Wealth Management Consultant Jobs in New York, NY

Empower growth by managing key client accounts, ensuring satisfaction, and fostering relationships. Collaborate with teams to deliver tailored solutions and drive strategic initiatives, all while enha...

Elevate strategic growth by conducting market assessments, crafting actionable roadmaps, and influencing executive decisions. Collaborate with leaders to identify opportunities and develop compelling...

Lead the bank's internal risk management by analyzing IT risks including cybersecurity, hardware, and software. Collaborate with leadership to develop effective risk strategies, ensuring compliance an...

Join a leading bank as you shape the future of internal risk management, overseeing cybersecurity, hardware, and software risks. Develop strategies to ensure compliance and protect vital data while le...

Lead the charge in delivering actionable insights to clients using advanced data tools. Collaborate with a team to transform customer experiences and coach junior members, ensuring impactful analysis...

Join a team that optimizes client relationships by managing technical integrations and implementations for complex financial solutions, ensuring seamless support and continuous improvement in service...

Unlock potential by joining a dynamic program that equips individuals to excel as Financial Advisors. Engage with high-net-worth clients, develop relationships, and deliver strategic investment soluti...

Join a dynamic team to manage and grow a diverse portfolio of securitizations. Analyze credit applications, interact with global banking counterparts, and contribute to pivotal decision-making in a co...

Elevate marketing initiatives by creating impactful content for retail investment products. Collaborate with teams to launch new offerings and drive engagement while staying updated on market trends a...

Tackle enterprise operational and technology risk across a global brokerage platform. Build frameworks, assess risks for new products, and drive decision-making while leading a team of risk profession...

Drive growth in North America’s Employee Benefits Financing sector, enhancing client engagement and strategy execution. Lead business development initiatives, foster internal collaboration, and mainta...

Drive growth by developing global client relationships in insurance services, leading transactions, and mentoring teams to achieve excellence in execution and strategic advice for financial institutio...

Unlock potential by cultivating client relationships and managing risk in a dynamic team environment. You'll drive revenue growth while ensuring client engagement, utilizing your expertise in credit a...

Empower the transformation of life and annuities technology, leading strategy and modernization initiatives while enhancing customer experience and operational efficiency across a global organization...

Join a team that's at the forefront of risk management, leading global strategies for credit risk measurement and stress testing across diverse financial portfolios, while driving operational excellen...

Analyze and execute complex equity derivatives transactions, collaborating with sales, trading, and engineering teams to deliver tailored client solutions while managing multiple priorities in a dynam...

Optimize business development by managing relationships and analyzing data to enhance ABS market strategies. Collaborate with senior management to create impactful presentations and reports that drive...

Drive progress by leading product innovation in AdTech and Customer Data Platforms, guiding strategic development and execution to enhance client engagement and deliver data-driven solutions that exce...

Champion the development of high-impact RFP responses and pitches that secure new business. Collaborate across teams to enhance proposal quality, manage complex projects, and drive success in competit...

Collaborate with legal teams to support electronic communication archives, manage e-Discovery tools, and ensure compliance in litigation processes while fostering strong relationships with internal an...

Join as a strategic partner leading client service efforts across Commercial P&C. You'll enhance client experiences, drive satisfaction, support growth initiatives, and collaborate across teams to str...

Evaluate and conduct diligence on investment opportunities, build financial models, and monitor portfolio performance. Collaborate with teams to source and analyze potential investments while keeping...

Join a team that’s dedicated to excellence in business development, managing complex RFP processes, and collaborating with stakeholders to create compelling materials that win new business in a dynami...

Accelerate progress at integration by leading seamless mergers and acquisitions. Manage multi-functional collaboration and enhance operational efficiency while ensuring a smooth transition of new firm...

Optimize financial insights by partnering with senior leaders to enhance decision-making, reporting, and planning processes. Drive data quality improvement and elevate the Finance team's analytical ca...