Wealth Management Consultant Jobs in New York, NY

Transform private markets research by developing actionable insights and strategic content for advisors and clients. Collaborate across teams to enhance investment strategies, driving engagement and e...

Join a team that's dedicated to expertly managing trust settlements with precision while ensuring compliance and effective communication with all stakeholders. Take charge of complex processes and men...

Lead the charge in risk management for the Path to Advice unit, partnering with leadership to identify and mitigate risks. Deliver actionable guidance, support strategic initiatives, and enhance risk...

Shape the future of risk management by partnering with teams to identify, assess, and mitigate risks in a dynamic environment. Collaborate with leadership to provide actionable insights and deliver st...

Transform your career by serving as a risk advisor in a dynamic Wealth Management environment, supporting strategic initiatives and guiding teams to mitigate risks while enhancing business practices a...

Contribute to enhancing risk management practices by partnering with leadership to evaluate and mitigate risks, ensuring compliance with governance expectations while supporting strategic initiatives...

Unlock your potential by leading financial due diligence efforts, collaborating with cross-functional teams, and driving client-focused solutions while developing the next generation of leaders in the...

Optimize operational processes within asset management by analyzing KPIs, leading improvement initiatives, ensuring compliance, and fostering collaboration across teams to enhance service delivery and...

Lead a dedicated Investor Services team to enhance client relations, ensuring smooth processing of investments. Oversee compliance, manage complex projects, and optimize operational workflows to deliv...

Unlock your potential by managing a high-performing Investor Services team. Lead client relations, oversee operational workflows, and enhance team capabilities within the financial services industry...

Lead financial oversight for U.S. Broker Dealers, ensuring compliance with GAAP/IFRS. Drive collaboration and innovation while managing month-end processes, liaising with regulators, and enhancing tal...

Contribute to diverse valuation projects while managing and mentoring teams. Utilize advanced financial modeling and analysis skills to provide top-quality client deliverables, ensuring timely complet...

Lead the charge in delivering exceptional client service within investment management. Support diverse financial products while navigating complex client relationships and ensuring seamless cross-team...

Join a team that's dedicated to crafting and refining financial plans for clients. This role requires collaboration and independent work to support a high level of client service. Contribute your expe...

Join a team that's dedicated to enhancing the client experience by onboarding new clients and ensuring seamless financial services in a dynamic environment. Collaborate with advisors to meet evolving...

Drive excellence in financial management by performing accounting tasks, managing vendor relations, and ensuring meticulous record-keeping while providing support for client and internal financial rep...

Elevate client service through expert management and team leadership. Oversee business operations, develop strategic plans, and enhance relationships in a dynamic financial services environment...

Lead the charge in delivering exceptional client service, deepening relationships, and providing tailored financial solutions within a premier wealth management environment while collaborating with a...

Help us deliver critical investment insights by providing analytical support to fund managers, ensuring seamless reporting and data management. Your analytical skills will enhance portfolio oversight...

Elevate your career by leading fund administration for private equity clients. Drive high-quality services, manage client onboarding, and ensure accurate financial reporting while developing a high-pe...

Drive global actuarial consulting efforts by managing multi-country projects, advising on HR benefits, and enhancing client relationships while ensuring timely and quality deliverables across diverse...

Lead the charge in guiding clients through complex tax strategies, managing audit engagements, and mentoring a talented team. Bring your expertise in tax planning and foster strong relationships to en...

Engage in a dynamic role where you'll build a high-performing team of Financial Professionals while driving your own production and enhancing client strategies. Thrive in a supportive environment focu...

Join a team that's transforming financial advisory services by executing high-value transactions, collaborating globally, and driving innovative strategies to enhance client success in the Financial I...

Transform financial insights into actionable strategies by leading due diligence for complex M&A transactions. Drive value for clients through collaboration and advanced analytics while mentoring juni...