Manager, Wealth & Asset Management
Core
Lead client engagements focused on strategy, operating model transformation, AI, data, and technology modernization for global asset managers, custodians, and institutional banks.
Role type
Manager, Wealth & Asset Management Operations Consulting
Builds
Strategic roadmaps, vendor/platform selection, and implementation plans for wealth operations modernization.
Domain
Financial Services / Wealth & Asset Management / Operations Technology
Deliverable
client delivery
Required skills
Wealth & Asset Management operations expertise, Financial markets & products knowledge, Regulatory & risk compliance understanding, End-to-end client lifecycle management, Business solution translation, Team coaching & development, Business development
Preferred skills
Master's degree in Finance/Business/Engineering, Experience in Investment Banking or Sales & Trading, Knowledge of specific platforms (OMS/EMS, IBOR/ABOR)
Technologies
OMS/EMS, IBOR/ABOR, AI tools for operations
Responsibilities
Demonstrate expertise in trade lifecycle, post-trade processing, middle office, and data management; Translate complex operational concepts for senior stakeholders; Navigate regulatory, risk, and control considerations; Shape client solutions and delivery approaches; Support business development and revenue generation; Coach and develop consulting teams.
Seniority
Manager, hands-on IC with team leadership
