Senior 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
Senior Manager, Wealth & Asset Management Operations Consulting
Builds
Strategic roadmaps, operating models, and technology implementations for wealth management clients
Domain
Financial Services / Wealth & Asset Management
Deliverable
client delivery
Required skills
Wealth & Asset Management operations expertise, Financial markets knowledge, Regulatory & risk compliance, Business development, Team leadership, Technical concept translation
Preferred skills
Master's degree, 10+ years in management consulting or industry, Experience with OMS/EMS platforms, AI use cases
Technologies
OMS/EMS, IBOR/ABOR platforms, AI tools
Responsibilities
Demonstrate expertise in trade lifecycle, post-trade processing, and fund accounting; Translate technical concepts for senior stakeholders; Navigate regulatory and control considerations; Shape client solutions and delivery approaches; Drive business development and revenue growth; Coach and develop teams
Seniority
Senior Manager, hands-on leadership with team supervision
