Wealth Management Consultant Jobs in New York, NY

Join a team that strategizes comprehensive estate and fiduciary solutions for high-net-worth clients, utilizing your legal expertise and collaboration skills in a supportive, non-practicing attorney r...

Take ownership of financial disclosure accuracy and trading compliance. Collaborate with employees and management to resolve complex issues, develop training materials, and ensure adherence to policie...

Transform your future by driving growth and strategy within our Wealth Management division, collaborating with Financial Advisors to enhance their practices and support diverse initiatives that impact...

Transform the Wealth Management landscape by driving asset growth, executing strategic initiatives, and coaching Financial Advisors to enhance their practices. Collaborate with teams to deliver impact...

Reimagine the Americas distribution landscape by providing critical data insights and governance. Collaborate across teams to ensure accurate asset attribution and operational excellence, driving stra...

Drive investment strategy development and implementation, collaborating with Financial Advisors and clients. Leverage expertise in equity and multi-asset class investing to conduct research, present i...

Transform the Due Diligence Toolkit by leading product strategy, engaging stakeholders, and driving project execution. Collaborate with cross-functional teams to enhance platform value and ensure alig...

Take ownership of the Due Diligence Toolkit, driving product vision and strategy. Collaborate with cross-functional teams to enhance platform performance, manage project execution, and ensure alignmen...

Grow your career with a leadership role focused on driving business development and managing relationships with institutional investors, leveraging a broad range of investment solutions to expand mark...

Empower our compliance team by overseeing daily operations, training staff, and ensuring adherence to regulatory standards. Collaborate with leadership to enhance policies and procedures in the invest...

Lead a dynamic team in delivering complex analytics projects that drive strategic insights for Financial Services clients. Manage project execution, mentor analysts, and ensure high-quality outputs wh...

Join a dynamic team to cultivate relationships with affluent clients, driving growth through personalized financial strategies and exceptional service while collaborating with Wealth Advisors and leve...

Transform client relationships by engaging affluent clients, collaborating with financial advisors, and delivering personalized strategies to achieve financial goals while ensuring exceptional service...

Champion client relationships by engaging affluent clients, driving growth in deposits and investments, and collaborating with Wealth Advisors to deliver tailored financial strategies and exceptional...

Shape the future of client relationships by engaging affluent clients, collaborating with financial advisors, and delivering personalized strategies to meet their financial goals while ensuring except...

Unlock potential by engaging affluent clients, fostering relationships, and delivering tailored financial strategies. Collaborate with Wealth Advisors to enhance client experiences and drive growth in...

Deliver exceptional client experiences by managing relationships with affluent clients, collaborating with financial advisors, and executing personalized strategies to achieve financial goals while dr...

Champion client relationships by engaging affluent clients, driving growth through personalized financial strategies, and collaborating with Wealth Advisors to deliver exceptional service and achieve...

Grow your career with a dynamic role engaging affluent clients, collaborating with Wealth Advisors, and delivering personalized financial strategies to enhance client satisfaction and drive business g...

Engage affluent clients by providing tailored financial strategies, collaborating with Wealth Advisors, and ensuring exceptional service. Drive growth in deposits and investments while fostering long...

Engage with affluent clients to enhance relationships and drive growth through personalized financial strategies, collaborating with Wealth Advisors and leveraging CRM tools for exceptional service an...

Elevate client relationships by onboarding high-net-worth individuals, collaborating with financial advisors, and delivering tailored financial strategies to achieve client goals while ensuring except...

Partner with us to provide strategic legal guidance in Wealth Management, supporting retail investment businesses. Collaborate with teams to manage risks and ensure compliance while adapting to evolvi...

Empower our High Net Worth Planning Services by providing expert financial strategies. Engage with advisors to deliver tailored solutions, addressing complex planning issues while mentoring junior tea...

Empower the Private Wealth team by providing essential administrative support, managing complex schedules, coordinating travel, and serving as a key liaison for stakeholders to ensure seamless operati...