Wealth Management Consultant Jobs in New York, NY

Unlock potential by overseeing financial reporting and accounting for funds, engaging with portfolio managers and investors to ensure compliance, accuracy, and effective cash management across multipl...

Drive relationship growth by managing affluent customer portfolios, delivering tailored banking solutions, and collaborating with internal teams to enhance customer experience and satisfaction through...

Support growth by delivering insightful transaction analysis in property & casualty insurance, ensuring accurate financial assessments for acquisitions. Collaborate with project managers and leverage...

Drive strategic venture investments by sourcing, evaluating, and executing opportunities while collaborating with teams to enhance portfolio performance and support Capital One's technology initiative...

Shape the future of investment strategy by analyzing macroeconomic trends and creating impactful content. Collaborate closely with asset allocators to support data-driven decision-making and enhance m...

Join a dynamic investment banking team to execute diverse equity financings, including IPOs and structured deals. Collaborate with clients and colleagues to drive successful outcomes in the healthcare...

Shape the future of client analytics by transforming complex data into actionable insights. Collaborate across teams to enhance decision-making and drive business performance through advanced analytic...

Optimize AI agent development by leading strategy and execution in enterprise environments. Collaborate cross-functionally to enhance efficiency and ensure impactful launches that align customer goals...

Elevate client experiences by managing automated trade solutions, ensuring optimal performance, and driving operational excellence. Collaborate with teams to support onboarding, troubleshoot issues, a...

Optimize data operations and reporting processes to enhance data integrity and accessibility. Collaborate cross-functionally to drive efficiency and support governance initiatives, ensuring high-quali...

Drive personalized financial solutions for high-net-worth clients, managing complex cross-border banking needs while ensuring compliance with global regulations and fostering long-term relationships t...

Unlock potential by owning the Client Analytics Data Product, collaborating across teams to deliver AI-ready insights and analytics that enhance decision-making and drive business performance in asset...

Lead corporate deals technology initiatives, aligning tech solutions with business goals, managing costs, and enhancing value through strategic planning and stakeholder communication. Drive team perfo...

Reimagine client relationships by providing personalized financial planning and investment solutions. Leverage your expertise to build trust and empower clients with comprehensive advice, enhancing th...

Lead the charge in portfolio management by developing innovative strategies and leveraging deep market insights to optimize performance and capitalize on inefficiencies, fostering growth and success i...

Unlock your potential as an Investments Analyst, supporting sourcing, underwriting, and monitoring of private investment funds. Collaborate with experts, conduct rigorous analysis, and enhance your kn...

Transform the valuation landscape by leading pricing processes for private credit. Collaborate with investment teams and external partners to ensure rigorous, auditable valuations while enhancing gove...

Support the deal team through all transaction phases, from pitching to closing. Engage in creating marketing materials, managing deal tracking, and providing administrative assistance to senior execut...

Elevate investment strategies by driving index and crediting agendas, collaborating with partners, and translating complex concepts into clear narratives for advisors and clients. Shape the future of...

Lead the charge in risk management strategy and execution, collaborating with cross-functional teams to innovate processes and mitigate risks during a transformative phase in the organization...

Shape the future of finance strategy by partnering with executives to drive impactful financial models, strategic analyses, and investor communications in a dynamic, fast-paced environment focused on...

Lead the charge in transforming client development through strategic operations and enablement. Drive growth initiatives, manage a high-performing team, and ensure seamless execution across programs t...

Join a team that's advancing enterprise talent strategy through data-driven performance management, succession planning, and organizational effectiveness, partnering with leaders to build high-perform...

Elevate your career by leading valuation analyses for private investments. Collaborate with cross-functional teams to ensure compliance with US GAAP and enhance internal controls while driving impactf...

Advance your career by leveraging your legal expertise in corporate finance. Collaborate with editorial teams to analyze complex credit agreements and contribute to thought leadership in a dynamic, fl...