Wealth Management Consultant Jobs in New York, NY

Join a team that's dedicated to managing high-net-worth and institutional portfolios, ensuring compliance and strategic alignment. Play a key role in portfolio rebalancing, performance monitoring, and...

Shape the future of investment talent by developing strategic frameworks and initiatives that enhance investor performance and collaboration across teams, driving impactful results and fostering a cul...

Lead the charge in enhancing the post-sale experience for advisors and clients. Drive strategic initiatives, build a high-performing team, and establish scalable processes to support growth while ensu...

Join a team that's driving institutional business development by raising capital for alternative investment strategies. Collaborate with investment teams and engage with clients to promote growth and...

Join a team that's transforming the insurance landscape by leading cross-functional initiatives to optimize underwriting and claims processes through innovative technology and data-driven strategies...

Optimize product delivery by leading innovation efforts that impact thousands. Collaborate with cross-functional teams to drive strategic initiatives from concept to launch while ensuring alignment wi...

Elevate strategic outcomes by collaborating with CIB leadership to optimize growth, risk management, and capital allocation across complex business initiatives, enhancing overall franchise performance...

Manage a team delivering comprehensive investor services, ensuring compliance and client satisfaction while overseeing transaction processing, reporting, and relationship management. Drive operational...

Lead the charge in managing market operations, driving growth, and fostering team cohesion while ensuring compliance and superior client service. This role emphasizes leadership, accountability, and s...

Join a team that's dedicated to delivering personalized financial guidance, managing client relationships, and supporting long-term investment goals through collaborative advisory excellence and effec...

Advance your career by leading impactful GRC engagements in financial services. Drive internal audits, mentor teams, and build client relationships while applying your expertise in SOX and internal co...

Champion the growth of asset management strategies across Canada, driving regional market development and delivering technical solutions. Collaborate with teams to enhance client outcomes and support...

Shape the future of wealth management by leading client portfolio oversight, ensuring optimal asset allocation, and collaborating with a dedicated team to provide exceptional service and insight for h...

Join a team that's dedicated to managing and expanding client loan portfolios, focusing on both commercial real estate and C&I relationships, while delivering exceptional customer service and maintain...

Reimagine governance in Wealth Management by enhancing oversight processes, coordinating committee activities, and driving strategic initiatives. Collaborate with key stakeholders to ensure compliance...

Join a dynamic team providing strategic legal counsel on employment law matters, including employee relations and litigation management. Collaborate with HR and business leaders to mitigate risks and...

Empower the future of data engineering by owning our AWS data infrastructure, designing pipelines, and ensuring data reliability. Collaborate with analysts and engineers to transform messy data into a...

Join a team that's transforming financial services technology by leading the implementation and enhancement of Charles River Development, optimizing investment processes and driving operational excell...

Oversee and enhance wealth management services for high-net-worth clients, guiding personalized financial strategies and ensuring exceptional client experience while driving asset growth and retention...

Pioneer exceptional client experiences by supporting Financial Advisors and teams. Leverage your expertise in digital marketing and financial planning to build trusted relationships and enhance client...

Transform financial reporting through investment accounting expertise, ensuring compliance and accuracy in transactions. Collaborate with teams to enhance processes and deliver insightful analyses, dr...

Lead the charge in building strategic partnerships within the asset management sector. Drive growth by establishing high-value relationships and securing contracts, while collaborating with cross-func...

Unlock the potential of enterprise learning by leading a dynamic training function. Collaborate with cross-functional teams to design and implement effective onboarding and development programs that a...

Unlock potential by leading complex investigations, mentoring staff, and collaborating with regulatory partners to enhance compliance and risk management strategies in a dynamic environment...

Shape the future of regulatory investigations by leading complex inquiries, mentoring staff, and collaborating with partners to enhance compliance and protect market integrity. Drive strategic initiat...