CareerPlan

Senior Manager Financial Services Consulting – Liquidity & Funding

ZürichFull-time2026-09-14 → 2026-11-13

Core

Advise leading Wealth Managers, Asset Managers, Private Banks, Family Offices and other Financial Services institutions on their strategic and transformation priorities, with a focus on Liquidity & Funding and Treasury topics.

Role type

Senior Manager, Financial Services Strategy & Transformation

Builds

Strategic solutions for liquidity, funding, and treasury practices

Domain

Banking & Finance

Deliverable

product features

Required skills

Liquidity & Funding expertise, Funds Transfer Pricing (FTP), Treasury operations, complex banking products, emerging technologies (AI), business development, go-to-market strategy

Preferred skills

Python programming, CFA/FRM certification, German language

Technologies

Excel, PowerPoint, Python

Responsibilities

Act as a trusted advisor to senior client stakeholders, develop solutions to measure and manage liquid assets, leverage AI to identify innovative solutions, drive business development activities, develop go-to-market strategy

Seniority

Senior Manager, hands-on IC with business development responsibilities