Wealth Management Consultant Jobs in New York, NY

Lead the design and integration of Guidewire solutions, enhancing policy, claims, and billing processes for insurance clients. Collaborate with teams, mentor juniors, and drive operational efficiency...

Lead the charge in Salesforce CPQ and Revenue Cloud solutions, guiding strategic direction, mentoring teams, and enhancing client relationships to drive revenue growth and process improvement across m...

Accelerate client success by leading Salesforce Revenue Cloud initiatives, guiding teams, and shaping strategic direction to enhance pricing and revenue processes while fostering strong client relatio...

Lead strategic Salesforce Revenue Cloud initiatives, guiding teams and clients in optimizing pricing, quoting, and revenue processes. Drive business development, mentor future leaders, and implement i...

Drive strategic Salesforce Revenue Cloud initiatives, guiding teams and clients in optimizing pricing and quoting processes while fostering relationships and mentoring future leaders in a dynamic cons...

Lead the charge in transforming digital underwriting by designing innovative, modular solutions that enhance efficiency and streamline processes, collaborating with global teams to ensure successful i...

Join a team that's dedicated to delivering exceptional tax compliance and advisory services. Lead client relationships, manage staff, and drive business development while navigating complex tax regula...

Transform client tax strategies by managing compliance and advisory services. Lead relationships, mentor staff, and drive business development while delivering innovative solutions in a collaborative...

Lead client relationships and manage tax compliance for diverse clients. Engage in advisory services, research, and business development while training staff to deliver superior client service and inn...

Champion client engagement and operational excellence by managing consulting teams, driving quality standards, and fostering relationships within Military Health Systems. Lead new business development...

Transform financial strategy and performance as a senior leader, guiding resource allocation and investment decisions to enhance enterprise value and drive growth in a complex global asset management...

Empower strategic financial leadership by guiding resource allocation, enhancing performance, and driving investment decisions. Collaborate with senior executives to shape the future of a leading asse...

Unlock potential by leading the design of integrated practice management and financial planning solutions. Collaborate cross-functionally to enhance advisor and client experiences, driving strategic i...

Develop your career by mentoring sales associates and enhancing their financial planning expertise. Collaborate closely with branch management to deliver effective training, ensuring a top-tier client...

Elevate your career by providing exceptional operational support to institutional clients. Collaborate cross-functionally to enhance client experiences and optimize workflows while managing complex se...

Manage and enhance the Tax knowledge library, ensuring content accuracy and accessibility. Collaborate with cross-functional teams to create client-focused materials and drive continuous improvement i...

Join a team that's dedicated to building a centralized Tax knowledge library. Collaborate with cross-functional teams to create, manage, and enhance content that supports our Tax practice, ensuring ac...

Lead the charge in developing and managing a centralized Tax knowledge library, collaborating with cross-functional teams to ensure content accuracy and accessibility while driving continuous improvem...

Build and manage a centralized Tax knowledge library, collaborating with teams to ensure content accuracy and accessibility. Drive continuous improvement and adoption of resources to enhance the Tax p...

Drive digital strategy execution and campaign management for key accounts, overseeing planning, vendor relations, and analytics. Lead a team while fostering client relationships and delivering actiona...

Lead a high-performing team to optimize capital and funding strategies across trading and financing. Collaborate with senior stakeholders to enhance profitability and efficiency while navigating regul...

Transform your career by managing strategic accounts with top global firms. Drive growth through deep relationships and strategic planning, while leading negotiations and advocating for client needs i...

Join a dynamic team, leveraging quantitative analysis and advanced coding skills to develop innovative trading strategies and risk management solutions that enhance the investment banking landscape...

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...

Lead and develop a high-performing client service team, ensuring effective communication, project management, and adherence to accounting standards while fostering collaboration and efficiency across...