Senior Consultant – Wealth & Asset Management

Full Time
Greater New York City Area
Posted 3 months ago

Senior Consultant - Wealth & Asset Management/ Analysis   Senior Consultant – Wealth and Asset Management/ Analysis

About the team:

This is a full-time Senior Consultant role with company’s Wealth Management practice welcomes industry change as an opportunity to transform the way wealth and asset managers service their clients. As technology advances and generations evolve, wealth managers must embrace innovation to stay relevant and compete with their peers. This firm combines deep expertise with practical industry know-how to help their clients confront some of their most pressing challenges. Their unparalleled experience generating digital strategies, defining client user journeys, creating operational efficiencies, and driving product innovation have made them sought after thought leaders in the financial services industry.

Firm offers highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan and employer matching, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees.

About the Job:

As a Senior Consultant in the Wealth Management practice, you will work in a fast-paced, collaborative environment alongside industry experts. You will become adept in cross-functional, project delivery that spans various products, platforms, and services offered by Wealth and Asset Managers. Beyond industry expertise, our consultants leverage core consulting skills such as problem statement framing, root cause analysis, process rationalization, and exceptional communication tactics to effectively advise and guide their clients.

What You’ll Get to Do:
  • Focus on strategic client engagements with a concentration on automation, digitization, and growth transformation in the Wealth and Asset Management space
  • Sample projects include defining client user experiences, driving product innovation, developing engagement and adoption strategies, and creating technological/operational efficiencies through automation
  • Independently manage small to medium size change delivery projects
  • Learn and apply firm’s capabilities around design thinking, rapid prototyping, and agile development in your engagement with existing and potential clients
  • Author thought leadership content on cutting edge concepts disrupting the financial services industry
What You’ll Bring with You:
  • 5+ years of experience from a premier management consulting firm or in the Wealth/Asset Management industry
  • 2-4 years’ experience with technology management or development
  • Exposure to multiple project management methodologies including, but not limited to Agile and Waterfall
  • Diverse problem-solving experience
  • Experience in successfully delivering business and technology projects with an understanding of product development lifecycle
  • Development productivity tools (JIRA, TFS, or other)
  • Openness to an environment of active developmental feedback from peers
  • Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
  • Bachelor’s Degree
  • Ability to travel out of state Monday through Thursday as needed
Salary: 130k – 140k base salary with bonus eligibility and full benefits
Location: New York/ Tri-State Area


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Job Features

Job CategoryBanking & Finance, Finance, Project Management

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