Wealth Management Consultant Jobs in Houston, TX

Transform client relationships by managing credit administration for a diverse portfolio of lender finance clients, analyzing financial performance and market trends to deliver tailored solutions and...

Unlock potential by leading strategic initiatives, guiding teams to deliver impactful solutions while enhancing client relationships and driving business growth within the energy sector...

Optimize strategic growth initiatives by developing and executing an integrated tax-to-wealth expansion strategy, enhancing client conversion and revenue outcomes through targeted marketing and collab...

Lead the charge in enhancing our elite estate planning practice for ultra-high net worth families. Build, mentor, and direct a team of strategists while setting a high standard for technical excellenc...

Engage with a cross-functional team to optimize financial planning operations, enhance process efficiency, and support client acquisition strategies while mentoring professionals and driving strategic...

The Manager - Financial Advisory Services will oversee client engagements, providing hands-on consulting and analysis in financial advisory, M&A, and strategy. This role requires strong communication...

Drive success by overseeing U.S. Statutory and GAAP accounting, financial reporting, and regulatory compliance for diverse portfolios. Lead a team, manage audits, and implement efficient controls whil...

Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...

Join a dynamic team overseeing branch operations, ensuring compliance and excellence in client service while driving improvement initiatives and fostering a strong collaborative environment across dep...

Champion an exceptional client experience as a Lead Associate in Private Client services. Guide and train teams, handle complex inquiries, and reinforce service excellence to ensure compliance and ali...

Join a team that’s dedicated to enhancing client relationships within the transportation sector. Leverage your insurance expertise and strategic insight to drive client success and mitigate risks acro...

Manage strategic client relationships within the transportation sector, driving growth and enhancing risk outcomes by leveraging insurance expertise and program management skills. Collaborate across t...

Help us deliver critical investment insights by providing analytical support to fund managers, ensuring seamless reporting and data management. Your analytical skills will enhance portfolio oversight...

Take ownership of developing custom credit solutions for ultra-high-net-worth clients. Drive revenue growth and manage a portfolio while collaborating with various internal teams to deliver tailored r...

Elevate your career by leading global actuarial projects and providing strategic HR benefits consulting to multinational companies. Partner with diverse teams to deliver quality and innovative solutio...

Optimize the Financial Crimes compliance framework, ensuring adherence to regulations while mitigating risks. Collaborate with various stakeholders to implement strategic initiatives within the WM and...

Lead strategic FP&A engagements by enhancing budgeting and forecasting processes, developing performance visibility solutions, and advising clients on finance transformation and transaction integratio...

Drive your career forward by serving private equity clients as a vital partner. Harness your expertise to deliver tailored operational enhancements and guide portfolio companies through critical accou...

Contribute to retirement plan sales by partnering with advisors, guiding them on practice management, and optimizing service models. Develop strong relationships and provide actionable insights to dri...

Join a dynamic team to manage and grow commercial banking relationships, driving new business opportunities and ensuring compliance while overseeing treasury management solutions and enhancing client...

Guide small and mid-sized business owners in executing employee ownership sales. Ensure clients understand the financial, legal, and operational impacts, while fostering strong relationships for succe...

Shape the future of LNG operations by leading readiness for operational excellence. Your expertise will ensure a seamless transition from construction to safe, efficient operations while collaborating...

Manage client relationships and oversee Global Capital Markets accounts, ensuring compliance, risk management, and exceptional service. Collaborate with internal and external partners to drive sustain...

Drive impactful transaction advisory projects, leveraging data analysis and collaboration to support corporate finance teams. Contribute to diverse assignments while demonstrating professionalism and...

Transform client engagement and operational strategy to drive retention and growth. Lead a high-performing team across diverse platforms and enhance client experience while ensuring compliance and inn...