Wealth Management Consultant Jobs in New York, NY

Champion innovative solutions by leading product development from concept to scale, collaborating with clients and teams to shape foundational strategies in AI-driven wealth management, ensuring impac...

Join a team that's transforming capital markets advisory by leading technical accounting and financial reporting initiatives. Drive client engagements, manage teams, and deliver impactful solutions du...

Transform business operations by leading consulting initiatives in consumer and commercial lending. Collaborate with clients to enhance processes, implement strategies, and drive impactful change whil...

Execute strategic initiatives in Wealth Management Technology, collaborating across teams to enhance operational efficiency and deliver impactful presentations for executive leadership. Bring your ana...

Unlock potential by leading fiduciary tax compliance for trusts and estates. Oversee end-to-end filings, provide guidance, and manage cross-border reporting. Collaborate with teams to enhance processe...

Drive growth by converting qualified leads into loyal customers, managing relationships with alternative asset managers. Elevate our sales efforts in a dynamic, team-oriented environment focused on ac...

Advance your career by managing relationships in a full-cycle sales role, driving revenue growth through expert engagement with alternative asset managers and key stakeholders in a dynamic environment...

Champion client investment strategies by managing portfolios, delivering insights, and driving asset growth. Leverage expertise to provide tailored financial solutions while adhering to risk managemen...

Shape the future of banking transformation by leading teams to integrate business strategy, technology, and operational efficiencies. Drive innovative AI solutions, build client trust, and implement d...

Champion corporate growth by evaluating and executing strategic partnerships, mergers, and acquisitions. Conduct financial analyses, support due diligence, and collaborate cross-functionally to drive...

Join a dynamic team to evaluate and execute strategic growth initiatives, including mergers and acquisitions. Leverage financial analysis and cross-functional collaboration to drive long-term success...

Empower client relationships by managing equity compensation strategies, ensuring satisfaction through collaboration and communication with key stakeholders. Drive service excellence and enhance parti...

Unlock your potential by leading diverse retirement projects, supporting consultants, and ensuring compliance with regulations. Drive strategic initiatives and enhance client deliverables in a dynamic...

Join a team that's dedicated to delivering innovative portfolio management solutions. Collaborate with Investment Managers and Financial Advisors to implement strategies, manage trades, and enhance cl...

Lead strategic finance initiatives by enhancing budgeting, forecasting, and reporting processes. Collaborate with cross-functional teams to drive financial performance and support decision-making thro...

Optimize organizational effectiveness by driving HR strategy and execution. Collaborate with senior leaders to align human capital plans with business goals, ensuring talent development, performance m...

Engage clients by managing relationships, executing financial strategies, and supporting business development initiatives. Collaborate with team members to enhance client experiences and contribute to...

Join a team that's driving growth in commercial banking by managing diverse portfolios, analyzing financials, and supporting lenders to achieve strategic goals while ensuring compliance and risk manag...

Champion innovative wealth solutions by advising on product development, compliance, and regulatory frameworks. Collaborate with cross-functional teams to deliver integrated financial offerings that e...

Join a team that's transforming Treasury Management by leading a dynamic group focused on strategic payment initiatives and risk management. Drive innovation and talent development while collaborating...

Champion the evolution of margin operations by designing, implementing, and enhancing scalable procedures and controls. Collaborate with cross-functional teams to ensure compliance and operational exc...

Unlock potential by driving innovative research and financial modeling in the biotech sector. Collaborate with teams to analyze market dynamics, develop insights, and enhance client relationships whil...

Champion the development and oversight of accounting processes for a diverse portfolio, partnering with operator-CEOs to drive financial performance while building and leading a team of Portfolio Acco...

Join a team that's transforming private markets operations by leading client engagements, designing target operating models, and driving process improvements to enhance efficiency and compliance in a...

Lead client engagements and drive operational excellence in private markets investment operations, enhancing efficiency and compliance while mentoring teams and building strong client relationships...