Wealth Management Consultant Jobs in Dallas, TX

Shape the future of retirement programs by leading strategy and governance for 401(k) plans and profit-sharing. Bring your expertise to modernize processes, ensure compliance, and enhance participant...

Analyze and enhance financial forecasting and reporting for business units, driving informed decision-making and supporting budgeting and strategic initiatives to improve operational performance...

Advance our growth by leading sales and client service initiatives across key financial markets, mentoring staff and nurturing relationships with intermediaries to drive investment strategies and surf...

Transform your career by managing commercial/multifamily closings, leading a dynamic team, and ensuring compliance while supporting various departments within a collaborative environment focused on gr...

Empower closing operations through effective management and strategic support, ensuring compliance and efficiency. Collaborate across departments to facilitate seamless processes, nurturing a high-per...

Transform complex initiatives into actionable projects by coordinating stakeholders and driving operational efficiency across diverse teams. Contribute to product launches and foster communication to...

Support and lead cybersecurity initiatives by leveraging expertise in IAM, SIEM, and Zero-Trust principles. Collaborate with cross-functional teams to design robust security architectures that align w...

Join a team that's driving strategic HR Technology initiatives by coordinating multiple project squads and ensuring Agile delivery alignment, effective stakeholder collaboration, and adherence to deve...

Deliver exceptional financial planning solutions for high-net-worth clients, enhancing their wealth management through tax, estate, and cash flow planning. Collaborate within a fast-paced team to prov...

Join a team that's dedicated to excellence in financial reporting, compliance, and process optimization. As a leader, you'll oversee accounting operations, provide technical support, and enhance team...

Champion operational excellence by providing production support and automation for financial services. Lead initiatives to ensure compliance, mitigate issues, and enhance application performance while...

Lead the charge in transforming clinical operations, optimizing efficiency, and driving strategic solutions for clients in the health services sector. Collaborate with diverse teams to deliver impactf...

Join a dynamic team as you lead strategic initiatives in health services to enhance operational efficiency. Collaborate with clients and teams to drive impactful solutions, leveraging your expertise t...

Champion business growth by building your own client base and driving HR solutions through consultative selling, prospecting, and managing a diverse pipeline across multiple industries with businesses...

Engage clients by developing tailored investment strategies, advising on strategic asset allocations, and executing diverse investment solutions within a robust Wealth Management environment...

Lead transformative initiatives at the intersection of finance and technology, driving successful Workday Adaptive Planning implementations and optimizing financial reporting for diverse clients while...

Shape transformation strategies for clients by evaluating operational opportunities and driving effective execution throughout the transaction lifecycle, enhancing business performance and value...

Shape the future of finance within Private Equity portfolio companies by enhancing CFO capabilities, driving operational excellence, and building robust financial models to support strategic decision...

Lead the charge in transforming executive talent strategies for top clients, providing insights and recommendations that drive leadership effectiveness across diverse industries and geographies, while...

Join us as a Manager, specializing in insurance operations solutions. You'll lead teams, enhance client efficiency, and implement AI technologies to drive innovation and strategic success in the insur...

Lead the charge in driving revenue growth as you coach a high-performing sales team. Elevate market share and client relationships while meeting sales targets and fostering a culture of success within...

Grow your career with a dynamic team focused on strategic marketing and business development within the Real Estate sector. Collaborate with leaders to enhance practices, drive initiatives, and elevat...

Transform financial reporting and compliance by leading accounting processes, overseeing staff performance, and ensuring adherence to all regulations while improving subsidiary governance and audit ef...

Unlock potential by creating business opportunities and relationships with hedge funds and asset managers, utilizing your sales expertise and industry knowledge to navigate solutions and impact the ma...

Drive success by managing complex ABL customer portfolios, navigating credit structures, and fostering relationships. Ensure risk mitigation and customer satisfaction while leading and mentoring junio...