Wealth Management Consultant Jobs

Pioneer the future of finance as you lead a dedicated team managing diverse accounting functions for our clients. Leverage cutting-edge technology and your expertise to provide actionable insights and...

Join a team that's driving growth in the financial services industry by attracting, developing, and retaining top talent while fostering community relationships and establishing a trusted market prese...

Manage talent recruitment and advisor development to drive market growth. Collaborate with teams to enhance community relationships, ensure advisor success, and promote Thrivent's unique value proposi...

Transform global macro trading through strategic management of EM structured notes, driving risk assessment and enhancing team collaboration to build robust client relationships and optimize trading p...

Unlock potential by joining our dynamic legal team to provide strategic legal counsel on compliance, due diligence, and sales regarding alternative investments and complex products, partnering with va...

Engage as a VP in corporate legal advice, providing strategic counsel on alternative investments, digital assets, and compliance. Collaborate with cross-functional teams to enhance sales practices, du...

Drive excellence in investor services by optimizing client interactions, enhancing operational workflows, and leading a dedicated team within a dynamic financial services environment. Foster strong re...

Drive operational excellence and risk management in fraud detection by leading process improvements and cross-functional initiatives to enhance customer experiences and streamline operations...

Engage in complex financial transactions, providing advisory expertise in accounting standards and processes. Collaborate across teams to deliver tailored solutions, enhance client readiness for futur...

Shape investment strategies by managing asset class performance, driving client engagement and enhancing portfolio management. Collaborate with teams to support client retention and oversee analytics...

Elevate your career by joining a dedicated team that optimally manages loan portfolios, assists with underwriting processes, and fosters strong relationships to enhance member service and improve oper...

Lead a team in providing exceptional fund accounting services for clients. Oversee day-to-day operations, manage audits, ensure compliance, and enhance team performance while focusing on high-quality...

Transform sales strategies and drive growth as you engage with Advisors, utilizing your expertise in Wealth Management solutions to enhance practices and align with client needs while collaborating wi...

Oversee comprehensive security management and compliance activities, acting as the primary liaison with government security leadership. Lead a multi-disciplinary team to ensure effective program execu...

Join us to strengthen client relationships and support affluent practices by delivering exceptional financial solutions. Leverage hands-on mentorship to build advisory skills and achieve growth in a d...

Lead the charge in transforming and scaling a compliance-driven insurance platform, integrating seamlessly within holistic wealth management, while managing strategy, governance, and advisor enablemen...

Shape the future of wealth management by overseeing international branches, driving client-focused strategies, ensuring compliance, and supporting growth initiatives in a dynamic leadership role...

Lead client life cycle management by building relationships, facilitating transactions, and ensuring compliance. Drive operational excellence while supporting clients' financial needs with accuracy an...

Provide in-depth analysis and assessment of alternative investment collateral for high-net-worth lending, collaborating with teams to enhance underwriting frameworks while managing risk and ensuring c...

The Executive Services Relationship Manager will provide exceptional customer service to high net-worth stock plan executives, assisting them with equity compensation and broader financial needs. This...

The Executive Services Relationship Manager will provide exceptional customer service to high net-worth stock plan executives, helping them navigate their equity compensation and broader financial nee...

The Executive Services Relationship Manager will provide exceptional customer service to high net-worth stock plan executives, helping them navigate their equity compensation and broader financial nee...

Elevate your career by joining a team that empowers high net worth clients through specialized financial planning and wealth management strategies, delivering expert insights and exceptional client se...

Optimize financial strategies by leading complex analyses, establishing methodologies, and enhancing service delivery for stakeholders across divisions, while fostering team development and participat...

Join a team that drives investment excellence by advising clients on asset allocation and strategies, enhancing consulting capabilities, and collaborating internally to ensure seamless execution and d...