Wealth Management Consultant Jobs in New York, NY

Drive client onboarding and investment transitions by managing complex projects, coordinating with teams, and ensuring compliance. Collaborate with stakeholders to enhance operational efficiency and d...

Accelerate progress at equity trading execution, ensuring optimal strategies while overseeing complex institutional trades across various market conditions with strong client engagement and market ins...

Lead the charge in executing and optimizing institutional equity trading strategies across multiple markets, ensuring adherence to best practices and client needs while mitigating risks and enhancing...

Drive impactful client relationships by delivering tailored financial solutions. Leverage your expertise to enhance client engagement and expand high-value portfolios while ensuring compliance and fos...

Join a team that's dedicated to enhancing client relationships and delivering tailored financial solutions. Leverage your expertise to anticipate client needs, drive compliance, and foster growth in t...

Join a dynamic team to enhance and operate the Operational Risk and Control environment, ensuring effective control design, monitoring, and testing while collaborating with various departments to supp...

Engage with clients to build and maintain banking relationships, driving growth for the Private Banking Group through personalized services and effective account management. Your expertise will enhanc...

Join a team that's driving strategic risk management solutions for global clients. This role emphasizes relationship building, negotiation, and design of tailored insurance programs across various ind...

Elevate advisor relationships and drive sales momentum by supporting the Head of Sales and regional VPs. This role blends internal wholesaling, marketing, and pipeline management to enhance brand pres...

Drive strategic partnerships and ecosystem strategies, managing relationships and outcomes to enhance business development initiatives. Collaborate with internal teams to ensure alignment and achieve...

Partner with us to shape the future of valuation workflows by capturing and structuring data, defining operational requirements, and enhancing our platform's capabilities through hands-on analysis and...

Champion advanced tax planning as part of a seasoned team, engaging UHNW clients in financial and estate strategies. Leverage your expertise to educate and collaborate with advisors, enhancing client...

Drive your career with a strategic leadership role focused on enhancing marketing initiatives, optimizing client engagement, and achieving commercial growth across diverse financial services sectors...

Engineer transformative treasury solutions by optimizing processes and technology for clients. Work in a dynamic team to enhance financial performance through strategic advisory and implementation of...

Drive sales by developing relationships and supporting RVPs to enhance Transamerica's market presence in mutual funds, annuities, and insurance, ensuring proactive and responsive interactions that yie...

Join us in optimizing operational efficiency within Asset and Wealth Management. As an Experienced Associate, you'll analyze client needs, develop tailored solutions, and support project execution whi...

Lead the charge in independent risk oversight for insurance products, collaborating with senior leaders to assess and mitigate risks, enhance controls, and drive strategic initiatives within wealth ma...

Join a team that's dedicated to enhancing financial market solutions through innovative pricing, risk analysis, and trading processes. Collaborate across teams to deliver impactful strategies in a dyn...

Optimize your career by managing high-risk commercial credit portfolios, developing strategies to minimize losses and maximize recoveries. Collaborate with stakeholders to navigate complex negotiation...

Drive investment excellence by applying quantitative techniques to enhance external manager selection and portfolio performance, collaborating closely with portfolio managers on analysis, monitoring...

Drive strategic financial analysis and modeling excellence, supporting a diverse range of clients from startups to multinational corporations while enhancing decision-making and operational performanc...

Join a team that's dedicated to enhancing compliance frameworks and risk management. Leverage your expertise to guide executives and influence strategic initiatives while navigating complex regulatory...

Join a team that's dedicated to executing leveraged finance transactions and managing a thriving portfolio. Collaborate with financial sponsors and clients to deliver tailored solutions while honing y...

Strategize enterprise-wide transformation programs by leveraging AI, data, and automation. Lead teams, engage with C-suite stakeholders, and drive innovative solutions to modernize banking practices w...

Join a team that's passionate about automotive finance, driving compliance and customer satisfaction. Lead the F&I process, train new talent, and enhance product knowledge while closing deals and gene...