Wealth Management Consultant Jobs in Dallas, TX

The Senior Consultant, NetSuite is responsible for leading full-cycle NetSuite implementation projects, from discovery to deployment, while ensuring excellent customer service. This role involves coll...

Lead the charge in business growth by leveraging consultative sales skills to build relationships, develop strategic sales plans, and exceed targets within your designated territory, focusing on compa...

Lead the charge in advanced wealth planning for UHNW clients, driving innovative financial solutions, optimizing strategies, and collaborating with advisors to deliver tailored, impactful insights tha...

Contribute to shaping strategic direction by partnering across technology and business teams to address challenges, explore growth opportunities, and influence enterprise priorities. Drive technology...

Optimize financial due diligence across middle-market transactions. Lead teams, manage client relationships, and provide strategic insights to enhance value throughout the transaction lifecycle. Empow...

Lead financial due diligence for middle-market transactions, managing teams and engagements, delivering insights to optimize value throughout the transaction lifecycle while developing client relation...

Partner with us to guide individuals towards financial success through personalized retirement planning, leveraging data-driven insights and proprietary tools to achieve measurable outcomes in both vi...

Unlock potential by guiding individuals towards financial success through personalized retirement strategies, in-depth assessments, and actionable plans. Engage with clients both virtually and in-pers...

Create and drive the strategy for the Financial Risk platform, enhancing fraud prevention techniques and tooling to bolster operational efficiency while balancing client experience and security needs...

Champion financial excellence by leading projects that enhance reporting and advisory services. Collaborate with a dynamic team in a high-performing environment, serving diverse clients to optimize th...

Lead and manage payroll operations effectively to ensure accurate processing and adherence to regulations while improving business processes for higher education and non-profit clients...

Accelerate decision-making by leveraging analytics and strategic insights to support senior leaders. Engage with finance partners to enhance performance tracking and drive operational success in a dyn...

Lead impactful Fund Accounting operations, drive excellence, and mentor teams in managing complex private equity fund activities across diverse industries, ensuring top-tier client service and operati...

Optimize investment strategies and manage portfolio performance, supporting senior executives. Ideal for an analytical candidate with 3+ years in fixed income, ready for growth in a dynamic, detail-or...

Drive the vision and lifecycle of data products, collaborating across teams to ensure quality and governance, while optimizing user adoption and delivering strategic insights for executive stakeholder...

Lead the charge in expanding narrow banking solutions across global financial markets. Engage institutional clients to optimize capital flows and enhance digital asset integrations, driving strategic...

Lead the charge in advanced crypto asset investigations, providing expertise and training while managing complex cases independently. Engage stakeholders in identifying emerging threats and enhancing...

Manage and optimize BPO operations by fostering partnerships with vendors, driving performance excellence, and ensuring compliance. Leverage your expertise in P&C commercial insurance to lead strategi...

Take ownership of critical cybersecurity controls, enhancing monitoring through automation. Collaborate with teams to improve risk management and compliance while driving control modernization initiat...

Lead personalized tax planning for high-net-worth individuals and businesses, guiding teams in compliance initiatives while optimizing client positions. Inspire and develop talent, embracing innovatio...

Seeking a dynamic Director of Private Client Services to oversee accounting functions, manage client relationships, and mentor staff, ensuring personalized service and strategic advice for high-net-wo...

Shape the future of client experiences by managing multiple strategic projects and collaborating with partners across various business lines to enhance service delivery and drive excellence within the...

Lead the charge in transforming consumer banking operations by enhancing strategies, redesigning models, and delivering tangible results. Collaborate with clients to execute initiatives that enhance o...

Lead the charge in managing a specialized portfolio, driving client relationships, ensuring compliance, and supporting business development efforts within Commercial & Specialty Banking...

Drive strategic customer relationships and financing solutions in construction, leveraging superior service and deep industry expertise to enhance margins and expand opportunities across Louisiana, Mi...