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 Accenture
$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- A leading financial services firm is seeking a Wealth Management Consultant to support the life insurance distribution strategy. This critical role involves establishing and maintaining relationships with advisors and maximizing sales results. Candidates should have over...SuggestedRemote job
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$105k
Claims Manager, Auto | Bodily Injury & Property Damage PRIMARY PURPOSE To manage the technical and operational functions within assigned office(s) including compliance with company standards and industry best practices; to ensure consistent delivery of quality services;...SuggestedWork at officeFlexible hours- ...driven, entrepreneurial professional to join our team as a Wealth Management Advisor . In this role, you will build long‑term relationships... ...experience in financial services, business development, or consulting FINRA licenses (Series 6, 7, 63, or 66) Life and Health Insurance...SuggestedFull timeWork at officeLocal areaImmediate start
$100k - $125k
Job Summary We are seeking a dynamic and results-driven CT Territory Sales Manager to support premium volume growth and maintain profitability within the assigned Connecticut territory. Reporting to the Regional Sales Manager, this role focuses on Property & Casualty (P...Remote work- Northwestern Mutual is seeking a driven Wealth Management Advisor in Fairfield County, CT. In this role, you will build long-term relationships with clients, helping them achieve financial security through personalized planning and investment strategies. Ideal candidates...
- Northwestern Mutual is seeking driven professionals for its Financial Advisor/Wealth Management Advisor program in the NYC/CT area. The role includes intensive training, licensing through SIE and Series exams, and a mentorship-driven path to building a personal practice...
$200k
Highlights Advise high net worth client relationships, inclusive of multi-generational families, regarding comprehensive wealth management, complex tax and estate planning strategies and investment management Opportunity to source business from 10 WAS and SAN branches The...Work at office- ...portfolios according to risk tolerance. Partner with Relationship management team to provide best in class client service. Prepare and update financial plans for clients to support generational wealth. Qualifications Series 7/66 or 65 FINRA license Bachelor's degree in...
$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$50 - $60 per hour
A tech company specializing in AI is seeking a Wealth Management Advisor to improve AI financial models. This position offers flexible remote work, allowing you to choose your projects and set your own schedule. Candidates must have advanced finance degrees and relevant...Remote jobHourly payFlexible hours- ...based on experience StrataJazz experience required Overview We are seeking a Senior Budget Analyst to support the Finance team in managing the annual operating budget, long-range financial forecasts, and key financial reporting. This role is highly analytical and will...Temporary work
- Munich Reinsurance America, Inc. is seeking a Senior Internal Auditor to join the North America Audit Hub in a hybrid role based in Hartford, CT. You will lead end-to-end audits across insurance underwriting, claims, MGAs and TPAs, coordinate plans, and deliver independent...
- Munich Re in Hartford, CT is looking for a Senior Internal Auditor to provide independent audit services and support strategic objectives. The position involves audits focused on insurance underwriting and claims, requiring strong leadership and data analysis skills. Candidates...
$67.9k - $91.35k
...Position Overview The IT Asset Manager oversees the full lifecycle of IT hardware, software, and related assets to provide accurate visibility, cost control, and compliance in a federal IT environment. The role develops and executes asset management strategies covering...Contract workWork experience placementWork at office- Voya Financial is seeking a Lead AI Product Manager to define and execute AI product strategies for digital and wealth management. The role focuses on enhancing experiences for retirement plan participants and financial advisors, requiring strong product management skills...
- Peak Performance Recruitment is seeking a Product Line Manager based in Connecticut, responsible for assessing and valuing aviation assets with a focus on airframe components. This mid-level position combines technical and commercial expertise, delivering accurate asset...
$149.82k - $198.37k
Voya Financial is seeking a Senior AI Product Manager to lead AI-driven product development in wealth management. This role includes responsibility for the product roadmap, translating business needs into AI solutions, and collaborating with cross-functional teams to improve...$88k - $132k
...The world’s largest law firms, corporations, and government agencies rely on Relativity’s legal AI software to securely surface and manage the most relevant and impactful information in their matters. Beyond our commercial impact, we’re deeply committed to expanding...Remote workHome office$142.6k - $261.5k
...look to us for authoritative, agile, and efficient solutions for business decision‑making. The Opportunity As a ServiceNow Consulting Manager you’ll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative...Summer holidayWorldwideFlexible hours$150k - $200k
...report directly to the CEO and play a critical role in shaping processes and ensuring integrity of financial reporting and risk management. This is an exciting opportunity for someone looking to make a significant impact in a growing organization. The focus of this...Work at office- ...Remedy is an independent, full-service healthcare real estate company providing acquisition, development, leasing, management and strategy consulting services across the United States. Headquartered in Chicago, we are the largest private owner of healthcare properties...For contractorsWork at officeLocal area
$89.17k - $148.65k
...Product Manager Together we fight for everyone's opportunity for a better financial future. We will do this together with customers... .../client retention through the development and management of wealth management and retail advisor products, services, and features...Local areaFlexible hours- Beazley in the United States seeks a Claims Manager for Employment Practices Liability to lead end-to-end EPL claims, from initial notice to final resolution, ensuring timely, fair outcomes aligned with underwriting intent. The role requires legal training or claims experience...
- W. R. Berkley Corporation is seeking an experienced Claims Manager in West Hartford, CT. This role involves managing claims-related strategies, overseeing personnel, ensuring compliance, and driving innovation through analytics. The ideal candidate will have extensive experience...
- Sun Life U.S. is seeking a Senior Manager, Life & Disability Claims to lead the day-to-day operations of the Long-Term Disability claims team and foster client relations. The role focuses on efficient processes, regulatory compliance, and driving continuous improvement...
- American Family Insurance is seeking experienced attorneys in Hartford, Connecticut, to handle litigation and provide legal support within established corporate guidelines. The successful candidate will contribute to a collaborative team culture focused on excellence. Candidates...Contract work
$171k - $390.6k
Senior Manager - Financial Services - Insurance and Actuarial Advisory Services - Modeling - Advisory Location: New York, Chicago, Philadelphia... .... Play an active role in counselling and mentoring junior consultants within the organization. Provide constructive feedback and...Summer holidayWorldwideFlexible hoursShift work- ...financial reporting, internal controls, compliance, and risk management. This position also provides leadership to a geographically dispersed... ...role. Prior experience within a professional services, consulting, or project-based business environment preferred....For contractorsWork at officeLocal areaRemote work
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