Talent.com
Asset Wealth Management Consulting Manager
Asset Wealth Management Consulting ManagerDallas Staffing • Dallas, TX, US
Asset Wealth Management Consulting Manager

Asset Wealth Management Consulting Manager

Dallas Staffing • Dallas, TX, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Operations Consulting Manager

Specialty / Competency : Operations

Industry / Sector : Asset and Wealth Management

Time Type : Full time

Travel Requirements : Up to 80% At PwC, our people in operations consulting specialize in providing consulting services on optimizing operational efficiency and effectiveness. These individuals analyze client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimizing operational efficiency and effectiveness. Working in this area, you will analyze client needs, develop operational solutions, and offer recommendations tailored to specific business requirements. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team members' unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to :

  • Analyze and identify the linkages and interactions between the component parts of an entire system.
  • Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
  • Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
  • Develop skills outside your comfort zone, and encourage others to do the same.
  • Effectively mentor others.
  • Use the review of work as an opportunity to deepen the expertise of team members.
  • Address conflicts or issues, engaging in difficult conversations with clients, team members, and other stakeholders, escalating where appropriate.
  • Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity As part of the Operations Consulting team you are expected to provide executive management and key decision makers with insights and advice on their most critical business challenges. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are also expected to assist in client proposals, stay abreast of current business and industry trends, and develop financial models based on discounted cash flow.

Responsibilities

  • Supervise, develop, and coach teams to deliver client solutions
  • Manage client service accounts and engagement workstreams
  • Provide insights and advice on critical business challenges
  • Develop financial models based on discounted cash flow
  • Assist in client proposals and stay current with industry trends
  • Analyze complex problems to create exceptional deliverables
  • Focus on performance improvement related engagements
  • Utilize professional skepticism in reviewing deliverables
  • What You Must Have

  • Bachelor's Degree in Accounting & Finance, Business Administration / Management, Corporate Finance, Economics and Finance
  • 6 years of experience
  • What Sets You Apart

  • Master of Business Administration in Business Analytics, Financial Mathematics, Managerial Economics, Mathematical Economics, Mathematical Statistics, Quantitative Finance preferred
  • Leading project work streams
  • Communicating with senior business leadership
  • Conducting quantitative and qualitative research
  • Developing financial models
  • Analyzing financial statements
  • Understanding strategy frameworks
  • Structuring and conducting client meetings
  • Managing complex project work streams
  • PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy : https : / / pwc.to / H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is : $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications, and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link : https : / / pwc.to / benefits-at-a-glance

    serp_jobs.job_alerts.create_a_job

    Asset Wealth Management Wealth Management • Dallas, TX, US

    Job_description.internal_linking.related_jobs
    Wealth Management Consultant

    Wealth Management Consultant

    Fisher Investments • Addison, TX, United States
    serp_jobs.job_card.full_time
    Are you driven by a desire to help others achieve their financial dreams? If so, we have a fantastic opportunity for you! At Fisher Investments, we are eager to nurture the next generation of Inves...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Manager Trust & Wealth Management

    Manager Trust & Wealth Management

    Hatch Global Search • Dallas, Texas, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Lead the trust & wealth management division by developing and executing strategic initiatives that drive growth and enhance service offerings such as Special Needs Trusts, Escrow Accounts, and 1031...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Senior Wealth Portfolio Manager

    Senior Wealth Portfolio Manager

    Cadence Bank • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Provides comprehensive investment management services to Asset Management & Trust clients.Operates within team environment supporting the delivery of an integrated wealth management offering consis...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Regional Wealth Director

    Regional Wealth Director

    Grimes & Co • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Established Registered Investment Advisory firm seeking a Regional Wealth Director to join our growing team.The Regional Wealth Director will be assigned branches within Custodian Referral Programs...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director- Tech-Enabled Finance Transformation (Asset Management)

    Director- Tech-Enabled Finance Transformation (Asset Management)

    CrossCountry Consulting • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Director- Tech-Enabled Finance Transformation (Asset Management).CrossCountry Consulting invites applications for the Director- Tech-Enabled Finance Transformation (Asset Management) role.From the ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    Mission Wealth • Dallas, TX, United States
    serp_jobs.job_card.full_time
    As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc.Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded.CFP or CFA...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Management Consulting Associate

    Management Consulting Associate

    Sendero • Dallas, TX, US
    serp_jobs.job_card.full_time
    Sendero is a management consulting firm dedicated to delivering impactful results for our clients and in our community.Whether a Fortune 100 company, a local non-profit, or an innovative start-up, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director - Asset Management

    Director - Asset Management

    Hines • Dallas, TX, United States
    serp_jobs.job_card.full_time
    When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC • Dallas, TX, United States
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Strategic Asset Management Director—National Portfolio

    Strategic Asset Management Director—National Portfolio

    MSB Resources • Dallas, TX, United States
    serp_jobs.job_card.full_time
    A leading real estate investment firm is seeking a Director of Asset Management in Dallas, TX.The ideal candidate will have over 7 years of experience managing large multifamily portfolios.Responsi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Wealth Management Client Relationship Manager

    Wealth Management Client Relationship Manager

    TIAA • Frisco, TX, US
    serp_jobs.job_card.full_time
    Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC Financial Services Group • Dallas, TX, United States
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director Asset Management

    Director Asset Management

    Piedmont Office Realty Trust • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Piedmont Realty Trust™ (NYSE : PDM) is a fully integrated, self-managed real estate investment company focused on delivering an exceptional office environment. As an owner, manager, developer, and op...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Asset & Wealth Management, Global Wealth Management COO Team, Associate - Dallas

    Asset & Wealth Management, Global Wealth Management COO Team, Associate - Dallas

    The Goldman Sachs Group • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Analysts / Associates on the Wealth Management COO Team have a unique opportunity to work directly with Global Leadership on the development and implementation of strategic and tactical initiatives t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Management Banker

    Wealth Management Banker

    Royal Bank of Canada • Dallas, TX, United States
    serp_jobs.job_card.full_time
    Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients.The Wealth Mana...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Asset & Wealth Management Tax Manager

    Asset & Wealth Management Tax Manager

    PwC • Dallas, TX, United States
    serp_jobs.job_card.full_time
    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP, Asset Management

    VP, Asset Management

    Real Estate Talent Solutions, Inc. • Dallas, TX, United States
    serp_jobs.job_card.full_time
    RETS Associates, on behalf of our client, is seeking a.Vice President of Asset Management.The VP will drive the overall performance of a regional portfolio of institutional quality assets (industri...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Strategist

    Wealth Strategist

    Bank of America • Dallas, TX, United States
    serp_jobs.job_card.full_time
    San Francisco, California;Dallas, Texas; Houston, Texas.To proceed with your application, you must be at least 18 years of age. To proceed with your application, you must be at least 18 years of age...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted