Wealth Management Consultant Jobs in New York, NY

Lead the integration of technology and data solutions in private markets. Collaborate with investment teams to enhance workflows, optimize reporting, and drive operational efficiency through innovativ...

Collaborate to deliver expert fixed income market strategies and insights, enhancing financial advisors' ability to serve clients effectively while evaluating portfolios and executing transactions sea...

Shape the future of client engagement by managing relationships and delivering timely investment reporting. Enhance team dynamics and operational efficiency while navigating complex client needs in a...

Shape your career by leading a dedicated team focused on automation and process improvement. Drive efficiency in data management, uphold quality standards, and collaborate across departments to enhanc...

Optimize product strategy and lifecycle for the Aladdin platform, collaborating with front-office users to enhance investment processes and ensure effective resolution of issues while driving continuo...

Transform asset management legal operations by negotiating agreements and providing strategic legal support. Collaborate with diverse teams in a fast-paced environment to drive compliance and innovati...

Champion the future of M&A in a pivotal role driving client success, business development, and high-quality deliverables. Collaborate with leaders and support talent initiatives while thriving in a fa...

Join a team that's dedicated to delivering innovative tax solutions for private clients. Lead multiple engagements, strategize for diverse entities, and mentor staff in a collaborative hybrid work env...

Accelerate progress at the forefront of intellectual property analysis. Lead teams in financial research and reporting, mentor others, and cultivate client relationships while integrating innovative t...

Deliver advanced tax strategies while leading and mentoring a team. Build client relationships and refine strategy systems. Drive process improvements and embrace AI tools to enhance efficiency in a h...

Join a team that values integrity and relationship management, delivering personalized financial planning and investment advice to a diverse range of clients while fostering a culture of diversity and...

Deliver innovative actuarial solutions, lead teams, and mentor talent. Engage with clients across property and casualty sectors, leveraging your expertise to drive strategic decisions and enhance fina...

Deliver exceptional customer service by managing complex disability claims, enhancing the claimant experience through collaboration and innovative solutions. Utilize expert communication and organizat...

Transform financial reporting for diverse investment structures. Ensure accuracy and compliance in NAV production, capital activity, and financial statements while collaborating with internal teams an...

Join a dynamic team to deliver precision in financial reporting for alternative investments, overseeing complex structures and collaborating with clients and auditors to ensure compliance and accuracy...

Drive precision in financial reporting by overseeing NAV production, fee calculations, and compliance for varied alternative investment structures, while collaborating with teams to ensure timely and...

Elevate your career by providing strategic tax advisory for real estate and infrastructure clients. Leverage analytical skills to navigate complex tax issues, optimize business strategies, and build l...

Unlock your potential with a role that advises clients on complex tax matters, leveraging your expertise to drive strategic solutions and enhance tax strategies across diverse jurisdictions while buil...

Join a team that tackles complex tax issues, advising clients on local and international tax strategies. Leverage your analytical skills and build meaningful relationships while guiding and mentoring...

Collaborate to oversee global management of contract services for software, ensuring accurate invoicing and inventory records while supporting the needs of employees across the firm with a focus on st...

Transform financial outcomes for executives by delivering tailored wealth management strategies, optimizing workplace benefits, and fostering long-term relationships. Leverage expertise in financial p...

Optimize client protection by serving as the dedicated security concierge, managing all aspects of service delivery and client relationship from onboarding through ongoing support for high-net-worth i...

Champion the future of healthcare finance by leading FP&A for Risk Adjustment. Manage a dynamic team, drive financial insights, and enhance reporting processes to support strategic decision-making at...

Advance operational excellence by partnering with cross-functional teams to enhance product management processes, support execution, and drive performance metrics in a dynamic financial services envir...

Lead strategic account management by nurturing key relationships, identifying new business opportunities, and coordinating efforts across teams to enhance client engagement and support the growth of a...