Wealth Management Consultant Jobs in New York, NY

Elevate advisor success by defining and executing transformative financial planning strategies and tools. Collaborate across teams to enhance engagement and adoption, ensuring technology meets advisor...

Accelerate the development and adoption of innovative financial planning tools, driving strategy and engagement across teams. Collaborate with product and technology leaders to ensure seamless alignme...

Lead the integration and processing of structured and unstructured data, developing analytical solutions that drive strategic business decisions. Collaborate with cross-functional teams to enhance dat...

Lead the integration of complex data frameworks, translating business needs into impactful analytics and ensuring the effectiveness of vendor models through collaboration with cross-functional teams a...

Innovate data-driven solutions while enhancing financial analytics. Oversee model execution, collaborate with cross-functional teams, and translate complex requirements into actionable insights for st...

Empower decision-making by leveraging data analytics and portfolio strategy to drive value creation across private market investments. Collaborate with cross-functional teams to innovate and enhance t...

Elevate your career in the insurance industry by managing GSI programs. This role involves strategizing, enrollment, and communication to enhance policy administration and drive results. Adaptability...

Empower your career in insurance by managing multi-life GSI programs. Drive processes from enrollment to policy administration, utilizing critical thinking and strong communication to enhance client e...

Optimize investment strategies by driving collaboration across Private Wealth, Real Estate, and Infrastructure teams. You will strategically support sales initiatives with detailed investment knowledg...

Elevate investment strategies by managing Agency MBS assets within a global fixed income platform, driving decision-making and implementing robust processes to exceed client expectations in a dynamic...

Join a team that's shaping client exposure management and risk frameworks, influencing market risk decisions in a dynamic environment. Collaborate closely with senior leaders to drive enhancements and...

Lead the charge in managing accounting and reporting for a global credit fund, ensuring precise financial oversight, effective communication with stakeholders, and compliance across fund activities wh...

Join a team that shapes procurement strategy and service delivery, collaborating with stakeholders to drive cost savings, improve efficiencies, and provide strategic insights. Play a pivotal role in e...

Elevate your career by collaborating with internal and external partners to ensure smooth cash management and operational efficiency within fixed income portfolios while delivering exceptional client...

Lead the acquisition of small to medium-sized businesses, driving investment decisions and managing relationships throughout the deal lifecycle for organizational growth and operational success...

Lead Financial Institutions' claims by analyzing, investigating, and optimizing results while collaborating with brokers and legal partners to deliver superior customer service and strategic initiativ...

Invent exceptional solutions at the Vice President level overseeing Financial Institutions Claims. Drive investigations, optimize results, and enhance customer experience while leading your team to ma...

Lead the charge in managing Financial Institutions claims, ensuring excellence in investigation and resolution while collaborating with internal partners to achieve optimal claim outcomes and uphold s...

Join us to translate risk insights into decisive support for leadership, focusing on emerging threats and integrating intelligence into strategic business planning for a resilient organization. Make f...

Empower your career with a senior finance leadership role, driving strategic financial planning and operational excellence as our organization scales its impact globally, fostering a culture of analyt...

Transform your career by leading the development of innovative credit risk products. Collaborate with cross-functional teams to deliver data-driven solutions that enhance decision-making and align wit...

Transform the investment management landscape by optimizing client services, KYC processes, and fund closings. Collaborate across teams to drive operational excellence and ensure seamless investment e...

Build expertise in private real estate strategies to enhance investment performance and drive growth, collaborating with cross-functional teams to support fundraising and product management initiative...

Join a team that's passionate about delivering cutting-edge FP&A solutions, utilizing advanced data analysis and financial modeling to drive strategic decisions. Collaborate with top-tier professional...

Analyze complex liability accounts, build relationships, and drive strategic outcomes while managing underwriting processes for the Private & Non-Profit sectors. Lead a team to meet financial targets...