Wealth Management Consultant Jobs in New York, NY

Shape and lead a dynamic team of Underwriters, managing a profitable retail middle market property portfolio while serving as a key resource for clients and brokers, leveraging your expertise in comme...

Transform client health and benefits strategies by leading complex engagements, fostering relationships, and delivering innovative solutions that enhance employee well-being and organizational success...

Join a team that's redefining customer experience by translating complex business needs into actionable technical requirements, ensuring seamless integration across platforms and delivering innovative...

Develop and manage client relationships while delivering exceptional service. Oversee a diverse portfolio, facilitate new business growth, and provide tailored financial solutions to meet clients' nee...

Elevate product strategy and delivery by leading requirement definition and solution design for the Investment Accounting platform, ensuring alignment with stakeholders and driving enhancements throug...

Transform strategic finance by collaborating cross-functionally, driving insights, and building financial models to support key decisions. Leverage AI tools to enhance reporting and navigate ambiguity...

Shape the future of media analytics by delivering insights and reporting that drive client success. Collaborate across teams to enhance measurement frameworks and optimize marketing performance throug...

Drive customer success by managing relationships, enhancing value, and collaborating internally to optimize operations. Leverage your expertise to create impactful solutions and foster long-term partn...

Unlock potential by supporting CMBS loan origination, underwriting, and transaction execution while collaborating with internal teams to enhance process efficiency and client relations, ultimately dri...

Empower clients by transforming insights into impactful business results. Collaborate with teams to drive process improvements and optimize operations across various industries, ensuring measurable ou...

Join a team that's dedicated to transforming insights into impactful business results. Collaborate with clients across industries, leveraging your analytical skills to drive process improvements and o...

Elevate your career by assisting diverse clients with valuation projects, navigating IPOs and M&A processes. Collaborate with seasoned professionals to deliver insights and establish credibility as a...

Join a team that partners with executives by providing high-level administrative support, ensuring effective communication, and facilitating operations in a fast-paced environment, while maintaining c...

Oversee large-scale digital transformation initiatives, enhancing risk management and compliance for clients. Leverage SAP, Oracle, and develop teams to solve complex problems while driving impactful...

Transform corporate banking by managing key relationships with large corporate clients. Drive innovative solutions in the Energy & Power sector while collaborating across teams to deliver comprehensiv...

Manage risk for Prime Finance and FX Prime Services by setting margin levels, controlling leverage, and negotiating client terms. Proactively monitor portfolios to ensure compliance with risk mandates...

Elevate your career by managing Franchise Finance portfolios, ensuring compliance, and mitigating credit risk. Collaborate with teams to prepare reports and support credit underwriting, driving succes...

Optimize vendor funding strategies while managing hundreds of millions in allocations. Collaborate with diverse stakeholders to ensure accuracy and governance, leveraging strong analytical and problem...

Shape the future of financial crime prevention by advising on AML and sanctions for sales and trading. Lead due diligence efforts and regulatory compliance while collaborating with global teams to mit...

Lead transformation initiatives by managing complex processes, enhancing efficiencies, and leveraging technology innovations to drive operational effectiveness in Stock Plan operations, while maintain...

Elevate client experiences by leading comprehensive implementations of a cloud-based financial solution, ensuring seamless integration and ongoing support tailored to family office needs...

Join a team that's focused on business development, client relations, and loan management. Drive profitability and growth while ensuring compliance with credit policies through effective negotiation a...

Drive your career forward as a key advisor, delivering tailored audit and assurance services to middle market clients. Collaborate with leadership, mentor staff, and enhance your expertise in a dynami...

Join a team that's redefining financial analytics by developing cutting-edge predictive models. Collaborate globally, analyze large datasets, and drive impactful solutions in the financial services in...

Transform the Infrastructure Debt accounting landscape by leading process improvements, managing key client relationships, and ensuring compliance. Collaborate across teams to optimize operations and...