Private Wealth Consultant, Outsourced Advisory Solutions
$150k - $175kCapital Group
divh2Private Wealth Consultant, Outsourced Advisory Solutions at Capital Group/h2pYou are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand were committed to fostering a strong sense of belonging in a respectful workplace./ppWe intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community./ppYou want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. Youll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses./ppYou bring unique goals and interests to your job and your life. Whether youre raising a family, youre passionate about where you volunteer, or you want to explore different career paths, well give you the resources that can set you up for success./pulliEnjoy generous time-away and health benefits from day one, with the opportunity for flexible work options/liliReceive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love/liliAccess on-demand professional development resources that allow you to hone existing skills and learn new ones/li/ulpFounded in 1931, Capital Group is one of the worlds oldest and largest asset management firms with assets under management of $2.7 trillion. Its resources serve as the backbone of Capital Group Private Client Services (PCS), which originated in 1974 as the family office for Capital Group executives. PCS has since grown into a $38B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high net worth individuals and families./ppThe Outsourced Advisory Solutions (OAS) team is responsible for enabling and enhancing connectivity between PCS and Capital Groups expansive financial advisor network, leveraging PCS trust, resources and experience for the benefit of our partners and their high net worth clients./ppThe OAS Private Wealth Consultant (PWC) has responsibility for leveraging the Capital Group brand through the wholesaler, national account, and financial intermediary channels to attract and retain assets for PCS. The Private Wealth Consultant will grow OAS sales by partnering with Capital Groups sales force to help advisors close complex high net worth sales. The PWC will serve as a critical bridge between Capital Groups family office infrastructure and Capital Groups Wealth Management and Institutional Retirement business./ppAs a Private Wealth Consultant (PWC), you will lead the OAS sales process in your territory by partnering with the sales force to identify advisors who need help servicing the complex needs of high net worth households and working directly with advisors to close business. You will source new opportunities and you will own the sales process, working in close partnership with the OAS Relationship Managers for onboarding, due diligence, and development of custom solutions./ppYou are the person Capital Group is looking for./pulliYou have outstanding professional experience and industry knowledge, including a deep understanding of private wealth and financial advisor needs./liliYou have a proven record of success as a leader in sales, with a demonstrated ability to build and nurture relationships with colleagues and external advisors./liliYou are credible and influential, possessing strong executive presence and professional maturity./liliYou are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes./liliYou have a minimum of a Bachelors degree, with additional designations CIMA, CFP, CFA or CPWA strongly preferred. Series 65 required./li/ulpBase Salary Range: $150,000 - $175,000/ppYouve reviewed this job posting and youre ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isnt what youre looking for, check out our other opportunities and join our talent community./ppAt Capital Group, the success of the people who invest with us depends on the people in whom we invest. Thats why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve peoples lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day./ppYou can learn more about our compensation and benefits here./pp* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans./ppWe are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law./p/div
Capital Group$150k - $175k
...backbone of Capital Group Private Client Services (PCS), which... ...and its 40+ Private Wealth Advisors (PWAs) advise over... ...individuals and families. The Outsourced Advisory Solutions (OAS) team is responsible... ...The OAS Private Wealth Consultant (PWC) has responsibility for...OutsourcePrivateTemporary workWork at officeLocal areaFlexible hours$80k - $100k
...Outsourced Accounting & Advisory Services Senior Accountant The team you would be... ...accounting, and advisory solutions. We have been part of the... ...auditing, risk advisory and consulting, and tax services to an... ...experience in public accounting or private industry (Concentration in...OutsourcePrivateFull timeFor contractorsWork at officeRemote work$120k - $165k
...Huron, we're redefining what a consulting organization can be. We go... ...Summary Huron's Business Advisory team provides Restructuring &... ...companies, Boards of Directors, private equity firms, lenders,... ...implement complex, comprehensive solutions. Skilled relationship builders...PrivateLocal areaImmediate startRemote work$190k - $240k
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...combining world class services, advisory and technology for our... ...Lead - Enterprise Portfolio Solutions JLL's global Portfolio... ...clients with specific outsourcing needs, primarily in the Enterprise... ..., Service Line SME's, Consulting and Marketing. The role requires...OutsourceDaily paidWork experience placementWork at officeLocal areaImmediate start$150k - $190k
Corporate Advisory and Banking Relationship Manager page is loaded##... ...Firm's relationships with privately owned businesses and their owners... ...governance, business and wealth succession.In order to be successful... ...that deliver various client solutions. With the help of the...PrivateWork at office- ...fastest growing accounting and advisory firms in the industry... ...come together to create new solutions We understand that embracing... ...Services clients (hedge funds, private equity, or other alternative... ...accounting and tax planning to outsourced services and investor relations...OutsourcePrivateLocal area
$72k - $145k
...create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know...OutsourceInterim roleWork at officeFlexible hours$102k - $155k
...world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force... ...success! The Role Managers with our Private Accounting Solutions practice oversee and complete... ...innovative accounting planning and consulting for a variety of clients, including...PrivateFull timeWork experience placementPrivate practiceH1bLocal areaWork visa- ...particular interest and expertise in private wealth engagements, planning,... ...~ Tax planning ~ Provides solutions and ideas ~ Values... ...Schoenfeld, LLC is an accounting, advisory, and IT services firm... ...assurance, transaction advisory, outsourced accounting, wealth management...OutsourcePrivateImmediate start
