Senior Consultant - Wealth & Asset Management
Senior Consultant - Wealth & Asset Management
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1 Vacancy
Job Description
Consulting Skills
- Client delivery as part of an on-site or remote project team
- Demonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignment conducts regular points of progress
- Present complex ideas critical points and decisions required to team members and client contacts including middle and top management
- Manage organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients internal stakeholders and leadership
- Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique tailored solutions utilizing both quantitative and qualitative data
- Utilize higher-level methodological concepts to prepare client deliverables utilizing tools like PowerPoint Excel Access MS Project and Visio designing key deliverables for projects and supporting other consultants in the production of their deliverables
- Collaborate with internal and client project team members and contribute to internal communications and readiness activity within the program team and with client groups
- Provide status reporting of progress dependencies issues risks and overall program health
- Responsible for the work streams of a complex project and takes the lead on simple projects
- Maintain program sites as a repository for all project information
Business Expertise Skills
- Support practice thought leadership and people development activities firmwide
- Cultivate knowledge related to a specific business challenge issue or deepen understanding within a sector and function domain
- Share experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staff
- Help contribute and support Sias growing U.S. Wealth & Asset Management practice
- Be a great teammate
Business Development Skills
- Write business proposals and presentations autonomously
- Detect trace and qualify business opportunities
- Relay information relevant to new business activities and prospects to manager team and business unit/line leaders
People Management Skills
- Supervise a project team internally and on client assignment
- Embody the firms values of excellence entrepreneurship innovation teamwork care and support and employee wellbeing into their management style
Qualifications :
- Bachelors degree required preferably in a Business or related field
- 3 years of recent client-facing management consulting experience
- Previous working experience around Wealth & Asset related projects.
- FS background preferred
- Moderate knowledge and skill in consumer banking and payments
- Trained to moderate knowledge and skill in project management
- Experience supporting client interview sessions - taking accurate notes providing meeting minutes scheduling client meetings etc.
- Experience supporting the construction of executive presentations
- Proven communication interpersonal and organizational skills
- Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients
- Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision
- An ability to transform your domain knowledge and project experiences into published content for Sia Partners Insights
Additional Information :
Compensation & Benefits
We believe in supporting our team professionally and personally. Heres a snapshot of the comprehensive benefits youll enjoy as part of Sia.
Competitive Compensation
- Annual base salary starting at $122000 commensurate with experience and qualifications
- Annual performance based discretionary bonus
Robust Health Coverage
- 3 Medical plans
- Dental and Vision
- Life AD&D and other voluntary insurance
Tax-Advantaged Accounts
- 401K retirement plan
- 4% matching and 100% vested upon enrollment
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Health Dependent Care Commuter
Family Friendly Benefits
- 100% paid parental leave for all new parents with eligible tenure
- Building Healthy Families program if enrolled through Medical plan
Time Off to Recharge
- Generous Paid Time Off (PTO) policy
- 9 company holidays plus 1 floating holiday
Extras that Make Life Easier
- College savings and student loan repayment assistance
- Monthly cell phone stipend
- Access to wellness programs at no cost if enrolled through Medical plan including:
- Gym membership reimbursement
- LiveHealth Online virtual care
- Personalized support from a Well-being Coach
- Employee Assistance Program at no cost
- Free confidential counseling and emotional support services
- On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management)
Diversity Equity Inclusion & Belonging
At Sia we believe in fostering a diverse equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information.
Office Workplace Guidelines
Sia is committed to providing a flexible workplace environment that supports client business and market needs. Consultants located in our primary market office locationsNew York City Charlotte Seattle and San Franciscoare expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets we can offer more flexible in-person requirements in accordance with your location.
Work Authorization & Sponsorship
At this time Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e. H1-B visa F-1 visa (OPT) TN visa or any other non-immigrant status).
Sia is an equal opportunity employer. All aspects of employment including hiring promotion remuneration or discipline are based solely on performance competence conduct or business needs.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
