Senior Consultant – Wealth - New York

Overview · The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with ...

We believe optimism is a force multiplier helping clients to mitigate downside maximize opportunities Our expertise delivers results Our optimism transforms outcomes Founded in 1999 we were born digitally Today our strategy management capabilities are augmented by data science en ...

+Sia's Wealth & Asset Management team delivers strategic initiatives that unlock significant value within clients organizations we support Our teams navigate evolving market dynamics regulatory complexity rising client expectations We support clients across full investment distri ...

· This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Client Advisor - REMOTE. In this role, you will play a vital part in nurturing and managing strategy-only client relationships, delivering exceptional service and impactf ...

Wealth Management Sales Consultant at TekvalyTekvaly is hiring a Wealth Management Sales Consultant for its client operating within the Financial Services and Investment Management sector in the United States. · ...

Wealth Management Sales Consultant for Tekvaly client in the United States. · Build and manage long-term relationships with affluent and high-net-worth individual clients. · Promote and sell investment and wealth management solutions using a consultative sales approach. · ...

Job Title: Wealth Management Internal Audit – Regulatory Reporting · Location: NY/NJ Only (Expected to work at client location in NYC for 3 days per week) · Duration: 12+ Months · Wealth Management Internal Audit role focused on Regulatory Reporting business requires a candidate ...

The Director, Wealth Consulting is primarily charged with partnering with the VP, Wealth Consulting in achieving Assets Under Management (AUM) growth... · ...

The Wealth Management DCIO Consultant is responsible for growing Cohen & Steers presence and market share with financial advisors, RIA's, record keepers, · and TPAs (platforms). · The Consultant will work closely with team members in Wealth Management and other areas of Cohen & S ...

Position : Wealth Management Internal Audit Consultant · Duration : Contract · Location : Onsite at NJ/NYC · Wealth Management Internal Audit role focused on Regulatory Reporting business requires a candidate to act as the "third line of defense," independently assessing the fi ...

+ Lead discovery and AS IS assessment of reporting inventory; map data sources dependencies and decommission candidates (Jasper OBIE Oracle Reports). · Define TO BE reporting standards templates styles KPIs compliance text disclosures pagination rules and versioning. · + Write de ...

We're looking for our next colleague who'll join us in shaping the future of business.Cognizant Consulting is more than Cognizant's consulting practice—we're a global community of 5,000+ experts dedicated to helping clients reimagine their business. · ...

We are looking for individuals who can bring a blend of the following strengths and are eager to grow with us.The ideal candidate will bring a combination of the following: · 5 years or more of consulting or project management experience within or adjacent to financial services, ...

The Wealth Management DCIO/Retirement Consultant is responsible for growing Cohen & Steers presence and market share with financial advisors, · RIA's, · record keepers, · and TPAs (platforms).The Consultant will work closely with team members in Wealth Management and other areas ...

Job Title: Wealth Management Internal Audit – Regulatory Reporting · Location: NY/NJ Only (Expected to work at client location in NYC for 3 days per week) · Duration: 12+ Months · Wealth Management Internal Audit role focused on Regulatory Reporting business requires a candidate ...

+Wealth and Asset Management (WAM) team works collaboratively with clients to address critical issues brought on by current global changes i.e. regulatory changes · +You will support the implementation and delivery of quality deliverables, working and communicating effectively wi ...

The Global Compensation Consultant Head of Wealth Management and Asset Management is responsible for leading the design implementation execution of compensation programs policies that support the business unit’s strategy. · Leads the design implementation execution of innovative ...

The Global Compensation Consultant Head of Wealth Management and Asset Management is responsible for leading the design, implementation and execution of compensation programs and policies that support the business unit's strategy.This role serves as a subject matter expert in bas ...

The Global Compensation Consultant Head of Wealth Management and Asset Management is responsible for leading the design, implementation and execution of compensation programs and policies that support the business unit's strategy. · • Leads the design, implementation, and exec ...

The Global Compensation Consultant Head of Wealth Management and Asset Management is responsible for leading the design implementation and execution of compensation programs and policies that support the business unit's strategy. · ...