Wealth Management Consultant Jobs in Irvine, CA

Engage in proactive recruitment to attract top-performing Account Executives in the non-QM mortgage sector. Blend talent acquisition with market intelligence for strategic sourcing and relationship-bu...

Shape the future of finance as an Audit Manager, leading audit processes and mentoring junior staff while driving business development within a thriving Financial Services practice focused on investme...

Drive the growth of our Financial Services practice by leading audits, delivering exceptional client service, and mentoring junior staff. Collaborate with firm leadership to foster business developmen...

Help us identify property tax savings opportunities, analyze valuation techniques, and provide exceptional client service while fostering positive team experiences and driving firm success...

Join a team that drives growth in the Financial Services sector by leading audits for investment funds. Foster talent through mentorship while delivering exceptional client service and collaborating o...

Transform legal education by leading the CALI strategy, developing innovative programming, and engaging clients with practical, technology-driven resources to navigate the evolving legal landscape and...

Unlock potential by joining a leading Tax advisory team, immersing yourself in M&A transactions. Leverage global expertise to deliver strategic tax insights, enhancing client success through collabora...

Lead the charge in addressing complex retirement plan matters, collaborating with teams to navigate regulatory developments, ensuring compliance, and providing strategic guidance to clients on their e...

Take ownership of detailed tax preparation and compliance for diverse clients. Leverage your expertise to enhance client relationships and navigate complex tax regulations, ensuring superior service a...

Elevate financial management expertise by driving strategic pricing analyses, optimizing costs, and aligning business services with demand to support leadership decision-making and enhance operational...

Advance growth in the Financial Services market by driving new client acquisitions. Utilize your B2B SaaS sales expertise to engage with decision-makers, create value, and spearhead product adoption w...

Lead the charge in financial close and reporting, ensuring accuracy and efficiency across multiple entities. Collaborate with global teams to streamline processes and enhance financial integrity while...

Shape the future of pricing solutions by collaborating with teams to gather and analyze functional requirements, translate processes into technical documentation, and enhance CPQ platforms to drive ef...

Join a dynamic team to lead the development of AI-driven customer success platforms, enhancing post-sale experiences through innovative technology and automation, while collaborating closely with engi...

Pioneer exceptional client experiences by managing strategic accounts. Collaborate with executives, assess needs, and drive solutions that enhance operational performance and build lasting partnership...

Join a team that's dedicated to driving enterprise SaaS growth through strategic account management and relationship cultivation, focusing on net new logos and existing client development in a dynamic...

Join a team that drives growth by developing client relationships, identifying new business opportunities, and managing strategic accounts in a dynamic clinical technology environment for healthcare s...

Optimize financial systems by guiding ERP solutions, leading teams, and managing complex projects that span business functions. Foster collaboration to align technical designs with corporate strategie...

Join a team that's redefining data integration strategies, leading a skilled group of engineers to deliver seamless solutions across the organization while driving continuous improvement and stakehold...

Advance your career by leading the evolution of financial systems through engineering management, user support, and complex integrations. Leverage expertise in SQL and enterprise solutions to enhance...

Drive customer success by managing vital enterprise accounts, enhancing engagement, and maximizing solution adoption. Become a trusted advisor in the cybersecurity domain, ensuring business value and...

Inspire growth by engaging clients through outside sales, conducting consultations, and building relationships. Play a key role in expanding market presence while ensuring compliance and delivering ex...

Join a team that's dedicated to financial integrity while enabling global access to safe water. As a key player in consolidated reporting, you will enhance organizational clarity and support impactful...

Engage across teams to develop strategic partner initiatives, driving lead generation and enhancing relationships while ensuring alignment with business goals and monitoring performance metrics to exc...

Join a team that's shaping the future of underwriting by expertly assessing risks, driving profitability, and fostering long-term broker relationships in the Ocean Marine space, all while leveraging a...