Wealth Management Consultant Jobs in New York, NY

Unlock potential by providing expert tax compliance and consulting services for diverse financial clients. Manage client relationships and oversee engagements while leveraging your insurance and banki...

Transform client relationships by delivering expert fiduciary advice and tailored solutions. Manage a diverse portfolio, ensuring client satisfaction through proactive communication and collaboration...

Optimize patient access workflows by aligning registration with revenue cycle needs. Collaborate with stakeholders to enhance eligibility processes and improve patient estimates, while mentoring IS st...

Lead the charge in driving the cardiology portfolio's growth and modernization. Own strategy, adoption, cloud migration, and pricing while collaborating across teams to enhance patient outcomes and op...

Champion administrative excellence by supporting complex tasks, enhancing team efficacy, and providing expertise in a dynamic environment, while facilitating executive reporting and customer interacti...

Lead the charge in transforming legal operations by advising corporate legal departments on strategy, technology, and process improvements. Drive complex engagements, build trusted relationships, and...

Transform health services operations by leading strategic initiatives and optimizing payer back office processes. Collaborate with clients to deliver innovative solutions and drive operational excelle...

Join our team to transform health services operations by optimizing payer systems and driving operational improvements. Lead strategic initiatives and foster a high-performing culture while delivering...

Inspire progress at the forefront of health services transformation, leading strategic operations initiatives to modernize payer systems and enhance operational performance through innovative solution...

Lead the charge in driving operational excellence and strategic initiatives in health services operations, optimizing payer systems and processes while mentoring high-performing teams to deliver trans...

Accelerate capital relationships by building networks with allocators and family offices. Drive fund raises and support M&A mandates while educating investors on private market structures. Own your im...

Shape the future of structured finance by managing complex credit transactions, from design to execution. Collaborate with diverse teams and stakeholders to develop innovative investment vehicles that...

Transform client experiences by leading tax compliance and consulting for complex asset management funds. Leverage your expertise to manage client engagements, mentor talent, and drive business develo...

Join a team that's dedicated to delivering expert tax compliance and consulting services for complex asset management clients. Leverage your skills in a collaborative environment focused on quality, c...

Shape the future of tax services by leading complex compliance and consulting for asset management clients. Collaborate with cross-functional teams to deliver exceptional client service while managing...

Transform the future of tax services by leading complex compliance and consulting for asset management clients. Collaborate with cross-functional teams to deliver exceptional client service while mana...

Lead the charge in delivering expert tax compliance and consulting services for complex asset management clients, focusing on private equity and hedge funds while managing client relationships and tea...

Lead the charge in delivering expert tax compliance and consulting services for complex asset management clients, focusing on private equity and hedge funds while managing client relationships and tea...

Drive innovative risk management solutions by leading client projects in risk analysis, reserving, and pricing. Collaborate with cross-functional teams to develop analytical tools in a dynamic, flexib...

Contribute to client success by managing policy applications, renewals, and coverage inquiries. Collaborate with producers to ensure timely service and maintain strong client relationships while stayi...

Lead the modernization of Wealth Management's digital platform, collaborating with cross-functional teams to enhance user-centric products and drive client-advisor relationships through innovative sol...

Analyze and assess investment strategies for high-net-worth clients, collaborating with teams to conduct due diligence, monitor macroeconomic trends, and support client interactions, ensuring informed...

Empower clients by leveraging deep ONESOURCE Direct Tax expertise to design innovative solutions using AI and automation tools. Engage directly with customers, manage projects, and drive efficiency wh...

Shape the future of investment accounting by leading a transformative program that enhances processes and systems. Collaborate with stakeholders to define accounting needs and deliver high-quality dec...

Join a team that's driving strategic client relationships in Corporate Banking. You'll manage complex accounts, enhance client engagement, and lead initiatives to grow revenue while mitigating risks i...