Wealth Management Billing & Revenue Transformation Lead
Jobot
Jobot is seeking a highly experienced Project Manager / Business Transformation Consultant to lead the assessment and transformation of Billing & Revenue Management for a premier wealth management client in New York. This long-term, on-site engagement offers end-to-end ownership from current-state assessment to target operating model and implementation.
You will work with senior leaders across Billing, Wealth Management, Innovation, Technology, and Finance to develop actionable recommendations,
#J-18808-LjbffrVacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Billing & Revenue Transformation Lead in New York, NY vacancy
- ...EY’s Wealth & Asset Management practice in New York seeks a Wealth Senior Transformation Consultant. You will lead projects merging strategic consulting with wealth industry knowledge, delivering operational excellence and client value. You will build relationships...SuggestedPart time
EY
New York, NY18 hours ago - ...EY is recruiting a Wealth Management Senior Consultant to lead transformative projects across our Wealth and Asset Management practice in New York. You will blend strategy with industry expertise to drive operational improvements and client value. You will build trusted...Suggested
EY
New York, NY2 days ago $150k - $175k
...leader in science-backed weight management, offering an integrated... ...runs and to move critical transformation work forward. WHAT YOU'LL DO... ...Enterprise Transformation Lead, you'll serve as WW's enterprise... ...(Workday) Understanding of Billing, Revenue Recognition, and payment...SuggestedWorldwideww
New York, NY2 days ago- ...Testing Site - JPMC is seeking a senior ConnectWealth Program and Change Management Lead to drive the wealth management transformation, overseeing change strategy, advisory engagement, and end-to-end program delivery across multiple product areas. You will guide adoption...Suggested
Testing Site - JPMC
New York, NY3 days ago - ...EY's Asset & Wealth Management Consulting team seeks a Senior WAM Transformation professional in New York. You’ll align operating models, data, and technology with business strategy across traditional and alternative asset managers, wealth platforms, and service providers...Suggested
EY
New York, NY2 days ago - ...EY in New York is seeking a Wealth Management Technology Manager to lead platform transformation programs for U.S. wealth platforms. You will drive product management, business analysis, and agile delivery with cross-functional teams across finance, operations, and tech...
EY
New York, NY16 hours ago - ...Guardian is seeking a strategic AI Transformation & Experience Lead for Client Solutions & Wealth Management. This role acts as an internal consultant to transform how advisors and client‑facing teams work through AI, automation, and emerging tech, aligning strategies...
Guardian Llc
New York, NY20 hours ago - ...Gong in New York is seeking an Enterprise Revenue Architect to partner with our largest customers, guiding adoption and value realization across the revenue lifecycle. You will architect AI-driven workflows, coach a high-performing team, and collaborate with Product, Sales...
Gong.io
New York, NY2 days ago $125k - $200k
100 Impact Advisors LLC is looking for a Revenue Cycle Managing Consultant to drive improvement engagements in patient access within an Epic... ...revenue cycle. This role involves managing large-scale transformations, collaborating with client stakeholders, and ensuring...- Chase is seeking a Senior Associate within the Wealth Management Business Transformation Office to support end-to-end delivery of strategic programs that impact client experiences and perceptions of the firm. You will work with partners and stakeholders across front, middle...Work at office
- ...Brookfield Asset Management, a leading global alternative asset manager, seeks a Senior Account Manager... ...to manage a portfolio of strategic wealth platform relationships, including... ...and RIAs. You will drive long-term revenue growth, influence product and distribution...
Brookfield Asset Management
New York, NY4 days ago $200k - $300k
...Description Head of FP&A | High-Growth AI Wealth Management Company \n \n About the Company... ...together in one place. \n Backed by leading venture capital investors, the business... ...and performance metrics covering revenue growth, unit economics, customer behaviour...Work at officeRelocation packageMonday to FridayTalentedge
New York, NY3 days ago- 100 Impact Advisors LLC is looking for a dynamic Revenue Cycle Managing Consultant to enhance billing, collections, and back-end operations in an Epic environment... ...in revenue cycle operations, and the ability to lead multi-disciplinary teams effectively. A bachelor's degree...
$197.3k - $313.7k
...up your career at the company leading workforce transformation in the agentic era? You’re in... ...Business Development Manager sits at the direct intersection of Revenue, Strategy, and Partner Operations... ...through the intense revenue model, billing infrastructure, and internal...Full timeContract workFlexible hoursShift workSalesforce
New York, NY6 days ago$119.9k - $222.7k
...Description:DXC Technology is a leading enterprise technology... ...deep expertise in Managed Infrastructure... ...administration, claims, billing, analytics, and digital... ...operate by helping to transform the policy, underwriting... ...relationships and revenue.Drive business development...Minimum wageFull timeContract workFlexible hoursDXC Technology
New York, NY4 days ago- Alvarez & Marsal (A&M) is seeking a senior consultant to lead corporate transformation initiatives within CTS, driving financial improvement across the transformation lifecycle. You will assess, strategize, and implement end-to-end changes while collaborating with executives...
