Wealth Management Consultant Jobs in New York, NY

Take ownership of financial leadership and optimize profitability initiatives by managing key tax operations. Collaborate with partners and FP&A teams to ensure streamlined budgeting, forecasting, and...

Architect financial strategies for a leading tax team, managing revenue cycle operations, profitability initiatives, and budgeting. Collaborate closely with tax leadership to drive exceptional service...

Lead the preparation and consolidation of financial statements, ensuring compliance with US GAAP/IFRS standards. Collaborate across departments to optimize reporting processes and support ongoing acco...

Shape compliance strategies for Prime Brokerage, ensuring governance and regulatory alignment. Collaborate with leaders to oversee compliance initiatives, support growth, and manage risks within a dyn...

Take ownership of strategic relationships with senior executives in the Consumer Industries. As a trusted advisor, align partner priorities with global initiatives, ensuring impactful engagement and d...

Drive accuracy in reconciling and analyzing P&L and risk positions. Collaborate closely with Traders and Finance teams while ensuring compliance and reporting within a fast-paced environment. Your det...

Elevate your career by leading diverse teams in client engagement management. Drive project success through strategic planning, troubleshooting, and relationship-building while mentoring junior talent...

Champion impactful solutions for clients by leading complex NetSuite implementations, mentoring junior consultants, and leveraging industry expertise to address their unique needs through best practic...

Reimagine your career by engaging with ultra-high-net-worth clients in a dynamic art gallery setting. Build trusted relationships and guide clients on investment opportunities in art while attending e...

Champion compliance excellence in investment management by overseeing regulatory adherence, executing compliance programs, and collaborating with stakeholders to ensure all investment restrictions and...

Shape the future of compliance in investment management by overseeing regulatory adherence, monitoring guidelines, and implementing solutions. Collaborate with key stakeholders to enhance compliance f...

Lead the charge in defining and executing risk data strategy and governance. Collaborate across teams to develop trusted data products, implement AI/ML solutions, and ensure safe and reliable outcomes...

Lead transformative finance initiatives, shaping operations with AI and analytics. Partner closely with C-suite to establish a modern finance model that fosters collaborative change across teams and d...

Strategize the AI Platform's architecture and operations, enabling seamless integration of 1,000+ AI agents across solutions. Lead performance engineering and cultivate strategic partnerships, ensurin...

Innovate by leading strategic planning for mergers and acquisitions. Guide clients through complex transactions, enhancing value in investment opportunities while mentoring junior staff in a dynamic t...

Lead tax strategy initiatives for financial services clients, navigate complex tax landscapes, and provide expert guidance on compliance and business analysis. Collaborate with teams to deliver innova...

Join a team that's redefining tax advisory in Financial Services, solving complex issues that impact businesses globally. Enhance operational efficiencies as you guide clients through the intricate la...

Join our Financial Services Tax team to advise clients on complex tax matters. As a Senior Manager, you'll navigate local and global tax challenges while enhancing strategic business operations and fo...

Lead strategic tax consulting for clients in Financial Services, tackling complex national and international tax issues. Foster team collaboration while guiding the delivery of value-driven solutions...

Empower financial literacy by writing and editing engaging digital content, leading editorial projects across strategic initiatives, and collaborating with various stakeholders to enhance J.P. Morgan...

Drive the execution of a global control program, ensuring effective risk management and compliance across the firm. Collaborate with diverse teams to enhance governance frameworks and promote scalable...

Drive innovative governance initiatives within a global team, ensuring robust control environments through strategic program management and stakeholder collaboration to support sustainable product gro...

Build strong client relationships while driving growth and profitability of the portfolio. Identify new business opportunities, structure lending agreements, and ensure compliance through detailed fin...

Manage client relationships and operational activities to drive success, retention, and growth of healthcare products. Collaborate across teams, optimize performance, and ensure client needs are met w...

Transform financial reporting by collaborating with senior leaders to streamline SEC filings and enhance financial analysis while ensuring compliance and efficient processes in a dynamic, fast-paced e...