Wealth Management Consultant Jobs in New York, NY

Drive exceptional client outcomes by leading onboarding, managing relationships, and enhancing value in a strategic, client-focused role. Collaborate across teams to ensure alignment with client needs...

Lead the charge in fundraising and business development by leveraging your credit expertise. Engage with clients and collaborate across teams to enhance Brookfield's Credit investment offerings for in...

Reimagine digital evidence management by leading complex eDiscovery engagements. Collaborate effectively with legal teams and clients to optimize workflows, ensure compliance, and drive business growt...

Join a team that's dedicated to leveraging technology to enhance client decision-making. Collaborate on diverse projects like data analytics, software implementation, and client training while ensurin...

Advance investment strategies by analyzing portfolios and constructing innovative models. Collaborate with cross-functional teams to optimize asset allocation, monitor compliance, and drive data-infor...

Transform your career by leading U.S. IT service management strategies, aligning global practices with business needs, and driving continuous improvement to ensure service excellence and stakeholder s...

Shape client relationships by managing complex data delivery initiatives, ensuring exceptional service through operational excellence and collaboration within the wealth management sector. Drive impac...

Transform the legal talent landscape by developing impactful M&A training programs. Leverage your expertise to enhance associate growth and align training with practice goals, driving excellence acros...

Join a team that's focused on delivering exceptional service and expertise in multi-asset investment solutions to Ultra High Net Worth advisors, influencing client proposals and driving growth across...

Lead the launch and scaling of a new ADML practice for mid-market clients. Build a high-performing team, define strategies, and ensure high-quality outcomes while cultivating client relationships and...

Champion risk management of US Equity Derivatives, ensuring all risks are identified and mitigated collaboratively with a global team while aligning with regulatory standards and governance frameworks...

Empower high-net-worth individuals by leading a sophisticated trusts and estates practice, delivering comprehensive wealth planning and estate strategies while collaborating with a network of experts...

Unlock potential by leading a premier trusts and estates practice, advising high-net-worth clients with intricate wealth planning needs while collaborating across disciplines in a supportive national...

Accelerate growth at large U.S. banks by developing executive partnerships and identifying opportunities across Commercial Banking, enhancing metrics through data-driven strategies and collaborative a...

Join a team that’s dedicated to managing a diverse commercial loan portfolio while ensuring compliance, enhancing client relationships, and driving cross-sell opportunities through collaboration with...

Optimize tax compliance and reporting strategies, lead audits, ensure timely filings, and collaborate across teams for federal, state, and local tax matters while mentoring junior staff and managing e...

Engage in a pivotal role delivering Identity Management solutions, leading clients through software implementations and collaborating with cross-functional teams, ensuring customer success and satisfa...

Help us drive the future of technology control by assessing and overseeing critical platforms. This role involves strategic risk management, compliance oversight, and mentoring across various technolo...

Join a dynamic team supporting strategic fundraising and client service initiatives, where you will collaborate across departments, manage investor data, and enhance processes to drive exceptional cli...

Drive investment strategies that enhance client portfolios and deepen relationships through expert advisement, comprehensive reviews, and tailored asset allocation, ensuring adherence to regulatory st...

Lead the charge in asset management and investments by analyzing portfolio performance, supporting acquisitions, and driving financial modeling for multi-tenant commercial properties in a fast-paced e...

Drive accounting excellence by managing investment portfolios, leading key projects, and enhancing reporting processes. Collaborate cross-functionally to resolve discrepancies and streamline operation...

Join a team that's committed to delivering high-quality client onboarding projects. Collaborate cross-functionally to ensure client satisfaction and seamless implementations within a fast-paced enviro...

Advance our equity derivatives sales strategy by leveraging existing client relationships, deep market knowledge, and innovative thinking to drive growth within the insurance sector. Collaborate with...

Drive innovation as you collaborate with cross-functional teams to shape institutional investment platforms and enhance client engagement, contributing to product development from UX/UI to APIs in a d...