An exciting opportunity with a global technology and consulting organisation supporting some of the world's leading asset and wealth managers. We are looking for a commercially minded consultant to join a high-impact strategic team, helping shape client engagements, develop executive-level content, and support business growth across North America.
This role is ideal for someone looking to transition from management consulting into a more strategic, client-facing position within the investment management technology space. You'll work closely with senior stakeholders, partnering across sales, product, and delivery teams to develop compelling client solutions and support complex transformation initiatives.
Responsibilities:
- Develop high-quality client presentations, proposals, and strategic materials for executive stakeholders.
- Support client engagements by articulating business challenges and aligning technology solutions to investment management operating models.
- Translate complex investment processes and technology concepts into clear, commercially focused messaging.
- Collaborate with cross-functional teams to develop scalable content, frameworks, and best practices.
- Partner with senior internal stakeholders to support strategic business development initiatives across the asset and wealth management sector.
- Contribute to thought leadership and help shape messaging around investment operations and technology transformation.
About You
- 2–6 years of experience, including time spent within a Big Four consulting firm.
- Experience delivering projects for asset managers, wealth managers, or other buy-side financial institutions.
- Strong understanding of investment operations and operating models across front, middle, and back office functions.
- Exposure to technology transformation, operating model design, vendor selection, or investment platform implementation projects.
- Excellent presentation and communication skills, with experience producing executive-level materials and working directly with senior stakeholders.
- A commercial mindset with the ability to combine strategic thinking with practical execution.
- Experience with investment management technology platforms is advantageous but not essential.
- Must be authorized to work in the US without sponsorship
Benefits:
- Competitive compensation package
- 401k
- Full medical coverage
