Senior Manager, Wealth & Asset Management (FSI)

📋 Description

• Lead client engagements on strategy, operating model transformation, AI, data and technology
• Oversee client engagements across global asset managers, custodians and institutional
• Role emphasizes wealth/asset management operations, including onboarding, KYC/AML, portfolio

🎯 Requirements

• Bachelor’s degree in Finance, Business or Engineering; master’s preferred.
• 10+ years in management consulting or industry in Wealth/Asset Management or related financial
• Direct knowledge of wealth/asset management operations, platforms, vendor solutions.
• Strong consulting, stakeholder management and delivery leadership capabilities.
• Sales and business development experience; ability to originate opportunities and shape solutions.
• Strong communication, analytical thinking, and client-facing skills.

🎁 Benefits

• Base Salary: $175,000–$182,000; annual performance bonus; uncapped personal sales bonus.
• Medical, dental, vision; life/AD&D; voluntary insurance; EAP.
• 401(k) with match; HSA/FSA options; college savings and student loan repayment.
• Paid parental leave; generous PTO; holidays; cell phone stipend; development programs.