Manager, Wealth & Asset Management

📋 Description

• Demonstrate Wealth & Asset Management Operations Expertise: Bring strong working knowledge of
• Apply Knowledge of Financial Markets, Products & Client Solutions: Understand the operational
• Translate Technical Concepts into Business Solutions: Explain complex wealth and asset management
• Understand the End-to-End Client and Investment Lifecycle: Identify how evolving client
• Navigate Regulatory, Risk & Control Considerations: Understand the regulatory and control
• Shape Client Solutions & Delivery Approaches: Support clients in defining wealth operation

🎯 Requirements

• Education: Bachelor’s degree in Finance, Business or Engineering or a related field; master’s
• Relevant Experience: 7+ years of relevant work experience in management consulting or industry in
• Direct, working knowledge of wealth and asset management operations, platforms, and vendor
• Strong industry knowledge across wealth and asset management, with the ability to confidently
• Sales & Business Development: Proven ability to originate new business opportunities and create
• Consulting Skillset: Strong communication skills, analytical thinking, attention to detail

🎁 Benefits

• Medical, dental, and vision; company-paid life and AD&D; voluntary supplemental insurance and
• 401(k) with company match and immediate vesting; HSA and FSA options
• College savings and student loan repayment programs
• Paid parental leave; generous PTO, nine company holidays, and one floating holiday
• Cell phone stipend; well-being and professional development programs