Wealth Management Consultant Jobs in New York, NY

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...

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...

Optimize product strategy and execution by leading cross-functional teams, defining vision and roadmap, and ensuring alignment with market needs and business objectives to drive customer impact and bu...

Join a team that's dedicated to building strong client relationships while leading strategic initiatives in the retirement industry. Leverage your expertise to educate clients, resolve issues, and dri...

Join a dynamic team to lead transformative digital programs leveraging Microsoft’s AI and low-code technologies. Drive innovation, manage cross-functional teams, and shape strategies that enhance clie...

Lead transformative digital initiatives leveraging Microsoft’s AI and low-code platforms. Drive enterprise-scale programs, enhance client solutions, and foster cross-functional collaboration to delive...

Drive the executive recruiting lifecycle by collaborating with experts, managing candidate relationships, and conducting market research. This role offers hands-on experience and mentorship, paving th...

Transform the client experience by managing relationships post-sale, driving value realization, and ensuring strategic growth. Utilize financial expertise and product fluency to enhance client success...

Lead the charge in managing complex tax engagements and advising clients. Collaborate with teams on financial due diligence, ensuring high-quality deliverables while mentoring staff and building stron...

Unlock your potential by leading complex tax engagements and advising clients. Collaborate with teams on financial due diligence, manage compliance, and mentor staff while building strong client relat...

Shape the future of tax advisory by leading complex engagements, managing compliance, and mentoring a skilled team. Collaborate with clients to identify opportunities and deliver high-quality solution...

Join a dynamic team as you manage complex tax engagements, advise clients, and lead financial due diligence efforts. Leverage your expertise in tax compliance and planning to build strong client relat...

Champion complex tax engagements and lead financial due diligence efforts. Collaborate with clients and teams to provide strategic tax planning and compliance solutions while mentoring staff and manag...

Take ownership of advising ultra-high-net-worth clients on business succession, ownership transitions, and liquidity planning. Collaborate with Wealth Advisors to deliver integrated solutions and driv...

Reimagine your career with strategic leadership in the Financial Lines division. Drive growth, foster relationships, and shape innovative solutions to meet market demands while collaborating with seni...

Join a dynamic team to enhance partner relationships, drive operational excellence, and foster business growth through strategic onboarding and support initiatives. Leverage your insurance expertise t...

Deliver exceptional client service by managing audit engagements, ensuring compliance, and fostering strong client relationships. Utilize technical expertise to navigate challenges within Union and Mu...

Drive client success by managing complex treasury relationships, ensuring compliance, and resolving issues. Leverage advanced product knowledge to support high-visibility clients while mentoring team...

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...

Support healthcare payer clients in modernizing operations and technology. Analyze complex problems, manage workstreams, and guide junior team members to enhance efficiency and service delivery across...

Transform healthcare payer operations by analyzing complex challenges, guiding teams, and enhancing technology solutions. Drive strategic initiatives to modernize processes and improve service deliver...

Empower healthcare payer clients by modernizing back-office operations and technology. As a Senior Associate, analyze complex challenges, manage workstreams, and guide junior team members to enhance e...