Company Description
Consultant – Wealth & Asset Management Transformation
A leading professional services firm is seeking an experienced Manager to join its Financial Services consulting practice, focused on Wealth & Asset Management transformation.
What You'll Do:
- Analyze financial data and business trends to help clients make informed investment and business decisions
- Develop go-to-market strategies and roadmaps, including competitive benchmarking, customer segmentation, and market entry analysis
- Support clients through product development lifecycles using Agile methodologies
- Manage and motivate cross-functional teams, monitoring progress and ensuring quality delivery
- Build and maintain long-term client relationships and identify business development opportunities
- Travel up to 75% to meet client needs (up to 25% internationally)
What You'll Need:
- Bachelor's degree in a business or technical field + 5 years of experience (or Master's + 4 years)
- 3+ years in a professional services or financial services environment
- 3+ years in asset management, private banking, insurance, or related sectors
- 3+ years presenting technical findings via PowerPoint, Excel, Word, or Visio
- 2+ years managing teams through full project lifecycles
What's Offered:
- Competitive base salary with full benefits including medical, dental, and retirement plans
- Flexible vacation policy and hybrid work model
- Continuous learning, coaching, and leadership development opportunities
- Inclusive and diverse team culture
