Wealth Management Consultant Jobs in Irvine, CA

Transform client asset management through technical solutions, managing configurations, integrations, and data migrations across multiple industries while fostering collaboration and innovation for op...

Transform client engagements by leading major workstreams, solving complex problems, developing strategic recommendations, and delivering impactful presentations while mentoring team members and colla...

Unlock potential by driving exceptional service and accuracy in financial reporting for captive insurance clients. Leverage your 5-7+ years of expertise to manage complex accounting tasks and regulato...

Join a dynamic team as you lead operational engagements, transforming leadership data into actionable insights. Collaborate closely with consultants, manage projects end-to-end, and develop your exper...

Advance your career by managing a portfolio of loans to ensure compliance with insurance obligations and investor requirements while collaborating with borrowers and agents to mitigate risks and enhan...

Lead strategic facility operations to enhance retail portfolio value and efficiency. Drive sustainability initiatives, manage capital expenditures, ensure compliance, and collaborate with cross-functi...

Create impactful solutions by leading the Enterprise Applications team. Oversee deployment and maintenance of critical systems, ensuring optimal function while developing a skilled staff dedicated to...

Champion risk management by evaluating claims and clinical data, enhancing client relationships, and developing strategies to mitigate costs. Collaborate with teams to ensure effective communication a...

Join a leading practice focused on high-net-worth individuals. Leverage your tax knowledge and leadership skills to manage complex engagements, develop client relationships, and drive compliance and c...

Engineer client-centric tax strategies for high-net-worth individuals, overseeing complex engagements while mentoring junior team members to deliver exceptional service and compliance solutions...

Champion our North American financial advisory practice by managing complex transactions, mentoring teams, and delivering exceptional client service. Drive strategic growth and elevate Agentis’s posit...

Join our team and take ownership of transforming financial insights into compelling due diligence analyses, ensuring clients make informed decisions. Collaborate with experts to deliver high-quality r...

Drive the transformation of banking by guiding product strategies for an innovative Banking as a Service platform, ensuring alignment across teams to deliver impactful financial solutions...

Optimize analytics strategies by leading a team to deliver insights, drive testing initiatives, and enhance client engagement through effective measurement frameworks and mentorship, ensuring impactfu...

Transform information governance and compliance within our organization. Lead risk management, data classification, and policy development. Own Microsoft Purview governance while collaborating across...

Join a dynamic finance team to oversee multi-state sales tax compliance and assist treasury operations, ensuring accuracy and efficiency. Work directly with leadership while engaging broadly in financ...

Join a dynamic team to accelerate global partner sales strategies, driving indirect sales bookings and new partnerships while overseeing collaborative relationships with various partner types and ensu...

Transform HR operations as a key leader, driving talent strategies and managing complex employee relations in a dynamic, high-growth environment. Collaborate with executives to ensure alignment of peo...

Empower client success by providing strategic guidance on accounting, financial reporting, and capital markets. As a Senior Associate, build relationships, enhance skills, and deliver innovative solut...

Advance your career with a strategic role overseeing a financial planning platform. Drive decision support, roadmap development, and user engagement to enhance forecasting and analysis. Collaborate ac...

Transform the future of real estate technology by owning product marketing, driving strategy, and launching innovative solutions that empower sales teams and deliver exceptional value to clients...

Join a dynamic team in leading strategic portfolio initiatives and transformation efforts, enhancing execution and driving business outcomes for our division. Collaborate with senior leaders while nur...

Manage and oversee complex enterprise software implementations, ensuring effective governance, client representation, and successful project delivery. Coordinate with stakeholders while optimizing pro...

Launch your career by leading pricing strategies and proposal development for WEP service lines. This role coordinates sales efforts, collaborates cross-functionally, and drives high-quality contract...

Inspire strategic growth as you lead investment analysis and execution. Collaborate across teams, assess market trends, and develop recommendations to drive capital deployment initiatives in the real...