Wealth Management Consultant Jobs in New York, NY

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...

Join a team that's leading investment management solution implementations. Collaborate with clients to define requirements, configure applications, and ensure successful project delivery while fosteri...

Lead compliance excellence by managing regulatory adherence and risk mitigation in investment banking. Drive policy implementation and uphold supervisory standards while collaborating with internal an...

Join a team that's focused on optimizing account lifecycle operations, ensuring compliance, and delivering exceptional service as we scale our broker-dealer platform to enhance client trust and operat...

Engage in dynamic estate settlement services, overseeing accounts and cash management while collaborating with fiduciary professionals to optimize processes and enhance service delivery in a fast-pace...

Join a dynamic team to support the execution of equity and fixed-income offerings, enhancing product distribution while managing project execution in a fast-paced capital markets environment...

Manage client relationships, focusing on equity compensation strategies, ensuring satisfaction, retention, and growth. Leverage analytical skills and industry insights to create customized solutions a...

Drive growth and client satisfaction by managing relationships in equity compensation. Leverage expertise in stock options, RSUs, and ESPPs to deliver tailored solutions and achieve strategic objectiv...

Drive asset management initiatives for a diverse portfolio of affordable multi-family assets, enhancing operational efficiency and maximizing investment returns. Collaborate with teams on budgeting, r...

Drive strategic asset management initiatives to maximize real estate value and performance across a diverse portfolio, through financial analysis, reporting, and market monitoring in a dynamic environ...

Lead dynamic business development initiatives across various markets, utilizing strategic insight to enhance client engagement and growth. Collaborate with teams to optimize performance in a fast-pace...

Transform the Sales Development Representative Program by leading a high-performing team, focusing on skill development, culture building, and effective outreach while collaborating closely with sales...

Lead the charge in technical implementations as a Front-Office Developer, managing complex projects and collaborating with teams to deliver financial software solutions using your expertise in program...

Join a team that's driving strategic growth in the Northeast. Lead client relationships, enhance market positioning, and deliver expert guidance in complex commercial insurance while managing new busi...

Lead strategic initiatives to expand influence and drive growth across complex client accounts, enhancing services in commercial coverage lines while developing meaningful relationships in a dynamic m...

Transform the Northeast region by driving strategic growth and impactful client relationships. Lead innovative initiatives for complex clients while effectively coordinating resources to ensure seamle...

Join a team that's driving talent transformation and organizational change. Your hands-on leadership will reshape roles, implement AI-driven solutions, and guide employee adaptation in a dynamic envir...

Drive your career by leading initiatives that enhance recruiting and talent development. Collaborate across functions to implement processes that improve hiring effectiveness, candidate experience, an...

Lead the charge in driving brand visibility and sales across on- and off-premise channels while cultivating strong relationships with industry partners to boost growth and market execution. Join a dyn...

Manage financial risk analysis for client portfolios, collaborating with global teams to ensure compliance with investment guidelines and enhance risk management frameworks while engaging with senior...

Engage as a Business Management Senior Associate, supporting strategies that drive growth for ultra-high-net-worth clients. Collaborate with teams to enhance operational efficiency and execute dynamic...

Elevate community growth initiatives by leading analytics strategy, measurement, and optimization. Collaborate effectively with teams to drive data-informed decisions that enhance performance in refer...

Grow your career with a dynamic role in risk management, focusing on operational risks in specialty insurance. You will analyze, report, and support a comprehensive risk framework, collaborating activ...

Join a team that's overseeing funding and collateral processes, managing daily operations, driving process improvements, and supporting risk initiatives while developing talent within a collaborative...

Reimagine risk management by leading the analysis and mitigation of complex financial risks across diverse portfolios while collaborating with top-tier professionals to enhance decision-making and str...