Alternatives and Liquidity products lines. We manage the end-to end- contract lifecycle including facilitation of...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Sales Operations Analyst Locations : New York City Get To Know The Team: As the Sales Operations Analyst, you will help sales team to maximize their sales and attainment through analytics, reporting, data streams and KPIs. You will be the partner of sales managers and directors in forecasting, territory planning & management as well as their business review cadence. You are the trusted advisor of the sales management team and will make supporting recommendations on ways to improve productivity and scale of the business. This is an excellent opportunity to grow a successful sales...

NFP Who We Are Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. Internship Description: Our 8 to 10 week Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior...

Logitech Logitech is the Sweet Spot for people who want their actions to have a positive global impact while having the flexibility to do it in their own way. The Team and Role: Logitech is seeking a highly motivated and experienced Sr. Tax Analyst, Transfer Pricing (TP) advisor to join our dynamic tax team. This role is a key position within our Tax department and requires the ability to work collaboratively across functional teams within tax and outside of the tax department. The role will focus on a variety of projects extending from operational and compliance, to advisory, planning, and audit defense. The role will also develop strategies and provide guidance on TP tax technology initiatives including the use of Artificial Intelligence. You will be responsible for ensuring our intercompany transactions across various jurisdictions are compliant with local and international tax regulations, including the OECD Guidelines. Your Contribution: Be Yourself. Be...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week The Corporate Vice President, Strategic Operations will serve as a strategic thought partner and execution leader to the SVP & CIO, Foundational Business - Tech (FB-Tech). This role combines chief of staff, planning lead, and portfolio manager responsibilities to drive strategic operations, business planning, and initiative execution across the Foundational Business (FB) technology organization. The CVP will orchestrate FB-Tech's operating rhythm, ensure alignment of the technology roadmap with business priorities, and manage the FB value stream portfolio to deliver measurable outcomes for New York Life. What You'll Do: 1. Chief of Staff to the SVP, Foundational Business - Tech Act as a trusted advisor and proxy to the CIO, helping translate strategic direction into clear priorities, plans, and actions. Lead the FB-Tech leadership operating rhythm (staff meetings, steering...

New York Life Insurance Company Location Designation: Hybrid - 3 days per week Business Unit Overview: The Life Advanced Competitive Solutions team within Product Solutions supports New York Life's strategic efforts to compete and win in the life insurance marketplace. The team provides deep product expertise, competitive intelligence, and strategic insights that enhance field effectiveness and inform broader business decisions. As a critical partner to multiple stakeholders across the enterprise, the team delivers high-impact case support, competitive positioning, and industry trend analysis. Role Overview: As a Corporate Vice President, Life Competitive Solutions Analyst, you will serve as a senior subject-matter expert focused on complex competitive case support, strategic market assessment, and the development of high-value materials that strengthen New York Life's competitive position. You will work across product, distribution, and leadership teams to...

About this role The Global Partners Office (GPO) is a newly formed client business group responsible for helping the BlackRock organization deliver differentiated capital and strategic advice to the world's most sophisticated clients as they look to engage more expansively and creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for a select set of our largest client relationships. GPO complements BlackRock's existing coverage model to strengthen and institutionalize the firm's C-suite connectivity and drive large commercial opportunities at the highest levels of client organizations. Role Description As an integral member of GPO, you will play a central role in deepening BlackRock's firmwide partnership with our most complex and strategically significant clients, including global banks and the world's leading asset owners such as sovereign wealth...

About this role The BlackRock Investment Stewardship (BIS) Professional will primarily assist one of the lead proxy voting analysts covering certain companies in the Industrials and/or Healthcare sectors. They will provide support on portfolio company analysis, engagement, and voting. The intention is for the person in this role to ultimately specialize in a subset of the companies in a given sector, along with various aspects of relevant policy, to support the delivery of our annual and long-term objectives. They will report to a lead sector analyst on the BIS team. Team Overview: Investment stewardship is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship serves as a link between our clients and the companies they invest in. We take a long-term approach to stewardship, focused on engaging with company boards and executive leadership to understand the drivers of risk and financial value creation...

