Wealth Management Consultant Jobs in Dallas, TX

The Manager - Financial Advisory Services will oversee client engagements, providing hands-on consulting and analysis in financial advisory, M&A, and strategy. This role requires strong communication...

Drive success by overseeing U.S. Statutory and GAAP accounting, financial reporting, and regulatory compliance for diverse portfolios. Lead a team, manage audits, and implement efficient controls whil...

Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...

Shape strategic insurance solutions by consulting clients on their unique needs, leading projects, and fostering relationships to deliver tailored coverage and expert guidance for complex accounts in...

Transform your career by deepening executive client relationships, delivering exceptional service, and leading integrated wealth management solutions as part of a dedicated team committed to providing...

Help us deliver critical investment insights by providing analytical support to fund managers, ensuring seamless reporting and data management. Your analytical skills will enhance portfolio oversight...

Join a dynamic team to lead financial advisors serving affluent clients, fostering growth through personalized investment strategies, collaboration across departments, and commitment to client success...

Champion innovative IT project leadership that unites teams and drives strategic outcomes across complex technology initiatives, ensuring excellence in execution for multi-faceted projects while enhan...

Lead strategic FP&A engagements, building client relationships and delivering performance solutions. Collaborate cross-functionally to enhance financial processes and support transactions within the f...

Transform fund accounting delivery by ensuring accuracy and timeliness in financial reporting. Collaborate with clients and auditors to support private equity fund administration and actively meet cri...

Unlock potential by managing and optimizing Workforce Management tools to enhance staffing efficiency, improve service delivery, and analyze performance metrics to ensure operational excellence in a d...

Transform the mobile debit card experience, leading product management and cross-functional teams to innovate seamless client interactions within a financial services app while driving best practices...

Empower our team as a Senior Supervision Specialist, overseeing complex supervision activities and providing expert guidance in a fast-paced regulatory environment while fostering compliance and risk...

Contribute to retirement plan sales by partnering with advisors, guiding them on practice management, and optimizing service models. Develop strong relationships and provide actionable insights to dri...

Advance relationships with family offices, connecting them to innovative private market opportunities while coordinating across divisions to provide tailored client solutions and drive business growth...

Join as a key driver in transforming Practice Management through coaching and training Financial Advisors. Leverage your expertise in relationship management to enhance client value, AUM growth strate...

Join a dynamic team to manage and grow commercial banking relationships, driving new business opportunities and ensuring compliance while overseeing treasury management solutions and enhancing client...

Deliver exceptional client relationship management, driving business growth and retention while collaborating with investment teams for ultra-high-net-worth families. Leverage existing networks and le...

Drive operational excellence as you manage due diligence processes, ensuring compliance with regulations while collaborating across key stakeholders. Contribute to continuous improvement efforts, enha...

Guide small and mid-sized business owners in executing employee ownership sales. Ensure clients understand the financial, legal, and operational impacts, while fostering strong relationships for succe...

Take ownership of client relationships by developing new commercial loans and enhancing existing accounts. Drive business growth through proactive financial solutions while ensuring compliance with in...

Transform client relationships and manage the administration of Global Capital Markets accounts, ensuring compliance, operational efficiency, and exceptional client service while driving sustainable g...

Advance your career by guiding individuals and businesses in crafting tailored financial strategies. Collaborate with clients and advisors while expanding your professional network to foster relations...

Accelerate progress at our Transaction Advisory team by leading financial analysis and supporting client engagements. Collaborate with professionals to deliver insightful recommendations and drive suc...

Explore a key role in managing complex client relationships, driving sales growth, and mitigating risks while leveraging a diverse product range. Collaborate actively to enhance client satisfaction an...