Senior Advisor Salary at Allyn Media BETA

Private Wealth Advisor About the Company: We are partnered with a rapidly expanding financial planning firm that has achieved remarkable growth, surpassing $6 billion in assets under management within a short period. This firm is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. Their success is largely attributed to a client-centric approach combined with advanced technology, enabling the delivery of complex financial strategies in a seamless manner. About the Role: Senior Advisors are key leaders within the firm, responsible for managing high-value client relationships and driving new business growth. They focus on servicing the firm’s most complex and profitable clients while also dedicating significant time to expanding the client base. In addition to their advisory responsibilities, they play a crucial role in mentoring and overseeing junior advisors, ensuring the highest level of client service and professional development. A port

The Consultant delivers high-quality, efficient service to external clients through the strategic and day-to-day management of an assigned portfolio, including Core and Core Plus Accounts. For larger accounts, the Consultant is supported by an Account Specialist as assigned by the Team Lead. With advanced retirement and investment knowledge, a deep understanding of the client lifecycle, and awareness of external markets, the Consultant confidently leads client relationships. This role involves developing tailored solutions, demonstrating strong judgment, and networking with senior internal and external teams to enhance service delivery. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES Manage clients and projects with minimal oversight, identifying and securing necessary resources Lead client work and take ownership of deliverables Maintain Salesforce records for assigned accounts Integrate clie

The Consultant is responsible for supporting datacenterHawk’s clients by delivering on engagements with excellence. This role is focused on working with clients to provide data-driven insights, strategic guidance, and market intelligence. In addition to delivering client work, the Consultant will assist in business development efforts, operational support, and occasionally contribute new datasets or insights to enhance datacenterHawk’s subscription-based platform. Primary Duties and Responsibilities: Deliver high-quality consulting engagements by analyzing market data, identifying trends, and providing actionable insights Develop a deep understanding of customer needs in the data center industry and translate them into strategic recommendations Communicate data-driven narratives to diverse audiences through clear, compelling presentations and visualizations Collaborate with the Principal Consultant to refine methodologies, structure engagements, and ensure project success Support busin

Senior Consultant- Compliance & Risk, Infosys Consulting The Role – What You’ll Do We are hiring at all levels including Consultant/ Senior Consultant/ Principal - Compliance & Risk. You will be part of a cross-cultural global team working on a variety of business consulting engagements such as Risk & Finance digital transformation, regulatory change management. You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients. You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives, and participate in a variety of Firm building events. Basic Qualifications MUST HAVE Hands-o

Senior SAP S/4HANA EWM Consultant Long-term engagement (approx. 2 years) Onsite in Dallas TX Some travel based on project needs We are seeking a highly experienced Senior SAP S/4HANA EWM Consultant that is in the Dallas-Fort Worth area to work closely with our client on an SAP S/4HANA EWM. The ideal candidate will have an intimate understanding of both the functional and technical capabilities of SAP S/4HANA EWM. As a senior consultant, you will be responsible for delivering tailored solutions, configuring, testing, and ensuring client-specific enhancements meet evolving business needs. Key Responsibilities: Lead the preparation, design, implementation, and deployment of SAP S/4HANA EWM. Conduct fit-to-standard workshops. Lead the configuration, extension, and integration of the solution. Provide leadership and support to IT PM during all phases of the project. Ensure adherence to best practices for process modeling, delivering high-quality results. Stay up to date with SAP S/4HANA EWM

Job Summary We are seeking a highly organized and client-focused Wealth Management Client Service Associate / Executive Assistant to support our advisory team and ensure seamless client service. This role involves handling client account administration, managing daily operations, and providing executive-level support to senior advisors. The ideal candidate will possess strong attention to detail, excellent communication skills, and the ability to handle multiple priorities in a fast-paced environment. Key Responsibilities Client Service & Account Administration: - Serve as the primary point of contact for clients, responding to inquiries and ensuring an exceptional client experience. - Assist with account opening, transfers, contributions, and distributions, ensuring accuracy and compliance. - Maintain and update client records, account documentation, and financial reports. - Coordinate and prepare materials for client meetings, including reports, presentations, and follow-up communica

We are a successful women owned and operated wealth management firm located in Richardson, TX. We have a rich 30+ year history providing personalized financial planning for our clients and their families, and pride ourselves on navigating the complexities our clients face. We act as a trusted guide to support them through every stage including purchasing a home, saving for education, nearing or entering retirement, owning a business, or any other life challenges. Utilizing a client service approach and a commitment to lifelong learning, we always put our clients' needs first, encouraging them to ask questions as we address them. We know an environment like ours is built from within, so we emphasize our team and are always willing to support each other to create a world-class experience for our clients and one another! We believe in the value of training, tenure, and have a track record to prove it with our employee tenure. This is a tremendous opportunity to learn from an experienced a

Job Description: The Role The Asset Management Compliance - Product and Rules Management Team is responsible for establishing and maintaining rules in the core compliance engine to monitor for client, regulatory and internal policy limitations. This team plays a crucial role in onboarding new portfolios to ensure clarity, consistency, and automation are achieved by working closely with legal, product, and investment team resources to ensure investment limit language is written to achieve the most positive outcome. The team’s support spans across all investment vehicles and will require working across various asset classes including Alternatives, Digital Assets, Equity, Fixed Income & High Income. This role is anticipated to have a focus on Digital Assets. The Expertise and Skills You Bring Bachelor's degree in a business field (finance, general business or economics) preferred 5-10+ years experience in financial services industry, with relevant compliance, regulatory or other related f