Wealth Management Consultant
$70.35k - $205.8kAccenture
Key Responsibilities Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process. Understanding the strategic direction set by senior management as it relates to team goals. Ability to manage dynamic technology consulting projects with heavy client engagement. Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools and techniques to meet specific client requirements. Participating in workshops with key client stakeholders to document process/data flows and associated technology applications. Maintaining an understanding of advancements in regulations, technology and innovations across your specialization and the broader financial services marketplace. Consult and partner with clients to help them develop high‑performance solutions to advance their industry position in investment banking. Ability to understand client needs, develop proposed solutions and deliver high‑impact technology initiatives. Supporting business development initiatives, including client proposals and building strong relationships with Accenture clients. Supporting the development of the practice by participating in initiatives around market research, Accenture Points‑of‑View, capability development, thought capital, knowledge management, etc. Qualifications 2+ years of industry experience or equivalent knowledge of the wealth management industry (e.g., back and middle office operations, investment technology, compliance, etc.). Bachelor’s degree. Bonus Points Experience in Private Markets, Distribution and/or Wealth Technology & Platform Strategy is preferred. Capable of working independently with limited oversight. Strong communication skills and attention to detail. Previous management consulting and business analysis experience a plus. Entrepreneurial, independent, and highly motivated individual. CPA and/or MBA a plus**. Demonstrated teamwork and collaboration in a professional setting; either military or civilian. Compensation Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We anticipate this job posting will be posted until 06/10/2026. Benefits Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long‑term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture ( Role Location Annual Salary Range California: $70,350 to $205,800 Cleveland: $59,100 to $164,600 Colorado: $63,800 to $177,800 District of Columbia: $68,000 to $189,300 Illinois: $59,100 to $177,800 Maine: $54,400 to $151,400 Maryland: $63,800 to $177,800 Massachusetts: $63,800 to $189,300 Minnesota: $63,800 to $177,800 New York: $66,300 to $205,800 New Jersey: $68,000 to $205,800 Virginia: $59,100 to $189,300 Washington: $80,200 to $189,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. Other Employment Statements Applicants for employment in the U.S. must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Recruiting and Hiring Statement Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process. #J-18808-Ljbffr
$236.56k - $414.12k
...leading technology and exceptional service. 1. Cultivates and manages deep, long-term relationships with clients, serving as the... ...Works with team of experts to develop and implement customized Wealth Management strategies for clients. 5. Orchestrates specialists...SuggestedTemporary workFlexible hours- ...decisioning, and AI-enabled ways of working. As a Transformation Manager / Senior Manager, you will lead cross-functional teams to... ...benefits realization. Lead small to large teams; coach analysts/consultants and client SMEs; drive stakeholder alignment across Claims,...SuggestedFull timeLive inWork at officeLocal area
- ...partnered with a growing RIA in Southern California seeking a Wealth Advisor to manage client relationships, provide financial planning expertise... ...your chances of interviewing at International Search Consultants by 2x Inferred from the description for this job 401(k) Vision...SuggestedFull timeRelocation
$50k - $70k
...Wealth Manager Trainee Job Title: Wealth Management Trainee Location: USA (REMOTE)/ Hybrid Type: Contract/Full-Time Salary... ...plans for clients. Shadow senior team members during client consultations to learn effective communication and relationship-building...SuggestedFull timeContract workTraineeshipCasual workWork at officeRemote workAfternoon shift- ...The Wealth Advisor is responsible for managing client deliverables for high-net-worth (HNW) clients. This role focuses on building and maintaining client relationships, providing consultative sales solutions, and ensuring alignment with client goals and firm objectives...Suggested
- ...Wealth Management Advisor Location Requirement: Must be located in Greater San Diego County or already planning to move here imminently. Key Responsibilities Grow your client base by making new connections, maintaining a strong referral network, and providing a great client...
- ...Job Description Fully remote Claims Manager role to serve as liaison for clients in the management of Workers’ Compensation claims. On behalf of the client, you will communicate with doctors, insurance adjusters, and workers’ comp attorneys through phone and email to use...Work at officeRemote workFlexible hours
$94.4k - $293.8k
...Job Description Life Insurance managers are focused on developing new capabilities for our life and annuity industry and bringing... ...management and/or product owner responsibilities in the context of consulting and technology implementations. Travel up to 80%. \ Basic...Live inWork at officeLocal area$127.15k - $153.06k
...Claims Manager Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening in our San Diego office for a Claims Manager to provide strategic and operational leadership for multiple indemnity claim units through direct management and development...Work experience placementWork at officeImmediate startWork from homeFlexible hours- ...tools. Requirements ~ Bachelor's degree in Finance, Accounting, or Business. ~2+ years of federal budgeting or financial management experience. ~ Knowledge of DoD appropriations and Navy ERP systems. ~ Strong Excel and data reconciliation skills. ~ Must...Contract workFor contractorsFor subcontractorLocal area
- ...Naval Supply Systems Command (NAVSUP) in San Diego seeks a Program Analyst in the Supply Management Department. You will assist with budgeting, analyze procurement data, and provide guidance to submit procurement requirements. You will prepare purchase requests using...
