Wealth Management Consultant

Key Responsibilities

• 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 and 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 across your specialization and the broader financial services marketplace.
• Consult and partner with 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 deliver 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 (e.g., back and middle office operations, investment technology, compliance, etc.).
• Bachelor’s degree.

• 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.
• 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 anticipate this job posting will be posted until 06/10/2026.

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 ()

• 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

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.

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…