Wealth Management Consultant Jobs in Houston, TX

Elevate your marketing career by developing industry-specific strategies that drive engagement and growth. Collaborate with key stakeholders to create compelling content and lead integrated campaigns...

Unlock the potential of executive financial planning by serving as a trusted advisor to senior leaders, delivering personalized investment and retirement strategies while driving client satisfaction a...

Unlock potential by delivering strategic financial insights through planning, forecasting, and reporting for major projects. Collaborate cross-functionally to enhance reporting processes and drive fin...

Join a team that's focused on driving operational excellence and technical solutions for clients. Lead transformative projects, enhance performance, and mentor junior consultants while ensuring succes...

Lead the charge in developing compliance programs and maintaining a robust AML protocol, ensuring effective oversight of mutual funds and service providers while enhancing collaboration across departm...

Deliver strategic legal advice on retirement services, ensuring compliance with IRS, ERISA, and state regulations. Collaborate with business units and provide guidance on legal matters in the not-for...

Shape the future of home equity lending by providing strategic legal guidance and support throughout the product lifecycle to ensure compliant and innovative home lending solutions at scale...

Manage a diverse client portfolio while driving service excellence and strategic growth. Collaborate across teams to deliver tailored insurance solutions, ensuring compliance and high client satisfact...

Join a dynamic team to provide top-notch banking solutions for affluent clients. Leverage your expertise in credit analysis and relationship management to enhance client satisfaction, retain business...

Shape key financial models and dashboards to enhance balance sheet strategies. Leverage analytics to drive loan sale evaluations and develop actionable insights for portfolio optimization...

Unlock your potential by leading global master data quality initiatives to enhance data standards and governance, driving efficiency and collaboration across teams while mentoring your dedicated team...

Empower clients with expert tax guidance on complex equity compensation. Collaborate with financial planners to optimize tax strategies for high net worth individuals, ensuring accurate filings and co...

Drive growth by managing key relationships and delivering innovative media solutions. Collaborate with internal teams to address customer needs, leading large sales opportunities and providing expert...

Inspire your career as you lead finance and accounting integration for M&A transactions with private equity clients. Leverage your strategic expertise to drive impactful outcomes in fast-paced environ...

Engage with enterprise clients to close complex deals in wealth management and fintech. Take ownership of the sales process from discovery to negotiation, while building strong relationships and maint...

Deliver expert consulting on complex Absence, Disability Management, and Life Insurance projects, leading initiatives to enhance benefits programs and develop new strategies, while fostering relations...

Drive transformative growth by cultivating executive relationships and orchestrating high-impact solutions. Lead strategic account initiatives, ensuring measurable outcomes through innovative Advisory...

Join a dynamic team as you build and manage a diverse portfolio of Consumer Products clients, leveraging your financial expertise to deliver strategic insights and drive business growth in a collabora...

Drive market leadership within assigned U.S. geography, delivering top-tier ADML services to mid-market clients. Help build and scale a unique offering, ensuring client success through strategic proje...

Engage with Managed Services clients to drive retention, enhance service adoption, and foster long-term relationships, acting as a trusted advisor to ensure alignment with client objectives and operat...

Unlock potential by architecting comprehensive machine learning solutions, integrating data from diverse sources into scalable models that drive personalization, analytics, and informed decision-makin...

Lead the charge in client service excellence by managing relationships, coordinating projects, and implementing solutions for successful FWA program operations. Collaborate internally and externally t...

Accelerate growth by leading strategic ETF distribution initiatives, building relationships with professional buyers, and delivering innovative solutions to enhance the Virtus ETF platform's market pr...

Lead risk engineering initiatives in the oil, gas, and petrochemical sectors, managing client accounts and developing strategies to enhance safety and operational integrity while driving business grow...

Lead strategic event execution by managing complex programs that enhance attendee experiences and drive business goals. Collaborate with leadership and vendors to deliver impactful forums and sharehol...