Wealth Management Consultant Jobs in New York, NY

Deliver strategic insights and expert underwriting for complex Private & Non-Profit Liability accounts. Leverage relationships, analyze risks, and guide teams towards profitable outcomes while navigat...

Drive enterprise data governance and knowledge management strategies. Collaborate with cross-functional teams to enhance data quality, support compliance, and enable AI governance. Ensure strong data...

Shape impactful business transformations by collaborating with leadership teams to design and implement effective strategies, managing diverse teams, and delivering comprehensive solutions that drive...

Drive customer success as a trusted advisor, partnering with agencies to enhance AI adoption and optimize solutions through strategic consultations, ensuring meaningful outcomes and relationship manag...

Transform portfolio strategy by connecting product and engineering efforts to long-term financial goals, facilitating trade-off discussions, and creating actionable insights for executive decision-mak...

Join a team that values exceptional employee experiences by driving people initiatives, enhancing operational excellence, and fostering a high-performance environment across the full employee lifecycl...

Empower Hedge Fund credit relationships globally by managing trading lines and maximizing revenue. Partner with trading desks to optimize credit strategies, ensuring effective coverage and cross-selli...

Shape the future of audit services by leading engagements, mentoring teams, and enhancing client relationships in the construction industry. Utilize your expertise to drive compliance and quality whil...

Contribute to the growth of multinational corporate relationships, guiding clients in navigating complex financial needs while coordinating with cross-functional teams to deliver tailored corporate ba...

Drive risk management practices across a global platform, enhancing frameworks and providing strategic advice on transactions and new products. Collaborate with stakeholders to ensure effective risk a...

Empower senior executives by providing strategic guidance, managing critical initiatives, and enhancing operational efficiency. Act as a trusted advisor, ensuring alignment across departments and faci...

Transform the financial landscape by managing a $3-5M portfolio, advising 20-40 companies, and leading a team to deliver operational excellence and strategic insights that shape the future of finance...

Accelerate progress at our Rights Management practice by leading teams, driving sales, and applying your financial expertise in budgeting, forecasting, and royalties. Your leadership will foster stron...

Champion ETF strategies to enhance client operations and education. Collaborate with internal teams and market participants to optimize ETF execution and facilitate new issuer onboarding in a dynamic...

Engage with portfolio managers to drive project excellence in Fixed Income Technology. Utilize strong project management and communication skills to support trading platforms and enhance stakeholder c...

Advance investor relations by preparing communication materials, analyzing performance data, and supporting investor onboarding. Collaborate with teams to ensure smooth interactions and drive fundrais...

Lead the charge in liaising across multiple business units, optimizing product functionality, and delivering operational excellence while maintaining strong client relationships and driving strategic...

Join a team that's driving strategic client relationships and bespoke alternative investment solutions. Lead client-focused projects while advising on portfolio construction, risk management, and gove...

Champion the future of accounting advisory by leading a dynamic team to guide clients through complex transactions, ensuring alignment with their business objectives while fostering client relationshi...

Discover a rewarding opportunity to lead client relationships and deliver bespoke alternative investment strategies while collaborating with a dynamic team of experts in an engaging environment...

Build and maintain strategic partnerships to foster growth in our Workforce Benefits sector. Collaborate with internal teams, negotiate agreements, and ensure accountability while driving mutual value...

Elevate your career by managing complex Property & Casualty insurance programs for large construction clients, providing strategic advisory and mentorship while driving client retention and growth in...

Shape comprehensive insurance strategies for large construction clients, leveraging extensive industry expertise to drive client retention and growth, while mentoring team members and delivering excep...

Take ownership of the management and operations of residential rental properties, ensuring compliance, tenant satisfaction, and performance optimization. Oversee site issues, communications, and colla...

Innovate as you partner with top investment managers to capture global equity opportunities. Conduct in-depth analyses and manage hedge fund portfolios, contributing to a dynamic investment strategy w...