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Terrion Consultancy Services
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 limite
Job Source: Terrion Consultancy ServicesPwC
Dallas, TX, United States
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Director Job Description & Summary 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 tax has on their busine
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: 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
Executive Director, Sales, Asset & Wealth Management About the Company Popular no-code enterprise application platform Industry Computer Software Type Privately Held, VC-backed Founded 2017 Employees 201-500 Funding $200+ million Categories Information Technology & Services Technology Enterprise Enterprise Applications Financial Services Insurance
Job Source: ConfidentialPwC
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
**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: PwCGoldman Sachs Group, Inc.
Dallas, TX, United States
ASSET MANAGEMENT The Asset & Wealth Management Division (AWM) invests in corporate equity and debt, real estate equity and debt, and infrastructure-related assets and companies. The Asset Management Private investing business operates on a global platform and our team works in a fast-paced, exciting environment. We look for individuals with versat
Job Source: Goldman Sachs Group, Inc.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 collaborative and efficient approach helps clients reduce costs and manage risk and regulatory change while increasing revenues. We are thinkers, innovators, and disruptors. We are small enough to care but large enough to matter.
We work in a fast-paced environment where we challenge and support one another. Individuality and ideation are encouraged. Our team strives for to be the trusted financial advisors to the firm.
About the Job:
As a Senior Consultant in the Wealth & Asset Management practice, you will work in a fast-paced team setting alongside industry experts on cross-functional projects that span various products, platforms, and services. You will leverage core consulting skills such as problem statement framing, root cause analysis, process rationalization, and communication strategies to effectively advise and guide our clients.
What You’ll Get to Do:
Be part of strategic client engagements with a concentration on automation, digitization, and growth transformation in the Wealth and Asset Management space
Work on a variety of project types including, but not limited to: defining client user experiences, driving product innovation, developing engagement and adoption strategies, creating technological/operational efficiencies through automation
Independently manage small to medium size transformation/change delivery projects
Learn and apply Capco’s capabilities around design thinking, rapid prototyping, and agile development in your engagement with existing and potential clients
Build new solutions, toolkits, documents, and consulting approaches that can be applied across Capco’s Wealth & Asset Management practice
Create thought leadership content on cutting edge concepts disrupting the financial services industry
What You’ll Bring with You
4+ years of professional experience working in financial services, specifically in wealth management and/or asset management
Management consulting experience highly preferred
Strong financial services knowledge including, but not limited to: investment management, financial advising, investment platforms, fund administration, asset allocation, asset management
Experience working on transformation/change delivery projects highly desired
Ability to work well in cross-functional teams and understand large programs
Ability to communicate in both written and verbal forms with confidence and clarity
Strong analytical skill with respect to business management and problem solving
Ability to effectively lead team members to ensure the completion of project deliverables with requisite quality and in a timely manner
Advanced MS Excel and MS PowerPoint skills
Agile experience is a plus
Bachelor's Degree
Why Capco?
A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation.
We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.
Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset, and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.
We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees.
Ready to take the Next Step
If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.
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Email Alert for SC - Wealth & Asset Management jobs in Dallas, TX, United States
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