Talent.com
Asset Wealth Management Consulting Manager

Asset Wealth Management Consulting Manager

PwCDallas, TX, United States
Hace 4 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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 specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse 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 optimising operational efficiency and effectiveness. Working in this area, you will analyse 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 member's 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 :

Analyse 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

Learn more about how we work :

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 :

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 :

Crear una alerta de empleo para esta búsqueda

Asset Management Manager • Dallas, TX, United States

Ofertas relacionadas
  • Oferta promocionada
Wealth Management Client Services Specialist

Wealth Management Client Services Specialist

Busey BankDallas, TX, United States
A tiempo completo
The Wealth Management Client Services Specialist will posses a level of knowledge and experience that allows them to make recommendations and communicate successfully about more complex aspects of ...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Wealth Strategist

Wealth Strategist

Busey BankDallas, TX, United States
A tiempo completo
The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, str...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Manager Trust & Wealth Management

Manager Trust & Wealth Management

International Staffing ConsultantsDallas, TX, US
A tiempo completo
Lead Trust & Wealth Management Division.Lead the trust & wealth management division by developing and executing strategic initiatives that drive growth and enhance service offerings such as Special...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - Dallas or Houston

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - Dallas or Houston

Goldman SachsDallas, TX, US
A tiempo completo
Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their income tax, estat...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Remote Finance Director - AI Trainer ($50-$60 / hour)

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

Data AnnotationRockwall, Texas
Teletrabajo
A tiempo completo +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 ...Mostrar másÚltima actualización: hace 16 días
  • Oferta promocionada
Asset & Wealth Management- Change Management- Associate - Dallas

Asset & Wealth Management- Change Management- Associate - Dallas

Goldman SachsDallas, TX, US
A tiempo completo
Goldman Sachs' Asset & Wealth Management Division (AWM) is one of the world's leading investment managers.AWM provides institutional and individual investors with investment and advisory solutions,...Mostrar másÚltima actualización: hace 21 días
  • Oferta promocionada
Asset & Wealth Management, Wealth, Partner Family Office, Client Analyst - Dallas

Asset & Wealth Management, Wealth, Partner Family Office, Client Analyst - Dallas

Goldman SachsDallas, TX, US
A tiempo completo
The Goldman Sachs Partner Family Office provides curated and customized financial planning and investment management advice and implementation to Goldman Sachs Partners, Partner Alumni and their fa...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Remote FP&A Manager – AI Trainer ($50-$60 / hour)

Remote FP&A Manager – AI Trainer ($50-$60 / hour)

Data AnnotationRockwall, Texas
Teletrabajo
A tiempo completo +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 ...Mostrar másÚltima actualización: hace 16 días
  • Oferta promocionada
Wealth Specialist

Wealth Specialist

MAI Wealth Management, Inc.Dallas, TX, US
A tiempo completo
The Wealth Specialist will be a member of a team that supports ultra-high net worth client relationships within our Family Office. We help our clients by developing individualized plans and provide ...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Asset & Wealth Management, Partner Family Office Investing, WMP Analyst - Dallas, TX

Asset & Wealth Management, Partner Family Office Investing, WMP Analyst - Dallas, TX

Goldman SachsDallas, TX, US
A tiempo completo
WMP Associate Role For Partner Family Office.Wealth Management Professionals in the Partners Family Office work directly with firms partners, senior executives, and related stakeholders to provide ...Mostrar másÚltima actualización: hace 28 días
Wealth Management Client Relationship Manager

Wealth Management Client Relationship Manager

TIAAUSA, Texas, Frisco
A tiempo completo
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...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Licensed Marriage and Family Therapist (LMFT)- Outpatient

Licensed Marriage and Family Therapist (LMFT)- Outpatient

LifeStance HealthTerrell, TX, US
A tiempo completo
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Vice President of Sales - Wealth Management

Vice President of Sales - Wealth Management

Fisher InvestmentsGarland, TX, US
A tiempo completo
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold call...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Wealth Management Advisor

Wealth Management Advisor

Fisher InvestmentsArlington, TX, United States
A tiempo completo
Join our renowned firm as a Wealth Management Advisor, where you will inherit a roster of high-net-worth clients and stop prospecting. Since 1995, Fisher Investments has been dedicated to enhancing ...Mostrar másÚltima actualización: hace 4 días
  • Oferta promocionada
Asset & Wealth Management- Change Management- Associate - Dallas

Asset & Wealth Management- Change Management- Associate - Dallas

The Goldman Sachs GroupDallas, TX, United States
A tiempo completo +1
ABOUT ASSET & WEALTH MANAGEMENT.Goldman Sachs' Asset & Wealth Management Division (AWM) is one of the world's leading investment managers. AWM provides institutional and individual investors with in...Mostrar másÚltima actualización: hace 4 días
  • Oferta promocionada
Remote Investment Analyst – AI Trainer ($50-$60 / hour)

Remote Investment Analyst – AI Trainer ($50-$60 / hour)

Data AnnotationRockwall, Texas
Teletrabajo
A tiempo completo +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 ...Mostrar másÚltima actualización: hace 16 días
  • Oferta promocionada
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - Dallas

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - Dallas

Goldman SachsDallas, TX, US
A tiempo completo
Accelerate your career at the pinnacle of global wealth management.Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the marke...Mostrar másÚltima actualización: hace 8 días
  • Oferta promocionada
Wealth Management Coordinator

Wealth Management Coordinator

Neuberger BermanDallas, TX, US
A tiempo completo
The Wealth Management Coordinator will provide both marketing and administrative support to three Wealth Advisors in Neuberger Berman's Dallas office. The ideal candidate is energized by working in ...Mostrar másÚltima actualización: hace más de 30 días