Wealth Management Consultant Jobs in New York, NY

Join a team that's driving financial excellence in real estate accounting. As a key player, you'll manage diverse property portfolios, oversee financial reporting, and leverage technology to provide i...

Join a dynamic team to manage and grow commercial banking relationships, driving new business opportunities and ensuring compliance while overseeing treasury management solutions and enhancing client...

Grow your career with a dynamic role focused on deepening ultra-high-net-worth client relationships and driving new business. Collaborate with a dedicated investment team to deliver exceptional client...

Unlock potential by shaping portfolio management through strategic insights, stakeholder engagement, and continuous improvement. Drive maturity and effectiveness in operations to foster reliable decis...

Inspire growth by leading a high-performing relationship management team, strategizing client solutions, and enhancing service standards to foster impactful partnerships that align with organizational...

Join a team that's focused on sourcing venture capital opportunities, evaluating startups, and driving innovation within the Built World sector. This role offers significant growth potential and requi...

Join a team that's driving media transformation by leading strategic development, overseeing implementation, and analyzing performance in a fast-paced environment, with a focus on client engagement an...

Accelerate your career by leading revenue growth and client service excellence across multiple branches. Shape teams and ensure compliance while driving sales initiatives. Foster strong client relatio...

Drive client success by delivering tailored financial strategies and services to help them achieve their long-term goals. Collaborate in a supportive environment that emphasizes excellence and growth...

Guide small and mid-sized business owners in executing employee ownership sales. Ensure clients understand the financial, legal, and operational impacts, while fostering strong relationships for succe...

Join a dynamic team to drive impactful content initiatives, enhance brand presence, and foster client relationships through strategic editorial leadership and innovative digital campaigns in wealth ma...

Join a team that's dedicated to delivering exceptional client service and expanding insurance expertise while managing accounts through the client life cycle, negotiating coverage, and providing tailo...

Shape the future of client relationships by delivering expert insurance solutions, maintaining and expanding a diverse book of business while coordinating with teams for seamless service and support t...

Build and manage institutional client portfolios, ensuring robust asset allocation and risk management. Collaborate with internal teams and clients to deliver strategic investment solutions and contri...

Join us to enhance decision-making and efficiency through AI in underwriting. You will analyze risk, manage liability portfolios, and cultivate relationships with clients and brokers while collaborati...

Engage in building and owning the financial risk framework across diverse asset classes. Lead team efforts on liquidity, credit, and market access risk management for a dynamic environment while partn...

Drive tax strategy and compliance for high-net-worth clients, leading multiple engagements while collaborating with teams to optimize financial outcomes and enhance client service through effective co...

Lead the evolution of enterprise identity management by integrating Okta and Auth0 solutions. Own security policies, drive technical strategy, and mentor teams to ensure secure, scalable identity solu...

Champion financial excellence by serving as a strategic partner to senior leaders, driving insights and guidance that shape decisions across the US P&C portfolio while influencing long-term business s...

Analyze financial operations and improve processes for private equity and hedge funds. Collaborate with teams for client onboarding and manage reconciliations. Mentor junior staff and enhance internal...

Lead and oversee financial operations, ensuring effective trade and position reconciliation, while guiding team development and delivering client-focused solutions in a dynamic alternative asset envir...

Take ownership of accounting functions for diverse real estate portfolios, manage a team, and drive operational excellence. Collaborate closely with clients and offshore teams to ensure exceptional se...

Explore your potential as you lead a dynamic team managing diverse real estate portfolios, providing financial insights, and driving technology adoption to enhance client services and operational exce...

Elevate your career with this pivotal role, managing teams to provide exceptional accounting services for public real estate clients, overseeing complex portfolios and utilizing innovative technologie...

Own the client onboarding experience while enhancing operational scalability and driving innovation. Collaborate cross-functionally to ensure exceptional service and optimize processes, becoming a tru...