Wealth Management Consultant Jobs in Irvine, CA

Champion comprehensive health and welfare benefits strategies by leading client engagements, analyzing financial projections, and mentoring a team to ensure optimal plan design and compliance across d...

Lead the charge in scaling a high-impact consulting organization, delivering data-driven marketing strategies that enhance client outcomes and drive revenue growth through innovative solutions and exc...

Join a team that enhances digital delivery strategies across multi-discipline infrastructure projects. Collaborate with engineers and designers to streamline workflows, promote quality outcomes, and l...

Lead actuarial teams in developing models and driving innovative solutions for Medicare Advantage programs. Play a pivotal role in data quality and financial forecasting, contributing to strategy and...

Join a dynamic team as you lead the development of talent partnership strategies for top global brands, overseeing complex negotiations and cultivating senior client relationships to drive growth and...

Lead the charge in enhancing risk management by overseeing a team of engineers, ensuring quality control, meeting production goals, and collaborating with management to drive continuous improvement in...

Drive insights through advanced financial analysis and reporting. Collaborate with leadership to optimize sales performance and incentive plans while leveraging data analytics tools. Expand your exper...

Shape the future of tax process improvement by delivering innovative solutions for financial services clients. Manage diverse teams and enhance compliance through advanced technology integration while...

Champion complex claims management by leading high-stakes negotiations and mentoring team members. Drive effective resolutions for unique cases while ensuring compliance and fostering strong relations...

Elevate financial operations by managing day-to-day project financing and cash management for an expanding portfolio. Drive process improvement and execute financial transactions that support strategi...

Join a dynamic team where you'll coach Strategic Account Executives, driving revenue growth while mastering the 'Player-Coach' balance in high-stakes negotiations and GTM improvements. Foster a cultur...

Inspire growth as a Territory Manager by building strong relationships, educating clients, and executing strategic projects, all while gaining industry expertise and leveraging innovative solutions to...

Transform technical accounting practices globally while managing financial reporting processes and supporting various teams. Drive compliance with GAAP and IFRS, ensuring accurate documentation and ef...

Champion the future of operational excellence by partnering with senior leaders to architect strategies and build an agile organizational framework that drives multi-team alignment and seamless execut...

Drive financial analysis and modeling to support effective capital raising strategies for private equity and hedge funds. Collaborate on multiple projects to enhance decision-making and optimize fund...

Advance project management excellence by leading cross-functional initiatives in a dynamic environment. Implement and optimize infrastructure projects while mentoring teams and driving technology solu...

Lead seamless ERP project deliveries, ensuring client satisfaction and value. Manage scope, schedule, budget, and risks while coordinating cross-functional teams for successful implementations and mea...

Manage end-to-end product delivery by analyzing customer insights, prioritizing features, and leading validation through effective collaboration. Drive strategy, integrations, and compliance in a dyna...

Transform regulatory advocacy for independent advisors, driving engagement and influencing policy at state and federal levels. Collaborate with stakeholders to develop strategic initiatives that enhan...

Drive the growth of our RWD capabilities by partnering with life sciences clients. Leverage your sales experience to build relationships, identify opportunities, and enhance business strategies throug...

Drive impactful financial guidance to Marketing, managing forecasts and P&L analysis. Collaborate across teams to enhance strategic planning and implement process improvements that align with business...

Transform client partnerships by executing tailored media strategies, leveraging insights to optimize campaign performance, and serving as a trusted advisor while collaborating with cross-functional t...

Elevate customer experiences by leading product vision and strategy, managing the entire product lifecycle, and optimizing solutions in a dynamic environment focused on digital and human-centered desi...

Unlock potential by closing enterprise deals that transform early conversations into long-term partnerships. Leverage your expertise in building relationships across key stakeholders to drive signific...

Transform healthcare economics expertise into actionable ROI frameworks, engaging with executives to demonstrate quantifiable value. Drive collaboration across teams, ensuring strategic alignment for...