CareerPlan

Advisory Operations - Senior Associate Asset and Wealth Management

Milan, ITFull-time€36k2026-07-03 → 2026-11-13
No visa sponsorship

Core

Redesign operational and service models for major players in Asset & Wealth Management through benchmarking, target operating model design, and process reengineering.

Role type

Senior Associate management consultant (operations)

Builds

Target Operating Models, reengineered operational processes, and digital transformation initiatives for financial services clients

Domain

Financial Services / Asset & Wealth Management / Operations

Required skills

Business Transformation, Change Management, Market Research, Analytical Thinking, Logistics Management, Management Consulting, Operational Excellence, Business Performance Metrics, Operating Effectiveness Review

Preferred skills

Digital technology adoption, Functional and innovative solution design

Technologies

Office suite, Epic Software, Epic Systems

Responsibilities

Conduct benchmarking analysis on market trends and best practices; Design and implement Target Operating Models; Reengineer operational processes and practices; Evaluate impacts of new regulations and market infrastructure changes; Manage transformation processes for the client organization

Seniority

Senior Associate, hands-on IC