Wealth Management Consultant Jobs in New York, NY

Join a dynamic team as you manage client relationships and oversee financial reporting. Play a key role in enhancing processes, training staff, and ensuring compliance with best practices in fund acco...

Grow your career with a pivotal role leading account management teams to drive customer retention, satisfaction, and revenue growth across diverse accounts. You'll establish strategic partnerships and...

Drive innovation and growth by leading product initiatives in the structured investments space. Collaborate closely with various stakeholders to identify market needs, optimize processes, and ensure p...

The Estate and Tax Planning Legal Associate will support the Dalio Family Office in designing and implementing sophisticated estate and tax planning strategies for family members and related entities...

Transform financial and operational practices by leading client engagements, implementing process enhancements, and driving strategic initiatives for measurable results and value creation across a wid...

Lead the investment strategy and execution process for diverse assets. Collaborate with a small team to conduct in-depth research, due diligence, and portfolio analysis, driving informed investment de...

Join a team that's shaping the future of fund administration for private equity clients. Oversee operations, enhance reporting, and manage audits while developing junior staff, driving efficiencies in...

Champion growth by delivering data-driven insights and financial analysis to enhance strategic initiatives and business performance in the Consumer Bank Affluent organization, influencing executive de...

Join us to drive business performance in the Consumer Bank Affluent sector through strategic financial reporting, performance analysis, and decision support, collaborating with leaders to shape impact...

Engage with business leaders to drive financial planning and analytics initiatives, producing insights that enhance decision-making within wealth management. Harness data to lead financial modeling an...

Unlock your potential by leading financial analytics initiatives that drive insights and support strategic decisions across the organization. Collaborate with leaders to enhance financial modeling and...

Transform the legal landscape in equity finance by advising senior executives, negotiating key agreements, and navigating complex regulations. Join a dynamic team driving legal clarity and innovation...

Lead operational excellence in asset management by optimizing processes, enhancing service delivery, and monitoring KPIs. Collaborate across teams to ensure compliance with regulations and elevate tra...

Transform AI-powered technology by designing and deploying production-grade applications. Engage in end-to-end development that enhances user interaction and experience with agentic systems, ensuring...

Transform client experiences by partnering with Private Bankers to deliver tailored cash management and lending solutions, ensuring excellence in service and execution while driving business growth in...

Explore opportunities as a key partner to Private Bankers, delivering exceptional service and financial solutions to meet diverse client needs in a dynamic banking environment. Drive success through c...

Optimize strategic growth initiatives by developing and executing an integrated tax-to-wealth expansion strategy, enhancing client conversion and revenue outcomes through targeted marketing and collab...

Reimagine client service delivery for major clients, ensuring exemplary satisfaction. Develop strategies that elevate service standards while collaborating with diverse stakeholders to drive growth an...

Lead the charge in executing complex securitization transactions in a dynamic market, managing diverse teams and fostering client relationships while ensuring high-quality deliverables and compliance...

Shape impactful valuation strategies and lead projects supporting client needs. Collaborate with industry experts while mentoring junior staff to foster team growth and strengthen business development...

Elevate the client investment experience by designing customized strategies for high-net-worth clients, guiding all portfolio management aspects while mentoring teams and driving business development...

Manage complex, high-net-worth investment portfolios, crafting tailored strategies. Drive client retention, engage in proactive communication, and mentor teams while ensuring compliance and risk manag...

Partner with us to manage and enhance multi-asset class portfolios while leading initiatives in our growing retail models business, employing advanced analytical skills to optimize investment strategi...

Provide essential support for institutional clients by partnering with relationship managers, coordinating efforts, enhancing presentations, and managing data to drive team success and client satisfac...

Collaborate to elevate operational excellence by turning AI potential into impactful solutions. Lead client engagements with strategic vision, driving measurable outcomes through innovative AI-driven...