Senior Manager – Wealth Management / Asset Management Consulting

PwC Switzerland; Zürich; Vor Ort; CHF 180.000 - 240.000; Vollzeit

Zusammenfassung

PwC Switzerland in Zurich seeks a Senior Manager for Wealth Management and Asset Management Consulting to advise leading financial institutions on strategic and transformation priorities.

You will lead end-to-end transformation programs, manage senior stakeholders, and drive business development while building industry expertise and leveraging AI-enabled solutions. The role offers ongoing learning and cross-border collaboration within PwC's global FS practice.

Qualifikationen

• Master's degree or equivalent in Finance, Economics, or related field.
• 8+ years of senior consulting experience in Wealth/Asset Management.
• Experience leading large transformation programs.
• Strong client relationship and business development skills.
• Fluency in English; German preferred.

Aufgaben

• Lead design and delivery of strategic transformation initiatives.
• Manage multidisciplinary teams and senior stakeholders.
• Drive business development and client relationship building.
• Develop market offerings and response to RfP.
• Leverage AI and technology to create client value.
• Collaborate with PwC network to deliver integrated solutions.

Kenntnisse

Wealth Management

Asset Management

Strategy & Transformation

Leadership

Business Development

Stakeholder Management

English Fluency

Ausbildung

Master's degree

Finance background

Jobbeschreibung

Senior Manager - Wealth Management / Asset Management Consulting

• Join PwC's Financial Services Strategy & Transformation practice in Zurich and advise leading Wealth Managers, Asset Managers, Private Banks, Family Offices and other Financial Services institutions on their strategic and transformation priorities.
• Act as a trusted advisor to senior client stakeholders, leveraging deep expertise across the end-to-end Wealth and Asset Management value chain, products, services and operating models.
• Lead the design and delivery of strategic and transformation initiatives, supporting clients in addressing complex business challenges across operating models, processes, organisational structures, products, services, technology-enabled change and other business-critical transformation topics.
• Lead complex transformation programmes and multidisciplinary teams, managing senior client stakeholders, guiding project delivery teams and ensuring successful outcomes from strategy through execution.
• Collaborate across PwC's broader consulting practice to deliver integrated transformation solutions and bring the best of the firm to our clients.
• Drive business development activities by building client relationships, identifying opportunities, leading proposals and contributing to PwC's market presence through thought leadership and industry engagement.
• Lead the development of thought leadership, service offerings and market propositions, while driving RfP responses, proposal development and go-to-market initiatives to support the continued growth of the practice.
• Continuously deepen your industry expertise and stay at the forefront of market trends, emerging technologies and developments across Wealth and Asset Management.
• Leverage emerging technologies, including Artificial Intelligence, to identify innovative solutions, enhance delivery approaches and create tangible value for our clients, while continuously expanding your own capabilities and expertise.
• Join PwC Consulting to become part of our Financial Services Strategy & Transformation Team in Zurich.
• Develop subject matter expertise at the very heart of how Wealth Management or Asset Management and portfolio management including alternative investments, and other FS companies works, both on-site with clients and off-site with our international learning and education offerings and industry collaborations.
• Advice clients across the full value chain and asset classes including portfolio management and the underlying technology platforms
• Support our clients to successfully manage their transformations including but not limited to investment management system selection and implementation, definition of target operating models, definition of data models, etc.
• Become part of a team that operates strongly in an interdisciplinary environment within PwC. You will be using and building bridges to our fellow teams that work at the technological edge in big data analysis, artificial intelligence and robotic process automation.
• Be responsible for leading large scale transformations with our clients and lead business development efforts to generate leads and opportunities
• Work in a global environment with the largest FS companies (banks, insurances, crypto companies, etc.)
• You live life-long learning; therefore, we will strongly encourage you to deepen your industry knowledge with adequate certifications.
  

