Wealth Management Consultant Jobs in New York, NY

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...

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...

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...

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...

Join a dynamic team to lead financial due diligence, managing engagements and mentoring staff while ensuring excellence in client interactions and deliverables throughout complex transactions...

Pioneer financial due diligence engagements, leading cross-functional teams to deliver insights on commercial transactions while fostering client relationships and mentoring staff to ensure top perfor...

Analyze market opportunities to drive sales growth by developing relationships with financial advisors. Collaborate with a team to enhance client engagement and implement effective strategies that max...

Lead the charge in enhancing our elite estate planning practice for ultra-high net worth families. Build, mentor, and direct a team of strategists while setting a high standard for technical excellenc...

Analyze financial performance and strategy in this pivotal role, collaborating across teams to drive growth and efficiency. Utilize your expertise to transform processes and enhance decision-making fo...

Unlock potential by leading integrated communication strategies that enhance reputation and drive business success. You'll collaborate across teams to draft impactful messages and ensure clarity in co...

Join a team that's dedicated to enhancing regulatory compliance and risk management through effective oversight of Resolution and Recovery Planning processes, ensuring alignment with industry standard...

Accelerate your career by managing diverse client projects, driving operational excellence while ensuring high-quality service delivery. Collaborate with teams to enhance client experiences and lead t...

Lead the charge in complex actuarial engagements to deliver innovative solutions, manage client relationships, and guide diverse teams in a transformative environment focused on growth and excellence...

Lead the charge in transforming financial operations by guiding due diligence teams, enhancing client relationships, and delivering high-quality strategic services for complex transactions and valuati...

Engage in portfolio management to optimize liquidity and assets, supporting strategic financing initiatives and driving performance through innovative solutions in securities lending and collateral ma...

Elevate your career by joining a dynamic team focusing on investment management, financing, and transactional matters. Collaborate with industry leaders and leverage your expertise to drive impactful...

The Manager - Financial Advisory Services will oversee client engagements in financial consulting, analysis, and M&A, ensuring timely and accurate delivery of services. This role requires strong commu...

Drive success by overseeing U.S. Statutory and GAAP accounting, financial reporting, and regulatory compliance for diverse portfolios. Lead a team, manage audits, and implement efficient controls whil...

Shape the future of executive search by partnering with senior leaders to identify diverse talent and deliver exceptional service across Global Banking and Consumer Financial Services. Engage in a col...

Transform client reporting by leading portfolio functions, ensuring accuracy and timeliness in using advanced systems. Collaborate with new advisors for seamless integrations and maintain processes fo...

Transform client relationships and drive business growth with data-driven strategies. Leverage AI and analytics to optimize solutions and revenue streams, while establishing a strong community presenc...

Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...

Champion the delivery of high-quality consulting projects in the pharma and healthcare sectors, leading teams, nurturing client relationships, and executing strategic initiatives that drive actionable...

Transform consulting engagements in the pharmaceutical and healthcare sectors. Drive high-quality project delivery, foster client relationships, and lead teams while developing strategic insights and...

Join a team that's shaping the future of healthcare consulting. Drive impactful client engagements by delivering strategic insights and managing projects, while mentoring others and building lasting c...