Wealth Management Consultant Jobs in New York, NY

Lead financial due diligence engagements for acquisitions, managing timelines and client relations while developing junior leaders and leveraging cross-functional collaboration to deliver comprehensiv...

Lead the charge in transforming our North American Property and Casualty practice. Drive strategic growth, enhance client relationships, and oversee operational performance while collaborating with se...

Champion growth and performance in North America's Property and Casualty sector by setting strategic direction, enhancing client relationships, and driving operational excellence across the consultanc...

Lead the charge in client satisfaction by managing relationships, driving initiatives, and overseeing service delivery in a dynamic financial services environment, ensuring excellence in client servic...

Drive the evolution of proprietary applications for Fixed Income Index portfolio management, collaborating with cross-functional teams to deliver scalable technology solutions that enhance investment...

Build strong client relationships while managing complex trust accounts, ensuring compliance and operational efficiency. Provide expert support to senior clients, resolving intricate issues and facili...

Support the documentation and processing of loan collateral, ensuring compliance and efficiency. Mentor junior colleagues while fostering collaboration with stakeholders to enhance the lending service...

Unlock potential by leading financial models and valuations for M&A transactions. Manage projects from origination to close while mentoring junior staff and handling multiple engagements in the fast-p...

Discover a dynamic role focused on building relationships with credit unions to drive referrals and revenue. Collaborate with stakeholders, manage partnerships, and execute strategies that enhance AFA...

Elevate your career by managing the financial operations of a major SEC-listed REIT. Build client relationships, oversee accounting, and ensure accurate financial reporting while thriving in a dynamic...

Lead the charge in building a major SEC-listed non-traded REIT while managing client relationships and ensuring exceptional financial reporting and operational excellence in a dynamic environment...

Lead the development of a major SEC-listed non-traded REIT, managing client relationships and financial reporting. Oversee daily operations, prepare financial statements, and support audits to ensure...

Lead tax planning and compliance for high-net-worth clients, overseeing engagements and fostering client relationships. Drive business development and staff growth in a collaborative environment focus...

Unlock your potential as a leader in Asset Management Consulting, overseeing audit and compliance engagements. Drive project success while mentoring teams and managing client relationships in a dynami...

Optimize client relationships by leading teams to deliver precise financial, accounting, and advisory services. Drive operational excellence through mentorship, compliance oversight, and strategic gui...

Join a team that's dedicated to expanding client relationships in the RIA, Bank & Trust, and Family Office sectors. Leverage your consultative skills to position investment solutions and enhance asset...

Pioneer effective Market Data strategies to enhance business objectives, manage vendor relationships, and negotiate complex agreements while ensuring compliance with regulatory standards and optimizin...

Shape and drive the retirement strategy, enhancing employee benefits and compliance. Collaborate with stakeholders to optimize retirement programs, ensuring alignment with business goals and employee...

Partner with us to deliver exceptional tax and advisory services to small businesses. Lead client engagements, mentor staff, and drive business growth while fostering meaningful relationships and enha...

Join a team that's shaping the future of tax and advisory services for small businesses. As a key advisor, you'll lead client engagements, mentor staff, and drive business growth while enjoying a flex...

Lead the charge in delivering exceptional tax and advisory services to small businesses. Collaborate with firm leadership, mentor staff, and drive client success while enhancing your career in a dynam...

Elevate your career by providing expert tax and advisory services to small businesses. Collaborate with leadership, mentor staff, and drive client success while enjoying a flexible work environment an...

Grow your career with a dynamic role supporting Private Client Advisors by enhancing client relationships, managing operational requests, and ensuring compliance within Wealth Management. Drive succes...

Innovate financial forecasting and analysis by collaborating with executives. Drive strategic decisions through data interpretation and financial modeling while enhancing internal processes and mainta...

Join a team that's shaping the future of Fixed Income trading technology. Lead the Fast application development and support, driving innovation across multiple trading desks while managing a talented...