Wealth & Asset Management Consultant - Managing Principal / Director level
Core
Design and deliver discretionary, advisory, or pooled investment propositions and lead strategic transformation projects for wealth managers and private banks.
Role type
Senior IC Wealth & Asset Management Discretionary / Advisory Specialist
Builds
Investment propositions, strategic transformation projects, operational models
Domain
Wealth & Asset Management / Financial Services Consulting
Deliverable
production ML models | product features | client delivery
Required skills
Discretionary investment design, Advisory product design, Strategic transformation leadership, Client lifecycle management, Regulatory compliance knowledge, Operational framework expertise, Technology implementation for investment delivery, Multi-disciplinary collaboration, Mentoring, Thought leadership
Preferred skills
New product implementation, Outsourcing oversight, Operational transformation, Automation, Data-driven insights, Digital platforms, Innovation in investment services, Presentation skills, Stakeholder engagement, PMP, Prince2, Lean Six Sigma, IMC
Technologies
Digital platforms, Automation tools, Technology platforms for investment delivery
Responsibilities
Design and deliver discretionary, advisory, or pooled investment propositions across multiple asset classes and client segments. Lead strategic transformation projects, from new product launches to operational model redesign. Partner with clients to enhance efficiency, client experience, and regulatory compliance. Collaborate across multi-disciplinary teams to deliver measurable business outcomes. Contribute to practice development through mentoring, thought leadership, and internal initiatives.
Seniority
Director level, hands-on IC with strategic scope