Wealth Management Consultant Jobs in Dallas, TX

Transform financial oversight of real estate investments, ensuring accurate reporting and compliance. Collaborate with stakeholders to drive process improvement and contribute to strategic decision-ma...

Collaborate to create impactful B2B marketing assets that engage and retain commercial clients. Drive product storytelling and marketing strategies with a focus on the financial services industry, dee...

Support and enhance accounting functions for diverse investment activities, ensuring compliance and timely reporting while collaborating in a dynamic team environment focused on problem-solving and ef...

Unlock your potential as a leader in private market investing, overseeing manager sourcing, underwriting, and strategy development to drive impactful investment outcomes and support advisor initiative...

Drive national growth in High-Net-Worth Personal Lines by leading strategic initiatives, enhancing advisor performance, and optimizing client retention and profitability. Collaborate across segments t...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Lead the charge in shaping and overseeing comprehensive retirement plans. Collaborate with executives to ensure compliance, optimize financial sustainability, and enhance participant experiences acros...

Lead team dynamics to enhance claims management, ensuring optimal standards and impactful client interactions while driving innovative solutions in a pro-diversity environment...

Unlock potential by managing retirement plan clients, ensuring compliance, and delivering expert consultation to foster strong client relationships and optimize their plans' success in a dynamic envir...

Empower clients through expert management of complex retirement plan administrations, ensuring compliance and delivering tailored solutions. Join a dedicated team focused on enhancing client success i...

Accelerate client success through personalized financial planning and engagement strategies. Collaborate with team members to provide world-class consultations and long-lasting relationships that enha...

Drive growth by managing B2B sales and strategic territories in the Life Insurance sector, while building strong client relationships and collaborating with cross-functional teams to meet revenue goal...

Join a dedicated team providing virtual financial counseling to clients. Leverage your expertise in financial planning to guide clients on diverse investment options across multiple channels, ensuring...

Join a dynamic team as you guide clients in achieving their financial goals through expert counseling on TIAA products. Utilize your financial acumen to provide personalized advice, essential for enha...

Lead the charge in optimizing inbound sales by mentoring your team, guiding customers seamlessly, and leveraging modern tools for efficiency, all while directly impacting business growth and reporting...

Oversee a team delivering fund accounting services for various investment products. Mentor staff, ensure accurate financial reporting, improve processes, and engage with clients to drive operational e...

Join a team that's dedicated to managing complex client relationships in Texas. Leverage your expertise in investment consulting and business development to drive client satisfaction and growth across...

Deliver strategic technology solutions by integrating Salesforce expertise with analytical prowess. Champion innovative platforms that boost wealth management productivity and efficiency while buildin...

Engage a team of licensed advisors in providing top-tier Health, Life, and Retirement solutions. Drive performance improvement, enhance operational efficiency, and ensure member satisfaction while cul...

Grow as an M&A strategist, partnering with executives to unlock value in mergers and acquisitions. Lead engagements, analyze market opportunities, and drive integration plans that deliver measurable i...

Serve as a key expert in underwriting audits and external compliance. Lead audit teams, ensure adherence to best practices, and provide insights on claims analysis while fostering team development and...

Lead the charge in transforming a digital sales organization, collaborating with stakeholders to enhance growth with a focus on technology, training, and strategic relationship building. Drive broker...

Elevate your career by overseeing Special Needs Trust administration while ensuring exceptional client satisfaction and supporting business objectives through strategic oversight and relationship mana...

Lead the charge in managing vendor relationships, enhancing program performance, and ensuring risk management for a portfolio of Equipment Finance Vendor Programs while steering new vendor program dev...

Join a team that's shaping the future of insurance taxation by leading consulting and compliance services, managing client engagements, and mentoring staff in a fast-paced environment that encourages...