- TIAA (Frisco, TX)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to ... develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective… more
- Hilltop Holdings Inc (Dallas, TX)
- …is currently looking to hire an Institutional Growth Consultant . The Wealth Management Advisory Services and Products team provides holistic ... services to high net worth and institutional clients. Wealth Management Product solutions partner will be...the use of financial planning, income solutions, and fee-based advisory services into their practices.Act as a consultant… more
- Apex Fintech Solutions (Dallas, TX)
- …WE AREApex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, ... a number of prestigious industry awards, including:2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards2021 Most… more
- Deloitte (Dallas, TX)
- …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... Data & Regulatory, Liquidity - Senior ConsultantDeloitte Risk and Financial Advisory 's Financial Services Industry (FSI) Risk, Data and Regulatory professionals help… more
- BDO USA, LLP (Dallas, TX)
- Job DescriptionJob Summary:BDO is seeking a Financial Management Consultant to perform financial management tasks, including financial reporting, policy and ... federal government agencies.Job Duties: Analyzes the Division of Financial Management financial and accounting processes, functions, and responsibilities Provides… more
- Cetera Financial Group (Dallas, TX)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer ... (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning… more
- BDO USA, LLP (Dallas, TX)
- …wholly owned subsidiary of BDO USA, PC is a rapidly growing digital advisory organization dedicated to helping middle-market organizations capture the full power of ... technology, adapt to disruption, increase operational efficiencies, improve risk management effectiveness, and uncover new sources of revenue. Our collaborative,… more
- Marsh McLennan (Dallas, TX)
- …DC assets under advice and over $60bn in multi-manager DC assets under management globally. We are seeking to aggressively expand these institutional services across ... individually focused financial services and solutions via our financial wellness platform.Mercer's Wealth practice is looking for the following position based in the… more
- BDO USA, LLP (Dallas, TX)
- …wholly owned subsidiary of BDO USA, PC is a rapidly growing digital advisory organization dedicated to helping middle-market organizations capture the full power of ... technology, to adapt to disruption, increase operational efficiencies, improve risk management effectiveness, and uncover new sources of revenue. Our collaborative,… more
- BDO USA, LLP (Dallas, TX)
- Job DescriptionJob Summary:BDO is seeking an Audit Remediation Senior Consultant to support Financial Statement, Internal Control, and Internal Audit Transformation ... planning memorandums, and develops audit sampling plans Provides senior management with process improvement diagnoses, financial modeling and documentation, audit… more
- BDO USA, LLP (Dallas, TX)
- Job DescriptionJob Summary:The Senior Cybersecurity and Compliance Consultant supports and advises BDO's clients (customers) to satisfy their compliance, cyber ... needs Gains an understanding of the client's business environment and risk management frameworks and approaches Recognizes technical issues or possible areas of… more
- Capco (Dallas, TX)
- …Services industry. We provide customized results, adapting enterprise risk management strategies to potential cyber pitfalls. Capco has experience assisting ... a team with expertise in financial business processes, strategic advisory , cyber programs, and security operations. About the Job:As...programs, and security operations. About the Job:As a Senior Consultant , you will be an active team member on… more
- BDO USA, LLP (Dallas, TX)
- …and entity level processes, and controls in accordance with Office of Management and Budget (OMB)\ Circular A-123 (including its appendices) and Government ... initiatives Supports task areas while coordinating closely with engagement team management and client leadership on strategy, planning, execution, status, and review… more
- BDO USA, LLP (Dallas, TX)
- …of revenue cycle performance. BDO's Healthcare Group within the Management Consulting (MC) practice provides comprehensive solutions to maximize operational ... contracting and settlement negotiations Vendor selection for outsourced billing management Up-sells after initial engagement, as relevant Travels as required… more
- Cetera Financial Group (Dallas, TX)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer ... do: Partner with aligned sr. business leaders to lead and support the management and execution of our HR strategy, including on-going HR processes and initiatives,… more
- TIAA (Frisco, TX)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to ... develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective… more
- TIAA (Frisco, TX)
- … Consultant The Service Support Consultant acts as an extension of the Wealth Management Advisory Consultant teams by providing sales and service ... Management Strategy, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2024-08-31 Base… more
- Deloitte (Dallas, TX)
- …Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management , Investment Management , Real Estate, Private ... Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory 's Financial Services Industry (FSI) Risk, Data and… more
- Capco, a Wipro Company (Dallas, TX)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... top-tier organizations in the Financial Services sector. We tailor enterprise risk management strategies to address potential cyber threats. Our team excels in… more