About this role BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. BlackRock offers a range of solutions - from fundamental and systematic active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Elevate your career by joining the world's largest asset manager! Thrive in an environment that cultivates positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your contribution. At BlackRock, we strive to empower our employees and actively engage your involvement in our success. The Global Allocation team is seeking an AI Engineer to be at the forefront of financial technology innovation and investing. The Global...

About this role BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. BlackRock offers a range of solutions - from fundamental and systematic active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Business Unit Overview: BlackRock Capital Markets (BCM), a part of BlackRock Global Markets (BGM) is comprised of Liquid Origination & Corporate Solutions. The Liquid Origination team is a centralized, full spectrum platform for all BLK capital markets activities across the primary capital markets. BCM works with the entirety of BlackRock's investments platform to drive access to liquidity & performance through high quality sourcing of investment opportunities spanning Sovereign,...

Weil, Gotshal & Manges LLP Weil seeks the best and brightest talent to join our Administrative Staff team. Our employees are the future of Weil so we invest in their training and development. Our environment embraces and encourages positive-minded professionals who seek to be challenged and acquire knowledge and skills in an atmosphere built on teamwork. Highly skilled and knowledgeable Administrative Staff assist our attorneys in successfully meeting and exceeding client needs and are vital to the overall success of the Firm. Job Description The Sr. Revenue Coordinator performs full-cycle revenue operations for an assigned group of Weil Billing Partners. Responsibilities include monitoring and following up on unbilled inventory (WIP) and the preparation of invoices, along with monitoring accounts receivable and following up on past-due collections. The Sr. Revenue Coordinator supports the achievement of the Firm's monthly/quarterly/annual revenue targets and other...

About this role Business Overview BlackRock's Global Compliance Department protects BlackRock's reputation and provides advice to the business focused on ensuring the protection of our client's best interests. The department is a dynamic environment with the team focused on understanding evolving business strategy, challenging and advising on the impact of regulation in our business, with the objective of: Actively participating in business decisions to champion our clients' interests and assist the business in translating Compliance into their daily work and decision making; Putting client interests at the center of everything we do; Cultivating and enhancing BlackRock's compliance culture; Providing thought leadership on the impact and implementation of regulation to our business and to the market; and Developing and fostering excellence within the Compliance team. Job Purpose The firm is seeking a professional to join the Americas Financial Crime Team as a...

Manatt, Phelps & Phillips, LLP Description Manatt, Phelps & Phillips, LLP, is seeking an associate with three to six years of litigation experience to join our growing team. We are looking for candidates who are excited about taking on more responsibility. Candidates must have demonstrated consumer class action experience. Experience with the Telephone Consumer Protection Act, state mini-TCPA laws, and automatic renewal laws is a plus. Experience in other complex litigation areas, including consumer protection, unfair competition, and false and deceptive advertising, is preferred. Familiarity with investigations and proceedings initiated by the Federal Trade Commission, Federal Communications Commission, Consumer Financial Protection Bureau, and other federal and state regulatory agencies is a plus. Ideally, candidates will have hands-on litigation experience and will want to gain further responsibility and experience in the following areas: handling discovery and...

About this role The Private Markets Finance & Strategy team partners with Investment Businesses and Enterprise Leaders across BlackRock to drive long-term, margin-accretive growth in our rapidly expanding Private Markets Platform. The team sits at the intersection of Corporate Strategy & Development and Financial Planning & Analysis (FP&A), blending strategy, finance and execution skillsets. We collaborate closely with leadership of our Infrastructure, Private Credit, Private Equity and Real Estate businesses to translate the enterprise-level vision and strategy into business-level execution plans, short- and long-term budgets, forecasts, insightful metrics and financial analysis that drive business decisions. We are looking to further strengthen the team with a Vice President, Private Markets Finance & Strategy who will operate at a platform level, working on initiatives and financials across all businesses and asset classes. The VP will contribute to some...

About this role BlackRock Overview: BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of Q3 2025, BlackRock's AUM was $13+ trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of February 2025, the firm had approximately 22,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa. For additional information, please visit the Company's website at www.blackrock.com | Twitter: @blackrock_news | Blog:...