Wealth Tech Strategy Consultant
Accenture
Accenture is seeking experienced candidates in Cleveland for a consulting role focused on business transformation in the wealth management sector. The position requires designing and implementing changes, managing consulting projects, and collaborating with clients to develop high-performance solutions. Eligible candidates should have at least 2 years of experience in the wealth management industry and hold a Bachelor’s degree. The role offers competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr Accenture
- ...Services Group, Inc. in Ohio seeks a Private Business Strategist within the Private Bank to engage business owners on growth strategies and wealth planning. The role involves cross‑functional collaboration with Asset Management and C&IB, shaping strategic conversations...Suggested
- ...Private Bank to engage business owners, translate goals into wealth strategies, and integrate tax and estate planning into corporate... ...in the industry, a Bachelor’s degree, and a track record in relationship management and financial consulting. #J-18808-Ljbffr PNCSuggested
- A prominent financial institution in Cleveland is seeking a Wealth Advisor III to manage client relationships and develop comprehensive financial plans. The role requires a deep understanding of investment management and compliance regulations. Candidates should have at...SuggestedFull timeContract work
- Flexjet LLC is looking for a Technical Recruitment Specialist at its Global Headquarters in Cleveland, Ohio. The role involves overseeing recruitment efforts, from sourcing to onboarding, and ensuring candidates fit into the company culture. Candidates should have a Bachelor...Suggested
$59.1k - $164.6k
A global consulting firm seeks a Consultant to enhance life sciences supply chains. You will assess and implement AI-driven strategies to optimize processes. Expect to collaborate with tech providers and assist in creating AI solutions. A Bachelor's degree and at least...Suggested$160k - $330k
...external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities •... ..., documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the...Temporary workWork at office- ...industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360°...Work experience placementLive inWork at officeLocal area
- Accenture in Cleveland seeks a Management Consultant specializing in Utilities to shape and deploy customer-service transformation initiatives... ...design future-state roadmaps, and drive implementation across strategy, operations, and technology teams to improve customer outcomes...
$59k - $89k
...accounts while staying hands-on with campaign execution across digital media, paid search, and web. If you thrive at the intersection of strategy and execution — and love turning data into compelling client stories — this role is for you. The base salary range is $59,000-$...Live inLocal area- ...is a rare opportunity to sit at the intersection of business strategy and cutting‑edge AI, without being pigeonholed into either. You... ...should you have: 10-15 years of experience in strategist or consulting role. Deep AI expertise, particularly in a consulting or agency...
- ...for shaping workplace environments that support client brand, culture, and business objectives. This role involves leading design strategy engagements, facilitating workshops, and applying design thinking to interior construction solutions. Responsibilities Lead design...Full timeWork at office
$133k - $247k
...the corresponding impact on the owner’s personal wealth. Ability to integrate transition-planning strategies into both personal and corporate planning, including... ...office clients Job Description Participates in consultations with clients and prospects on PNC’s ability to...Temporary workWork experience placementWork at office- ...translate insights into growth and impact on personal wealth. Integrate transition‑planning strategies into personal and corporate planning, evaluating... ...‑flow considerations, and the estate‑tax landscape. Consult with clients across the full range of succession planning...Work experience placementWork at office
- ...is a rare opportunity to sit at the intersection of business strategy and cutting-edge AI, without being pigeonholed into either. You... ...should you have: ~10-15 years of experience in strategist or consulting role. ~ Deep AI expertise, particularly in a consulting or...
- ...Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we... ...opportunities, conduct investment strategy transition analysis and other investment... ...campaigns. Experience as regional investment consultant. Experienced in developing and...
$140k - $220k
...SEO Strategist (Consultant) Cleveland, Ohio Real Estate Acquisition Consultant The Real Estate Acquisition Consultant is responsible for buying homes for House Buyers of America. This person will follow up on leads, value houses, estimate repairs and close deals...Casual workWork at officeRemote work$59.1k - $164.6k
Accenture is looking for a consultant in Life Sciences Supply Chain in Cleveland, Ohio. The role involves leading transformation projects in supply chain and manufacturing for top life sciences companies. Candidates should have a minimum of 2 years of experience and a...$90k - $126.49k
Environmental Resources Management, Inc. is looking for a Managing Consultant in Cleveland, OH to lead and deliver EHS compliance projects. The role emphasizes the transition from basic compliance to high-performing sustainable operations, focusing on strategic partnerships...- A leading consulting firm in Cleveland is looking for an IT Management Consultant to enhance its IT Center of Excellence. The role involves building robust sourcing strategies, supporting IT sourcing projects, and nurturing client relationships. Ideal candidates should...Work at office
$50k - $55k
...Sales Strategy Consultant At Strive Global, we believe strong communication creates meaningful connections and lasting impact. We are a dynamic organization committed to helping businesses strengthen their presence, build valuable relationships, and achieve sustainable...Full time- ...an AI Strategist in Cleveland, OH. This role bridges business strategy and advanced AI, shaping client investment in AI. You'll lead... ...outcomes. The ideal candidate has 10-15 years in strategy or consulting, deep AI expertise, change management experience, and a proven...
- Arcadis is seeking a seasoned financial management operations expert to oversee data collection, analysis, and validation of spending projections and budget requests. You will prepare and review complex financial reports for senior management, delivering accurate, timely...
- Job Overview Healthcare AI Value Strategy Consultant role dedicated to payer and provider clients. Responsibilities Shape vision and create opportunities for AI, GenAI, and data‑led business reinvention across payer and provider organizations. Build client relationships...Visa sponsorship
- ...A leading global tax consultancy is seeking a Senior in Indirect Tax to advise on regulatory changes and manage compliance for diverse... ...influencing skills. Responsibilities include optimizing tax strategies, delivering high-quality client service, and collaborating in...
$70k - $75k
...asking for into what their campaign actually needs. You’ll lead strategy on tier‑1 campaigns, work with clients regularly (mostly... ...with account, creative, and analytics teams Work with clients consultatively: ask the questions that reframe the problem, push back thoughtfully...Live inLocal areaFlexible hoursShift work$53k - $65k
...Strengthening and empowering all of the communities we serve. MV Digital is hiring a Paid Search Media Strategist. This position drives strategy, execution, and optimization of paid media campaigns across Google and Microsoft Ads - including Search, Performance Max, AI Max,...Seasonal workLocal areaFlexible hoursShift work- ...internal teams to ensure recommendations are implemented effectively. Jump into the work when needed to troubleshoot issues, validate strategy, or help move projects forward. Balance strategic thinking with a willingness to be hands-on when clients or the team need it....Work at office
- ...drive portfolio management solutions. You will facilitate workshops, manage a product backlog, and ensure alignment with business strategy. The ideal candidate has 5-7 years of ServiceNow experience, including certifications, and a strong background in stakeholder management...Flexible hours
$85.1k - $161.7k
Rsm Us Llp. in Cleveland is looking for a ServiceNow Strategic Portfolio Management (SPM) Consultant to facilitate client workshops, manage SPM product backlogs, and optimize portfolio visibility. The ideal candidate will have 5-7 years of ServiceNow experience, strong...Flexible hours- The Jewish Federations of North America in Cleveland is seeking a full-time Senior Associate for Community Planning & Allocations. The role involves supporting initiatives that shape community impact through collaboration and research, while ensuring effective engagement...Full time
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