Wealth Management Consultant Jobs in New York, NY

Spearhead data integrity and strategy in portfolio management, driving operational efficiency and risk mitigation through automation, data governance, and cross-functional collaboration in a team-orie...

Lead the Capital Markets Financial Analysis Hub, overseeing financial analysis delivery, team development, and process optimization to enhance broker support and drive successful transactions across E...

Champion strategic investment initiatives by constructing optimal portfolios, ensuring compliance, and generating innovative asset allocation strategies to enhance performance across diverse markets a...

Lead the charge in delivering strategic consulting solutions for clients in the pharmaceutical and healthcare sectors, managing multiple projects while ensuring high-quality outcomes and client satisf...

Lead the charge in tax planning and compliance for trusts and estates, overseeing multiple client engagements while fostering professional growth within the team. Collaborate with clients and staff to...

Join a team that's dedicated to delivering expert tax planning and compliance for individuals, trusts, and estates. Oversee client engagements, mentor staff, and cultivate relationships while navigati...

Transform client engagements by leading tax planning and compliance for trusts and estates. Leverage your expertise to provide advisory services, mentor staff, and cultivate client relationships while...

Drive the growth of an insurance tax team by managing client relationships, guiding professionals, and leveraging your expertise to enhance compliance strategies and revenue generation. Stay ahead of...

Lead the charge in financial strategy for the Vodka portfolio, partnering with cross-functional teams to drive insights, optimize investments, and support strategic planning. This role offers high vis...

Drive impactful restructuring solutions for clients, guiding them through complex capital structures and distressed scenarios. Lead advisory teams, mentor talent, and collaborate with partners to secu...

Empower organizations by leading risk management strategies, navigating complexities while fostering high-performing teams. You'll leverage your expertise to enhance performance and drive impactful ou...

Drive enterprise risk management strategies, lead high-performing teams, and tackle complex challenges. Utilize advanced skills to mitigate risks and deliver impactful solutions while fostering inclus...

Transform risk management strategies by spearheading enterprise risk initiatives, coaching diverse teams, and navigating complex regulatory landscapes to ensure effective mitigation of operational ris...

Unlock potential by leading enterprise risk management strategies, driving innovative solutions, and fostering high-performing teams. Engage with stakeholders to enhance operational excellence and nav...

Optimize business performance by partnering with senior leaders to drive strategy, governance, and execution. Lead cross-functional initiatives and manage resources effectively to achieve organization...

Join us to optimize business performance by driving strategic initiatives, managing risks, and collaborating with senior leaders to enhance operational efficiency and governance across the organizatio...

Join a dynamic team to define and launch innovative user products that enhance customer relationships, drive portfolio growth, and deliver personalized experiences at scale through strategic collabora...

Drive your career with a pivotal role in Investor Relations, shaping messaging and engaging the investment community. Collaborate cross-functionally to analyze performance, develop strategies, and enh...

Shape the future of AML/KYC processes by supervising vendors, optimizing workflows, and ensuring compliance in a dynamic, global environment. Collaborate with teams to enhance investor lifecycle initi...

Join our team to drive commercial success by collaborating with Investment Consultants and internal partners. You'll support marketing and distribution strategies while maintaining accurate data for e...

Transform client relationships and drive investment banking growth by leading M&A, capital raising, and strategic advisory services across various sectors. Collaborate with teams to deliver innovative...

Advance your career by shaping an AI-native platform for private assets, collaborating with cross-functional teams to enhance client diligence workflows and drive product strategy in a dynamic, execut...

Unlock potential by leading risk management and portfolio optimization efforts in a dynamic multi-manager hedge fund environment. Collaborate with portfolio managers to enhance investment performance...

Join a dynamic team as the primary client lead, fostering relationships and guiding clients on accounting principles while overseeing audits, tax filings, and team performance to ensure operational ex...

Drive BI strategy and delivery, leading a team to transform data into actionable insights. Collaborate with stakeholders to enhance self-service analytics and elevate reporting from traditional to AI...