Wealth Management Consultant Jobs in Dallas, TX

Advance client solutions by executing dynamic projects that transform retirement management operations, leveraging technology and strong leadership in financial services to enhance performance and dri...

Pioneer transformation in Retirement consulting by leading client-focused initiatives, designing impactful solutions, and enhancing industry performance through strategic technology integration and ro...

Join a team that pioneers innovative eDiscovery solutions. Leverage your expertise in litigation support to provide strategic consultation and ensure compliance, while delivering exceptional client se...

Join us as a Senior Employee Relations Partner to manage investigations, advise leaders, and uphold policies. Leverage your expertise in workplace issues to enhance employee experience and protect org...

Manage the valuation function for private equity investments, overseeing quarterly and monthly assessments while collaborating with cross-functional teams in a fast-paced, high-accountability environm...

Transform the Commercial Lines department by mentoring leadership, resolving client issues, and driving team performance. Oversee operations, implement training, and adopt innovative technologies for...

Manage end-to-end underwriting for bespoke credit facilities, collaborate with cross-functional teams, and oversee risk governance while mentoring junior staff in a dynamic, high-performance environme...

Elevate client success by leading complex actuarial engagements and strategy development within health practice. Drive business growth while ensuring top-notch service and relationship management in a...

Drive strategic growth by leading a high-performing account management team, optimizing customer success and operational processes while ensuring retention and expansion across major financial service...

Champion impactful Medicaid program evaluations and implementations, driving innovation and delivering strategic insights. Collaborate with clients and stakeholders while managing complex projects to...

Tackle operational challenges as the leader of Retirement Operations. Drive strategic initiatives, enhance efficiencies, and lead a large team to align with business goals, ensuring exceptional servic...

Transform the talent acquisition landscape in private wealth management by driving innovative recruitment strategies, building relationships with top advisors, and enhancing stakeholder engagement in...

Engage in impactful financial planning by educating clients on personal finance, developing content, and collaborating on growth strategies, while enjoying flexible hours and leveraging advanced techn...

Drive impact in Private Wealth Management by identifying risks, improving compliance, and collaborating with teams to enhance client portfolios and uphold regulatory standards, all while gaining expos...

Grow your career with a pivotal role driving the recruitment of Financial Advisors and Accounting Firms, promoting our value proposition, and building lasting relationships to enhance our presence in...

Join a team that's integral to financial decision-making by supporting valuation processes and budgeting in asset management. Leverage your analytical skills to drive improvements and make impactful c...

Join a dynamic team to support portfolio management strategies, ensuring effective performance monitoring, client reporting, and investment execution while collaborating across departments to drive ex...

Shape the future of middle office loan services by leading asset administration, cash reconciliation, and client engagement. Collaborate with cross-functional teams to enhance operational efficiency a...

Transform client relationships by delivering tailored software solutions, ensuring seamless implementation, and driving project success while maintaining effective collaboration with stakeholders and...

Join a team that ensures compliance and governance across financial advisory practices. Supervise representatives, monitor policies, and collaborate with risk and business partners to enhance complian...

Partner with us to provide expert tax services, including preparation, analysis, and resolution for individual, trust, and gift tax returns, while assisting clients and financial advisors in strategic...

Pioneer impactful tax strategies and team development while managing client relationships and compliance for insurance-related taxation. Drive growth through mentoring and technical expertise in the e...

Advance your career by collaborating with cross-functional teams to develop a comprehensive Global Risk Profile, enhancing risk oversight across business segments while gaining insights into a dynamic...

Engage with internal and external stakeholders to define and execute product strategy, synthesizing inputs into actionable requirements to drive successful software launches and enhance user experienc...

Optimize team performance by leading the residential mortgage underwriting process, ensuring compliance and accuracy in credit decisions while driving operational excellence and fostering collaboratio...