Wealth Management Consultant
$70.35k - $205.8kAccenture
No industry can escape digital's disruption, especially not Wealth Management. Today’s clients expect a whole new kind of experience that’s more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence—and many won’t go at it alone.
That’s where Accenture comes in. We leverage our deep industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading Wealth Management firms.
Accenture Consulting: Your Unique Place in our Global Collective
Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. We are an innovation led-company that works at the heart of our clients’ organizations so that no matter how complex the business challenge, we face the future with confidence.
If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. Join us to develop your ideas into provocative points of view and transformative insights that help shape industries. You’ll work with an amazing and diverse mix of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together, you’ll do so much more than consult.
Coming here means future-proofing your career and going as far as your ambition takes you. Becoming a tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe we is greater than me and that diverse perspectives lead to the best solutions. Joining Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives.
Key responsibilities of the Wealth Management Consultant may include:
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/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 which are happening across your specialization, and the broader financial services marketplace
Consult and partner with our 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 delivery 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.
Here's what you need:
2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., 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 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.
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.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at View phone number on click.appcast.io or send us an email or speak with your recruiter.
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.
For details, view a copy of the Accenture Equal Opportunity Statement (
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
Other Employment Statements
Applicants for employment in the US 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.
Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
$75k
...professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part...SuggestedFull timeTemporary workLocal areaFlexible hours- ...low-income elders in the community whose mental or physical condition makes it difficult to carry out the routine task of money management. The mission of the program is to promote the dignity and autonomy of elders who do not have family or friends nearby who they...SuggestedImmediate start
- A leading global consulting firm based in the United States is seeking a Wealth Management Consultant. In this role, you will lead projects that reshape the future of wealth management while driving performance improvement for clients. You will work closely with diverse...Suggested
$150k - $175k
...purpose and a winning culture? Start your Voya journey! Voya Wealth Management is expanding its presence in Boston's Seaport, and this... ...Client Experiences Champion a discovery-first, consultative approach, helping advisors move beyond transactional interactions...SuggestedPart timeWork experience placementLocal areaFlexible hours$85k - $100k
Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours$250k
...position can also be filled in Boston, Houston, Philadelphia, Chicago, Atlanta, Los Angeles or Scottsdale Job Duties Providing management oversight to Third Party Administrators DBA claims personnel by monitoring the claims online using the Third Party Administrators...Worldwide$135k - $200k
...four casualty and two medical teams and will ensure that claims are handled in a timely and efficient manner. You will be expected to manage litigation activities, 93A process and stay current with changes in the industry that effect our claims operation. The Casualty...Work at office$110k
...Job Description: CLAIMS MANAGER: Paralegals and Attorneys looking to get away from billable hour requirements - this job is for you! Third-party insurance company seeks Claims Manager to join their team in either Boston or Philadelphia. Ideal candidates are attorneys...Work at office$92.64k - $142.61k
The Commonwealth of Massachusetts is hiring a Fiscal Officer VI to oversee financial management within the Group Insurance Commission. Responsibilities include budget planning, financial oversight, and approval of contracts and payments. Candidates must possess a minimum...- ...Property Manager Oversee and coordinate all fiscal and operational functions and activities associated with each Condominium and Homeowners Association. Candidate will be responsible for the management of a portfolio of residential properties in and around Boston and...Contract workFor contractorsLocal area
- ...HOA Portfolio Property Manager The HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio to ensure an excellent experience for clients and residents. Portfolio members primarily include...Work at officeLocal areaFlexible hours
$89.17k - $148.65k
...culture? Start your Voyage - Apply Now Profile Summary Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor products, services, and features that meet advisor...Part timeWork experience placementLocal areaFlexible hours$138k - $198k
...Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders.... ...research teams, in addition to coordinating with third-party consultants to develop and implement comprehensive annual business plans....Full timeTemporary workLocal areaRelocationFlexible hours$180k - $200k
