No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence-and many won't go at it alone.
Key responsibilities of the Wealth Management Consultant may include:- Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process.
- Understanding the strategic direction set by senior management as it relates to team goals
- Ability to manage dynamic technology consulting projects with heavy client engagement
- Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.
- Participating in workshops with key client stakeholders to document process/data flows and associated technology applications
- Maintaining an understanding of advancements in regulations, technology and innovations which are happening across your specialization, and the broader financial services marketplace
- Consult and partner with our clients to help them develop high performance solutions to advance their industry position in investment banking
- Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives
- Supporting business development initiatives, including client proposals and building strong relationships with Accenture clients
- Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.
Here's what you need:
- 2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., back and middle office operations, investment technology, compliance, etc.)
- Bachelor's degree
Bonus Points:
- Experience in Private Markets, Distribution and/or Wealth Technology & Platform Strategy is preferred
- Capable of working independently with limited oversight
- Strong communication skills and attention to detail
- Previous management consulting and business analysis experience a plus
- Entrepreneurial, independent, and highly motivated individual
- CPA and/or MBA a plus**
- Demonstrated teamwork and collaboration in a professional setting; either military or civilian
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We anticipate this job posting will be posted until 06/10/2026.
Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:
U.S. Employee Benefits | Accenture
Role Location Annual Salary Range
California $70,350 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maine $54,400 to $151,400
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York $66,300 to $205,800
New Jersey $68,000 to $205,800
Virginia $59,100 to $189,300
Washington $80,200 to $189,300
