About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role overview

We are working with a confidential client seeking an Associate-level Operations Management Consultant to support Asset & Wealth Management (AWM) engagements. In this role you will help clients diagnose operational pain points, design process improvements, and support implementation of operations strategy and change initiatives. This is a full-time role based in Highland Park, TX.

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What You’ll Do

• Analyze client operations to identify inefficiencies and recommend practical improvements.
• Support development of operations strategy and solutions that align to client objectives.
• Participate in process improvement and operational excellence initiatives (e.g., process mapping, root cause analysis).
• Apply change management techniques to support adoption of new processes and tools.
• Assist with stakeholder engagement and cross-functional coordination to drive outcomes.
• Gather and synthesize data from multiple sources to identify patterns and inform recommendations.
• Contribute to client deliverables, presentations, and implementation plans.
• Maintain professional and technical standards in line with firm policies and applicable independence rules.

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Minimum qualifications

• At least a Bachelor's degree.
• Minimum of 1 year of professional experience in operations, consulting, financial services, or a related field.
• Strong analytical ability and comfort working with data to draw insights.
• Clear written and verbal communication skills.
• Demonstrated ability to work collaboratively in teams and engage stakeholders.

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Preferred / Nice-to-have

• Degree or coursework in Accounting, Analytics/Data Science, Business, Computer Science/IS, Economics, Engineering, Finance, Mathematics/Statistics, Operations/Supply Chain, or related fields.
• Experience with business transformation, process optimization, or operations strategy.
• Familiarity with change management approaches and stakeholder management.
• Intellectual curiosity and a learning mindset; interest in building technical knowledge and a personal brand within consulting.

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Compensation & benefits

• Salary range: $63,000 — $140,000 per year. Actual pay depends on skills, experience, qualifications, and location in accordance with applicable employment laws.
• Eligible for an annual discretionary bonus (where applicable).
• Typical benefits include medical, dental, vision, retirement/401(k), paid time off, and other company-provided programs (details vary by employer and location).

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Why candidates succeed in this role

• You are adaptable, reliable, and eager to learn in a fast-paced client-facing environment.
• You take ownership of your development and apply intellectual curiosity to solve ambiguous problems.
• You communicate clearly with stakeholders and work effectively in teams to translate analysis into action.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.