CareerPlanSign in

Senior Manager – Wealth Management / Asset Management

Zürich💼 Full-time🗓 2026-09-14 → 2026-09-26

Core

Senior Manager advising Wealth Managers, Asset Managers, and Private Banks on strategic priorities and transformation initiatives across the end-to-end value chain.

Role type

Senior Manager, Financial Services Strategy & Transformation

Builds

Strategic transformation programs, operating models, and business change solutions for global financial institutions.

Domain

Financial Services (Wealth Management, Asset Management, Private Banking)

Deliverable

client delivery

Required skills

Strategic transformation leadership, operating model design, business development, stakeholder management, financial services domain expertise, emerging technology application (AI), multidisciplinary team leadership

Preferred skills

Management consulting experience, investment management system selection, post-merger integration, thought leadership development

Technologies

Artificial Intelligence, big data analysis, robotic process automation, investment management platforms, portfolio management systems

Responsibilities

Lead complex transformation programmes and multidisciplinary teams; drive business development and proposal development; advise clients on strategic priorities and operating models; leverage AI and emerging technologies to enhance delivery approaches.

Seniority

Senior Manager, hands-on IC with leadership responsibilities

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.