Wealth Management Consultant Jobs in New York, NY

Help us shape innovative Human Capital products by leading Agile teams, translating strategies into actionable requirements, and driving value for clients through effective product management and coll...

Drive product innovation by managing the backlog and translating strategies into actionable requirements. Collaborate with cross-functional teams to deliver impactful solutions that enhance Human Capi...

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...

Manage high-touch relationships with affluent clients, driving investment growth and providing tailored financial strategies in collaboration with a dedicated team of Wealth Advisors and Financial Pla...

Join a dynamic team focused on building strong relationships with affluent clients. Engage in comprehensive financial planning, collaborate with advisors, and deliver high-touch client experiences to...

Champion client outcomes by providing holistic financial guidance, including investing, retirement, and education planning. Build deep client relationships, drive book growth, and leverage a supportiv...

Lead the charge in architecting Oracle NetSuite solutions, driving operational excellence and client success through effective project management, data analysis, and relationship building while mentor...

Drive success by supporting the Special Assets Team in analyzing and resolving high-risk commercial credit relationships, utilizing your credit expertise to prepare financial analyses and recommendati...

Lead the implementation of regulatory programs to enhance compliance and risk management across Wealth Management, collaborating with key stakeholders. Drive process improvements, maintain compliance...

Help us support a dynamic team by executing portfolio management tasks, assisting with client service, and enhancing investment strategies. This role offers a unique opportunity to learn comprehensive...

Empower corporate functions by providing expert legal support on SEC reporting, governance, and compliance. Collaborate with diverse teams to manage legal risks and ensure clarity in decision-making f...

Drive legal excellence by providing strategic support for SEC reporting, governance, and compliance. Collaborate with corporate teams to assess risks and ensure clarity in legal matters, empowering in...

Partner with us to enhance our private wealth planning capabilities and drive client success through strategic financial planning, analysis, and execution. Collaborate with advisors to deliver tailore...

Drive the growth of an evergreen fund business by managing operations, investor relations, and marketing strategies. Collaborate with cross-functional teams to ensure seamless execution and build stra...

Lead the charge in shaping investment product platforms, enhancing efficiency and transparency while driving business growth through innovative technology solutions and cross-functional collaboration...

Drive profitable growth in a dynamic P&C portfolio, leveraging analytics and leadership to optimize strategies across multiple channels while ensuring compliance and operational efficiency...

Shape the future of portfolio management by driving profitable growth across diverse channels, leveraging analytical insights, and leading cross-functional teams to optimize performance and achieve st...

Unlock your potential in a dynamic leadership role overseeing a multiline P&C portfolio. Drive profitable growth through strategic underwriting, analytics, and collaboration while managing P&L account...

Shape the future of portfolio management by driving profitable growth across diverse channels. Leverage your expertise in underwriting, analytics, and leadership to optimize performance and collaborat...

Join a team that's redefining the Funds & Asset Managers landscape by leading strategic client relationships, driving revenue growth, and fostering a high-performance culture focused on excellence and...

Join a team that's dedicated to managing complex estate and trust tax matters. Leverage your expertise to prepare and review tax returns while collaborating with clients and partners to ensure complia...

Shape technology-led business strategies by advising C-suite executives on AI-driven innovations, enhancing operational goals, and fostering collaboration to unlock new growth opportunities and compet...

Shape innovative technology strategies that drive business transformation and AI integration. Collaborate with C-suite executives to identify growth opportunities and enhance operational efficiency th...