Asset & Wealth Management Consulting Lead
Alpha FMC
A global fintech consultancy in New York is seeking a Manager for Asset & Wealth Management Consulting. The role involves leading project engagements, mentoring team members, and driving business development through innovative client proposals. Ideal candidates have at least 5 years of consulting experience within financial services. Competitive salary and numerous perks, including a flexible hybrid schedule and support for professional certifications, are offered. #J-18808-Ljbffr Alpha FMC
- ...integrate sophisticated investment management, capital markets, trusts &... .... The Regional Team Lead is responsible for managing the... ...managing approximately $19B in assets. The responsibilities of this... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-...Asset
- Macquarie Asset Management in New York is seeking a Business Manager for the Client Solutions Group aligned with the Wealth channel. You will help deliver new business initiatives, product development, fund formation, capital raising and client relations across regions....Asset
- Goldman Sachs Wealth Management seeks a Private Wealth Management professional to support PWAs in portfolio construction, asset allocation, and client service for high-net-worth clients in New York. You will collaborate closely with PWAs to deliver tailored investment strategies...Asset
- PwC in New York seeks an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager to deliver expert tax planning, compliance, and strategy. You will lead tax projects for asset & wealth clients and coach teams to ensure compliant results. The role emphasizes...Asset
- ..., Defined Contribution Lead About the Company... ...international alternative asset organization offering comprehensive... ...Industry Investment Management Type Public... ...1-5000 Categories Consulting & Professional Services... ..., recordkeepers, or wealth management platforms is...AssetWork at office
- JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over... ...operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial...AssetWork at office
$170k - $300k
ABOUT CITI WEALTH Citi Wealth is one of the world's largest wealth management businesses, serving clients across the full spectrum... ...Book of Work Program Lead to serve as the central leader... ...safeguarding Citigroup, its clients, and assets Drive compliance with applicable...AssetFull timeWorldwide- ...Vice President, Lead Business Architect About the Company... ...Employees 10,001+ Categories Wealth Management Credit Cards Banking... ...Banking & Mortgages Consulting & Professional Services Brokerage... ...Bank Insurance Asset Management Investment...Asset
$163.6k - $245.4k
Job Description Program Management Senior Lead (SVP) - Wealth Lending The Program Management Senior Lead (... ...s reputation, client outcomes, and asset protection. Drive compliance with... ...project management, PMO leadership, consulting, technology, or business transformation...AssetFull time$258.8k - $304.2k
...?Mergers & Transaction Services Advisory Lead, Software & AI West Monroe is seeking a Mergers... ...property. Mentor and develop consultants, architects, and technical leaders while... ...diligence accelerators, and delivery of assets that improve quality and scalability. Partner...AssetWork at officeLocal areaImmediate startFlexible hours2 days per week- A leading global consultancy in New York is seeking individuals for consulting roles within asset and wealth management. Candidates should have over five years of experience in consulting or project management, possess strong problem-solving and presentation skills, and...AssetFlexible hours
- ...A leading consulting firm is seeking a Senior RFP Writer to join the Global RFP Team in New York. The successful candidate will manage the timely completion of RFPs and customize responses to meet... ...years of relevant experience at an asset management firm. Strong...Asset
- Sia, a global management consulting group, seeks a Senior Manager for its Wealth & Asset Management practice in the United States. You will lead client engagements on strategy, operating model transformation, AI, data and technology modernization for global asset managers...Asset
- Boston Consulting Group in New York is seeking a Senior Analyst - BCG Vantage on our Topic Activation path within the Financial... ...Practice. You will work with a global team delivering value to Wealth & Asset Management clients using industry expertise, data, and proprietary...Asset
- Osaic seeks a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting for the Wealth Management Platform, driving advisor engagement and asset growth. Reporting to the SVP, Advisory Consulting, you will oversee regional consultants...AssetRemote jobHome office
- EY is seeking a Financial Services Technology Consulting Senior to lead the implementation and optimization of Charles River Development (CRD) in Wealth & Asset Management. The role requires hands-on CRD experience, strong SQL skills, and a background in asset management...Asset
$85k - $160k
A leading global investment firm in New York is seeking a member for its Digital Advocacy Team. This role focuses on enhancing AI user engagement across Asset Management by driving adoption, developing training, and managing communications. Candidates should possess 3-5...Asset- Arca, a wealth management firm building with AI, seeks its first marketing leader to own how the company grows. This role directly drives business growth, not a product pitch, with real clients, real assets, and strong economics. You’ll set the vision for brand, acquisition...Asset
- VOLTO Consulting is looking for a Wealth Management Business Analyst in New York. The role focuses on bridging business needs and technology solutions within private banking and asset management. Key responsibilities include collaborating with stakeholders, analyzing data...AssetWork at office3 days per week
- ...Vice President, Wealth Management Counsel About the Company Leading international alternative asset organization offering comprehensive investment solutions Industry... ...7 Employees 1001-5000 Categories Consulting & Professional Services Investment Management...Asset
$115.04k - $165.04k
...most innovative thinkers in FinTech as we lead the evolution of financial technology.... ...our software to our clients, business consultants are essential to us. In the role of... ...related to Investment Operations at banks, asset managers and insurers and outline solutions for...AssetFull timeWork at officeImmediate startFlexible hours- ...Vice President, CRM & Platforms Lead About the Company Well-regarded investment management company Industry... ...Finance Investment Management Consulting & Professional Services Real... ...Specialties real estate real assets preferred securities listed...Asset
- ...Vice President, Wealth Management Marketing About the Company Internationally... ...-500 Categories B2B Consulting & Professional Services... ...Capital Finance Asset Management Specialties... ...into compelling messaging, leading the creation of high-quality...Asset
- Tri-Force Consulting Services, Inc. in New York, NY, is seeking an HXGN EAM Lead for a 6-month contract. This hybrid role requires 3-4 days on site at 2 Broadway... ...with FlexSQL. The ideal candidate will excel in asset management within the railroad/transit sector, possess...AssetContract workRemote work
$105k - $135k
...for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and prospects. The platform has... ...role is full time, based in our New York office. You will lead and accelerate our digital marketing for the wealth...AssetFull timeWork at officeFlexible hours- ...Job Description Job Title: HXGN EAM LEAD Location: 2 BROADWAY, NY, NY 10004... ...RESPONSIBILITIES Support DOS Enterprise Asset Management (EAM) sustainment efforts, with a focus... ...to implementation and deployment. Consult on Asset Management best practices (encompassing...AssetWork experience placementWork from home
$104.6k - $191.6k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...key responsibilitiesDeliver and manage tax compliance and consulting work for clientsRecognize and escalate problem areas to...AssetSummer holidayLocal areaFlexible hours- ...service. The Client Relationship Manager will support a diverse set of investment... ....OUR IMPACTGoldman Sachs Asset Management is one of the world’s leading investment managers and provides institutional... ...leading pension plans, sovereign wealth funds, central banks, insurance...AssetWork experience placement
$250k - $280k
...businesses for the better. Our global consulting firm combines creativity and... ...to deliver industry-leading digital solutions. Synechron’... ...strategic discussions on data management—including governance, master... ...maximum value from their data assets. Experience engaging with clients...AssetTemporary workFlexible hours- ...Solutions Team Vice President J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides... ...be a key member of the Defined Contribution (DC) Consulting team and will serve as a territory-based sales and...AssetRemote work
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