...Asset Based Lending Portfolio Manager This professional is responsible for all aspects of portfolio management including transaction structuring, underwriting, credit approval, portfolio monitoring and problem loan identification for a portfolio that may consist of...Local areaMonday to FridayFlexible hours- Position Purpose:The primary purpose of this role is to oversee asset protection functions, performing AP and Safety-related activities to support Home Depot's business objectives, such as, but not limited to minimizing shrink, risk and safety incide
- Growing and dynamic independent multi-billion AUM RIA is seeking a Wealth Advisor for the Newton office (500M+ AUM) with a core focus on... ...path to equity. Highlights Serve as a key contributor in managing multigenerational family relationships alongside the Lead Wealth...Work at office
$125k - $175k
Overview Company Overview: A leading retirement company is seeking a Manager for their Wealth Management division. This role is pivotal in expanding their presence in Boston and shaping the future of wealth management guidance. Responsibilities Lead a team of financial...$50 - $60 per hour
A financial technology company is seeking a Wealth Manager to train AI models for finance professionals. This flexible remote role allows you to work part-time or full-time on projects that suit your schedule, focusing on evaluating AI outputs for financial reasoning....Remote jobHourly payFull timePart timeFlexible hours$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- ...looking for a motivated individual to join the Retirement Benefits Group and make a positive impact in people's lives through wealth management. In this role, you will cultivate a client network, educate clients on diverse financial products, and analyze client needs to...Local areaFlexible hours
- ...to the leadership team. Review periodic P&L calculations at the fund and investor levels. Handle the treasury and cash management function. Review system prepared reports and supporting schedules for accuracy. Review and sign-off on fund level bank...
$50 - $60 per hour
A tech company specializing in AI is seeking a Wealth Management Advisor to join their team. This position allows you to work remotely and set your own schedule while contributing to the training of AI models. Ideal candidates will have an advanced finance degree and relevant...Remote jobHourly payFlexible hours- ...programs and expenditures. This position compiles information for management use for automated records, cost accounting reports, and other... ...of results, providing analysis of trends and changes. Consults with management to determine the need for special studies; defines...Full timePart timeWork experience placementWork at office
$68.64k - $114.71k
...Financial Analyst as necessary to provide coverage 7. Other duties and projects as requested by Finance Directors and departmental managers. Competencies: Decision Making: Ability to make decisions that are guided by precedents, policies, and objectives....Work experience placement$90k
...detail-oriented and collaborative Budget Analyst to join our Finance team. This position supports the Budget Director in preparing and managing the City’s annual Operating Budget and 10-Year Capital Investment Plan, monitoring department budgets, forecasting revenues and...Full timeContract workTemporary workWork at officeLocal areaFlexible hoursAfternoon shift$171k - $390.6k
...build a better working world. **Senior Manager - Financial Services - Insurance and Actuarial... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and... ...role in counselling and mentoring junior consultants within the organization. Provide constructive...Summer holidayWorldwideFlexible hoursShift work- ...by stewarding its resources; providing support, guidance, and consultation; ensuring compliance with university and federal guidelines;... ...(harvard.edu) and our eight reporting units. ( Risk Management and Audit Services (RMAS) is a department within Harvard University...Contract workWork experience placementInterim roleWork at office2 days per week1 day per week
- ...fiscal analysis, budget development, and financial oversight in support of HRD operations. The position works closely with program managers, fiscal staff, and external stakeholders to ensure compliance with applicable laws, regulations, and fiscal policies. As...Full timePart timeWork experience placementWork at office
$70k
...develop financial analyses, projections, short and long-term financial plans, and other reports. This role requires excellent time management skills to thrive under tight deadlines and rapidly evolving priorities. Major duties of this position include: Compiles and...Full timeTemporary workFor contractorsWork experience placementWork at officeRemote workFlexible hours3 days per week- ...Office of Budget and Planning. The Senior Analyst will serve as a primary contact to schools/ units, consult with the Executive Administrative Dean and Program Managers, and provide guidance on budget development and monitoring. The Senior Budget Analyst will develop budget...Full timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Consultant. Be the first to apply!
- wealth management advisor Boston, MA
- wealth management consultant Boston, MA
- wealth manager Boston, MA
- director managed services Boston, MA
- care management associate Boston, MA
- threat and vulnerability management engineer Boston, MA
- medical director utilization management Boston, MA
- grants management specialist Boston, MA
- entry level asset management Boston, MA
- director account management Boston, MA


