Wealth Management Consultant Jobs in New York, NY

Lead strategic capital management initiatives, optimizing financial resources and enhancing reporting. Collaborate across teams to drive compliance and profitability while delivering high-quality anal...

Engineer dynamic solutions in forensic accounting and valuation services. Play a key role in delivering comprehensive analyses, supporting litigation, and ensuring client satisfaction through advanced...

Drive financial strategy by building forecasts, analyzing trends, and fostering cross-team collaboration to achieve business goals and enhance decision-making across the organization...

Build lasting relationships by supporting ultra-high-net-worth clients and teams. Elevate client services, ensure compliance, and deliver customized wealth solutions, while adapting to evolving busine...

Optimize financial strategies by leading FP&A for Product & Engineering and Customer Support. Collaborate cross-functionally to create models and dashboards that drive business insights and enhance cu...

Unlock potential by managing and scaling an AI-driven outreach program. Define campaign strategies and performance metrics while optimizing the client acquisition funnel and mentoring local teams to e...

Engage in influential pricing and analysis by leading teams in actuarial innovation and operational excellence. Shape key strategies for property and casualty insurance firms worldwide while enhancing...

Collaborate with Senior Bankers to deepen client relationships while delivering tailored financial solutions for key North American insurance and financial sponsors. You will drive transaction origina...

Transform property risk management by conducting assessments and providing actionable insights nationwide, while collaborating with teams to enhance safety and compliance standards for complex commerc...

Empower business success by leading financial planning and analysis for marketing incentive programs, while collaborating with cross-functional teams to optimize strategy and ensure compliance with fi...

Transform investor services by leading daily fund operations, ensuring compliance, and managing a skilled team to deliver timely reporting and superior client communications. Drive excellence in fund...

Elevate fund administration operations while ensuring compliance and strengthening team performance. Manage investor communications and resolve issues to maintain high service quality in a dynamic, fa...

Advance your career by leading strategic finance initiatives, driving growth, and delivering innovative solutions. Collaborate with C-suites and top clients to shape decision-making and build a high-p...

Lead and oversee client engagement strategies while providing expert tax guidance. Manage complex tax returns, foster team development, and cultivate client relationships to drive growth within a coll...

Join our dynamic team to oversee diverse client engagements and manage tax compliance, while mentoring staff and building impactful client relationships to drive success in a collaborative and innovat...

Advance your career by overseeing multiple client engagements, reviewing complex tax returns, and fostering professional growth within a hybrid work environment. Build relationships and stay updated o...

Shape the future of investment consulting by driving growth and fostering relationships with financial advisors. Utilize consultative sales strategies to promote investment solutions and enhance clien...

Champion scalable data models that enable enterprise analytics and AI. Collaborate with cross-functional teams to translate business needs into effective data structures while aligning with governance...

Inspire innovative strategies in portfolio and risk analytics that enhance institutional reporting and drive performance improvements through collaboration with diverse teams and advanced solutions...

Lead a team in delivering data-driven insights for middle-market transactions, driving financial due diligence, optimizing advisory services, and enhancing client engagement throughout the transaction...

Lead the charge in driving sales strategy and execution for innovative corporate liquidity solutions, bridging digital and traditional investment strategies while fostering relationships with key deci...

Join a team that's committed to ensuring regulatory compliance in marketing initiatives for our investment fund offerings, providing guidance and maintaining policies while collaborating with global c...

Lead the charge in driving strategic portfolio management, bridging analytics and underwriting to enhance decision-making. Collaborate with stakeholders to deliver actionable insights, influence strat...

Take ownership of investment risk analysis for Money Market Funds, liquidity, and counterparty risk. Collaborate with teams to enhance regulatory reporting and risk solutions while maintaining stakeho...

Champion the placement process by analyzing client risks, supporting quotes, and developing business strategies to enhance team outcomes. Collaborate with various departments to deliver superior servi...