Wealth Management Consultant Jobs in New York, NY

Elevate tax administration services for exchange-traded funds by leading a dynamic team, resolving complex tax matters, and enhancing processes to support a growing fund platform while ensuring compli...

Drive data protection initiatives and manage cross-functional projects to safeguard sensitive information. Collaborate with diverse teams to enhance access governance and ensure compliance while deliv...

Shape the future of financial services by leading hands-on application engineering. Collaborate with experts to build secure, user-friendly tools that integrate AI capabilities into real workflows, en...

Engage in high-impact strategic pursuits as a Deal Manager, coordinating teams and client communications to drive compelling proposals. Utilize innovative strategies and management tools to enhance pu...

Lead the charge in delivering innovative solutions for clients in securities, commodities, and derivatives. Collaborate with experts to analyze complex data, prepare reports, and support high-stakes a...

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...

Shape the future of client operations by enhancing portfolio processes, collaborating cross-functionally, and driving efficiency in a dynamic environment. Your expertise will directly impact client sa...

Shape compliance excellence by leading the Marketing Review Compliance Program, ensuring regulatory adherence in marketing materials and social media. Collaborate with teams to enhance processes and p...

Join a team that's transforming financial risk management through data analytics. Lead initiatives that enhance risk reporting and decision-making, guiding teams to deliver impactful insights and inno...

Lead transformative data initiatives in financial risk management, enhancing reporting and decision-making. Guide teams through complex analytics, ensuring quality insights and effective communication...

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...

Join our dynamic Outsourced Accounting Team to deliver tailored financial services, manage client accounts, and drive operational excellence. Collaborate with clients and team members to enhance their...

Drive strategic initiatives by leading global banking operations, enhancing client relationships, and optimizing financial solutions to achieve organizational goals and foster growth across diverse ma...

Accelerate success by managing pharmacy benefits and Medicare demands, ensuring seamless operations and client satisfaction. Collaborate with internal teams and vendors to optimize processes and drive...

Transform the future of benefit administration by managing pharmacy benefits, overseeing Medicare demands, and leading subrogation activities. Collaborate with internal teams and external vendors to e...

Contribute to a dynamic real estate tax team by preparing tax returns, conducting research, and developing documentation. Collaborate with clients to address tax issues while enhancing your technical...

Join a team that's dedicated to delivering innovative real estate tax solutions. Contribute to client success by preparing tax returns, conducting research, and enhancing processes while developing yo...

Drive product strategy for data management and analytics solutions, ensuring seamless client experiences and measurable adoption. Collaborate with cross-functional teams to enhance platform performanc...

Unlock the potential of real estate assets by managing portfolios, conducting market analyses, and collaborating with teams to implement effective strategies that drive organizational success and opti...

Lead the charge in nurturing and expanding high-net-worth client relationships through strategic planning, expert advice, and coordinated service delivery, ensuring exceptional client engagement and s...

Transform financial strategies by leading FP&A efforts, managing a team, and delivering data-driven insights on asset performance and risk management to enhance investment outcomes and support strateg...

Join a team that's dedicated to managing onboarding cases end-to-end, ensuring quality and timely delivery while collaborating with global teams to enhance client experiences and operational efficienc...

Join a team that's dedicated to enhancing risk management practices by identifying and mitigating operational and regulatory risks within Client Portfolio Management, ensuring compliance and fostering...

Drive transformative solutions in Financial Services by leading architecture and engineering teams, ensuring robust risk platforms for Insurance and Capital Markets while collaborating across all leve...

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...