Wealth Management Consultant Jobs in New York, NY

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...

Join us to manage complex transaction execution workstreams, supporting buy-side and sell-side initiatives. Collaborate with cross-functional teams to deliver client solutions in integration, separati...

Shape the future of asset management compliance by leading a national advisory practice. Drive growth, develop innovative solutions, and partner with investment firms to enhance regulatory compliance...

Lead the development of a national asset management compliance practice, driving growth and strategy while advising clients on regulatory requirements and compliance solutions across the investment ma...

Unlock client success by managing post-sale relationships, driving product adoption, and identifying growth opportunities in the consumer lending sector. Collaborate with internal teams to enhance cli...

Help us advance financial analysis by evaluating deal structures, managing projects, and delivering insights. Engage with clients, enhance value through collaboration, and lead junior team members to...

Drive innovation in outsourced operations and technology for asset managers. Own product strategy, engage clients, and collaborate across teams to launch solutions that enhance efficiency and scalabil...

Join a dynamic team as a subject-matter expert, providing strategic guidance and bespoke insurance solutions for complex multi-generational family offices, while influencing product development and en...

Provide expert legal counsel on mergers, acquisitions, and strategic transactions, collaborating with senior leaders to navigate complex legal issues, negotiate documents, and ensure compliance throug...

Drive strategic initiatives and optimize performance within a dynamic finance team, collaborating with senior leadership to enhance business growth and operational effectiveness across key distributio...

Empower your career by managing client relationships and providing expert insurance services. Leverage your experience to analyze coverage, negotiate with carriers, and enhance client satisfaction whi...

Drive client success by managing relationships and delivering tailored insurance solutions. Leverage your expertise to analyze risks, negotiate coverage, and enhance service offerings while collaborat...

Manage client relationships and provide expert insurance services, including coverage analysis, risk management, and policy negotiations. Collaborate with internal teams to enhance client satisfaction...

Join us to drive analytical excellence in mortgage finance, supporting transaction structuring and underwriting for diverse asset classes while collaborating with clients and internal teams to optimiz...

Join a team that's integral to safeguarding client interests through robust supervision, compliance, and risk management in investment advisory and broker-dealer environments, ensuring adherence to po...

Elevate member engagement by converting tax clients into wealth management and estate planning opportunities. Drive qualification processes, ensuring only genuine prospects reach advisors, while maint...

Transform member engagement by qualifying opportunities in wealth management, estate planning, and life insurance. Drive success through CSI360™ meetings, ensuring only genuine prospects reach Financi...

Join a team that's driving growth in the Professional Information Business by leading a high-performing sales development team. Leverage your coaching skills and analytics to foster a results-oriented...

Unlock potential by leading North America's Risk and Capital strategy, driving growth and performance for clients in the property and casualty insurance sector. Collaborate with executives to optimize...

Shape the future of risk and capital management by leading strategic growth initiatives, optimizing client engagements, and driving market development across North America's insurance landscape. Colla...

Advance your career by leading business development for Fund Banking, focusing on VC/PE firms in the Northeast. Build relationships, negotiate credit facilities, and collaborate with teams to drive gr...

Champion the legal landscape for digital assets, providing expert guidance on regulations, product development, and compliance within Wealth Management. Collaborate across teams to navigate complex le...