Wealth Management Consultant Jobs in New York, NY

Join a dynamic legal team to support diverse commercial matters, manage legal processes, and collaborate closely with various stakeholders while contributing to a fast-paced environment in a growing f...

Join a team that's driving business growth for Nonprofit clients through strategic sales initiatives, managing relationships with Advisors, and leading the RFP process to expand our institutional asse...

Lead the charge in expanding narrow banking solutions across global financial markets. Engage institutional clients to optimize capital flows and enhance digital asset integrations, driving strategic...

Empower your career by joining a dynamic team that drives strategic initiatives and growth in wealth management. Utilize your analytical skills to assess industry trends and contribute to impactful re...

Shape the future of compliance by leading regulatory initiatives in AML and KYC, ensuring adherence to laws across various iCapital jurisdictions while collaborating with senior compliance officials a...

Develop strong relationships with affluent customers to provide tailored banking solutions, deepen connections, and manage a diverse portfolio. Leverage insights and proactive outreach to drive growth...

Unlock potential by leading legal initiatives in finance and investments. Manage documentation, ensure compliance, and support senior management in navigating complex regulations to enhance business o...

Take ownership of high-complexity investigations into crypto assets, providing expertise and leading training initiatives to enhance regulatory operations and stakeholder understanding of emerging tre...

Discover and lead complex investigations into crypto asset activities, providing expert guidance and training while collaborating with internal and external stakeholders to enhance awareness and addre...

Lead the charge in advanced investigations of crypto assets within FINRA, delivering expert insights and training while managing complex casework. Collaborate to enhance regulatory practices and addre...

Champion innovative investigative efforts into crypto asset activities, providing expert insights and training while developing strategies to enhance regulatory initiatives and raise awareness of emer...

Engage in the structured investments market by driving strategy, cultivating client relationships, and enhancing technology solutions. Collaborate across teams to deliver insightful data analysis and...

Partner with us to drive operational excellence in commercial real estate, focusing on transaction execution, asset management support, and collaboration with diverse teams. Enhance reporting processe...

Lead the charge in delivering exceptional accounting services for alternative investment funds. Manage client relationships, drive operational efficiency, and oversee departmental performance while ma...

Drive impactful M&A actuarial projects, leading teams and client relationships while developing strategies that enhance insurance ecosystem operations and drive business development efforts...

Join a team that's passionate about real estate asset management, providing comprehensive administrative support to enhance the effectiveness of the Real Estate Advisory Team, fostering exceptional cl...

Develop and implement a robust alternative investments strategy, spearheading a high-performing team to drive substantial capital deployment and enhance member access to diverse asset classes while en...

Join a team that's shaping market-leading corporate strategies through investment banking, focusing on M&A, ECM, and Leveraged Finance transactions while driving impactful client relationships across...

Join a team that's dedicated to fostering strong client relationships, driving product adoption, and ensuring account retention. Utilize your expertise to enhance the customer experience and contribut...

Shape the future of tax compliance and planning for high-net-worth clients by leading strategic initiatives as a Manager. Motivate your team while delivering tailored financial solutions, navigating r...

Champion the design of sophisticated performance creator programs, partnering with top brands to turn intricate strategies into actionable roadmaps. Lead workshops and optimize creator engagement to d...

Reimagine advisor experiences by shaping and advancing a compelling Premium Affiliation strategy that delivers tailored value while enhancing collaboration across teams and driving optimal outcomes fo...

Join a dynamic team as a Director in Private Client Services, overseeing accounting operations, cultivating client relationships, and mentoring staff. Drive business development and enhance solutions...

Manage multiple projects to enhance client experience. Collaborate with partners across business lines, applying strong communication and project management skills to ensure timely delivery and contin...

Transform Financial Services with innovative strategies and AI-driven solutions. Collaborate with clients to enhance growth, operational performance, and customer-centricity while leveraging industry...