Wealth Management Consultant Jobs in Frisco, TX

Engage with a dynamic team overseeing claims management, conducting audits, and negotiating settlements. Shape strategic directions by providing critical insights on loss impacts across multiple juris...

Seeking a seasoned marketing expert to lead global brand campaigns, translate strategies into impactful programs, and collaborate across teams to enhance brand relevance and effectiveness across diver...

Lead the charge in providing strategic legal counsel for defined benefit and multiemployer retirement businesses, ensuring compliance and operational excellence while fostering collaborative relations...

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

Innovate the R&D landscape by leading a dynamic team, driving strategic vision, and fostering collaboration across technical domains to deliver impactful solutions and elevate innovation practices...

Engage with the Securities Settlements team to ensure compliance, accuracy, and timely processing of corporate actions and dividend payments. Collaborate with various departments to resolve discrepanc...

Drive investment data integrity and analytics to enhance operational excellence and foster cross-functional collaboration while leading a team to establish a data-first culture within the investment d...

Create a proactive customer experience engine by building processes, tools, and insights. Lead cross-functional initiatives, synthesize customer feedback, and manage operational teams to enhance custo...

Drive compliance and policy excellence for CDBG-DR programs, overseeing engagements and guiding clients through disaster recovery processes. Manage a team while enhancing service delivery and expandin...

Champion new sales initiatives by engaging with prospects, negotiating contracts, and managing client relationships to drive profitability and retention in a dynamic industry environment...

Contribute to dynamic client relationship management by overseeing account administration, resolving client issues, and delivering exceptional service, while collaborating with diverse teams to enhanc...

Unlock potential by leading client engagements in Workday Financials, ensuring optimal support and strategic design in Financial Data Model and Record to Report processes, while fostering innovation a...

Champion AI innovation by creating advanced Digital Twins to simulate and analyze customer behavior, driving business insights through collaboration with cross-functional teams, and mentoring junior t...

Champion client benefits strategy through expert consultation. Lead complex projects, coach consultants, and enhance solutions within cross-functional teams to elevate client satisfaction and drive gr...

Drive sales excellence as a leader managing a dynamic team of Merchant Services professionals. Elevate market presence with strategic growth initiatives, optimizing client acquisition and fostering co...

Unlock potential by driving business performance through strategic initiatives and executive support, collaborating with senior leaders and cross-functional teams to deliver impactful projects and enh...

Lead the charge in analytics and strategy, leveraging AI to drive product decisions and growth. Collaborate with cross-functional teams and shape high-impact initiatives based on deep customer insight...

Champion transformation in the investment banking sector by collaborating with senior leaders to enhance operational frameworks and drive technology initiatives, ensuring client success through strate...

Lead the charge in managing the complaints program within Wealth Management Compliance, ensuring adherence to regulations, quality control, and effective team development while collaborating with inte...

Shape the future of treasury operations by managing daily activities, cash forecasting, and enhancing processes. Collaborate with internal and external partners to ensure accurate cash management and...

Lead the charge in driving innovation within B2C/B2B channels. Collaborate closely with developers and designers to enhance customer experiences and meet strategic goals while prioritizing initiatives...

Join a team that's shaping the future of production finance! Lead finance professionals in analysis, budgeting, and strategic financial recommendations within a dynamic program environment. Make an im...

Take ownership of financial strategy for the Aeronautics 1LMX program, ensuring accurate budgeting and forecasting. Collaborate with cross-functional teams to provide insights that drive decision-maki...

Partner with us to lead the Finance Management team, driving financial excellence and strategic growth. Oversee financial activities, reporting, and analysis while mentoring a diverse team in a dynami...

Transform acquired businesses through operational integration, driving accountability and coordination among teams for successful embedding into company standards and culture until complete stabilizat...