Wealth Management Consultant Jobs in New York, NY

Join a team that's dedicated to empowering customers in global trade. As a Customer Success Manager, you'll leverage your expertise to drive client success, foster relationships, and ensure optimal va...

Join a dynamic team to develop scalable cloud-based solutions for quantitative research, enhancing data processing and model generation to support innovative investment strategies and drive business s...

Join a dynamic team to drive investment sourcing and portfolio management, leveraging your entrepreneurial spirit and strong communication skills to evaluate opportunities and build lasting relationsh...

Drive client success by managing onboarding, training, and support for a fintech SaaS platform. Build strong relationships, enhance user adoption, and collaborate with teams to ensure high customer sa...

Join a dynamic team to enhance financial controls and reporting in Investment Banking. Leverage your expertise to drive process improvements, manage risks, and deliver insightful analysis while collab...

Deliver strategic analytics leadership and business intelligence to drive decision-making across Workplace & ICS, enhancing growth opportunities and executive reporting for diverse stakeholders in Wea...

Shape the future of Workplace analytics by leading strategic initiatives, delivering actionable insights, and driving decision-making across Wealth Management. Collaborate with senior stakeholders to...

Lead the charge in structured products trading, managing risk and liquidity while driving revenue generation and market insights across ABS, CLOs, and securitized assets. Collaborate with teams to opt...

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...

Join a team that's shaping the future of asset and wealth management. As a key leader, you'll drive M&A and advisory projects, manage junior bankers, and engage directly with clients to deliver impact...

Lead the charge in delivering innovative cyber insurance solutions, serving as a trusted advisor to clients while managing complex placements and fostering strong relationships within the insurance ma...

Champion dynamic investment strategies by managing multi-asset portfolios, enhancing risk management processes, and collaborating with internal teams to optimize trading and performance. Elevate your...

Engage with cross-functional teams to analyze portfolio data, identify risks, and support strategic decision-making. This role offers a comprehensive view of portfolio management, enhancing efficiency...

Lead the charge in driving strategic growth initiatives with top U.S. clients, fostering deep relationships, and leveraging global expertise to enhance service delivery and client satisfaction across...

Join a team that's transforming digital asset solutions by driving cross-functional delivery, aligning business and technology priorities, and ensuring successful execution of strategic initiatives ac...

Lead and optimize a diverse portfolio of debt mandates, driving execution from initial offer to close. Collaborate across teams to enhance transaction velocity and deliver innovative capital solutions...

Advance your career by driving lending solutions and client success in a dynamic environment. Collaborate with Financial Advisors and clients to unlock growth opportunities and enhance our lending cap...

Champion analytical excellence by delivering insights and reports for asset performance. Collaborate across teams to enhance portfolio management and drive informed decision-making in a dynamic enviro...

Elevate your career by guiding high-net-worth clients through complex tax regulations. As a Senior Manager, you'll lead teams, provide strategic direction, and enhance tax compliance processes while e...

Drive client success by managing relationships for our Outsourced CIO platform. Collaborate with teams to deliver tailored investment solutions, ensuring adherence to guidelines and fostering long-ter...

Transform client relationships in Financial Services by providing strategic insights, driving brand growth, and leveraging data-driven solutions to modernize and innovate. Engage with senior leaders t...

Elevate your career by developing automated tools and applications to enhance trading efficiency. Collaborate across departments to implement regulatory requirements and drive advanced analytics in po...

Build advanced pricing models to enhance trading strategies and risk management. Engage with trading teams to clarify market dynamics and develop new business opportunities through innovative quantita...

Lead the charge in managing document reviews, optimizing workflows, and fostering client relationships. Oversee multiple projects, ensuring quality and efficiency while providing strategic guidance to...

Join a team that's focused on driving business objectives through insightful analysis and strategic management of key metrics, fostering collaboration across departments to enhance performance and mit...