Talent.com
Wealth Management Consultant
Wealth Management ConsultantAccenture • Mountain View, CA, United States
Wealth Management Consultant

Wealth Management Consultant

Accenture • Mountain View, CA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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.
  • 2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., back and middle office operations, investment technology, compliance, etc.)
  • 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
  • Bachelor's degree required, 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 accept applications on an on-going basis and there is no fixed deadline to apply.

Information on benefits is here. ()

Role Location Annual Salary Range

California $63,800 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

Maryland $63,800 to $177,800

Massachusetts $63,800 to $189,300

Minnesota $63,800 to $177,800

New York / New Jersey $59,100 to $205,800

Washington $68,000 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 1 (877) 889-9009 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.

serp_jobs.job_alerts.create_a_job

Wealth Management Consultant • Mountain View, CA, United States

Job_description.internal_linking.related_jobs
Director, Wealth Management Coach

Director, Wealth Management Coach

TIAA • Palo Alto, CA, United States
serp_jobs.job_card.full_time
The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Job Coach II

Job Coach II

Hope Services • Santa Cruz, CA, US
serp_jobs.job_card.temporary
Are you a person who enjoys helping others? Are you currently seeking fulfillment in your professional life?.Hope Services is Silicon Valleys leading provider of services to people with development...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Payer Analytics Consultant

Payer Analytics Consultant

Central California Alliance for Health • Scotts Valley, CA, United States
serp_jobs.job_card.full_time +1
We have an opportunity to join the Alliance as a Payer Analytics Consultant in the Payment Strategy Department.There are two positions that can be filled as a Payer Analytics Consultant or Senior P...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Advisor Mid to Senior Level

Wealth Management Advisor Mid to Senior Level

MassMutual Northern California • Pleasanton, CA, United States
serp_jobs.job_card.full_time
Location : Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).If you're passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northe...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)

Remote Finance Director - AI Trainer ($50-$60 / hour)

Data Annotation • Santa Cruz, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Associate Wealth Advisor

Associate Wealth Advisor

Beacon Pointe Advisors LLC • Campbell, CA, US
serp_jobs.job_card.full_time
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA office. The ideal candidate will be responsible for as...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Travel Pediatric Speech-Language Pathologist

Travel Pediatric Speech-Language Pathologist

HRSR12 • Santa Cruz, CA, US
serp_jobs.job_card.full_time
Position : Pediatric Speech Therapist.Discipline : SLP – Pediatric Speech Therapist.Minimum 1 year experience working with children (prefer bilingual). Licensed in state of California.Work sched...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Payer Analytics Consultant

Senior Payer Analytics Consultant

Central California Alliance for Health • Scotts Valley, CA, United States
serp_jobs.job_card.full_time +1
We have an opportunity to join the Alliance as a Senior Payer Analytics Consultant in the Payment Strategy Department.There are two positions that can be filled as a Senior Payer Analytics Consulta...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Student Engagement & Expression Specialist

Student Engagement & Expression Specialist

InsideHigherEd • Santa Cruz, California, United States
serp_jobs.job_card.full_time
Student Engagement & Expression Specialist.For full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application pro...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Leasing Consultant

Leasing Consultant

Bozzuto • Sunnyvale, CA, US
serp_jobs.job_card.full_time
At Bozzuto, every team member shares a deep commitment to doing good for those around us.We live this each day by designing, building, managing and maintaining one-of-a-kind residences.Whether it&r...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Family Medicine

Family Medicine

The Inline Group • Ben Lomond, California, US
Family Medicine physician employment in California : The Inline Group -.Hours : Horario flexible | 30 horas clínicas y 10 horas administrativas | Horario de la clínica : lunes a jueves de 8 a.Compensa...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Residential Management Team

Residential Management Team

Diamond Mine Mini Storage • Union City, CA, US
serp_jobs.job_card.full_time
SELF STORAGE Residential Management Team Union City Self Storage Salary and Housing, Full Time Immediate opening for a 2 person management team for our thriving self-storage facility in Union City,...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Private Wealth Advisor (Private Client - Personal Strategy) - San Francisco / Bay Area region

Private Wealth Advisor (Private Client - Personal Strategy) - San Francisco / Bay Area region

Empower • San Jose, California, United States
serp_jobs.job_card.full_time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

Data Annotation • Santa Cruz, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Developmental Specialist

Developmental Specialist

Hope Services Careers • San Jose, California, US
serp_jobs.job_card.full_time
Are you a person who enjoys helping others? Are you currently seeking fulfillment in your professional life?.Hope Services is Silicon Valleys leading provider of services to people with development...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Solution Consultant - Public Sector

Solution Consultant - Public Sector

Anaplan • San Ramon, CA, United States
serp_jobs.job_card.full_time
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their comp...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Leadership Management Program

Leadership Management Program

Biolife Plasma Services Careers • SAN JOSE, California, US
serp_jobs.job_card.full_time +1
By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that.I provide in my application will be processed in line with.I further attest th...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Leasing Consultant

Leasing Consultant

PrideStaff • San Jose, CALIFORNIA
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
Saturday -Wednesday 9 : 00 am-6 : 00 pm.We are excited to share a new opportunity for a Leasing Consultant located in.This position is highly sought after and might not be available for long.Are you wo...serp_jobs.internal_linking.show_more
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted