Wealth Management Consultant Jobs in Omaha, NE

The Consulting Manager - Workday Financials at Makse Group is responsible for leading a team of consultants and managing client engagements related to Workday Financials solutions. The role requires e...

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...

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...

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...

Shape the future of wealth data solutions by driving product strategy and execution, collaborating across teams to deliver innovative and client-focused digital products that enhance user experiences...

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...

Transform client relationships and drive revenue growth by managing the sales cycle for corporate accounts. Engage prospects, build relationships, and collaborate across teams to facilitate complex so...

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...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Lead the charge in delivering tailored software solutions for aviation clients. Utilize your expertise to enhance operational efficiency through effective implementation and configuration of best-fit...

Champion exceptional client relationships by managing B2B service operations. Lead client interactions, resolve issues, and enhance satisfaction through expert support for retirement and health saving...

Serve as a key expert in underwriting audits and external compliance. Lead audit teams, ensure adherence to best practices, and provide insights on claims analysis while fostering team development and...

Transform your career by leading impactful marketing initiatives in Financial Services. Collaborate with cross-functional teams, develop compelling content, and drive customer engagement to position o...

Bring your expertise to foster strong partnerships with major auction houses, driving strategic growth through data insights, innovative tools, and digital marketing. Collaborate closely with clients...

Engage with high-value law firms to drive strategic sales growth. Leverage AI solutions and consultative techniques to cultivate executive relationships and close complex deals, contributing to long-t...

The Senior Consultant - Workday Financials at Makse Group will empower clients by providing expert Workday solutions that enhance their financial management processes. This role involves supporting da...

Champion exceptional IT infrastructure solutions and end-user services by leading a diverse team that ensures secure, reliable, and scalable technology operations while collaborating with key stakehol...

Lead a dynamic team in investigating financial crimes, ensuring compliance by managing cases, training staff, and enhancing operational strategies. Your role will be pivotal in analyzing trends and mi...

Optimize internal audits by bringing your expertise to our Broker-Dealer/Asset Management enterprise team. Enhance operational efficiency and compliance through risk assessment, issue identification...

Manage commercial credit underwriting processes to support Relationship Managers, ensuring compliance with lending policies while analyzing opportunities and maintaining outstanding client service for...

Lead operational risk management initiatives by collaborating with business leaders to assess controls, evaluate risks, and enhance decision-making processes. Drive improvements across risk practices...

Join a team that's dedicated to managing client relationships and overseeing complex transactions. Contribute to account administration and risk mitigation to enhance client satisfaction in a fast-pac...