Wealth Management Consultant Jobs in New York, NY

Engage with Family Offices to deliver tailored investment strategies. Leverage 15+ years of experience in multi-asset portfolios and alternative investments to provide holistic advice and enhance clie...

Lead the charge in managing client relationships and delivering superior fund administration services while mentoring a team of accounting professionals. Drive client satisfaction and operational effi...

Optimize tax compliance and planning for high-net-worth individuals in a sophisticated investment platform. Collaborate with internal teams and external providers to ensure accurate and timely tax rep...

Drive your career with a pivotal role in wealth management consulting, leading innovative projects and transforming client solutions through strategic insight and strong stakeholder relationships to e...

Drive AI transformation in financial services, leading consulting engagements from discovery to execution. Collaborate with clients, streamline complex processes, and deliver tangible results that red...

Take ownership of client relationships and delivery of financial planning solutions. Collaborate with lead advisors while honing skills in software tools, communication, and analysis to prepare for gr...

Lead the charge in high-net-worth tax strategy, guiding affluent clients through complex planning and compliance. Drive growth by mentoring talented staff and enhancing client relationships in a dynam...

Transform asset valuation processes by leveraging expertise in cash flow models and market trends. Collaborate with diverse teams to enhance investment insights and contribute to robust financial docu...

Develop cutting-edge solutions and drive the platform strategy for an elite service targeting ultra-high-net-worth clients, ensuring optimal advisor and client experiences through effective collaborat...

Unlock transformative potential in financial services by leading enterprise delivery, shaping strategies, and driving change management to optimize processes and enhance client experiences across dive...

Join us to innovate investment strategies for not-for-profit clients, focusing on asset allocation and portfolio construction. Collaborate with a dynamic team to achieve mission-driven outcomes and en...

Unlock potential by partnering with leadership to drive strategic initiatives, manage financials, and foster cross-functional collaboration within asset management, enhancing business processes throug...

Engage with clients to manage their account lifecycle, ensuring exceptional service and coordination across multiple internal teams. Strengthen relationships while driving project success and process...

Champion integrated marketing strategies to elevate our brand in private investing. You'll lead campaign execution and ensure alignment across teams, driving fundraising and shaping messaging that res...

Drive operational excellence by transforming complex workflows into AI-driven solutions, collaborating with clients to enhance their financial services. Lead consulting engagements from discovery to e...

Strategize high-impact UHNW solutions for sophisticated clients, collaborating across teams to deliver bespoke investment strategies. Drive strategic dialogue and coordinate tailored coverage for long...

Champion advisor success by managing relationships and enhancing performance metrics. Collaborate with teams to propel advisor growth while leveraging deep industry knowledge. Drive continuous improve...

Take ownership of advisor relationships and performance metrics, driving success and support within the wealth management sector. Collaborate cross-functionally to enhance advisor experiences and opti...

The Executive Services Relationship Manager will provide exceptional customer service to high net-worth stock plan executives, assisting them with equity compensation and broader financial needs. This...

Join a team that fosters deep relationships by providing personalized wealth management and investment strategies that empower families to achieve their financial goals across generations...

Strategize and manage long-term relationships for top-tier enterprise accounts, driving retention and revenue growth. Engage with C-level stakeholders, lead complex negotiations, and mentor teams to a...

Shape the future of financial services by driving strategic partnerships and acquisitions. Collaborate closely with senior executives, conduct insightful analyses, and influence decisions that enhance...

Accelerate progress at our firm by leading a team of Wealth Advisors, enhancing client services, and fostering collaborative relationships while driving performance standards and managing strategic in...

Help us drive success in investment strategy for UHNW clients, overseeing portfolio management from proposal to implementation. Utilize your experience to lead analysis, due diligence, and build stron...

Partner with us to drive investment strategy and portfolio management for UHNW clients. You will oversee all phases of the investment lifecycle, ensuring precision in proposals, portfolios, and manage...