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The Operations Consultant leads mass account transfer conversions and department initiatives, serving as the primary project manager responsible for planning, execution, stakeholder coordination, and delivery of successful outcomes. The consultant applies operational expertise, critical thinking, and project management skills to identify risks, evaluate solutions, coordinate activities across multiple stakeholder groups, and deliver successful results.

Raymond James Financial Inc

Mass Account Transfers Operations Consultant

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Registered Client Relationship Analyst

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Supporting implementation advisory projects by helping track project activities, document risks and issues, organize project materials, and assist with change management, training, testing, or process documentation needs. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.

HOUR

Plante and Moran Trust

2027 Business Technology Advisory Consulting Intern

FULL_TIME

YEAR

Waldron Private Wealth (Waldron) is seeking an experienced, detail-oriented investment professional to oversee the implementation and ongoing management of complex investment portfolios for ultra-high-net-worth clients. This role focuses on portfolio execution, rebalancing, cash management, performance analysis, and risk monitoring to ensure portfolios align with established investment strategies and client objectives.

Waldron Private Wealth

Investment Portfolio Manager

partner JazzHR

The Manager collaborates with client executives, project teams, and firm leadership to deliver exceptional client service while supporting business development, practice growth, staff development, and operational excellence. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.

SE Technology Consulting Manager

But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. We're looking for a Project Manager who thrives in a collaborative environment, enjoys solving complex challenges, and is passionate about delivering projects that have a lasting impact on students, educators, public employees, and the communities they serve.

Construction Project Manager, K-12 & Government

Assist qualified consumers to become the firm’s clients—you will be supported by an internal dedicated portfolio management and service team in-office, comprised of sales support, client service, and marketing team, which actively markets their services via direct mail, internet, television advertisements, and other mediums to receive pre-qualified responses from interested investors who want to discuss moving over their investment portfolios. Commission/variable pay-based position--$100,000 base salary to start with a gradual step-down decline to $0, plus uncapped commission that will increase substantially with commissions on any new sale for years to come; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed, with an average total compensation of $300,000 to $350,000, and top producers earning $1 million or more.

CNI Consulting

VP Private Client Group - Michigan

The Manager, Client Service serves as a trusted partner to advisors, internal teams, and custodial partners, guiding the team to deliver exceptional service to advisory teams and clients. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Focus Partners Wealth

Manager, Client Service

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Client Service Specialist I

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

Client Service Associate - NR

[AW]-iCims

The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Accenture Plc

Salesforce Delivery Lead - Financial Services

But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography.

Plante Moran

Business Analytics Consulting Manager

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Cost Accounting & ERP Manager

As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

Korean Business Network - Private Tax Manager

Our philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. Working closely with CPAs, Accountants, and Financial Advisors will broaden your knowledge about tax accounting and the important relationship tax accounting has with financial services.

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines, yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

Areas of focus:

 Asset Management
 Insurance (Life and Health)
 Tax Strategy and Planning
 Estate Planning
 Financial Planning and Retirement
 Property and Casualty Insurance (Personal and Business)
 Debt (Commercial and Consumer Lending)
 Banking and Cash Management

What’s a Family Office?

Family Offices were originally created by ultra-wealthy families to manage all of their needs, mainly financial and legal. An in-house team of professionals worked together to safeguard a family’s net worth and coordinate business and personal activities. Hantz Group has modernized this business model and uses their team of experts, coordinated by a Family Office Liaison-Financial Consultant, to manage client’s needs across multiple disciplines.

Hantz Financial Services, Inc.

Tax Intern

Private Partnership Solutions (Pps) - Tax Manager

As an Estate, Gift, and Trust Principal, you will play a key leadership role in overseeing the firm’s estate, gift, and trust practice, managing its most complex and high-value client engagements, and guiding the strategic direction of the department. Comprehensive Tax Planning and Advisory Services: Lead the development of advanced estate and gift tax strategies to help clients minimize tax liabilities and optimize wealth transfer to future generations.

Tax Principal - Estate, Gift & Trust

This role requires an advanced understanding of estate, gift, and trust taxation, combined with strong leadership and management skills to guide a team, build client relationships, and contribute to the strategic direction of the firm. Strategic Tax Planning and Advisory Services: Lead the development and execution of sophisticated tax planning strategies, helping clients maximize wealth transfer while minimizing tax burdens.

Senior Manager - Estate, Gift and Trust

Reporting to the Head of Cybersecurity Governance, this individual‑contributor role works in close partnership with Legal, Privacy, Regulatory Compliance, HR, IT, and Security teams to ensure training content aligns with regulatory requirements, internal policies, and evolving cyber threats. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Wealth Management Advisor Jobs in Michigan

Mass Account Transfers Operations Consultant Raymond James Financial Inc

Registered Client Relationship Analyst Morgan Stanley

2027 Business Technology Advisory Consulting Intern Plante and Moran Trust

Investment Portfolio Manager Waldron Private Wealth

SE Technology Consulting Manager Plante and Moran Trust

Construction Project Manager, K-12 & Government Plante and Moran Trust

VP Private Client Group - Michigan CNI Consulting

Manager, Client Service Focus Partners Wealth

Client Service Specialist I Corient

Client Service Associate - NR Stifel

Salesforce Delivery Lead - Financial Services Accenture Plc

Business Analytics Consulting Manager Plante Moran

Cost Accounting & ERP Manager Plante Moran

Korean Business Network - Private Tax Manager PwC

Tax Intern Hantz Financial Services, Inc.

Private Partnership Solutions (Pps) - Tax Manager PwC

Tax Principal - Estate, Gift & Trust UHY

Senior Manager - Estate, Gift and Trust UHY

Security Specialist Focus Operating

Estate Settlement Specialist Plante Moran

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