Wealth Management Consultant Jobs in New York, NY

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...

Transform executive compensation strategies by leading complex projects, managing client expectations, and collaborating with teams to design innovative total rewards solutions that attract and retain...

Transform client engagement by leading strategic business development initiatives. Collaborate with practice leadership to identify growth opportunities and enhance market positioning while driving in...

Unlock innovative lending experiences by leading product strategy and execution across AI-enabled wealth management solutions. Collaborate with cross-functional teams to enhance client journeys and dr...

Champion the management and oversight of private equity reporting, ensuring accurate financial reporting, process improvements, and cross-functional collaboration to enhance the firm's carry program e...

Join a team that's dedicated to delivering exceptional client service while managing inquiries and supporting business operations. Collaborate with internal teams to enhance client experiences and ach...

Grow your career with a leading RIA by transitioning your client base to a sophisticated platform. Leverage a collaborative team model to deliver comprehensive wealth management solutions for high-net...

Champion impactful digital campaigns by leading brand awareness initiatives, managing complex project timelines, and ensuring flawless execution across digital video and display platforms while foster...

Drive identity and access management initiatives, leading teams to ensure secure access to systems and data while shaping strategies to protect sensitive information and enhance operational excellence...

Lead identity and access management initiatives, ensuring secure access to systems and data. Shape strategies to protect sensitive information while guiding teams through complex projects and aligning...

Unlock potential by leading the transformation of Business Management Reporting into an AI-enabled, unified experience. Collaborate across teams to define strategy, prioritize investments, and drive m...

Unlock potential by managing actuarial support for M&A and reinsurance transactions, including pricing, modeling, and due diligence, while driving innovation and presenting solutions to senior managem...

Elevate workforce management by leading forecasting, capacity planning, and real-time optimization across teams and BPO partners. Drive efficiency and performance using data and technology while devel...

Grow your career with this strategic role at the forefront of alternative investments, leading product development for defined contribution products through collaboration and innovation to enhance mar...

Unlock potential by leading psychometric analyses to enhance examination programs, ensuring valid and reliable assessments. Collaborate with teams to apply advanced methodologies and drive continuous...

Join a dynamic team as a Principal Psychometrician, driving expert measurement services for testing and education programs. Leverage your analytical skills to ensure valid assessments and enhance prog...

Transform investment strategies by leading the development and launch of innovative alternative products tailored for the Defined Contribution market. Collaborate cross-functionally to drive competiti...

Lead the charge in transforming Finance by translating strategic priorities into actionable, technology-driven solutions. Collaborate across teams to enhance planning, reporting, and analytics, drivin...

Lead personalized financial planning for senior executives, integrating workplace benefits into comprehensive strategies. Drive client engagement and satisfaction while managing relationships and expa...

Unlock innovative AI solutions for leading banks, driving efficiency in loan origination, client onboarding, and capital markets operations. Collaborate with executives to implement transformative str...

Manage data management operations to ensure high-quality clinical trial services, driving process improvements and team development while maintaining data integrity and adherence to timelines and regu...

Unlock potential by leading lender due diligence and risk consulting engagements. Leverage your expertise with financial institutions to assess and mitigate risks while mentoring teams and driving bus...

Join a team that's dedicated to delivering exceptional service to high-net-worth clients. As an Account Manager, you'll enhance client relationships, support growth initiatives, and collaborate with u...

Lead a dynamic team to drive growth and operational excellence across Financial Products. Translate strategy into actionable plans, enhance customer experiences, and foster talent development while ac...

Join a team that's committed to operational excellence in fund administration, leading a skilled team in managing complex fund accounting services for alternative investments while enhancing service d...