Financial Service Senior Consultant Wealth & Asset Management

Consulting Skills 

• Client delivery as part of an on-site or remote project team able to define the framework and structure of deliverables carrying out the production of complex deliverables 
• Manage the work activities and timelines of work for both their selves and their team identifies priorities and workflows for interested parties 
• Utilizing a higher-level understanding of methodological concepts coaches teammates in preparing 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 
• Present complex ideas critical points and decisions required to team members and client contacts including middle and top management 
• 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 
• Manages internal team by promoting teamwork motivate and help consultants to improve 
• Demonstrate credibility and legitimacy with client capable of challenging client approaches and provide new directions allowing the customer to evolve and deepens relationship 
• Defines the project framework and organization managing one or different projects at a time guarantees the follow-up of these assignments 
• 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 
• Maintains a deep understanding of business concepts issues and challenges and key knowledge to master a business expertise 
• Cultivate knowledge related to a specific business challenge issue or deepen understanding within a sector and function domain 
• Contribute to the development of new solutions in own areas of expertise 
• Takes a leading role within internal firm knowledge-share activities and organizations ensuring complete knowledge and competency transfer to other consultants 
• 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 
• FS background preferred 
• Moderate knowledge and skill in wealth & assets management 
• Knowledge of the full Wealth and/or Asset Management value chain (Front Office Middle Office Back Office)
• Experience in complex transformations or technology implementations in Wealth and/or Asset Management including business analysis sourcing model data model organizational model and technical architecture
• Experience in designing future state operating models in Wealth and/or Asset Management due to various change catalysts (e.g. core platform change new product merger/acquisition start up cost reduction outsourcing globalization)
• Specific subject matter expertise regarding transformation and a strong business understanding of Wealth and/or Asset Management products and services
• 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 122K 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.  

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. 

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 a 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