Wealth Management Consultant Jobs in New York, NY

Unlock potential by driving investment strategies through in-depth research and analysis across public and private markets. Collaborate with senior managers to develop actionable insights that enhance...

Lead a high-performing team in delivering comprehensive fund administration services, managing investor transactions, compliance, and reporting while ensuring operational excellence and client satisfa...

Lead the charge in managing daily treasury operations for a global investment platform, ensuring accurate expense allocation and timely payments while collaborating with fund administrators and senior...

Champion the transformation of hedge funds by leading a new sales team focused on integrating advanced AI solutions. Drive strategy, build relationships, and ensure successful adoption across diverse...

Unlock your potential by managing client relationships and Meta campaigns. Drive performance, optimize strategies, and ensure client satisfaction while leading multiple accounts in a dynamic, hands-on...

Partner with us to lead innovative consulting projects in Work, Rewards, and Careers. Collaborate with top industry experts, manage diverse teams, and drive impactful solutions for clients while enhan...

Shape the future of investment banking by forging strong client relations, driving innovative solutions, and leading complex financial analyses to achieve strategic and financial goals, while champion...

Lead the charge in delivering strategic market access solutions, collaborating with cross-functional teams to navigate the complexities of US healthcare systems, and driving the commercialization of b...

Lead the charge in enhancing client experiences by collaborating with Advisors and Private Client Investment Associates, driving strategic initiatives, and fostering a culture of excellence and growth...

Deliver strategic vision in a senior leadership role, driving growth and excellence in Private Markets fund accounting and operations. Lead high-performing teams to achieve client satisfaction and bus...

Lead the charge in shaping the strategy of a dynamic Private Markets organization, driving growth and operational excellence while overseeing fund accounting and performance analytics to enhance clien...

Partner with us to support acquisitions, evaluate tax implications, and implement tax strategies across M&A, investments, and treasury operations for strategic initiatives, while collaborating with in...

Join a team that's dedicated to providing exceptional financial planning and investment management solutions, serving diverse client needs while driving growth and retention through personalized servi...

Shape the future of retirement and investment marketing by driving growth, enhancing client engagement, and leading strategic initiatives across multiple business lines. Collaborate with cross-functio...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Accelerate progress at the intersection of Treasury and Accounting, managing cash forecasting, customer collections, and disbursements. Collaborate with cross-functional teams to ensure financial inte...

Transform financial operations by leading treasury management, ensuring cash accuracy, and enhancing reporting integrity. Collaborate cross-functionally to streamline processes and drive efficiency in...

Shape the future of health services by managing grant administration projects, analyzing complex issues, and mentoring junior team members while delivering impactful solutions for clients in a dynamic...

Join a team that's at the forefront of capital markets, supporting Treasury, Loan Administration, and Accounting functions. Leverage your analytical skills to drive financial performance and enhance c...

Innovate with us to transform data into actionable insights, driving strategic initiatives across diverse industries. Collaborate with teams to deliver high-value data solutions and enhance decision-m...

Join a team that drives strategic investment initiatives by engaging advisors, managing relationships, and advancing opportunities in alternative investments, ensuring success in a dynamic financial s...

Join a dynamic team as you lead Salesforce CPQ and Revenue Cloud initiatives, driving operational efficiency and client success. Manage projects, mentor talent, and deliver innovative solutions that a...

Lead and manage Salesforce CPQ/Revenue Cloud projects, guiding teams in solution design and implementation. Drive operational efficiency while mentoring talent and ensuring client satisfaction through...

Lead the charge in Salesforce CPQ and Revenue Cloud solutions, guiding teams to enhance operational efficiency and achieve business goals while managing complex client engagements and fostering a cult...

Empower client success by leading Salesforce CPQ and Revenue Cloud initiatives, driving operational efficiency, and mentoring teams to deliver innovative solutions that meet complex business needs whi...