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Wealth Management Consultant
Wealth Management ConsultantAccenture • San Diego, CA, United States
Wealth Management Consultant

Wealth Management Consultant

Accenture • San Diego, CA, United States
14 hours ago
Job type
  • Full-time
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.

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Wealth Management Consultant • San Diego, CA, United States

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