- ...is seeking a Finance Change Manager consultant to support BRIM... ...W2 contract role requires leading change management, communications... ...enterprise-level transformation. You will partner with senior... ...activities across Order Management, Billing, Revenue, and related processes. #J-...Contract workRemote work
Del Oro Consulting Inc
New York, NY21 hours ago $153.6k - $182.4k
...years. We’re dedicated to empowering this transformation by building the tools and experiences... ...solutions. Channel Sales Development managers are aligned with specific revenue segments, in this case supporting our banking and wealth partners. Plaid is looking for a...Full timeWork experience placementLocal area$162k - $258k
...Senior Manager, Wealth Business Development This role within Macquarie Asset Management’s Client Solutions Group will support the growth... ...Client-centric outreach and engagement: proven ability to lead campaigns with Enterprise RIAs, own meeting pipelines and tailor...Temporary workWork at officeWork from homeFlexible hours3 days per weekMacquarie Group
New York, NY3 days ago$125k
...About the Opportunity Altfest Personal Wealth Management, a leading independent, fee-only wealth management firm, is seeking an experienced and highly motivated Director of Business Development to help drive the firm’s continued growth. This is a high-impact opportunity...Temporary workWork at officeFlexible hoursWeekend work2 days per weekAltfest Personal Wealth Management
New York, NY3 days ago$162.7k - $220.2k
...used by millions of companies worldwide to manage day-to-day operations. We will accomplish... ...Support Concierge for administrative and billing inquiries.Enterprise customers rely on... ...Support is a self-standing business with revenue and P&L responsibility and one of the fastest...Local areaWorldwideFlexible hoursAmazonWebServices
New York, NY8 days ago$120k - $150k
...Cerity Partners is hiring a Business Development Officer to grow our Growth organization in the wealth management space. You will cultivate new client relationships, engage HNW/UHNW prospects, and coordinate onboarding and engagement with internal teams. The role requires...Cerity Partners
New York, NY3 days ago- ...leader to drive cross-divisional client introductions and deepen Citi's OneCiti approach across Banking and Wealth divisions, focused on the NAM region. You will manage education, outreach and joint events while coordinating with Legal, Compliance, Risk, and Finance to...
Citi
New York, NY19 hours ago $152.29k - $250.2k
Role SummaryGuardian Life is seeking a Senior AI Transformation Lead to drive execution of high-impact AI initiatives across the Financial Protection, Retirement Solutions (FPRS) and Client Wealth Management (CSWM) businesses. This individual will own end-to-end delivery...Full timeH1bVisa sponsorshipWork visaFlexible hoursGuardian Life Insurance
New York, NY4 days ago$140k
...to grow catering into a major revenue channel over the next 24... ...City, a proven track record of managing and growing large corporate accounts... ...with clear reporting on leads and account performance \n... ...production, packing, delivery, billing, and follow-up \n Establish...Work at officeApollo Bagels
New York, NY28 days ago$21.59 - $37.75 per hour
...Overview Baker Tilly is a leading advisory, tax and assurance firm... ...professionals and a combined worldwide revenue of $5.2 billion. Visit... ...and confidential information management. This role will support... ...electronic file coordination, and billing assistance. Stakeholder...Work at officeLocal areaWorldwideBaker Tilly US
New York, NY16 hours ago$152.29k - $250.2k
...Guardian Life is seeking a Senior AI Transformation Lead in New York City to drive AI initiatives across Financial Protection and Client Wealth Management. This role involves owning AI-enabled products from opportunity identification to deployment, partnering with data...Work at officeGuardian Life
New York, NY4 days ago$100k - $160k
...experience in customer care and revenue recovery, specializing in the... ...with newly generated leads that will convert into a profitable... ...and experience selling and managing large accounts ~ Bachelor’s... ...every day, shift, and call and transform challenges into victories....Work at officeLocal areaImmediate startRemote workMonday to FridayFlexible hoursDay shiftHarris & Harris
New York, NY3 days ago- ...innovation. And through it all, we lead with purpose, care, and... ...delivery. Design commercial and billing models: craft pricing, commission... ...test GTM approaches, validate revenue models for studio investments,... ...outcomes: set targets, manage forecasts, and report performance...Full timeFor contractorsRemote work
$132.42k - $217.55k
We are seeking a strategic, commercially minded, and highly influential leader to serve as AI Transformation & Experience Lead for Client Solutions & Wealth Management. In this highly visible role, you will act as an internal consultant and trusted advisor to business leaders...Full timeH1bVisa sponsorshipWork visaFlexible hoursGuardian Life Insurance
New York, NY6 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Billing & Revenue Transformation Lead. Be the first to apply!
Related searches
- organizational change management lead New York, NY
- vice president transformation New York, NY
- vp transformation New York, NY
- finance transformation jobs New York, NY
- healthcare transformation New York, NY
- agile transformation coach New York, NY
- property management New York, NY
- director workforce management New York, NY
- director alliance management New York, NY
- health information management work from home New York, NY