Wealth Management Consultant
Raleigh, NC · On-site
... for operational excellence-and many won't go at it alone. That's where Accenture comes in. We ... Key responsibilities of the Wealth Management Consultant may include: * Design and implement ...
Raleigh, NC · On-site
... for operational excellence-and many won't go at it alone. That's where Accenture comes in. We ... Key responsibilities of the Wealth Management Consultant may include: * Design and implement ...
Raleigh, NC · On-site
... for operational excellence-and many won't go at it alone. That's where Accenture comes in. We ... Key responsibilities of the Wealth Management Consultant may include: * Design and implement ...
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks, and tax implications of investing in different jurisdictions. You'll help ...
$124K - $335K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks, and tax implications of investing in different jurisdictions. You'll help ...
Raleigh, NC · On-site
$62K - $78K/yr
The Business Systems Analyst is responsible for troubleshooting and all aspects of operational ... Experience working in wealth management or financial services preferred. Responsible for user ...
Raleigh, NC · On-site
$62K - $78K/yr
The Business Systems Analyst is responsible for troubleshooting and all aspects of operational ... Experience working in wealth management or financial services preferred. Responsible for user ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks and structuring tax strategies for our Financial Services clients. Your ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks and structuring tax strategies for our Financial Services clients. Your ...
Our client is a growing, relationship-driven wealth management firm seeking a Client Experience & Marketing Associate to play a central role in supporting client relationships, firm operations, and ...
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Our client is a growing, relationship-driven wealth management firm seeking a Client Experience & Marketing Associate to play a central role in supporting client relationships, firm operations, and ...
Chapel Hill, NC · On-site
$200K - $250K/yr
The right candidate may come from wealth management, financial services, insurance, accounting ... Key Responsibilities Operational Leadership & Execution * Build and strengthen Hilltop's operating ...
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Chapel Hill, NC · On-site
$200K - $250K/yr
The right candidate may come from wealth management, financial services, insurance, accounting ... Key Responsibilities Operational Leadership & Execution * Build and strengthen Hilltop's operating ...
Cary, NC · On-site
... day operational life cycle of our clients. Our culture is defined as 'casually professional.' We are deeply committed to our fiduciary duty and the high standards of wealth management, but we ...
Quick apply
Cary, NC · On-site
... day operational life cycle of our clients. Our culture is defined as 'casually professional.' We are deeply committed to our fiduciary duty and the high standards of wealth management, but we ...
IRA distribution processing This role will manage distribution requests as received from fiduciary ... Will partner with Trust Operations to ensure all requests are completed timely. IRA Recommendation ...
IRA distribution processing This role will manage distribution requests as received from fiduciary ... Will partner with Trust Operations to ensure all requests are completed timely. IRA Recommendation ...
Raleigh, NC · On-site
$15 - $20/hr
IRA distribution processing This role will manage distribution requests as received from fiduciary ... Will partner with Trust Operations to ensure all requests are completed timely. IRA Recommendation ...
Raleigh, NC · On-site
$15 - $20/hr
IRA distribution processing This role will manage distribution requests as received from fiduciary ... Will partner with Trust Operations to ensure all requests are completed timely. IRA Recommendation ...
Raleigh, NC · Hybrid
$60K - $80K/yr
Maintain CRM using Salesforce and ensure client records are up to date * Research and follow up on issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors * Record incoming ...
New
Raleigh, NC · Hybrid
$60K - $80K/yr
Maintain CRM using Salesforce and ensure client records are up to date * Research and follow up on issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors * Record incoming ...
New
Raleigh, NC · On-site
Our wealth management platform enables financial advisors to deliver an engaging, personalized ... About this role: The Investment Operations professional is responsible for supporting all ...
Raleigh, NC · On-site
Our wealth management platform enables financial advisors to deliver an engaging, personalized ... About this role: The Investment Operations professional is responsible for supporting all ...
Raleigh, NC · On-site
Our wealth management platform enables financial advisors to deliver an engaging, personalized ... About this role: The Investment Operations professional is responsible for supporting all ...
Quick apply
Raleigh, NC · On-site
Our wealth management platform enables financial advisors to deliver an engaging, personalized ... About this role: The Investment Operations professional is responsible for supporting all ...
Raleigh, NC · On-site
$45K - $142K/yr
As a FINRA Supervisory Specialist within PNC's Wealth Management organization, you will be based ... Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and ...
Raleigh, NC · On-site
$45K - $142K/yr
As a FINRA Supervisory Specialist within PNC's Wealth Management organization, you will be based ... Work closely with Operations, Regional Supervision, Financial Advisors, Sales Management and ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks, and tax implications of investing in different jurisdictions. You'll help ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks, and tax implications of investing in different jurisdictions. You'll help ...
