Wealth Management Consultant Jobs in New York, NY

Drive innovative audience engagement by crafting compelling content and cross-channel initiatives, collaborating with diverse teams to promote digital assets and emerging technologies, and managing pr...

Join a team that transforms global benefits strategies for multinational clients. Leverage your expertise in HR consulting to manage complex projects and deliver tailored solutions, while mentoring ju...

Join a team that's driving innovation in Custody solutions for the Asset Management segment. In this senior role, you will shape product strategies and solutions, ensuring competitive offerings and ma...

Join a team that's committed to enhancing client support and satisfaction in the financial services industry. Help optimize our technology platform while directly collaborating with clients, fund mana...

Lead the design and execution of brand and competitive intelligence insights to support strategic decision-making and growth initiatives across the organization, ensuring actionable insights are integ...

Unlock strategic insights by leading brand research and competitive intelligence efforts. Drive impactful decision-making across teams by developing frameworks and actionable recommendations that enha...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Champion financial solutions by leading client coverage efforts, expanding treasury dialogue, and enhancing private credit initiatives. Drive bond issuance and investor relations, while guiding comple...

Join a dynamic Credit Review Group as a Vice President, leading risk assessments and enhancing loan portfolio controls. Collaborate globally to drive effective relationships and insights that influenc...

Play a key role in leading complex projects within the Enterprise Transformation team, driving impactful business changes through collaboration, strategic partnership, and proactive communication acro...

Unlock innovative solutions as a Senior Manager, enhancing controllership processes. Lead client engagements, assess opportunities, and drive improvements through technology while mentoring junior sta...

Join a team that's dedicated to driving client success through innovative outsourcing solutions. You'll lead business development efforts and develop executive relationships to deliver impactful strat...

Transform client relationships into growth by spearheading strategic outsourcing solutions. Leverage industry insights to innovate service offerings and drive revenue while managing high-level engagem...

Drive growth by building executive relationships and developing strategic solutions that improve operational efficiency and client outcomes in outsourcing. Lead business origination and market engagem...

Transform and elevate our Accounting and Finance systems by driving enhancements and process improvements. Collaborate with diverse teams to automate workflows, optimize operations, and implement inno...

Optimize insurance portfolio delivery by leading multiple consulting projects, ensuring alignment with client strategies while fostering team development and managing strong relationships across diver...

Shape the future of private capital transactions by leading a dynamic team in managing real asset fund placements, ensuring effective communication with institutional investors and guiding junior prof...

Help us shape compliance excellence by leading a dynamic team focused on Futures Commission Merchant activities, fostering strong relationships with stakeholders, and ensuring adherence to regulatory...

Analyze and enhance property insurance processes by mapping workflows, identifying pain points, and recommending improvements to ensure operational efficiency and compliance across functional teams...

Lead the charge in transforming financial crime prevention at top institutions. Partner with executives to enhance operational efficacy and align business objectives with AI-driven solutions, driving...

Champion the evolution of our Enterprise Performance Management framework, enabling cross-functional alignment and driving transparency and accountability through structured reporting and governance...

Optimize the Global Tax practice by leading strategic pursuits, enhancing collaboration, and developing frameworks to drive growth. Utilize innovative methodologies and AI tools to elevate pursuit qua...

Strategize ADML delivery for mid-market clients, ensuring excellence and client satisfaction while leading transformative projects and mentoring teams across your assigned region, driving market succe...

Join a dynamic team as you lead ADML delivery for mid-market clients, driving process improvement and client success. Collaborate with diverse stakeholders while mentoring junior staff in a growing, e...

Elevate mid-market ADML delivery by leading project execution, ensuring client satisfaction, and mentoring teams across a designated U.S. territory while optimizing processes and ensuring high-quality...