Wealth Management Consultant Jobs

The Engagement Manager at Oliver Wyman will lead and execute due diligence and post-transaction engagements for private equity funds and their portfolio companies. This role requires strong leadership...

Optimize strategic marketing for the Mid-West region, collaborating with advisors and internal teams to enhance brand presence, execute impactful events, and achieve measurable results lasting across...

Lead a dynamic fiduciary team, delivering exceptional client experiences while managing complex accounts and ensuring compliance with regulations. Drive growth by fostering relationships and providing...

Empower high net worth clients by providing exceptional service and expert solutions. Leverage industry experience to foster relationships, drive engagement, and support clients through tailored finan...

Pioneer your career by leading a dynamic Wills & Estates practice, managing client relationships, and mentoring a collaborative team while shaping the future of the department in a supportive environm...

Optimize client engagement by managing complex relationships and delivering strategic advisory services, while mentoring junior staff and driving process improvements in high-revenue environments...

Join a team that's driving innovative solutions in Advisory Sales for Global Markets. Support experienced professionals in client engagement, internal projects, and utilize AI tech to enhance client c...

Champion member engagement by leading a dynamic team of financial consultants. Drive operational excellence and strategic initiatives while ensuring high-quality service delivery and impactful perform...

Advance your career by overseeing international pension administration and accounting. Collaborate with multinational clients to enhance processes and deliver insights while ensuring compliance and hi...

Lead strategic growth initiatives in the GWM US Channel and Prospecting Office, engaging stakeholders to streamline partnerships and drive performance across teams, fostering a culture of success whil...

Engage high-profile clients to drive business development and fundraising efforts. Collaborate with internal teams and manage the sales process while advocating for JefAM’s competitive edge in the inv...

Partner with us to oversee trade surveillance in Capital Markets, ensuring compliance and mitigating market abuse risks. Conduct alert reviews and enhance surveillance governance while promoting strat...

Join a dynamic Compliance Surveillance Team to oversee trade monitoring, ensure regulatory adherence, and enhance governance in Capital Markets while managing risks and preventing market abuse within...

Accelerate progress at the forefront of investment data strategy, governance, and operations. Lead the transformation of data capabilities to empower investment decisions, enhance client outcomes, and...

Join a team that's shaping real estate investments by leading acquisitions and debt brokerage efforts. Collaborate with senior leadership and contribute to a new business line while enhancing your exp...

Join a team that's driving innovation across our Investment Platform. Collaborate with diverse stakeholders to enhance trading, billing, cash management, and client reporting processes, while ensuring...

Shape the future of Investor Relations by driving strategic initiatives, enhancing productivity, and executing special projects to streamline operations and support senior leadership in achieving orga...

Manage strategic sales of Treasury Solutions, cultivating partnerships to unlock client opportunities and enhance revenue growth within diverse financial client groups. Drive initiative with a focus o...

Elevate your career by driving consultative sales in Treasury Solutions, fostering strong client relationships and executing sales plans to achieve targeted revenue and growth for a diverse portfolio...

Empower the Trusts & Estates Center of Excellence by coordinating trainings, maintaining procedural knowledge, and enhancing oversight to ensure quality and risk management across administration proce...

Transform consultative sales in Treasury Solutions for diverse client portfolios, driving revenue and fostering relationships while mitigating risks through tailored cash flow management strategies an...

Lead the charge in delivering high-impact actuarial services to insurance clients, providing expertise in pricing, reserving, and litigation support while driving business development and mentoring te...

Shape the future of client relationships by delivering exceptional support in wealth management. Engage with ultra-high net worth clients, oversee operations, and collaborate with advisors to enhance...

Lead the charge in optimizing tax strategies for asset and wealth management clients. Drive innovative solutions in the renewable energy sector, manage compliance projects, and foster client relations...

Join us to lead strategic tax initiatives in renewable energy, advising on complex local and international tax matters. Drive project success while coaching teams and maintaining client relationships...