Wealth Management Consultant Jobs in New York, NY

Drive strategic growth and operational excellence for diverse clients, enhancing relationships and identifying opportunities. Lead consulting projects and mentor teams, ensuring high-quality deliverab...

Lead client relationships and oversee fund operations, financial reporting, and audits for private equity clients. Drive process improvements and mentor junior staff while ensuring high-quality delive...

Engage your expertise to lead fund administration for private equity clients, overseeing operations, financial reporting, and audits. Drive process improvements while mentoring junior staff and ensuri...

Drive excellence in fund administration by managing client relationships, overseeing financial reporting, and enhancing operational processes. Collaborate with a skilled team to deliver high-quality o...

Champion superior client service by managing eDiscovery projects, coordinating teams, and strategizing solutions to meet client goals. Build strong relationships and ensure seamless communication betw...

Transform your career by managing complex financial transactions, driving client communications, and developing strategic relationships in a fast-paced environment focused on M&As, IPOs, and corporate...

Lead comprehensive asset recovery strategies, managing distressed loans through financial analysis, restructuring, and liquidation while collaborating cross-functionally to maximize recovery outcomes...

Partner with us to drive transformation in Life & Annuity sectors by analyzing business challenges, designing solutions, and delivering impactful results through collaboration with clients and teams...

Empower excellence in Life & Annuity transformations by engaging with clients to analyze needs, design solutions, and deliver impactful outcomes across complex programs. Contribute to modernizing oper...

Engage in transformative projects within the Life & Annuity sectors, analyzing problems, designing practical solutions, and delivering measurable outcomes as part of a dynamic consulting team dedicate...

Drive new-client acquisition by managing the full sales cycle, from prospecting to contract signing. Collaborate with marketing and commercial teams to deliver tailored solutions and build executive r...

Manage actuarial and risk modeling projects, guiding teams to assess financial risk through data analysis and statistical modeling, while ensuring timely deliverables and client satisfaction in a dyna...

Optimize financial planning and analysis for Wealth Management, driving insights that influence capital allocation and pricing. Lead complex initiatives, mentor colleagues, and communicate findings to...

Drive financial analysis and strategic insights for Wealth Management, shaping capital allocation and pricing decisions. Lead complex initiatives, mentor colleagues, and communicate findings to senior...

Shape the future of product marketing by bridging product and go-to-market teams. Drive impactful messaging, enablement, and strategies that resonate with audiences, ensuring alignment in a fast-paced...

Serve as the primary client liaison, driving satisfaction and retention while fostering partnerships and implementing effective client strategies for healthcare products. Collaborate cross-functionall...

Transform digital infrastructure financing by leading complex transactions and developing innovative capital market solutions. Collaborate with top industry professionals to originate new business opp...

Join a team that's dedicated to optimizing strategic partnerships and enhancing service excellence. Lead a skilled team to manage vendor relationships, drive process improvements, and ensure top-tier...

Lead the charge in managing complex real estate transactions, collaborating with brokerage teams to secure optimal deal terms. Drive strategic planning and execution for acquisitions, dispositions, an...

Drive the integration of Forge into Schwab's private markets, shaping strategy and client experiences. Collaborate with stakeholders to define requirements and ensure alignment with business goals, en...

Unlock the potential of risk management by collaborating with ERM team members to enhance casualty data processes, perform risk assessments and support strategic reporting across business units, drivi...

Elevate your career by leading financial planning and analysis, managing budgets, and driving strategic insights. Collaborate with cross-functional teams to enhance operational performance and deliver...

Drive transformation initiatives by leading cross-functional teams to modernize business processes and develop innovative solutions across Life & Annuity platforms, ensuring successful delivery and me...

Lead transformative projects at the intersection of business and technology, shaping future-state solutions in Life & Annuity. Collaborate with stakeholders to deliver measurable outcomes and drive mo...

Lead client engagements in Real-World Data solutions, ensuring operational excellence and strong outcomes. Collaborate cross-functionally to translate client objectives into actionable plans, driving...