Wealth Management Consultant Jobs in New York, NY

Join a team that's dedicated to enhancing advisory programs through proactive support and process improvement. Collaborate with Financial Advisors and stakeholders to drive efficiency and ensure compl...

Drive client success and retention by leading a team of managers to ensure exceptional service and satisfaction while leveraging data-driven insights and proactive strategies for account management im...

Drive user-centric design as you innovate workflows and journeys for a revolutionary financial management platform. Collaborate cross-functionally to improve user experience through research and desig...

Unlock potential by leading a dedicated team to provide financial support and education to warriors and their families, ensuring high-quality service delivery and impactful outcomes through innovative...

Unlock potential by joining collaborative teams to deliver advanced actuarial analyses and solutions, supporting insurance clients across North America while leveraging cutting-edge technology and pro...

Shape the future of client solutions through data-driven insights and strategic support. Collaborate with cross-functional teams to enhance financial processes, drive efficiency, and support leadershi...

Empower teams to execute product strategies effectively, ensuring clear communication and measurable outcomes. Collaborate across functions to streamline operations and support financial goals in a dy...

Champion the growth of our Alternative Investments platform by supporting Financial Advisors through proactive outreach, relationship building, and coordination of sales efforts, ensuring effective co...

Accelerate your career by joining a dynamic strategy team focused on M&A execution. Engage in all deal processes, from proposal to close, while collaborating with senior members and gaining valuable c...

Join a team that's integral to M&A execution, driving deals from proposal to close. Collaborate with senior members, conduct financial analysis, and coordinate across teams to ensure successful deal c...

Accelerate progress at our financial reporting function by leading compliance, ensuring accurate statements, and mentoring a skilled team. Drive technical accounting excellence and support executive d...

Empower analytical thinkers to manage an international equity portfolio, driving performance through quality-growth strategies and insightful research to optimize investment outcomes across diverse ma...

Lead and shape financial strategies by managing client relations and projects of moderate complexity while mentoring junior staff to ensure successful program execution and delivery...

Shape the future of HR by driving innovative, data-driven solutions that enhance employee experiences and foster a culture of inclusion and growth. Collaborate with leaders to align people strategies...

Lead a dynamic team of Sales Specialists to drive growth and revenue in the Risk sector. Collaborate with leadership to enhance customer engagement, implement strategic solutions, and achieve sales ta...

Lead strategic client portfolio management efforts, enhancing investor relations and driving new business through effective communication of investment strategies and product offerings while collabora...

Manage the valuation process for private equity investments, ensuring accuracy and compliance. Collaborate with investment teams and external providers while leading initiatives to enhance valuation p...

Champion client relationships by delivering tailored financial solutions, leveraging analytical skills and industry expertise to meet the complex needs of affluent clients while ensuring compliance an...

Drive innovative quantitative investment strategies and equity-linked products by leveraging advanced analytics and programming skills, collaborating with diverse teams to create tailored solutions th...

Lead the development and execution of next-gen marketing strategies, content, and digital engagement initiatives for ultra-high-net-worth clients, ensuring cohesive messaging and impactful client rela...

Lead the creation of impactful investment content and marketing campaigns, translating complex financial insights into engaging narratives that resonate with clients and stakeholders, while supporting...

Unlock potential by fostering strategic client relationships and driving growth through tailored solutions. Collaborate with senior executives to enhance satisfaction and align services with client ob...

Elevate investment product marketing strategies to deepen client relationships, influence growth, and shape client experiences in wealth management through collaborative and data-driven initiatives...

Engage with high-net-worth clients to deliver personalized financial strategies. Collaborate with Wealth Advisors to enhance services and deepen client relationships while growing assets and improving...

Elevate client experiences by managing relationships with affluent clients, enhancing financial strategies, and collaborating with Wealth Advisors to ensure comprehensive support for their unique fina...