Wealth Management Consultant Jobs in New York, NY

Transform customer engagement by owning lifecycle marketing strategies, enhancing onboarding, retention, and referral programs. Collaborate with cross-functional teams to drive subscriber value and op...

Drive customer engagement and retention strategies in a senior, hands-on role. Oversee lifecycle marketing, consolidate platforms, and collaborate with cross-functional teams to enhance user experienc...

Transform data governance by leading strategic initiatives that enhance data protection, automate processes, and ensure compliance across the organization. Collaborate with stakeholders to drive effec...

Lead strategic portfolio management and investment insights, driving performance evaluation and analytics. Collaborate with teams to enhance reporting, support decision-making, and mentor junior membe...

Lead the charge in optimizing client integrations by managing projects, overseeing onboarding activities, and delivering tailored solutions that enhance operational readiness and client satisfaction f...

Lead the charge in managing client relationships, delivering strategic financial advice, and driving new business development. Collaborate with teams to enhance client experiences while maintaining a...

Lead the charge in transforming talent strategies by integrating AI and data-driven insights to redefine workforce processes, enhance agility, and drive productivity for clients navigating the evolvin...

Join us to lead transformative talent strategies that integrate AI and workforce analytics, redefining how organizations deploy and retain talent in an evolving landscape. Drive innovation and deliver...

Transform broker-dealer operations by overseeing compliance, enhancing trading accuracy, and leading cross-functional collaborations. Strengthen incident response frameworks while ensuring regulatory...

Join a team that's redefining client success through strategic operations. You'll optimize processes, develop KPIs, and drive cross-functional alignment to ensure long-term client satisfaction in a dy...

Lead a high-performing team in delivering exceptional investor services, overseeing operations, onboarding, and communication for alternative investment funds while ensuring compliance and enhancing c...

Champion the technology strategy and delivery for the Client Platform, driving innovation across institutional and wealth distribution. Collaborate with Product Owners to ensure scalable, secure solut...

Lead the charge in driving enterprise growth marketing strategies, optimizing pipeline performance, and orchestrating cross-functional initiatives to scale demand generation and revenue outcomes acros...

Join our dynamic team to drive alternative investment strategies in credit. Leverage your expertise to build relationships, educate clients, and lead fundraising efforts while navigating the evolving...

Lead the strategy and delivery of core banking products, enhancing customer experiences across payments and account services while ensuring security and compliance in a dynamic fintech environment...

Join a team that's shaping the future of investment banking by delivering innovative solutions for complex transactions. Collaborate with seasoned professionals to provide exceptional advisory service...

Join a team that's dedicated to enhancing financial integrity through proactive surveillance and analysis. Drive initiatives to detect and prevent financial crime while collaborating with cross-functi...

Shape impactful relationships with Investment Grade Banking professionals to drive revenue and enhance Fitch's market position. Collaborate with global teams to tailor strategic outreach and marketing...

Take ownership of identity and access management initiatives, ensuring secure access to systems and data. Collaborate with clients, mentor junior team members, and leverage critical thinking to enhanc...

Join a team that's dedicated to developing advanced quantitative models and tools for risk management in complex financial products, collaborating across functions to enhance business decision-making...

Join us to drive AI enablement across the firm, leading high-impact engagements and shaping strategies that integrate AI solutions into business operations for meaningful value and scalability...

Elevate your career by transforming financial management with our innovative solutions. Collaborate with sales and cross-functional teams to showcase the impact of our applications, driving client suc...

Transform financial operations by leading fund administration, ensuring compliance, and mentoring teams while managing complex investment transactions and audits for venture capital funds...

Engineer comprehensive underwriting strategies for complex financial cases. Lead initiatives, mentor junior staff, and ensure compliance with guidelines while fostering strong relationships within a d...

Join a dynamic team as you lead investment accounting and reporting efforts, ensuring accuracy and compliance. Collaborate across departments to enhance financial processes and drive improvements in a...