Wealth Management Consultant Jobs in New York, NY

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...

Shape the future of tax management by leading engagements for high-net-worth clients, providing expert guidance, and developing your team while ensuring compliance and optimizing client relationships...

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...

Lead and inspire a team of Support Professionals to enhance client service delivery, ensuring compliance with policies while driving operational efficiency and fostering a culture of development and r...

Join us to elevate client service by leading a team of Support Professionals, ensuring operational excellence, and driving strategic initiatives within our branches. Your leadership will shape the fut...

Join a team that's driving capital formation and product strategy in global infrastructure. Leverage your expertise to engage investors, develop innovative solutions, and enhance market positioning wh...

Transform your career by driving growth in financial services through strategic client partnerships. Leverage your expertise to expand existing accounts and acquire new clients, while collaborating wi...

Lead client projects with minimal direction, ensuring timely delivery and effective communication. Collaborate with teams to resolve issues, analyze data, and mentor junior staff while supporting glob...

Engage with Investment Managers and Financial Advisors to implement trade instructions, manage portfolios, and enhance business efficiencies. Collaborate with teams to deliver customized services and...

Launch innovative alternative investment products by managing their lifecycle, ensuring operational scalability, and enhancing investor experience through collaboration across multiple teams and exter...

Optimize client strategies in the High Tech sector by leveraging AI and digital transformation. Drive execution excellence and foster strong relationships to achieve operational goals and enhance mark...

Transform client operations in the High Tech sector by leveraging AI and strategic insights. Drive impactful engagements, foster relationships, and mentor teams to achieve operational excellence and i...

Elevate client engagement by managing state ABLE programs, ensuring operational excellence, and enhancing service quality. Lead project management efforts while fostering relationships with state clie...

Shape the future of municipal services by leading successful customer deployments. Manage complex projects, enhance workflows, and ensure client satisfaction through effective communication and proble...

Advance your career by leading international tax consulting projects, guiding teams, and advising multinational clients on complex cross-border tax strategies while ensuring compliance and building st...

Lead the charge in driving strategic product development for a diverse insurance portfolio, collaborating with stakeholders to enhance performance and achieve revenue targets throughout the product li...

Transform your career by leading marketing initiatives in a dynamic team. Build and maintain critical relationships with carriers and wholesalers while guiding a team in delivering top-notch service f...

Shape the future of global merchant relationships by driving growth and engagement with major retail partners. Lead strategic initiatives, optimize contracts, and enhance profitability while collabora...

Drive your career forward by joining a leading firm as a Tax Manager in Private Wealth. Specialize in Trust and Estate services, advising clients while mentoring staff, and contributing to the firm's...

Elevate your career by becoming a key player in investment solutions, collaborating with leadership to enhance client satisfaction and advisor development while presenting capital market insights and...

Join a dynamic team to design and implement Guidewire solutions, enhancing policy, claims, and billing processes for insurance clients. Collaborate with stakeholders, mentor juniors, and drive operati...

Lead the charge in driving managed investment sales strategy, collaborating with senior leaders and financial advisors to enhance client portfolios and achieve growth. Manage a high-performing team wh...

Unlock potential by collaborating with Business Relationship Managers to enhance client satisfaction. Provide tailored Cash Management solutions while minimizing risk and driving business growth in a...

Optimize your career by leading a dynamic team in Investor Services, enhancing client relationships and operational workflows, while ensuring compliance in a fast-paced investment environment. Drive t...

Manage and mentor Investor Services teams, ensuring compliance and enhancing client relations. Drive operational efficiency while supporting institutional clients and improving team capabilities in a...