- ...Lukos is seeking a Financial Analyst Level 2 to support budget and financial management at Naval Amphibious Base Coronado, CA. The ideal candidate will have experience in DoD budget planning and must possess a Bachelor's degree. Responsibilities include developing budget...
$135k - $155k
...plan. We encourage you to look us up on LinkedIn and follow Federal Realty Investment Trust. We are currently seeking a Property Manager, who will be based in La Mesa, California, and will manage the operations of Grossmont Center and Escondido Promenade. The ideal...Contract work$21 - $23 per hour
Business Manager (Affordable) - The Landings I | Chula Vista, CA Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing...Hourly payPermanent employmentFull timeWork at officeFlexible hours- ...Southwest Equity Partners is seeking a part-time On-site Manager for their properties in San Diego, California. This role involves daily operations management, including resident assistance, compliance with regulations, and overseeing leasing responsibilities. The ideal...Hourly payPart timeLive in
$75k - $120k
...San Diego Harley-Davidson is seeking a Finance & Insurance Manager in San Diego to lead the dealership's finance, insurance, and extended service programs. This full-time role focuses on revenue generation and cross-selling within the sales and service teams. Ideal candidates...Full time$120k
...Finance & Insurance Manager - San Diego Harley-Davidson in San Diego, CA at Sonic Powersports Job Type: Finance Experience: Associate About San Diego Harley-Davidson® is known for its year-round perfect weather, diverse scenic routes, and large motorcycle community, which...Work at office- ...and life goals, we’ll help you achieve them. Sooner Accenture Consulting: Your Unique Place in our Global Collective Being part of... ...insights, and design and implement business change across Asset Managers Leading workshops with key client stakeholders to drive innovative...For contractorsWork at officeLocal area
$100k - $120k
...properties with upside through extensive renovation and improved management. Leveraging our unique homebuilding background and... ...CEO), as well as with external individuals (property managers, consultants and other third parties). Base salary and discretionary annual...Full timeLocal areaFlexible hours- ..., integrity is essential, and your contributions shape the future of our business. Position Overview We are seeking a Senior Asset Manager to oversee the full lifecycle performance of our self-storage portfolio. This senior-level role is ideal for a results-driven professional...For contractors
$95k - $105k
...Our Story Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We've designed our corporate structure to best serve our clients by enhancing collaboration across our organization...Full timeTemporary workFor contractorsImmediate start$17.75 per hour
...About Fairgrove Property Management Fairgrove Property Management has served residential property owners and residents throughout Southern California since 1976. Based in Irvine, California, we provide professional property management services that help investors...Hourly payPart timeLive inWork at officeLocal area10 hours per weekWeekend work$96.14k - $115k
...decentralized culture can provide you with a wealth of opportunities to learn about our... ...organizational goals. As the Senior Property Manager, you'll be involved in all aspects of... ...value. You'll play a central role in consulting with new and existing clients and...Full timeTemporary workFor contractorsWork at officeLocal areaVisa sponsorshipWork visa- ...Senior Property Manager for theta manages a medical office building in central San Diego Your new company Hays is partnering with a leading Southern California commercial real estate firm to recruit a Senior Property Manager for their expanding Office Property...Contract workWork at office
$90k - $110k
...PROPERTY MANAGER COMPANY BH Properties is a privately held commercial real estate investment firm focused on markets throughout the Western United States. The Company is vertically integrated...For contractors- A national home-buying company is looking for a Manager of Transaction Management to oversee real estate deals and manage the transaction team. The ideal candidate will handle both acquisition and disposition transactions from contract through closing, ensuring that all...Contract workRemote work
$140k - $220k
House Buyers of America, Inc. is seeking a Home Buying Specialist to work remotely across the United States. This role involves conducting due diligence, valuing homes, and negotiating deals, making it critical for someone with a strong sales background and communication...Remote workWork from home- ...on performance Paid time off Overview We're seeking an office manager/treatment coordinator with a minimum 3 years of experience of... ...trust, and understand the patient’s objectives. Conduct financial consultations with all new patients and with existing patients when new...Work at officeMonday to Thursday
$77.9k - $133.25k
...work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Insurance Unit Manager/Supervisor - San Diego, CA Salary: $77,900 to $133,250 annually; this salary is commensurate to experience Are you a dynamic...Hourly payWork experience placementLocal areaFlexible hoursNight shift$77.9k - $133.25k
...Job Summary Position: Insurance Unit Manager/Supervisor – San Diego, CA Salary: $77,900 – $133,250 annually (commensurate to experience) What You’ll Do Lead, mentor, and inspire a team of associates to deliver exceptional service that delights customers and builds trust...Local areaFlexible hoursNight shift
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