Senior Manager - Wealth Management / Asset Management Consulting

Your Impact

• Join PwC's Financial Services Strategy & Transformation practice in Zurich and advise leading Wealth Managers, Asset Managers, Private Banks, Family Offices and other Financial Services institutions on their strategic and transformation priorities.
• Act as a trusted advisor to senior client stakeholders, leveraging deep expertise across the end-to-end Wealth and Asset Management value chain, products, services and operating models.
• Lead the design and delivery of strategic and transformation initiatives, supporting clients in addressing complex business challenges across operating models, processes, organisational structures, products, services, technology-enabled change and other business-critical transformation topics.
• Lead complex transformation programmes and multidisciplinary teams, managing senior client stakeholders, guiding project delivery teams and ensuring successful outcomes from strategy through execution.
• Collaborate across PwC's broader consulting practice to deliver integrated transformation solutions and bring the best of the firm to our clients.
• Drive business development activities by building client relationships, identifying opportunities, leading proposals and contributing to PwC's market presence through thought leadership and industry engagement.
• Lead the development of thought leadership, service offerings and market propositions, while driving RfP responses, proposal development and go-to-market initiatives to support the continued growth of the practice.
• Continuously deepen your industry expertise and stay at the forefront of market trends, emerging technologies and developments across Wealth and Asset Management.
• Leverage emerging technologies, including Artificial Intelligence, to identify innovative solutions, enhance delivery approaches and create tangible value for our clients, while continuously expanding your own capabilities and expertise.
• Join PwC Consulting to become part of our Financial Services Strategy & Transformation Team in Zurich.
• Develop subject matter expertise at the very heart of how Wealth Management or Asset Management and portfolio management including alternative investments, and other FS companies works, both on-site with clients and off-site with our international learning and education offerings and industry collaborations.
• Advice clients across the full value chain and asset classes including portfolio management and the underlying technology platforms
• Support our clients to successfully manage their transformations including but not limited to investment management system selection and implementation, definition of target operating models, definition of data models, etc.
• Become part of a team that operates strongly in an interdisciplinary environment within PwC. You will be using and building bridges to our fellow teams that work at the technological edge in big data analysis, artificial intelligence and robotic process automation.
• Be responsible for leading large scale transformations with our clients and lead business development efforts to generate leads and opportunities
• Work in a global environment with the largest FS companies (banks, insurances, crypto companies, etc.)
• You live life-long learning; therefore, we will strongly encourage you to deepen your industry knowledge with adequate certifications.
  

Your Skill Set

• Excellent university degree (Master's level or equivalent) in Finance, Economics, Business Administration, Information Technology or a related discipline.
• 8+ years of experience in Wealth Management, Asset Management, Private Banking, Asset Servicing or broader Financial Services, ideally complemented by proven experience in management consulting serving Financial Services clients.
• Strong understanding of the end-to-end Wealth and Asset Management value chain, including products, services, operating models and front-to-back business processes across multiple asset classes.
• Strong interest in emerging technologies, including Artificial Intelligence, and the ability to apply new tools and approaches to solve business challenges and improve client outcomes.
• Proven experience leading large-scale strategic and transformation initiatives, including operating model transformation, target operating model design, post-merger integration, platform transformation and business change programmes.
• Solid understanding of Wealth and Asset Management technology ecosystems, including investment management platforms, portfolio management systems and related front-to-back operating infrastructures.
• Demonstrated ability to lead multidisciplinary teams, manage senior stakeholder relationships and successfully deliver complex programmes in an international environment.
• Track record in business development, including proposal and RfP leadership, development of service offerings, thought leadership and the identification of new client opportunities.
• Excellent analytical, problem-solving and communication skills, combined with an entrepreneurial mindset and a passion for delivering tangible business outcomes.
• Fluency in English is required; German is a strong advantage and additional languages, such as French, are welcome.
• Flexibility to travel domestically and internationally as required.
  

Any questions? We are happy to help.
Robert Jacsman
[phone]

About PwC

At PwC Switzerland, we help clients build trust and reinvent so they can turn complexity into competitive advantage. We're part of a tech-forward, people-empowered network and help clients build, accelerate and sustain momentum across audit, assurance, tax, legal, workforce, deals and consulting.