Wealth Management Consultant Jobs in New York, NY

Join a dynamic team to drive investment analysis and management in the mining sector, overseeing financial modeling, due diligence, and portfolio performance with direct exposure to senior leadership...

Join a team that's leading application support for practice-of-law software, ensuring seamless operations and user satisfaction. Collaborate with cross-functional teams, drive service delivery, and ch...

Join a team that's transforming investment technology by leading engineering initiatives, enhancing portfolio management, and driving modernization across multi-asset solutions for institutional clien...

Transform the future of AI adoption by leading cross-functional teams to deliver impactful solutions, ensuring alignment with business goals and driving measurable outcomes across the organization...

Drive strategic growth by providing expertise in SBA and Commercial Real Estate lending. Collaborate with Business Relationship Managers to identify client needs, structure loans, and ensure excellent...

Discover opportunities to enhance workforce financial modeling and analysis. Collaborate across teams to drive strategic insights, optimize budgeting, and support profitability initiatives while prese...

Partner with us to optimize growth strategies and drive data-driven decision-making in supporting the Public Sector Group, enhancing our impact across multi-faceted client segments through collaborati...

Drive client financial success by overseeing accounting operations, leading teams, and ensuring timely delivery of financial reporting. Utilize technology to enhance processes and provide insights tha...

Join a dynamic team as you leverage your expertise in interest rate products to deliver tailored solutions for institutional clients. Collaborate with trading and risk teams to drive revenue growth an...

Lead a dynamic sales team to drive growth and retention of assets, collaborating with division managers to align strategies and enhance performance. Foster a high-performing culture through coaching a...

Elevate your career by managing relationships and driving Asset Based Lending initiatives. Lead strategic client engagements, analyze financials, and optimize loan portfolios while collaborating with...

Pioneer the implementation of Charles River Investment Management Solutions, leveraging your expertise in Equities and Compliance. Collaborate with clients to define requirements, configure solutions...

Engage as a Principal Consultant, leveraging your expertise in CRIMS to guide clients through implementation and upgrades. Collaborate with teams, analyze requirements, and ensure solutions meet busin...

Shape compliance strategies for investment advisers and funds. Collaborate across teams to ensure adherence to regulations, monitor developments, and support governance frameworks while driving soluti...

Lead the charge in implementing and upgrading the Charles River Investment Management Solution. Serve as a subject-matter expert, ensuring client needs are met while providing training, support, and b...

Join a dynamic team to strategically implement client development initiatives, leveraging local insights to enhance luxury retail experiences and drive client satisfaction through effective loyalty an...

Lead the charge in investment accounting, ensuring accurate transaction processing and compliance. Collaborate with internal teams and external partners to maintain financial controls and support stra...

Drive independent assurance and advisory services to enhance risk management and governance processes. Lead audit teams, manage complex audits, and collaborate with stakeholders to ensure effective ov...

Transform client experiences by leveraging deep expertise in healthcare solutions. Lead strategic initiatives, enhance client relationships, and drive impactful outcomes for high-value accounts throug...

Join a team that's driving business success by building relationships and selling comprehensive HR solutions to small and midsize companies. You'll manage your own pipeline, engage with decision-maker...

Join a team that's driving business success by leveraging HR solutions. You'll build relationships, manage a diverse sales pipeline, and engage with decision-makers to deliver value to companies with...

Lead and innovate omni-channel personalization strategies, driving AI-enhanced customer experiences. Collaborate with cross-functional teams to execute impactful product initiatives and exceed busines...

Lead compliance and administrative functions to support market executives and influence financial advisor practices, minimizing risks while enhancing market profitability and client satisfaction throu...

Engage in a dynamic three-year program, providing tailored financial planning and investment solutions. Build lasting client relationships, deliver exceptional service, and utilize your expertise to m...

Drive impactful annual giving initiatives, enhancing donor engagement and retention. Lead a dedicated team to expand a sustainable donor base, leveraging data-driven strategies to elevate fundraising...