Senior Consultant – Wealth & Asset Management

Sias Wealth & Asset Management team delivers strategic initiatives that unlock significant value within the clients and organizations we support. Our teams navigate evolving market dynamics regulatory complexity and rising client expectations. We support clients across the full investment and distribution lifecycle helping them strengthen operating models modernize technology and data platforms enhance risk and compliance frameworks and deliver more personalized scalable client experiences.

Our teams bring deep industry expertise across asset managers wealth managers private banks and alternative investment firms combining strategic insight with hands-on execution. From front-office transformation and product innovation to middle- and back-office optimization. 

Responsibilities: 

• 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 Wealth & Asset Management practice  

Qualifications :

• Bachelors degree required preferably in a Business or related field (Masters preferred) 

• 3 years of recent client-facing management consulting experience  

• Strong financial service understanding and previous financial service client facing exposure  

• 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 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 124K 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. 

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