Wealth Management Consultant Jobs in Dallas, TX

Drive your career forward by cultivating relationships with brokers to expand innovative risk solutions. Lead growth strategies, enhance program design, and support the sales process in a dynamic, fas...

Transform financial outcomes for executives by delivering tailored wealth management strategies, optimizing workplace benefits, and fostering long-term relationships. Leverage expertise in financial p...

Champion the future of healthcare finance by leading FP&A for Risk Adjustment. Manage a dynamic team, drive financial insights, and enhance reporting processes to support strategic decision-making at...

Join a team that's committed to delivering project excellence and driving growth. As a leader, you'll guide projects, mentor team members, and engage with clients to formulate effective solutions and...

Empower decision-making by delivering insightful analytics and tailored solutions. Collaborate with business leaders to define requirements and drive data transformation through advanced analytics too...

Optimize operational strategies through advanced coding and metadata management, driving cross-channel marketing effectiveness. Collaborate with senior leaders to enhance platforms and deliver innovat...

Lead the charge in delivering bespoke mortgage solutions to high-net-worth clients, ensuring a seamless experience from application to closing while collaborating with financial advisors and internal...

Engage with clients to deliver tailored Salesforce solutions, leveraging multi-cloud capabilities. Collaborate with team members on administration tasks and enhance client processes through innovative...

Drive excellence in global entity management by collaborating cross-functionally, enhancing governance processes, and maintaining compliance. Utilize best-in-class practices to streamline transactions...

Transform our forensic accounting practice by leading strategic initiatives, mentoring talent, and cultivating strong client relationships. Drive high-impact engagements while fostering a culture focu...

Empower your career by leading healthcare valuation engagements, managing teams, and cultivating client relationships while ensuring timely deliverables and compliance. Leverage your expertise to enha...

Lead the charge in enhancing our offensive security posture by overseeing Red Team engagements and proactive vulnerability assessments. Drive innovation through team leadership, strategic oversight, a...

Pioneer innovative compliance strategies, manage risk, and guide diverse teams in navigating complex regulatory landscapes to ensure adherence and mitigate risks while fostering an inclusive workplace...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...

Join a dynamic HR team to support employees in the Dallas office, manage employee relations, collaborate on talent programs, and ensure seamless delivery of HR initiatives while cultivating a positive...

Lead client engagement and revenue growth in outsourcing solutions, forging key executive relationships. Drive innovative strategies across shared services to optimize operational efficiency and ensur...

Accelerate client growth through strategic relationships and innovative solutions in outsourcing. Lead business development initiatives, building executive connections and driving measurable outcomes...

Unlock potential by advising on compliance for the U.S. Banks digital asset business, navigating emerging regulations, and implementing effective risk management strategies to ensure regulatory integr...

Champion integrated portfolio management by translating strategic goals into actionable plans, enhancing visibility, alignment, and prioritization across business and technology domains for measurable...

Shape the future of global tax strategy by leading high-stakes pursuits and account planning initiatives. Collaborate with teams to enhance methodologies, drive innovation through AI, and elevate clie...

Engage in hands-on underwriting and financial analysis for diverse asset-oriented transactions. Collaborate closely with the portfolio manager to assess risks, set covenants, evaluate collateral, and...

Engineer comprehensive underwriting strategies for complex financial cases. Lead initiatives, mentor junior staff, and ensure compliance with guidelines while fostering strong relationships within a d...

Drive innovative solutions as a senior product manager, collaborating across teams to enhance Treasury Management products and customer experiences while influencing strategic outcomes in the property...

Unlock growth potential by driving innovative social sharing and community initiatives. Own product features that enhance engagement and user interaction, fostering virality and retention while collab...

Accelerate progress by leading the loan closing process for commercial real estate transactions, ensuring accuracy and compliance while collaborating with various teams to enhance efficiency and manag...