Principal Consultant - Wealth Strategy

📋 Description

• Lead wealth strategy consulting for financial services clients.
• Conduct financial planning, goals-based planning, and investment management.
• Analyze strategic issues; develop hypotheses and frameworks for problems like cost optimization, market penetration, organic growth, and M&A.
• Advise on products, practice management, operations, technology and market trends.
• Drive client engagements and support practice management.

🎯 Requirements

• Bachelor's degree in Information Systems, Systems Engineering, or related field (or foreign equivalent).
• 8 years of progressive experience in financial services or professional consulting.
• Experience engaging with clients to identify and analyze strategic issues and develop hypotheses/frameworks (including cost optimization, market penetration, organic growth, and M&A).
• Alternatively, Master’s degree in the same fields with 6 years of relevant experience.

🎁 Benefits

• Telecommuting is permitted per company policy.
• Must report to the work site when not telecommuting.