Investment Advisory Jobs

Senior Relationship Manager role within NB Private Wealth focused on managing complex HNW relationships, delivering wealth and trust & estate planning, and driving client engagement and asset growth.

Baker Tilly Capital seeks an Investment Banking Analyst in Chicago to support middle-market M&A, valuation and transaction execution through financial modeling, analysis, and client-facing deliverables.

Senior Manager — Regulatory Compliance (Private Funds) to provide strategic compliance guidance, lead SEC/FINRA exam support, and develop robust compliance programs for alternative investment clients at a global investor services firm.

Stifel is hiring a Vice President to lead technology-sector M&A and capital markets execution, advising clients on sell-side transactions, recapitalizations, and financings.

Wilshire is seeking a detail-oriented Legal Compliance Operations Associate to support KYC/AML, regulatory reporting, and Code of Ethics operations from its New York hybrid office.