Wealth Management Consultant Jobs in New York, NY

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...

Transform your career by leading U.S. distribution strategy and broker engagement for a global insurance leader. Drive growth and align with business priorities in a high-impact, executive role shapin...

Shape the future of tax compliance and consulting for asset management, leveraging extensive experience to deliver high-quality tax advice while managing client relationships and driving business grow...

Help us lead complex tax engagements for Asset Management clients while providing high-quality advisory services. Manage teams effectively, drive business development, and navigate tax compliance issu...

Advance your career by leading tax compliance and consulting for asset management clients. Drive growth through high-value services, manage complex engagements, and build strong client relationships i...

Join a dynamic team to drive product strategy and financial management for Structured Finance, supporting business growth and execution of strategic initiatives while collaborating with key stakeholde...

Make your mark by leading financial services for high-net-worth families, overseeing complex accounting and tech-driven solutions. Elevate a talented team while enhancing client relationships within a...

Join a team that's driving innovation in family office services, delivering exceptional financial management and client support while leading a dynamic team of accounting professionals to optimize ser...

Empower high-net-worth clients by leading a tech-driven Family Office practice, delivering comprehensive financial services while mentoring a dedicated team to ensure excellence and innovative solutio...

Elevate your career by leading a dynamic team that delivers innovative financial services to high-net-worth clients while embracing cutting-edge technology and driving practice growth through strategi...

Drive transformative client acquisition strategies within wealth management. Elevate user experiences through innovative B2B2C product initiatives, leveraging deep expertise to analyze trends and guid...

Lead financial initiatives across multiple watch brands, fostering strategic partnerships and driving insightful analysis on budgets, forecasts, and KPIs. Collaborate with diverse stakeholders to enha...

Inspire financial growth by cultivating lasting relationships with affluent clients. Manage a diverse book of business and deliver tailored banking strategies through collaboration with a comprehensiv...

Join a dynamic team as a Senior Investment Strategy Analyst, leveraging deep capital markets expertise to drive strategic solutions, enhance advisor relationships, and support client acquisition in a...

Shape the future of global strategic planning by integrating initiatives, enhancing risk assessment, and facilitating coherent decision-making across cross-border dimensions in a thriving family offic...

Advance operational success by delivering tactical plans and enhancing decision engines, fostering collaboration across teams to meet strategic business goals and drive continuous improvement in marke...

Drive innovation by implementing strategies through advanced coding and decision engines in a collaborative team. Engage with senior leaders to enhance operational goals and improve cross-channel targ...

Manage critical risk analysis and exposure oversight for global securities services. Collaborate with cross-functional teams to ensure compliance and enhance reporting processes, driving innovative so...