Wealth Management Consultant Jobs in Frisco, TX

Drive growth by interfacing with internal teams and clients to educate on management liability products, analyze complex risks, and secure favorable terms in a dynamic executive risk environment...

Empower our financial strategy by leading enterprise Treasury operations, optimizing cash management, and establishing relationships with banking partners while adopting innovative technologies for en...

Take ownership of the sales cycle in a dynamic environment, driving growth and relationship-building with key stakeholders in public accounting and professional services to deliver innovative audit so...

Champion client satisfaction by leading accounting operations, financial reporting, and advising on best practices. Influence the financial success of diverse clients while fostering team growth and o...

Shape the future of cybersecurity by leveraging data to create actionable insights and reporting solutions that empower stakeholders in effective decision-making and risk management through advanced v...

Transform strategic growth initiatives and market expansion by leading a high-impact sales team. Drive revenue performance across diverse B2B trade events and media while fostering industry relationsh...

Lead the charge in shaping the future of commercial insurance submissions by owning product vision and strategy for an AI-powered platform, driving adoption and integration, while enhancing agent expe...

Transform project execution by overseeing team performance, managing deliverables, and ensuring compliance with contractual obligations. Engage with stakeholders to enhance project success and foster...

Drive impactful Application Security measures by leading a skilled team, advancing AI-driven DevSecOps practices, and fostering collaboration across engineering divisions to enhance security framework...

Champion client success by leading teams in complex accounting advisory engagements, including mergers and regulatory changes. Collaborate and innovate to deliver expert guidance, ensuring quality sup...

Transform data into impactful strategies by developing analytical solutions. Drive decision-making through advanced BI reports, automate processes, and ensure data integrity, all while enhancing busin...

Drive impactful decisions as a Non-QM Mortgage Underwriter VP, leveraging extensive Non-QM expertise to manage vendor relations, communicate with sellers, and oversee credit assessments within a dynam...

Lead the charge in maximizing business value from our global Workday platform by overseeing governance, delivery, and operational excellence while managing a diverse team of analysts and technical res...

Join a dynamic team to oversee project direction and coordination, ensuring timely execution, effective communication, and risk mitigation while aligning with organizational goals and strategy for suc...

Champion strategic alliances by fostering relationships with Workday sellers, increasing visibility and engagement, driving leads, and ensuring exceptional collaboration that enhances Trintech's prese...

Take ownership of project delivery by leading cross-functional teams, managing risks, and aligning project goals with business strategy. Ensure effective communication and compliance while driving ini...

Unlock your potential by leading the entire tax function and driving compliance initiatives across multiple jurisdictions. Collaborate with Finance and Product teams, while shaping tax strategies for...

Grow your expertise by leading a team in managing complex loan structures and client relationships. Drive efficiency by optimizing loan administration processes, ensuring accuracy, and overseeing comp...

Drive growth for our AI-enabled legal tech portfolio by building relationships with large law firm attorneys, managing enterprise deals, and executing targeted sales strategies with high agency across...

Join a team that’s pivotal in driving financial strategy within operations. As a leader in financial management, you'll collaborate with senior leaders, enhancing decision-making through rigorous fore...

Lead the charge in optimizing operational efficiency through Salesforce solutions. You’ll spearhead business development, mentor teams, and engage at an executive level, while managing multiple projec...

Lead transformative Salesforce consulting initiatives that optimize client operations, enhance productivity, and drive strategic growth. Collaborate with clients to implement solutions and develop the...

Empower national sales initiatives by growing client relationships, managing a diverse team, and driving financial growth across multiple retirement markets through strategic engagement and effective...

Join a team that's responsible for evaluating complex financing opportunities, underwriting credit exposure, and negotiating loan documentation, while ensuring compliance and delivering impactful fina...

Join us as a Senior Manager driving software innovation by developing user-centric applications. Leverage your technical expertise and leadership skills to enhance business performance and guide teams...