Asset Wealth Management Consulting Manager

PwC; California; On-site; USD 100,000 - 232,000; Full time

Job summary

PwC is seeking an Asset Wealth Management Consulting Manager focused on optimizing operational efficiency for clients. Responsibilities include mentoring teams, managing projects, and delivering tailored solutions. Candidates should have a solid grounding in accounting or finance, along with leadership experience and analytical skills.

Benefits

Medical and dental benefits

401k retirement plan

Paid holiday and vacation

Personal and family sick leave

Annual discretionary bonus

Qualifications

• Bachelor's degree required, MBA preferred.
• 6 years of experience needed.
• Broad understanding of operations consulting expected.

Responsibilities

• Supervise and develop teams to deliver client solutions.
• Manage client service accounts and engagement workstreams.
• Provide insights and advice on critical business challenges.

Skills

Analytical skills

Project management

Mentorship

Conflict resolution

Professional skepticism

Education

Bachelor's Degree in Accounting & Finance

Master of Business Administration preferred

Job description

Asset Wealth Management Consulting Manager

Join to apply for the Asset Wealth Management Consulting Manager role at PwC

Asset Wealth Management Consulting Manager

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Join to apply for the Asset Wealth Management Consulting Manager role at PwC

Specialty/Competency: Operations

Industry/Sector: Asset and Wealth Management

Time Type: Full time

Travel Requirements: Up to 80%

At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Skills

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Analyse and identify the linkages and interactions between the component parts of an entire system.
• Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
• Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
• Develop skills outside your comfort zone, and encourage others to do the same.
• Effectively mentor others.
• Use the review of work as an opportunity to deepen the expertise of team members.
• Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
  
  

The Opportunity

As part of the Operations Consulting team you are expected to provide executive management and key decision makers with insights and advice on their most critical business challenges. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are also expected to assist in client proposals, stay abreast of current business and industry trends, and develop financial models based on discounted cash flow.

Responsibilities

• Supervise, develop, and coach teams to deliver client solutions
• Manage client service accounts and engagement workstreams
• Provide insights and advice on critical business challenges
• Develop financial models based on discounted cash flow
• Assist in client proposals and stay current with industry trends
• Analyze complex problems to create exceptional deliverables
• Focus on performance improvement related engagements
• Utilize professional skepticism in reviewing deliverables
  
  

What You Must Have

• Bachelor's Degree in Accounting & Finance, Business Administration/Management, Corporate Finance, Economics and Finance
• 6 years of experience
  
  

What Sets You Apart

• Master of Business Administration in Business Analytics, Financial Mathematics, Managerial Economics, Mathematical Economics, Mathematical Statistics, Quantitative Finance preferred
• Leading project work streams
• Communicating with senior business leadership
• Conducting quantitative and qualitative research
• Developing financial models
• Analyzing financial statements
• Understanding strategy frameworks
• Structuring and conducting client meetings
• Managing complex project work streams
  
  

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting, Financial Services, and Business Consulting and Services

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