Financial Service Manager Wealth & Asset Management

Sia

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profile Job Location:

New York City, NY - USA

profile Monthly Salary: Not Disclosed
Posted on: 21 days ago
Vacancies: 1 Vacancy

Job Summary

As a Manager in the Wealth & Asset Management Practice you will apply your prior consulting/industry experience to manage key projects and initiatives for our Financial Services clients. Successful candidates will have 8 years of consulting experience in asset management: Strategy Target Operating Model Design or Business Transformation and Implementation (SDLC/Agile). Our consultants possess exceptional communication interpersonal and organizational skills. We are seeking critical thinkers with proven writing and presentation skills. If you meet / exceed the requirements for this hiring profile wed love to hear from you.

Key Responsibilities

As a core member of the Wealth & Asset Management Practice you will:

  • Deliver on a range of client assignments usually as part of an on-site project team (some travel may be required)
  • Develop working group senior stakeholder and senior level presentations for stakeholders
  • Manage portfolio of work from small to large projects involving platform integration and data conversions
  • Work closely with developers to bridge gap between business and technology
  • Ability to create system flow charts sequence diagrams understand system architecture and translating business requirements to technology
  • Assist in developing thought leadership and building solutions and methods
  • Develop exceptional trusted advisor relationships with our clients
  • Identify opportunities for new business and support bid teams with proposals
  • Contribute to the development of high-quality technical offerings
  • Support the Sia practice and our people development

Qualifications :

  • Bachelors degree required in business or related field
  • 8 years of Management Consulting experience in Asset Management
  • Demonstrates strong Project Management skills preferably Scrum Master with Agile experience 
  • 1-3 years in relevant management/leadership capabilities
  • Demonstrates strong Business Analysis skills: define business requirements translate requirements into system solution reporting creating detailed analysis etc.
  • Lead teams through daily execution of activities deliverables project plans and client presentations while championing recruiting efforts to grow the practice
  • Provide demonstrations to clients throughout the entire project life-cycle; provide technical leadership on project related tasks leveraging tools templates & methodologies and establishing delivery dates are met
  • A high level of drive and commitment to deliver high quality work under pressure to meet tight deadlines
  • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients
  • The ability to learn new subject matter rapidly and a desire to develop a deep understanding of the trends and challenges shaping Wealth & Asset Management
  • Flexibility in approach with a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision
  • An entrepreneurial mindset including an excellent ability to uncover new opportunities for account

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 150K 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 employ any applicant who will require either now or in the future employment visa sponsorship or sponsorship for work authorization (i.e. H-1B visa F-1/OPT or STEM OPT TN etc.).

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

As a Manager in the Wealth & Asset Management Practice you will apply your prior consulting/industry experience to manage key projects and initiatives for our Financial Services clients. Successful candidates will have 8 years of consulting experience in asset management: Strategy Target Operating M...
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Key Skills

  • Business Development
  • Estate Law
  • Sales Experience
  • Trusts
  • Wealth Management
  • Financial Services
  • Organizational skills
  • Investment Experience
  • Banking
  • Securities Law
  • Financial Planning
  • Wills

About Company

Sia est un groupe international de conseil en management de nouvelle génération. Fondé en 1999, nous sommes nés à l’ère du numérique. Aujourd’hui, nos services en stratégie et management sont augmentés par la data science, enrichis par la créativité et guidés par la responsabilité. No ... View more

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