Banking & Wealth Management Consultants (Senior Associates)
Core
Senior Associate Banking & Wealth Management Consultant driving end-to-end business model transformation and operational excellence for financial services clients.
Role type
Senior Associate Management Consultant (Financial Services)
Builds
Operational frameworks, business cases, and transformation initiatives for banks, payment institutions, and wealth management firms.
Domain
Financial Services / Management Consulting
Required skills
Business analysis, project management, strategic planning, operational framework design, stakeholder management, workshop facilitation, risk management, financial services domain knowledge, change management, executive presentation.
Preferred skills
Experience in banks, loan servicers, or payment institutions, transformation initiatives in large organizations.
Technologies
N/A
Responsibilities
Analyze client business models to identify gaps and recommend growth strategies; develop and implement operational frameworks for process improvement; manage end-to-end projects including action plans and risk coordination; collaborate with C-suite stakeholders to define objectives and KPIs; guide junior team members; prepare and present proposals and reports to executive management; lead client workshops for conversion and execution.
Seniority
Senior Associate, hands-on IC with mentorship responsibilities.