Wealth Management Consultant Jobs in New York, NY

Lead the strategic direction and growth of key client relationships, ensuring excellence across teams and disciplines while developing future leaders and driving financial performance in a dynamic env...

Transform revenue growth by driving sales of partnership products to Mid Law High Value Accounts. Collaborate with territory owners and manage complex sales cycles while leveraging deep product knowle...

Unlock client success by managing global relationships, ensuring high-quality service, and driving revenue growth through strategic oversight and collaboration with cross-functional teams...

Drive efficiencies and innovations in actuarial operations, collaborating with teams to enhance products, improve data storytelling, and strengthen client engagement through data analytics and advance...

Partner with us to lead client engagement programs in Corporate & Investment Banking, managing high-profile events and strategic initiatives to enhance client experiences and drive business objectives...

Lead transformation initiatives in Life & Annuity sectors, aligning business and technology strategies. Drive modernization efforts, enhance workflows, and deliver measurable outcomes while managing c...

Partner with us to enhance audit effectiveness by evaluating risks and controls in finance processes. Leverage your expertise in transformation initiatives to safeguard business integrity and foster c...

Join a team that's dedicated to enhancing business processes through effective audits. You'll assess risks, evaluate controls, and collaborate with experts to ensure compliance and drive strategic ini...

Unlock potential by stepping into a pivotal role in Private Markets fund accounting, where you'll manage complex financial records and collaborate with industry experts to drive impactful results in a...

Unlock potential by joining our Asset Allocation team to develop quantitative equity investment models. This role combines research, data management, and portfolio support, focusing on sector rotation...

Unlock potential by leading complex client engagements, ensuring timely delivery, budget management, and effective resource utilization while navigating challenges in a dynamic environment. Empower te...

Partner with us to drive growth in our Cross-border Payments team, delivering analytics-driven insights and managing key initiatives. Collaborate with senior leaders to optimize business performance a...

Pioneer innovative financial strategies for C-suite clients by providing personalized consultation, addressing unique planning needs, and driving growth through effective relationship management and e...

Elevate your career by generating research, executing trades, and analyzing markets within our Investment Portfolio Agency MBS Team, focusing on maximizing risk-adjusted returns while collaborating wi...

Lead the charge in managing treasury operations for US clients, ensuring efficient money movement, optimizing processes, and fostering team development while collaborating with stakeholders to enhance...

Lead the charge in integrated marketing strategies for Audit and Tax services, driving growth through collaboration, innovative campaigns, and data-driven insights to enhance market visibility and cli...

Lead integrated marketing initiatives for the Audit and Tax practice, driving growth through data-driven strategies and collaboration. Manage multi-channel campaigns, enhance brand visibility, and cul...

Drive integrated marketing strategies for growth in Audit and Tax services, enhancing brand visibility and client engagement through data-driven campaigns, thought leadership, and collaboration with l...

Transform integrated marketing initiatives to elevate growth in Audit and Tax services. Collaborate with leaders to create data-driven strategies, thought leadership, and impactful campaigns that enha...

Drive the accounting and administration of multiple private equity funds, ensuring exceptional client service and team leadership while managing critical fund operations and financial reporting...

Manage and oversee accounting for multiple private equity funds, ensuring exceptional client service and team leadership. Leverage deep technical expertise to drive financial reporting, investor alloc...

Manage investment strategies and client portfolios, ensuring compliance and optimal asset allocation while mentoring team members and overseeing operations to achieve performance goals and enhance cli...

Grow client relationships by managing a diverse portfolio, driving sales, and enhancing customer engagement. Collaborate with internal teams to deliver tailored financial solutions while mitigating ri...

Join a team that's driving financial excellence through strategic reporting and analytics. Lead the development of internal and external reporting frameworks, ensuring accuracy and alignment with busi...

Take ownership of market risk analysis for Home Lending Residential Loans, supporting daily monitoring, reporting, and risk insights. Collaborate with various teams to enhance controls and improve ris...