Raleigh, NC · On-site
$15 - $20/hr
IRA distribution processing This role will manage distribution requests as received from fiduciary ... Will partner with Trust Operations to ensure all requests are completed timely. IRA Recommendation ...
Raleigh, NC · On-site
$15 - $20/hr
IRA distribution processing This role will manage distribution requests as received from fiduciary ... Will partner with Trust Operations to ensure all requests are completed timely. IRA Recommendation ...
As a FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be ... Works closely with Operations, Regional Supervision, Financial Advisors, Sales Management and ...
As a FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be ... Works closely with Operations, Regional Supervision, Financial Advisors, Sales Management and ...
... and wealth management organizations on their most important business priorities. You will help ... Evaluate market, financial, and operational data; synthesize findings into fact-based insights and ...
... and wealth management organizations on their most important business priorities. You will help ... Evaluate market, financial, and operational data; synthesize findings into fact-based insights and ...
Durham, NC · On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... Business Development Resources * CRM Technology * Planning Technology * Operational Support ...
Durham, NC · On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... Business Development Resources * CRM Technology * Planning Technology * Operational Support ...
Raleigh, NC · On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... Business Development Resources * CRM Technology * Planning Technology * Operational Support ...
Raleigh, NC · On-site +1
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a ... Business Development Resources * CRM Technology * Planning Technology * Operational Support ...
$150K - $200K/yr
... wealth management under one roof. Three businesses, one client relationship, one promise - Planning, Not Paperwork. That integration is our edge. It's also our hardest operational problem. Our legal ...
Quick apply
$150K - $200K/yr
... wealth management under one roof. Three businesses, one client relationship, one promise - Planning, Not Paperwork. That integration is our edge. It's also our hardest operational problem. Our legal ...
$10.98 - $14.70
9% of jobs
$17.12 is the 25th percentile. Wages below this are outliers.
$14.70 - $18.42
24% of jobs
The median wage is $21.25 / hr.
$18.42 - $22.13
22% of jobs
$22.13 - $25.85
16% of jobs
$27.50 is the 75th percentile. Wages above this are outliers.
$25.85 - $29.57
9% of jobs
$29.57 - $33.29
7% of jobs
$33.29 - $37
4% of jobs
$37 - $40.72
4% of jobs
$40.72 - $44.44
3% of jobs
$44.44 - $48.16
1% of jobs
$48.16 - $51.87
0% of jobs
$10
$25
$51
To thrive in Wealth Management Operations, you typically need strong analytical skills, attention to detail, and experience with financial products and processes, often supported by a finance or business degree. Familiarity with portfolio management systems, financial reporting tools, and proficiency in Excel or similar data analysis software is highly valued, and certifications like the Series 7 or 63 can be advantageous. Excellent organizational skills, effective communication, and the ability to work collaboratively make candidates stand out. These qualifications ensure accurate, compliant processing and effective client service in a fast-paced financial environment.
In a Wealth Management Operations role, your daily tasks often include processing and reconciling client transactions, ensuring compliance with financial regulations, and managing account documentation. You will collaborate closely with wealth managers, advisors, and custodians to support seamless client onboarding and ongoing service. Attention to detail is essential as you handle sensitive information and must adhere to stringent timelines. This position offers a dynamic environment where multitasking and clear communication are key, and success can pave the way for career growth into higher-level operations, compliance, or client relationship roles.
A Wealth Management Operations job involves supporting the processes that ensure efficient management of client assets, transactions, and compliance within a financial institution. Professionals in this role handle trade settlements, account reconciliation, regulatory reporting, and workflow optimization to enhance client services. They work closely with financial advisors, risk management teams, and technology specialists to streamline operations. Strong analytical skills, attention to detail, and knowledge of financial products are essential for success in this field.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 15 days ago
8.4
Based on 19 frontline employees who took The Breakroom Quiz
45th of 427 rated business services
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:
Here's what you need:
Bonus Points:
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 anticipate this job posting will be posted until 07/27/2026.
Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:
U.S. Employee Benefits | Accenture
Role Location Annual Salary Range
California $70,350 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
Maine $54,400 to $151,400
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York $66,300 to $205,800
New Jersey $68,000 to $205,800
Virginia $59,100 to $189,300
Washington $80,200 to $189,300
About Accenture
Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360 value we create for our clients, each other, our shareholders, partners and communities.Visit us atwww.accenture.com
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities.Read more here
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 anemailor 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, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable 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, pleaseclick herefor additional important information.
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10,000+ Employees
Arlington, VA, US
1989