Wealth Management Consultant Jobs in New York, NY

Unlock potential by collaborating with advisors to drive growth through exemplary service, guiding investment solutions, and delivering impactful presentations while managing regional communications e...

Support client relationships by anticipating needs, advising clients, and managing operations. Collaborate with Lead Advisors to provide tailored investment strategies and enhance client experiences w...

Empower strong partnerships with law firms by managing relationships and enhancing workflow efficiency. Collaborate with legal teams to optimize digital subscriptions, ensuring streamlined onboarding...

Accelerate progress at the forefront of wealth management transformation, driving large-scale initiatives to enhance workflows and technology solutions. Collaborate with cross-functional teams to impl...

Join a team that's driving financial transformation across global operations. This role involves strategic oversight, collaboration with senior leaders, and delivering measurable impact on business ob...

Innovate capital management oversight strategies while ensuring compliance with regulations and enhancing risk frameworks across the Americas. Collaborate with teams and regulators to drive efficiency...

Advance your career by leading private fund formations while shaping a recognized practice with a flexible work environment. Collaborate with diverse teams to support clients and drive growth in a str...

Shape the future of private fund formations by independently leading fund strategies, advising key stakeholders, and expanding a growing practice at a reputable firm known for its collaborative cultur...

Drive the enhancement of our data stack by owning ETL processes and data quality, collaborating with cross-functional teams to ensure accurate reporting and data integration, while proactively identif...

Lead our Property Tax Practice by managing complex client portfolios, driving business development, and ensuring compliance with tax regulations. Oversee assessments and appeals while mentoring a team...

Lead the Property Tax Practice, managing client portfolios, driving business growth, and mentoring a talented team while ensuring compliance with complex regulations and optimizing property tax strate...

Transform capital risk management by ensuring accuracy, monitoring metrics, and enhancing processes. Collaborate with cross-functional teams to drive compliance, assess risks, and present insights to...

Lead the charge in managing capital risk by overseeing metrics, reporting, and compliance while driving process improvements and utilizing advanced analytical tools to support strategic financial deci...

Drive strategic partnerships between investment teams and technology, enhancing data, reporting, and AI adoption. Harness your expertise to improve workflows and decision-making through innovative sol...

Empower investment teams by bridging technology and strategy to enhance data utilization, streamline workflows, and implement AI solutions. Collaborate with senior leaders to deliver impactful reporti...

Unlock innovation by bridging investment expertise with technology solutions. Collaborate with stakeholders to enhance data usage, automate processes, and support AI adoption. Drive efficiency in inve...

Join a team that's dedicated to providing exceptional client service and investment solutions. As a Private Client Investment Associate, you'll support Advisors and enhance client relationships in a d...

Accelerate the expansion of liquidity solutions across private markets, driving innovation and partnership development while collaborating with cross-functional teams to enhance advisor workflows and...

Join the team dedicated to deepening client relationships through strategic investment advisement, guiding clients towards optimal asset allocation and product solutions, while collaborating with a dy...

Champion internal underwriting audits, ensuring compliance with regulations, and provide training and oversight to junior staff while analyzing mortality and morbidity trends within insurance markets...

Optimize global cash management and risk strategies for a major vehicle rental fleet, ensuring liquidity and capital efficiency while collaborating with multiple teams to align financing and operation...

Join us to lead product strategy and execution across diverse data platforms. Manage teams, engage stakeholders, drive innovations and deliver impactful solutions that enhance customer experiences and...

The Agent Product Manager at Decagon will work directly with enterprise customers to design, deploy, and optimize AI agents, ensuring customer outcomes are met. This role involves acting as a bridge b...

Champion end-to-end data integration operations, ensuring seamless connectivity and data integrity. Lead critical workflows, enhance operational efficiency, and collaborate with cross-functional teams...

Champion the strategic vision for financial planning tools, enhancing advisor engagement and integration within the wealth management ecosystem. Leverage technology and team leadership to drive improv...