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Alvarez & Marsal Europe
Dallas, TX, United States
Description Alvarez & Marsal's Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability
Job Source: Alvarez & Marsal EuropeCapco
Dallas, TX, United States
About the Team: Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our colla
Job Source: CapcoPwC
Dallas
**Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Asset and Wealth Management **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact ta
Job Source: PwCPwC
Dallas
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll adv
Job Source: PwCPWC
Dallas, TX
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Maximise
Job Source: PWCPwC
Dallas
**Specialty/Competency:** Industry Tax Practice **Industry/Sector:** Asset and Wealth Management **Time Type:** Full time **Travel Requirements:** Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact ta
Job Source: PwCConfidential
Dallas, TX, United States
Management Consultants, Asset Management About the Company Reputable international management consulting agency Industry Management Consulting Type Privately Held About the Role The Company is seeking Management Consultants with a focus on asset management for various roles, including Change & Transformation, Operations, Platforms, and CRM Distri
Job Source: ConfidentialGoldman Sachs Group, Inc.
Dallas, TX, United States
YOUR IMPACT Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeki
Job Source: Goldman Sachs Group, Inc.Dallas, TX, United States
Walk clients through application process;
Set appointments with Client(s);
Discuss list of documents needed for underwriting & budget analysis process;
Follow-up with client(s) on current or outstanding documents needed for transactional processing on hold;
Advise clients on their financial information during consultation, to include but not limited to: total annual income, debt obligations, monthly expenses, savings/assets;
Discuss many financial topics with clients, including debt management, savings objectives and strategies;
Conduct final closing presentation on approved analysis with client from client’s portfolio account;
Help clients understand their financial circumstances and reach their financial goals.
Qualifications:
Requirements: 2-3 year(s) of Wealth & Asset Management consulting experience.
Desired Skills: Strong client relations with excellent oral/written communication skills; Time management; Heavy calendar processing; Knowledge and ability in servicing and managing a pipeline of portfolio accounts; Advance knowledge with Microsoft Office Suite; Advance knowledge in reporting, data analytics, and preparing client presentation summary account reports.
Education: Bachelor's degree (Required) / License (Required) / Certification (Preferred)
Terrion Consultancy Services in Dallas, TX
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Email Alert for Wealth and Asset Management Consultant jobs in Dallas, TX, United States
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