Senior Consultant, Business Management (Transfer Agency and AML)
Core
Senior Consultant leading financial planning, workforce capacity planning, and operational efficiency for Transfer Agency and AML business units.
Role type
Senior IC Business Management Consultant
Builds
Financial plans, capacity targets, and operating model strategies for TA & AML
Domain
Financial Services / Wealth Management / Transfer Agency / AML
Deliverable
dashboards & analysis
Required skills
Financial planning, workforce and capacity planning, management reporting, stakeholder management, data analysis, Excel, PowerPoint, resource allocation, cost management, business case validation
Preferred skills
Transfer Agency/AML experience, team leadership, automation/AI knowledge, advanced analytics
Technologies
Excel, PowerPoint, reporting tools, AI
Responsibilities
Support delivery and monitoring of financial plans and budgets; Lead headcount, capacity, and resource planning; Develop management dashboards and reporting; Provide data-driven insights to senior leadership; Optimize resource allocation and expense management; Coordinate cross-functional workstreams.
Seniority
Senior, hands-on IC
