Wealth Management Consultant Jobs in Dallas, TX

Advance your career by leading transformative strategies in contact center technology, enhancing client interactions through innovative digital solutions, while guiding teams and fostering a culture o...

Deliver strategic guidance in cybersecurity risk and compliance, leading teams to enhance internal controls and navigate regulatory landscapes effectively, while mentoring junior staff to achieve proj...

Engage with cross-functional teams to steer strategic initiatives, drive actionable insights, and enhance program execution. Utilize analytical skills to champion organizational transformation while e...

Join a team that's redefining client services in finance. Lead, build, and innovate as you enhance client experiences and shape the future of Valitana's new office while guiding major institutional cl...

Champion the growth of our sales team by leading, coaching, and driving performance in a dynamic environment. You'll inspire success, foster collaboration, and implement strategies that empower your t...

Oversee comprehensive loan and pool accounting processes, ensuring compliance and operational efficiencies while leading a team to deliver accurate financial management and reporting across multiple e...

Join a team that's focused on shaping the future of forensic accounting. Collaborate on new business opportunities while mentoring talent and expanding client relationships within a leading firm that...

Contribute to our Corporate Accounting team by overseeing global financial closes, ensuring compliance with U.S. GAAP, and collaborating with cross-functional teams to support our rapidly growing mult...

Grow your career with a strategic role focused on building top broker relationships, executing business strategies, and driving growth across Markel's US Retail operations through effective collaborat...

Manage client financial relationships, overseeing billing, collections, and reporting to enhance the client experience while ensuring compliance with firm standards and client expectations. Drive proc...

Drive market expansion by cultivating dealer relationships and promoting lending programs. Collaborate with teams to grow territory and ensure customer satisfaction through effective education and ong...

Develop relationships with Small Business clients by providing expert financial advice and solutions. Manage client needs through proactive outreach, facilitating credit requests, and ensuring complia...

Transform client relationships by leveraging your commercial banking expertise to manage complex lending transactions and drive revenue growth while ensuring compliance and sound credit practices...

Shape the future of organizational change by driving impactful transformations, leading change initiatives across diverse teams, and fostering a sustainable change network to enhance adoption and mini...

Analyze and report on financial, sales, and operational data to support strategic decision-making and enhance profitability for leadership. Build scalable reporting solutions using Power BI and SAP to...

Unlock potential by joining a dynamic team as a Senior Full Stack Developer, focusing on integrating systems and building e-commerce solutions using Salesforce Commerce Cloud. Collaborate cross-functi...

Manage relationships for strategic clients, driving retention and growth by leading diverse internal teams and collaborating with senior stakeholders to align solutions with client needs...

Pioneer digital risk management by leading control oversight for banking products, facilitating innovative experiences powered by AI solutions, and collaborating across teams to ensure strong operatio...

Develop a solid foundation in asset management by engaging with clients and enhancing your skills in a dynamic 2-year program, while preparing for client-facing roles and contributing to key projects...

Empower your career by leading strategic initiatives to drive growth across diverse business segments. Collaborate with senior leaders, provide data-driven insights, and influence strategic direction...

Join a dynamic team as you drive lead generation initiatives, collaborate with sales and marketing, and enhance sales pipeline strategies. This role offers a unique opportunity to innovate and affect...

Elevate your career by leading strategic initiatives that drive growth, evaluate opportunities, and foster key partnerships, all while utilizing your analytical skills and business acumen to influence...

Drive valuation excellence by leading complex analyses, supporting litigation, and fostering client relationships. Influence strategic decision-making while mentoring a team and enhancing operational...

Drive business development and client engagement efforts to expand market presence, foster relationships, and lead the growth of a dynamic practice while staying involved in project execution and deli...

Empower top-tier offensive security by leading a cross-functional team to enhance infrastructure, automation, and operational capabilities for effective security testing and strategic outcomes in a ra...