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
$100k - $110k
...Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor , you will develop a high-quality wealth management practice... ...Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice...SuggestedWork at officeFlexible 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
$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...SuggestedLive inWork at officeLocal area- ...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 - $110k
Overview Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will: Responsibilities Partner...SuggestedWork at officeFlexible 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
$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- Vaco by Highspring is partnered with a rapidly growing international professional services organization to identify a Finance Controller. This high-impact leadership role offers visibility to executive leadership and the opportunity to influence strategic and operational...Remote work
- ...our future, and what we stand for as a firm. KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities: Provide tax compliance and tax consulting services for clients in the Financial Services practice Focus on...Local area
- ...COMMUNITY RENEWAL TEAM INC in Hartford, Connecticut is seeking a Controller to manage and maintain financial reporting and oversee treasury functions. The ideal candidate should have over 10 years of accounting and financial experience, including at least 5 years in a...
- ...broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with... ...– the others are Operations, Technology, Song and Industry X Management Consultingprofessionals design and implement transformation programs...Live inWork at officeLocal area
$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- Location 100 Pearl Street Hartford (10484) Position Summary The Director of Debt and Investments is responsible for managing the organization’s debt portfolio and strategic investments, ensuring alignment with financial objectives and long-term sustainability. The Director...
$132.5k - $338.3k
...among blockchains for regulated financial services use cases. Manage all parts of projects, from client buy‑in to planning, budgeting... ...professional services firm experience in technology or management consulting with broad experience in engagement management and business...Local area$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job... ...local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and...H1bLocal areaOverseas$86.4k
...preparing and analyzing complex data sets and statistical reports. Consults with customers on complex technology projects and/or ongoing... ...with customers, Software Engineers, Architects, Capability Managers, and other team members to capture capability needs and drive quality...For contractorsWork at officeLocal area$185.76k - $334.32k
...Who We Are At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every... ...OUT OF CHICAGO, NEW YORK, NEW JERSEY, CONNECTICUT Kyndryl Consult is the fastest-growing business within the organization and...Minimum wageFull timePart timeLocal areaImmediate startRemote work- ...The CT Valley Team is seeking a motivated, results-driven Sales Manager with a strong background in traditional real estate sales . The ideal candidate has at least 3 years of experience closing real estate transactions and a natural ability to coach, recruit,...Full time
- ...known for their best-in‑class service, and ability to execute. Role Description As a Closer, you will be responsible for hands‑on management for nationwide real estate closing and post‑closing administration from start to finish. You will work closely with lenders,...Work experience placementWork at office
- ...Internal Audit Standards, internal methodology, and applicable regulatory. The Senior Associate builds technical depth in asset management, investment management, and broader financial services auditing while developing the judgment, communication, and project management...
- ...reporting. Ability to effectively support with weekly/monthly reporting and explain financial results. Must be capable of independently managing the site's accounting function. Aerospace experience is a plus, not a requirement Strong leadership facing presence/communication...Work at office
$130k - $150k
...Accounting required CPA strongly preferred 5-7 years of public accounting experience with manufacturing or product-based clients at the Manager level preferred OR 5-7 years of progressive accounting experience within manufacturing, distribution, or another product-based...Work at officeRemote workWork from homeMonday to Friday$130k
Assistant Controller Location: Berlin, CT (On-Site) | Compensation: Up to $130k (DOE) We are partnering with a growing financial services organization to identify an Assistant Controller to join its accounting leadership team. This is a highly visible role offering the...Contract work$21.5 - $26 per hour
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial...Full timeFlexible hoursWeekend work$201.37k - $236.9k
...connection, and alignment. Attendance is expected and fully supported. Coinbase is looking for a highly motivated Senior Accounting Manager to join our Global GL Operations Accounting team and play a key role in our continued growth and achievement of operational...Local area$20 - $24 per hour
...services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most... ...characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and...Hourly payWork experience placementWork at officeLocal area$99k - $266k
...for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing... ...What Sets You Apart Thorough knowledge of compliance and consulting for financial partnerships Knowledge of structuring funds to...H1b- ...Responsibilities Lead operational and integrated audits, delivering actionable insights that enhance risk management and control effectiveness. Guide audit teams through all phases of engagements, including planning, fieldwork, and reporting. Develop risk-based audit...
$106.52k
...ranging from technical execution to strategic oversight and management of complex audit engagements. In addition to assessing financial... ..., actionable business insights for executive leadership. Consultative Liaison: Act as a strategic advisor to campus leadership and...Work at office$106.52k
...ranging from technical execution to strategic oversight and management of complex audit engagements. In addition to assessing financial... ..., actionable business insights for executive leadership. Consultative Liaison: Act as a strategic advisor to campus leadership and...Work at office
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