Wealth Management Consultant Jobs in New York, NY

Unlock your potential by driving sales and customer satisfaction in the Great Lakes market. Build strong relationships with retailers while achieving measurable targets and leading initiatives to enha...

Empower financial institutions by leveraging analytical skills to tackle complex challenges. Collaborate with experienced professionals on diverse projects aimed at enhancing risk management, complian...

Join a dynamic team to drive strategic initiatives, engage with senior stakeholders, and enhance business operations across diverse markets. Leverage your expertise to shape impactful strategies and l...

Transform financial strategy as our first dedicated finance hire, leading FP&A and strategic finance. Collaborate with co-founders to optimize growth, manage external bookkeeping, and build finance to...

Join a team that's dedicated to enhancing financial wellness by expanding our national consultant and broker channel. Drive strategic relationships and generate new business opportunities while servin...

Drive strategic financial insights and support investor communications to enhance decision-making and evaluate opportunities in a fast-growing, investor-backed environment. Collaborate with leadership...

Pioneer a new field sales organization by leading a team of Territory Managers to drive growth through independent agencies. Collaborate cross-functionally to enhance performance and achieve productio...

Empower clients by providing tailored financial planning and investment solutions. Leverage your expertise to enhance client relationships, achieve sales goals, and deliver exceptional service in a dy...

Optimize client business performance by leading consulting projects, collaborating with diverse teams, and implementing strategic solutions to enhance growth and efficiency across various industries...

Transform your career by driving wealth management growth across the Pacific West. Collaborate with advisors and leaders to enhance product adoption and sales, leveraging market insights and relations...

Analyze and enhance customer portfolios at scale, leveraging AI to improve investment decisions. Collaborate with engineers and investment teams to ensure optimal performance and compliance while deli...

Shape the future of ERP and Finance transformation by guiding clients through strategic assessments, technology alignment, and impactful change initiatives. Leverage your expertise to foster strong re...

Transform the workplace experience by ensuring a secure, welcoming environment for employees and guests. Leverage your security expertise and customer service skills to support daily operations and en...

Lead the charge in content creation for Central Solutions and Institutional sectors. Collaborate with experts to produce engaging thought leadership across various formats, ensuring quality and compli...

Drive your career forward by leading audit engagements for financial services clients. Oversee audit strategies, ensure compliance, and build strong client relationships while mentoring a high-perform...

Join a dynamic team as a Senior Vice President, driving client engagement and strategic positioning in asset management. Leverage your expertise in equities to enhance product offerings and foster rel...

Join a team that's managing international tax compliance for a diverse portfolio spanning UAE and Singapore, overseeing engagements with external advisors, and resolving complex tax issues while ensur...

Elevate the Advisor experience by leading product initiatives that empower wealth managers. Collaborate with cross-functional teams to deliver AI-driven insights and streamline workflows, ensuring imp...

Drive strategic initiatives within the Tax Operations Business Management team, supporting senior leadership through data analysis, communications, and cross-functional collaborations to enhance opera...

Play a key role in driving strategic initiatives as an Associate in Tax Operations, working closely with senior management to deliver insights, manage objectives, and enhance business communications a...

Lead the charge in financial reporting for a global investment platform, ensuring accuracy and compliance with US GAAP. Collaborate with auditors and stakeholders while managing multiple projects and...

Transform the trade lifecycle by coordinating activities across teams, ensuring accuracy in transaction booking, and managing complex private asset deals. Leverage your expertise to enhance operationa...

Lead strategic initiatives and oversee operations for financial advisory teams, ensuring alignment with business goals while enhancing client relationships and team productivity. Drive exceptional ser...

Transform customer-facing growth strategies for Fortune 500 companies, leading innovation portfolios and market penetration efforts. Drive project management, stakeholder engagement, and team developm...

Drive transformative technology solutions for clients, shaping strategies and roadmaps that align with business objectives. Lead teams in vendor assessments and project management while enhancing serv...