Financial Service Senior Consultant Wealth & Asset Management PMO

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 the Wealth & Asset Management practice thought leadership and people development activities firmwide 
• Lead PMO activities across multiple workstreams including project planning milestone tracking and stakeholder communication.
• Support program leadership in driving large-scale transformation initiatives within Wealth and Asset Management ensuring alignment with strategic objectives and regulatory expectations.
• Facilitate Agile ceremonies such as sprint planning backlog grooming daily standups reviews and retrospectives; partner with Product Owners and Scrum Masters to ensure delivery readiness.
• Create executive-level presentations dashboards and reporting materials that clearly communicate project status risks decisions and recommendations.
• Collaborate with cross-functional teamsbusiness technology operations complianceto gather inputs synthesize information and develop structured compelling deliverables.
• Apply creative thinking and design skills to develop high-quality decks roadmaps visuals and storytelling materials tailored for senior stakeholders and steering committees.
• Conduct project assessments to identify gaps risks and improvement opportunities across processes governance structures and delivery frameworks.
• Support financial management of programs including budgeting forecasting resource planning and vendor oversight.
• Ensure alignment between business goals technology outputs and regulatory considerations across Wealth and Asset Management functions.
• Develop and maintain PMO documentation 
• Act as a trusted advisor to senior leaders by providing insights recommendations and thought leadership based on industry best practices.
• Coordinate and manage dependencies across related programs ensuring clear communication and timely issue escalation.
• Mentor junior team members and contribute to internal methodology tools templates and best practices for program governance and execution.

Qualifications :

• 5 years of experience within Wealth Management Asset Management & Financial Service space
• Proven experience supporting PMO functions
• Previous experience utilizing Agile methodologies with hands-on experience supporting Agile ceremonies and collaborating with Product Owners/Scrum Masters.
• Demonstrated ability to create high-quality executive-level presentations dashboards and narrative-driven materials for senior stakeholders and steering committees.
• Excellent storytelling visualization and creative design skills; proficiency with PowerPoint or similar tools.
• Strong communication and stakeholder management skills with the ability to influence and collaborate across business technology operations and compliance teams.
• Solid understanding of Wealth & Asset Management processes products and regulatory considerations.
• Experience supporting large transformation programs system modernization initiatives or operational change efforts.
• High level of organization and attention to detail with the ability to manage multiple workstreams in a fast-paced environment.
• Strong analytical and problem-solving abilities; proficiency in Excel or BI tools is a plus.
• Bachelors degree required; advanced degree or relevant certifications (PMP PMI-ACP SAFe CSM CFA etc.) preferred.
• Consulting experience is required particularly in client-facing roles delivering structured high-impact solutions.
• Financial Service background required 

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