CareerPlan

Senior Manager – Wealth Management / Asset Management

ZürichFull-time2026-09-14 → 2026-11-11

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 Financial Services institutions.

Domain

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

Deliverable

client delivery

Required skills

Strategic planning, transformation program leadership, stakeholder management, business development, operating model design, technology-enabled change, proposal development, industry expertise

Preferred skills

AI application, emerging technologies, multilingual communication

Technologies

Investment management platforms, portfolio management systems, big data analysis, robotic process automation

Responsibilities

Advise senior client stakeholders on strategic priorities, lead complex transformation programs and multidisciplinary teams, drive business development and thought leadership, collaborate across consulting practices, leverage AI for innovative solutions, support investment management system selection and implementation.

Seniority

Senior Manager, hands-on IC with leadership responsibilities