Wealth Management Consultant Jobs in New York, NY

Shape the future of investment accounting by overseeing GAAP financial close processes and guiding a team in a dynamic finance environment. Drive system enhancements and ensure accurate reporting for...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Join a team that's dedicated to managing diverse commercial real estate portfolios. Leverage your expertise in financial analysis and loan management to support lenders and enhance credit quality acro...

Champion client relationships by managing and expanding a large portfolio of high-value investments while collaborating across teams to deliver tailored financial strategies and drive business growth...

Elevate investment strategies by assessing and managing multi-strategy hedge fund investments. Collaborate with the CIO to deliver alpha through research, monitoring, and strong relationships with ext...

Engage clients by driving business development, enhancing relationships, and leveraging expertise across financial services. Partner with teams to provide exceptional service, ensuring client satisfac...

Help us drive technology advancements in Wealth Investments by integrating functions, enhancing compliance, and leading projects with cross-functional teams to promote innovation and efficiency in fin...

Lead investment strategies and analyze macroeconomic scenarios in liquidity portfolios for diverse clients, ensuring effective trade execution and risk management while mentoring junior analysts and u...

Drive growth by managing B2B sales and strategic territories in the Life Insurance sector, while building strong client relationships and collaborating with cross-functional teams to meet revenue goal...

Join a team that's dedicated to transforming tax preparation into comprehensive financial planning. Engage with clients to provide solutions in tax, estate, and wealth management, while mentoring juni...

Empower growth as a key leader in Equity Private Placements, leveraging industry expertise to drive significant capital raises, build high-performance teams, and transform strategic relationships with...

Join a team that's committed to excellence in fund accounting for private equity. Manage financial statements, operate fund administration, and leverage technology to support clients, while facilitati...

Join us to prepare financial statements, manage fund administration activities, and support client onboarding. Leverage technology and collaborate with audit teams while training junior staff in a dyn...

Take ownership of due diligence processes for private equity investments, analyzing opportunities, preparing reports, and monitoring performance. Collaborate with stakeholders and enhance investment s...

Grow your career by managing and enhancing vital banking relationships, driving business growth through tailored client services and solutions in a dynamic Private Banking environment. Engage with div...

Join a team that fosters leadership in audit excellence, managing diverse client relationships, and driving innovative solutions in the Broker Dealer sector. You'll nurture talent, guide teams, and st...

Join our dynamic Audit & Assurance team to lead client engagements, enhance industry insights, and cultivate client relationships. You'll mentor teams while driving innovation and solutions in the Bro...

Explore innovative quantitative solutions in financial risk management. Collaborate with clients to enhance governance, and compliance activities, and drive business efficiencies while tackling comple...

Empower ultra-high net worth clients through innovative investment strategies and robust relationship building. Leverage your investment acumen and client focus to thrive in a dynamic, entrepreneurial...

Take ownership of client relationships by assessing needs, negotiating coverage, and presenting innovative solutions. Leverage technical skills to enhance client programs while collaborating effective...

Elevate financial strategies by leading strategic asset allocation and ALM policies. Collaborate across departments to translate enterprise risk into actionable investment designs and ensure capital e...

Shape the future of wealth management by leading diverse teams in our Private Client Services practice, serving elite clients while driving business development and delivering exceptional tax strategi...

Lead impactful financial solutions by defining, delivering, and scaling a comprehensive portfolio for banks and non-bank financial institutions. Drive strategy, oversee delivery, and ensure compliance...

Tackle complex financial oversight for Markets, ensuring compliance and integrity in reporting. Partner with business leaders to drive strategic initiatives, oversee regulatory engagements, and lead t...

Help us enhance financial integrity as a strategic partner in a dynamic environment. Lead controllership, ensure compliance, and support business growth across markets, while fostering strong governan...