- ...Armory Group, LLC is a leading investment bank and financial advisory firm dedicated solely to the middle market. We provide a full range... ...some of the nation's largest banks, financial institutions and private lenders in such situations. Since the original formation of...PrivateFull timeWork at officeImmediate startRemote workFlexible hours
- ...inbox by delivering holistic, tailored solutions to increase efficiency and effectiveness... ...transactions and events, including corporate or private equity carve-outs and acquisitions;... ...and Corporate clients with accounting advisory solutions for complex SEC reporting, purchase...PrivateInterim roleWork at office
$125k - $250k
...Director, Tax Transaction Advisory Services Our Tax Transaction... ...structuring, and execution for private equity and corporate clients.... ...accounting firm, law firm or consulting environment Experience... ...risk and financial advisory solutions—Kroll. With a nearly century-...Private$150k - $225k
...Alvarez & Marsal Private Equity Performance Improvement... ...(A&M) is a global consulting firm with over 10,000... ...our ability to tailor solutions to solve our clients'... ...through lean improvements, outsourcing or consolidation of... ...functions ~ Previous advisory experience from a top-...OutsourcePrivateFull timePart timeFlexible hours$180k - $250k
...compliance, and advisory functions across... ...investment, estate, and wealth planning... ...events, real estate, private equity, and philanthropic... ..., attorneys, and consultants. Present tax... ...staff or oversee outsourced tax providers.... ...practical solutions. ● Family office,...OutsourcePrivateWork at officeImmediate start$160k - $175k
...firm specializing in private credit markets across... ...development companies Manage outsourced third-party compliance... ...(vendors, consultants, etc) Foster a compliance... ..., alternative credit solutions, structured credit,... ...awards including GrowthCap Advisory's 2025 Top Private...OutsourcePrivateWork at office$75.5k - $149.6k
...across our audit, tax, and consulting groups. That's why we continuously... ...and technology-powered solutions, to enhance our services.... ...of services - co-sourcing, outsourcing, advisory, and audit services -to... ...audit services to public and private entities while also helping...OutsourcePrivateLocal areaRemote workWorldwide- ...The KPMG Advisory practice is at the forefront of transformation... ...one priority. With a wealth of learning and career... ...in Procurement and Outsourcing Advisory for our [1]Corporate Services Consulting practice.... ...understanding of service provider solutions available in the...OutsourceFull timeH1bLocal area
$102.5k - $209.4k
...across our audit, tax, and consulting groups. That's why we continuously... ...and technology-powered solutions, to enhance our services.... ...including co-sourcing, outsourcing, advisory, and audit services, to help... ...audit services to public and private entities while also helping...OutsourcePrivateLocal areaRemote workWorldwide$160k
...Manager - Transaction Advisory/Financial Due Diligence... ...Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial... ...M&A services for private equity, hedge funds, sovereign wealth, family office and... ...Develop and propose creative solutions to engagement and...PrivatePart timeWork at officeFlexible hours$200k - $275k
...you will advise corporate and private equity clients throughout... ...mentoring teams, and evolving our advisory capabilities across due... ...practices to bring integrated solutions to clients spanning strategy... ...Mentor and develop consultants and practice leaders, fostering...PrivateLocal areaImmediate startFlexible hours- ...Search is seeking a mid-level associate for its Investment Strategies and Capital Solutions group in Chicago, IL. The role requires engaging in transactional matters and representing private equity clients. The ideal candidate should possess a Juris Doctor (JD) degree...Private
$85k - $105k
...provides innovative, integrated solutions across mergers and... ...and financial and valuation advisory. Our Real Estate Valuation... ...many leading REITs, real estate private equity firms, and real estate... ...advisory work (ie, valuation consulting). Preferred Qualifications...Private$125k - $175k
...strategy is in a variety of private equity secondary investments... ...audit. Preparation of monthly advisory entity financial statements prepared... ...and provide guidance to the outsourced accounting provider(s).... ...alternative asset management solutions provider with approximately $...OutsourcePrivateTemporary workWork at officeLocal areaFlexible hours$96.5k - $228.5k
...across our audit, tax, and consulting groups. That’s why we continuously... ...and technology-powered solutions, to enhance our services.... ...of services - co-sourcing, outsourcing, advisory, and audit services -to... ...audit services to public and private entities while also helping...OutsourcePrivateFull timeLocal areaWorldwide$130k - $284.3k
...across our audit, tax, and consulting groups. That's why we... ...technology-powered solutions, to enhance our... ...responsible for leading outsourced finance and accounting... ...leadership, strategic advisory capabilities, and business... ...services to public and private entities while also...OutsourcePrivateWork at officeLocal areaWorldwide$96.7k
...the business processing outsource (BPO) - mid market... ...positive culture. Solutions Focused - You see opportunities... ...offers the public and private sectors a varied... ...professional services across consulting, technology and... ...provide tax and business advisory services to its...OutsourcePrivateFull timeWork at officeRemote workFlexible hours$152.2k - $251.4k
...DNA across our audit, tax, and consulting groups. That's why we... ...insights and technology-powered solutions, to enhance our services. Join... ...experienced and strategic Technology Advisory Consulting Senior Manager to... ...strategy, IT transformation, private equity advisory, and...PrivateWork at officeLocal areaRemote workWorldwide$250k - $290k
...real-world value – solutions that work in... ...reimagined strategic consulting to work in a... ...with CEOs, Boards, Private Equity and Governments... ...us to bring a wealth of deep sector and... ...and transaction advisory. Expertise in... ...shared services, outsourcing, and digital transformation...OutsourcePrivateWork experience placementSummer holidayWork at officeFlexible hours$209.8k - $246.8k
...servicing both corporate and private equity clients, which... ...engagements teams on transaction advisory, guiding the team to prepare... ...outcomes. Coach and manage other consultants and actively participate in... ..., delivering real-world solutions. The combination of business...PrivateLocal areaImmediate startFlexible hours
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