Wealth Management Consultant Jobs in New York, NY

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...

Help us empower affluent clients by delivering tailored financial solutions. In this role, you'll utilize your expertise to build relationships, assess client needs, and drive portfolio growth while c...

Design and oversee client investment strategies, translating complex analytics into actionable insights while enhancing a direct indexing platform with a focus on personalized, tax-aware portfolios at...

Drive strategic M&A initiatives that unlock client value through comprehensive deal execution, including target screening, due diligence, and integration planning. Lead cross-functional teams to achie...

Lead strategic M&A initiatives, guiding high-performing teams to unlock value and deliver impactful results through comprehensive deal lifecycle management and innovative AI integration...

Drive client acquisition and deepen relationships by leading the Client Management Process and delivering a superior client experience through strategic insights and collaboration with internal partne...

Unlock potential by delivering tailored investment solutions that drive client success and deepen relationships. Collaborate with a dedicated team to enhance client satisfaction and achieve financial...

Serve as a key expert in underwriting audits and external compliance. Lead audit teams, ensure adherence to best practices, and provide insights on claims analysis while fostering team development and...

Lead the charge in transforming a digital sales organization, collaborating with stakeholders to enhance growth with a focus on technology, training, and strategic relationship building. Drive broker...

Analyze investment strategies and oversee portfolio assessments, supporting key decisions with in-depth research. Collaborate with stakeholders to enhance reporting processes and lead asset class eval...

Join a team that's accountable for the strategic direction and delivery of CRM and analytics platforms, influencing cross-functional stakeholders to drive measurable business outcomes and enhance clie...

Elevate the legal support for wealth-focused investment products, advising on fund structuring, governance, and regulatory compliance while collaborating with various teams to ensure successful produc...

Shape the future of our product line by driving innovation and strategic initiatives that enhance market presence and client engagement, ensuring exceptional service delivery and compliance with indus...

Join a team that's driving impactful property and business interruption solutions. Lead advisory, market insurance, and support best practices while collaborating across teams to design and implement...

Lead the charge in cultivating investor relations and strategic partnerships. Drive corporate access initiatives while managing risk and enhancing client engagement across diverse stakeholders in a dy...

Lead the charge in enhancing client relationships within the Pharma & Life Sciences sector. Leverage your expertise to drive strategic initiatives, foster collaboration across teams, and deepen client...

Engage with diverse pharma and life sciences clients, leveraging industry expertise to drive client strategies, manage relationships, and enhance PNC's market presence while executing complex financia...

Empower your career by leading finance transformation initiatives, enhancing processes, and providing strategic expertise to optimize operations and drive value creation in a collaborative environment...