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Asset and Wealth Management Consulting Senior Manager

Boston, New York
asset-management, consultancy, Management Consulting, Wealth Management

We’re seeking an exceptional individual to join our client’s team as a Senior Manager in Asset and Wealth Management Consulting. As a leading global consultancy in this field, dedicated to providing unparalleled expertise and insight to top-tier asset and wealth managers worldwide.

About the Role:

In this role, you’ll play a pivotal part in leading engagements, identifying solutions, and implementing strategies to address various challenges encountered by asset and wealth managers. Your responsibilities will include managing project execution, mentoring team members, supporting business development efforts, and contributing innovative ideas to our community.

Key Responsibilities:

  • Lead project execution and manage a team of consultants to ensure successful delivery of client engagements.
  • Cultivate a culture of continuous learning and mentorship within the team.
  • Drive business development initiatives by creating client proposals and maintaining strong client relationships.
  • Contribute proactively to Alpha’s business management and practice areas.
  • Stay informed about industry challenges and trends, acting as an expert resource for our clients.

Desired Skills and Qualifications:

  • Minimum of 7 years of asset and/or wealth management consulting experience.
  • Strong understanding of asset and/or wealth management across various client segments and offerings.
  • Familiarity with key industry trends and consulting frameworks.
  • Excellent problem-solving abilities and communication skills.
  • Proven track record of building lasting relationships with senior executives.
  • Experience in operating model design and implementation.
  • Familiarity with industry technology platforms.
  • Capacity for innovative thinking and creative problem-solving.
  • Ability to mentor and coach team members effectively.
  • Willingness to travel as needed.

What Sets Us Apart:

  • Established yet entrepreneurial environment offering rapid growth opportunities.
  • Opportunity to work alongside industry leaders and experts.
  • Investment in employee development through tailored training programs.
  • Meritocratic culture where performance drives career progression.
  • High level of responsibility and autonomy on projects.
  • Profit-sharing scheme to share in the firm’s success.
  • Supportive and inclusive community-focused culture.

If you’re ready to join a dynamic team and make a meaningful impact in the asset and wealth management industry, we want to hear from you. Apply now to take your career to the next level.

Apply for this position

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Boston, New York
asset-management, consultancy, Management Consulting, Wealth Management