Management Consulting Partner | Wealth Management

USD $250k-$380k + Bonus + Corp. Bens, Total ca $350k-£450k

Hybrid or Remote + Travel

We are currently engaged by a rapidly expanding global management consultancy in North America to the asset and wealth management industry. Based in New York City and various US locations, we are seeking an experienced Director to join a firm that offers the world’s top wealth managers a competitive edge through unrivalled expertise and industry insight. This is a fantastic opportunity to work with some of the largest global asset and wealth managers.

This client offers:

• Training and investment in industry-leading qualifications like Prince 2, IMC and CFA.
• No promotion quotas or ‘time-at-level’ requirement, strong meritocracy
• Work with the industry’s best talent on complex and large scale projects with the worlds leading Wealth Managers.
• Share ownership scheme and profit share scheme

Experience Sought:

• At least 10+ years of proven wealth management consulting experience at a recognized consulting firm or through an ‘in-house’ consulting/business development role (e.g., Group Strategy, Group Corporate Development) at a large wealth management organization
• An excellent understanding of the wealth management industry, across a range of client segments, offerings, and businesses
• Excellent consulting and problem-solving skills. Familiarity with recognized consulting frameworks and techniques; experience of research, quantitative analysis, structured problem solving and executive communication techniques
• Proven presentation skills, personal impact, and charisma to lead large-scale, senior meetings, presentations and workshops supported by first class written and verbal communication skills;
• Proven track record of building and sustaining lasting relationships with C-Suite Executives of leading organizations in the sector; engaging and influencing C-suite stakeholders.
• Operating model design and implementation experience impacting business processes and/or IT solutions in some of the following areas: distribution, CRM, portfolio management & risk management, middle & back office processes and outsourcing
• Some familiarity with at least some of the core technology platforms in use in the industry (e.g. Avaloq, Investcloud, IRESS)
• Intellectual capacity and ability to think in new, innovative ways to understand complex issues and develop creative solutions
• Ability to mentor and coach team members; focus on team achievement, not just individual goals
• Flexibility to travel if required