Wealth Management Consultant Jobs in New York, NY

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...

Reimagine healthcare operations by supporting payer clients in modernizing back-office functions, enhancing technology, and optimizing processes. Collaborate with teams to analyze challenges, build re...

Elevate your career by partnering with clients to enhance FP&A processes, build financial models, and drive operational improvements in a dynamic Private Equity environment. Collaborate with teams to...

Contribute to impactful analytics and reporting for Private Markets, driving insights and performance improvements. Collaborate across teams to enhance decision-making and streamline processes, ensuri...

Elevate operational excellence in Management Consulting by leading teams, driving alignment, and fostering a culture of continuous improvement. Collaborate with executives to enhance performance and e...

Advance your career by managing day-to-day accounting operations in a dynamic insurance agency. Lead a team, oversee AP/AR activities, and ensure compliance while enhancing workflows and resolving ope...

Drive quantitative analysis to enhance trading strategies and risk management. Engage with sales teams to customize solutions. Lead innovative developments in equity derivatives through advanced model...

Join a dynamic team to lead multidisciplinary projects in financial services, driving operational improvements through technology and AI. Shape client engagements from proposal to implementation, ensu...

Unlock your potential as a Senior Manager, leading advanced financial analytics to transform data into actionable insights and support executive decision-making, enhancing the Corporate FP&A's capabil...

Empower teams to deliver impactful solutions by managing project analyses, developing strategies, and presenting insights to clients. Lead, mentor, and drive client relationships while ensuring high-q...

Transform operational excellence within Management Consulting by leading teams, driving strategic initiatives, and ensuring consistent execution across segments. Foster a culture of improvement while...

Drive operational excellence in Management Consulting by leading teams, enhancing performance, and ensuring alignment across segments. Foster a culture of continuous improvement while managing risks a...

Transform operational excellence in Management Consulting by leading teams, driving alignment, and advocating for business health. Collaborate with executives to enhance performance and scalability wh...

Drive strategic financial initiatives by evaluating and structuring complex transactions in the oil and gas sector, collaborating with stakeholders to optimize investment opportunities across North an...

Lead the charge in optimizing operations and strategy within a dynamic team. Drive efficiency through data analysis and AI tools, while managing projects that enhance workflows and support growth in a...