Wealth Management Consultant Jobs in New York, NY

Drive impactful financial due diligence and M&A engagements, managing client relationships and mentoring junior staff while ensuring high-quality analyses and reports to support strategic transactions...

Lead the development of a robust Private Equity channel, driving strategy, partnerships, and team growth. Own the end-to-end process, from relationship management to revenue generation, while building...

Drive the Reuse function within the Product Lifecycle team, ensuring efficient operations, stakeholder communication, and process consistency to support the mission of serving Veterans. Lead a team fo...

Drive compliance excellence by leading insurance operations, optimizing processes, and mitigating risks across a commercial loan servicing portfolio while ensuring adherence to regulatory and investor...

Join a team that's dedicated to delivering high-quality valuation analyses and reports. Leverage your expertise to manage client relationships, mentor staff, and drive business development in a collab...

Elevate product strategy and execution by leading cross-functional initiatives, analyzing market trends, and enhancing product offerings to meet customer needs and drive business growth...

Discover the intricacies of portfolio management and analytics while collaborating with senior professionals. Gain hands-on experience in investment strategies, risk management, and financial analytic...

Lead the charge in providing top-notch investor services while ensuring compliance and supporting the digitization of client interactions through innovative platforms and stringent data protection mea...

Oversee investor services by collaborating with Fund Managers and ensuring compliance with regulations. Drive client education on digitization while managing transactions and safeguarding data privacy...

Join a dynamic team to support financial forecasting, budgeting, and strategic analysis for U.S. Banks. Collaborate across departments to enhance reporting and decision-making processes while ensuring...

Drive comprehensive accounting processes, ensuring accurate financial reporting and analysis for multiple clients. Lead a team, manage high-volume workloads, and maintain compliance with internal cont...

Lead comprehensive investigations into whistleblower allegations, ensuring adherence to corporate policies and legal standards. Collaborate with cross-functional teams to assess, report, and recommend...

Lead comprehensive investigations into whistleblower allegations, ensuring adherence to corporate policies and legal standards. Collaborate with cross-functional teams to assess, plan, and execute inv...

Lead the charge in delivering exceptional investor services by managing a high-performing team, overseeing operations, and enhancing client relationships within the alternative investments sector...

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 innovative solutions in life insurance consulting, driving client success. Engage with top-tier companies, lead diverse projects, and inspire collaborations that redefine industry standards a...

Drive exceptional customer experiences by managing relationships with affluent clients, delivering tailored financial strategies, and collaborating with internal teams to provide integrated banking so...

Lead the charge in delivering data-driven insights and consulting solutions for Financial Services clients, enhancing compensation strategies and fostering long-term partnerships within a dynamic, hyb...

Engage in comprehensive investigations of whistleblowing allegations, assessing severity, developing plans, and collaborating with stakeholders to ensure compliance with corporate policies and legal s...

Shape the future of private equity value creation in TMT by leading strategic initiatives, managing client accounts, and mentoring teams to drive informed decision-making and enhance value across the...

Develop your expertise in commodity structuring by collaborating with trading teams, managing risk, and executing complex transactions in the dynamic North American power and gas markets. Drive innova...

Unlock potential by analyzing operational processes in asset and wealth management. As a Senior Associate, you'll manage workstreams, mentor junior team members, and develop actionable recommendations...

Transform market engagement and strategy by building impactful relationships, enhancing operational efficiency, and driving growth opportunities across U.S. P&C operations while fostering a positive...

Transform regulatory reporting by leading compliance initiatives and overseeing filings. Collaborate with senior leaders to navigate complex regulations, enhance processes, and drive compliance excell...

Deliver compliance leadership by overseeing regulatory reporting processes, advising on developments, and ensuring adherence to obligations for registered investment advisers and private funds. Drive...