Wealth Management Consultant Jobs in New York, NY

Lead the charge in transforming consumer banking operations by enhancing strategies, redesigning models, and delivering tangible results. Collaborate with clients to execute initiatives that enhance o...

Drive strategic customer relationships and financing solutions in construction, leveraging superior service and deep industry expertise to enhance margins and expand opportunities across Louisiana, Mi...

Empower financial solutions by partnering with a Regional Director to drive sales efforts, build client relationships, and support IBDs, while managing a dynamic pipeline for success in a collaborativ...

Manage and oversee the implementation of quantitative risk models and analyses for fixed income assets, providing insights and monitoring to enhance portfolio risk assessments and strategic investment...

Lead a high-performing fund accounting team, fostering client relations and operational excellence while managing workflow and mentoring professionals in a dynamic environment...

Join a team that drives investment accounting excellence through analysis, reconciliation, and reporting. Support diverse financial needs and collaborate with stakeholders, ensuring compliance with re...

Lead the Wealth Management coverage team, driving strategic growth and client engagement in listed derivatives for RIAs and financial advisors while collaborating across divisions to enhance product o...

Lead the charge in driving operational excellence for a hedge fund accounting team, building strong client relationships while developing and mentoring a talented team to overcome complex accounting c...

Join a team that's shaping the future of fund accounting! Lead a talented team, support hedge fund clients, and drive operational excellence while enhancing your career in a fast-paced environment. Ma...

Drive a high-performing fund accounting team, enhancing client relationships and operational excellence in a fast-paced environment. Lead complex accounting solutions while fostering team development...

Champion a dynamic team in managing real estate accounting for diverse portfolios, delivering high-quality financial reporting and insights while optimizing client service through strategic use of inn...

Lead a dynamic team managing accounting for diverse real estate portfolios, delivering exceptional service while ensuring compliance and accuracy in financial reporting and lease management. Drive tec...

Advance your career by managing a dynamic team in real estate accounting, overseeing multi-entity portfolios, and delivering exceptional client service while utilizing cutting-edge technology to optim...

Unlock your potential as a specialist supporting Financial Advisors with hedge fund products, forging relationships and driving client success for high-net-worth and institutional clients, and present...

Drive fundraising strategy and product development, lead initiatives in Portfolio Finance and Credit Secondaries. Collaborate with stakeholders and manage team to deliver exceptional investor relation...

Unlock your potential by leading innovative marketing campaigns that drive engagement and growth across diverse teams. Collaborate strategically, analyze market data, and mentor passionate professiona...

Lead the charge in overseeing large-scale programs, aligning with strategic goals. Manage project portfolios, guide a team of project managers, and ensure successful delivery through effective stakeho...

Transform customer engagements by leading and developing a high-performing branch team. Drive branch growth through strategic sales initiatives while ensuring operational excellence and effective risk...

Unlock potential by leading the design and operationalization of commissions programs, enhancing sales performance through analytics and effective governance while collaborating across teams to drive...

Discover impactful analytics and data stewardship driving institutional business success. Collaborate with diverse teams to provide insights and facilitate strategy execution through data-driven decis...

Inspire growth by leading the Prime Services arm, developing client relationships with institutions, and enhancing product offerings while managing a dynamic team focused on securities finance and hed...

Lead innovative curriculum design to enhance educational outcomes across projects. Collaborate with state leaders and manage a team ensuring quality delivery and rigorous standards alignment in instru...

Join us to establish and lead innovative Data Risk Management practices. Focus on assessing and managing data-related risks across platforms and AI technologies while enhancing decision-making and ope...

Join a high-performing team impacting asset growth by distributing cutting-edge ETFs to financial advisors and brokers. Utilize strategic relationship management while navigating the capital markets t...

Join a team that leads implementations of the Charles River Investment Management Solution. Utilize your financial expertise to define client needs, configure applications, and ensure seamless transit...