Wealth Management Consultant Jobs in New York, NY

Advance multinational account management by supporting the administration of global programs. Drive effective service delivery through excellent communication, thorough compliance review, and collabor...

Join our dynamic team as you support Senior Analysts, managing schedules, planning events, and leveraging your skills in Excel and Salesforce. Contribute to our growing organization while enhancing yo...

Elevate employee benefits programs by leading strategy, execution, and compliance. Partner with leaders to enhance the employee experience through innovative solutions, proactive management, and data...

Lead the charge in enhancing U.S. benefits programs through strategy, execution, and continuous improvement, ensuring a seamless employee experience while managing complexity with autonomy and experti...

Develop innovative AI-driven knowledge solutions that transform legal practices. Lead teams to enhance workflows, mentor talent, and drive adoption of technology, ensuring strategic alignment with bus...

Build strong partnerships with personal injury attorneys to drive settlement planning and wealth management referrals. Leverage relationship skills and industry knowledge to develop a thriving busines...

Join our team to lead M&A transactions, ensuring clarity and structure throughout the deal process. Leverage your advanced accounting skills to manage due diligence and integrations while driving coll...

Lead the charge in tax compliance and advisory services, managing client relationships while guiding and developing staff. Drive business development and foster superior client service through innovat...

Manage tax compliance and advisory work for clients, oversee client relationships, lead staff development, and participate in business growth. Engage in technical research and provide tailored tax sol...

Join a team that's committed to delivering exceptional tax compliance and advisory services, managing client relationships, and leading a dynamic team while driving business development in a collabora...

Unlock potential by managing tax compliance and advisory work, leading client relationships, and mentoring staff while driving business development in a dynamic, collaborative environment...

Empower clients by leading tax compliance and advisory efforts. Drive business development, manage relationships, and cultivate team talent while providing expert guidance and innovative solutions in...

Lead strategic initiatives to foster client relationships and drive growth. Engage with C-suite executives to tailor solutions, adapt to market trends, and ensure long-term retention. Collaborate inte...

Drive financial operations and process optimization as a key member of our finance team. Manage treasury functions, execute reporting, and enhance workflows with AI tools while collaborating cross-fun...

The Tax Manager for RSM will oversee corporate tax services for public and private multinational clients, focusing on income tax reporting, consulting, and compliance. This role involves mentoring sta...

Engage with a dynamic team to optimize tax strategies for corporate clients, manage compliance, mentor staff, and provide top-notch consulting services while navigating complex tax scenarios and enhan...

Engage with the ETF Product team to develop innovative strategies, maintain existing offerings, and transform complex data into impactful presentations while driving collaboration across diverse teams...

Join a team that's focused on driving operational excellence and technical solutions for clients. Lead transformative projects, enhance performance, and mentor junior consultants while ensuring succes...

Transform your career by leading audit engagements and shaping strategies. Collaborate with clients and mentor staff while driving innovative solutions and maintaining high standards in financial repo...

Unlock your potential as a Director in our assurance practice, leading audit engagements, collaborating with clients, and mentoring staff to transform financial reporting into strategic solutions that...

Drive your career with a leadership role in Cyber Security, overseeing programs that enhance safety and compliance within financial services. Leverage your knowledge and experience to manage a team an...

Empower clients by providing strategic investment advice and building relationships. Collaborate with financial advisors to deliver tailored solutions, managing projects and coordinating expert teams...

Advance customer success by driving strategic outcomes and executive engagement. Collaborate with cross-functional teams to enhance platform adoption and influence transformational go-to-market strate...

Empower compliance with state-of-the-art surveillance tools, driving product innovation and operational excellence in capital markets and regulatory environments. Partner with legal teams to address c...

Take ownership of complex legal matters in Fixed Income Capital Markets, advising on transactions, regulations, and compliance. Collaborate with senior leaders to deliver effective risk management and...