Wealth Management Consultant Jobs in New York, NY

Lead the charge in managing large-scale M&A product initiatives, collaborating with cross-functional teams to oversee capability integration, ensuring client satisfaction while driving successful exec...

Unlock sales potential by developing and executing targeted territory plans, driving growth in pre-IPO and mid-cap companies. Leverage consultative selling and build strategic partnerships to exceed a...

Drive accurate reconciliations and resolve trade discrepancies while collaborating with prime brokers. Manage monthly performance estimates and corporate actions for client portfolios in a dynamic mid...

Transform underwriting quality and governance through audit and strategic projects, ensuring adherence to guidelines and improving operational effectiveness while collaborating with cross-functional t...

Drive underwriting excellence by managing audits, governance, and strategic initiatives, ensuring adherence to guidelines and improving operational quality and consistency across the Home Office Under...

Join our team to lead capital raising efforts and enhance product offerings across alternative asset classes. Collaborate with investment management, marketing, and client services to exceed client ex...

Advance wealth management strategies by collaborating with advisors and clients, providing comprehensive trust, estate, and tax planning expertise to enhance financial outcomes across diverse client n...

Take ownership of sophisticated tax compliance processes, leading initiatives for high-net-worth clients while managing a team and collaborating cross-functionally to ensure strategic tax planning and...

Pioneer sophisticated tax strategies and compliance for high-net-worth clients. Oversee tax operations, liaise with diverse teams, and manage external advisors to enhance family office initiatives and...

Unlock potential by managing day-to-day brokerage operations, ensuring seamless trade execution, compliance, and efficiency as we build scalable processes in a fast-paced fintech startup environment...

Develop your career by optimizing team operations and improving efficiency. Collaborate with management to support recruitment, enhance employee experience, and manage internal processes for a high-pe...

Execute innovative due diligence projects for M&A clients, leveraging your expertise in property and casualty insurance. Collaborate with diverse stakeholders to deliver impactful solutions and ensure...

The Internal Client Advisor Associate within the Asset Management team at JPMorgan is responsible for assisting financial advisors in navigating capital markets and providing timely investment solutio...

Help us manage and lead finance-related transactions while ensuring efficient workflows, coordinating closings, and preparing necessary documentation to support successful outcomes and client satisfac...

Explore your potential by providing strategic execution support across cross-divisional initiatives. Collaborate with multiple teams to drive implementation, manage resources, and enhance operational...

Inspire growth as you lead business development for Fund Banking with VC/PE firms. Build relationships, structure credit facilities, and collaborate across departments to enhance client services in a...

Join a dynamic team as you lead innovative consulting in financial services, transforming AI potential into impactful solutions. Drive strategies, inspire teams, and deliver results while enhancing cl...

Join our team to drive strategic business development in financial services. You'll manage opportunities from pitch to close, collaborating with leaders while cultivating key relationships to support...

Drive impactful Accounting & Reporting Advisory engagements, collaborating with diverse clients to enhance financial processes, ensure compliance with standards, and streamline operations while levera...

Unlock your potential by designing advanced financial models and analyses tailored to client needs. Collaborate with experts to enhance risk management standards and deliver impactful insights in a dy...

Shape innovative solutions in tax compliance, guiding teams to analyze complex issues and optimize client strategies while fostering a collaborative, growth-oriented environment for professionals and...

Join a team committed to enhancing investor relations through innovative product management. Support the development and marketing of investment products while ensuring a seamless client experience an...

Drive excellence in whole loan trading operations by leading and scaling a high-performing team, optimizing trade lifecycle processes, and ensuring robust controls to support business growth in a dyna...

Join a dynamic team to assess merger candidates and enhance integration strategies. Leverage your investment expertise for impactful analysis and collaboration within the Investment Office, shaping su...

Elevate business success by leading a dynamic sales team that drives growth, develops talent, and manages key accounts. This role merges strategy and mentorship to create a robust pipeline and ensure...