Wealth Management Consultant Jobs in New York, NY

Join a team that's driving strategic initiatives and operational excellence. Collaborate closely with founders to prioritize tasks, streamline processes, and ensure impactful execution across all func...

Shape the future of investment research by conducting in-depth analysis of equity sectors, leveraging data to provide market insights and support strategic initiatives across teams, while enhancing yo...

Champion exceptional participant experiences by leading a dynamic team in equity compensation services. Drive operational excellence, ensure compliance, and enhance service delivery while fostering te...

Join a team that's shaping the future of financial content by managing diverse marketing projects. Leverage your expertise to drive strategies, optimize workflows, and collaborate cross-functionally i...

Lead the charge in delivering actionable portfolio insights and analytics to support investment strategies. Collaborate with cross-functional teams to enhance decision-making and drive performance acr...

Transform financial insights into strategic actions by collaborating with industry leaders. Leverage Power BI for data visualization and drive informed decisions through robust analysis and project ma...

Champion financial strategy by delivering insights and analytics to drive performance, collaborating with industry leaders to develop innovative solutions and strategic plans that align with business...

Champion strategic business support while providing executive assistance to senior leadership. Manage complex schedules, coordinate communications, and drive operational efficiency to enhance organiza...

Transform complex estates and trusts by managing assets, resolving tax issues, and advising beneficiaries. Collaborate with legal and investment teams to ensure compliance and optimize estate outcomes...

Drive strategic client engagements by combining advanced benefits consulting with actuarial analysis. Lead teams to deliver innovative solutions, enhance client relationships, and ensure project succe...

Drive the strategic execution of an enterprise data governance program, shaping policies and fostering collaboration among stakeholders to enhance data quality and compliance across the organization...

Pioneer transformative strategies in financial services. Lead complex transactions, enhance value, and drive operational excellence while collaborating with senior clients and diverse teams to shape i...

Empower our clients by managing complex financial services transactions. Lead operational projects, develop strategies, and enhance value through innovative solutions while collaborating with diverse...

Take ownership of custodian operations and lead migration projects, ensuring seamless onboarding and data management. Collaborate cross-functionally to solve complex challenges while enhancing operati...

Unlock potential by leading quantitative research initiatives across global markets. Collaborate with diverse teams to develop innovative models, enhance trading strategies, and optimize client intera...

Drive success by supervising a team that delivers expert accounting and investor services, ensuring client satisfaction through proactive issue resolution and strategic insights in the alternative inv...

The Senior Consultant, NetSuite is responsible for leading full-cycle NetSuite implementation projects, from discovery to deployment, while ensuring excellent customer service. This role involves coll...

Drive strategic financial insights as a key partner to the go-to-market teams, owning revenue forecasts and investment economics. Collaborate with leadership to shape long-term growth strategies and e...

Lead the charge in transforming alternative investments strategies, driving product lifecycle from market insight to growth, while shaping AI product strategies and cultivating team excellence for imp...

Champion innovative valuation strategies for complex financial instruments. Lead a dynamic team, manage client relationships, and drive business growth while delivering exceptional financial analysis...

Join a team that's dedicated to delivering exceptional investment consulting services. Collaborate with clients and financial managers while leveraging your expertise in financial planning and analysi...

Join a team that's transforming businesses through data-driven strategies and hands-on execution. Drive client engagement in banking and wealth management, collaborating cross-functionally to deliver...

Champion strategic initiatives across functions to drive growth and alignment. Lead complex projects from planning to execution, ensuring executive priorities translate into actionable plans while fos...

Join a team that's driving strategic initiatives and cross-functional projects to support long-term growth. Leverage your expertise in corporate planning and project management to translate executive...

Manage the procurement lifecycle by partnering with stakeholders to develop sourcing strategies, negotiate with vendors, and oversee supplier relationships, driving strategic procurement practices in...