Talent.com
Wealth Management Consultant
Wealth Management ConsultantOhio Staffing • Cleveland, OH, US
No longer accepting applications
Wealth Management Consultant

Wealth Management Consultant

Ohio Staffing • Cleveland, OH, US
22 hours ago
Job type
  • Full-time
Job description

Accenture Consulting : Wealth Management Consultant

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 excellenceand 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. 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.

Required Qualifications :

  • 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.
  • 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.

    Accenture Is Committed To Providing Equal Employment Opportunities For Persons With Disabilities Or Religious Observance, 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.

    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.

    Applicants For Employment In The Us Must Have Work Authorization That Does Not Now Or In Any 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.

    Create a job alert for this search

    Wealth Management Consultant • Cleveland, OH, US

    Related jobs
    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Remote Corporate Development Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Cleveland Heights, Ohio
    Remote
    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 ...Show more
    Last updated: 18 days ago • Promoted
    Technology Success Consultant

    Technology Success Consultant

    Northwestern Mutual • Cleveland, OH, US
    Full-time
    At Northwestern Mutual, we believe relationships are built on trust.That our lives and our work matter.These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reaso...Show more
    Last updated: 11 days ago • Promoted
    UKG Kronos Consultant- Beachwood, OH

    UKG Kronos Consultant- Beachwood, OH

    Cystems Logic Inc • Beachwood, Ohio, USA
    Temporary
    Key Words to search in Resume : Kronos UKG Pro WFM Dimension WFD WFD Workforce Management.Job Title : UKG Kronos Consultant. Location : Beachwood OH 44122 (Preferred 100% Onsite) &#...Show more
    Last updated: 15 days ago • Promoted
    Flexible Online Brand Consultant (Hiring Immediately)

    Flexible Online Brand Consultant (Hiring Immediately)

    Earn Haus • Hough, Ohio, US
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Advisor - OH, Cleveland (3077)

    Wealth Management Advisor - OH, Cleveland (3077)

    Equitable Services • Cleveland, OH, United States
    Full-time
    Wealth Management Advisor - OH, Cleveland (3077) ( PIN_20580 ).Our network of over 4,300 financial professionals across the U. In total, Equitable Advisors serves 2.Our mission is simple : to make a ...Show more
    Last updated: 20 days ago • Promoted
    Wealth Management Advisor - OH, Cleveland (3077)

    Wealth Management Advisor - OH, Cleveland (3077)

    Equitable Holdings • Cleveland, OH, United States
    Full-time
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...Show more
    Last updated: 20 days ago • Promoted
    Remote Opinion Contributor

    Remote Opinion Contributor

    Prime Insights • East Cleveland, OH, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show more
    Last updated: 25 days ago • Promoted
    Financial Advisor, Wealth Management

    Financial Advisor, Wealth Management

    Dollar Bank • Cleveland, OH, United States
    Full-time +1
    Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor.You will be responsible for providing discretionary investment guidance for businesses and individuals and ...Show more
    Last updated: 20 days ago • Promoted
    Wealth Advisor - PNC Wealth Management

    Wealth Advisor - PNC Wealth Management

    PNC • Cleveland, OH, United States
    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 ...Show more
    Last updated: 28 days ago • Promoted
    Senior Wealth Specialist

    Senior Wealth Specialist

    District Partners LLC • Cleveland, OH, United States
    Full-time
    Confidential Family Office Engagement.District Partners has been exclusively retained by a leading multi-family office serving a select group of ultra-high-net-worth families and entrepreneurs.This...Show more
    Last updated: 4 hours ago • Promoted • New!
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Dynata • Cleveland Heights, OH, US
    Full-time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...Show more
    Last updated: 25 days ago • Promoted
    Family Wealth Senior Fiduciary Advisor

    Family Wealth Senior Fiduciary Advisor

    Key Bank • Cleveland, OH, United States
    Full-time
    Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth gre...Show more
    Last updated: 4 hours ago • Promoted • New!
    Membership Consultant (Cleveland Heights)

    Membership Consultant (Cleveland Heights)

    ArchWell Health • Cleveland Heights, OH, United States
    Full-time
    Health is a new, innovative healthcare provider devoted to improving the lives of our senior members.We deliver best-in-class care at comfortable, accessible neighborhood clinics where seniors can ...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Consultant

    Wealth Management Consultant

    Accenture • Cleveland, OH, United States
    Full-time
    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 th...Show more
    Last updated: 5 days ago • Promoted
    Sales Consultant

    Sales Consultant

    Paragon • Akron, OH, US
    Full-time
    Are you an experienced Sales Professional, Restaurant Manager, Culinary Manager or Chef looking for career development opportunities? Join Freshpoint’s World Class Sales Team and explore all the be...Show more
    Last updated: 4 hours ago • Promoted • New!
    Donor Relations and Grants Specialist

    Donor Relations and Grants Specialist

    The Salvation Army • Akron, Ohio, USA
    Full-time
    The Donor Relations and Grants Specialist will lead the design and implementation of a strong mid-level ($500 - $2499) donor relations program for The Salvation Army in Summit County and will manag...Show more
    Last updated: 9 days ago • Promoted
    Travel Psychology in Ohio

    Travel Psychology in Ohio

    AlliedTravelCareers • All Cities, OH, US
    Full-time
    AlliedTravelCareers is working with LocumTenens.Job Reference Id : ORD-203412-PhD-OH.Board Certification Required : Negotiable. A developmental disability facility is seeking a Clinical Psychologist...Show more
    Last updated: 30+ days ago • Promoted
    Share Your Opinions. Earn Rewards.

    Share Your Opinions. Earn Rewards.

    Opinion Edge • Cleveland Heights, OH, US
    Full-time
    Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show more
    Last updated: 25 days ago • Promoted