Asset Wealth Management Consulting Manager

PwC; Philadelphia (Philadelphia County); On-site; USD 100,000 - 232,000; Full time

Job summary

An established industry player is seeking an Asset Wealth Management Consulting Manager to join their dynamic operations consulting team. This role involves optimizing operational efficiency and effectiveness for clients, coaching teams, and leveraging technology to enhance delivery. The successful candidate will have a strong background in financial modeling and project management, with the ability to analyze complex problems and develop strategic solutions. Join a forward-thinking company that values integrity, innovation, and teamwork, and make a significant impact in the asset and wealth management sector.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Flexible Work Hours

Qualifications

• 6+ years of relevant experience in operations consulting.
• Strong background in financial modeling and analysis.

Responsibilities

• Lead teams to deliver operational solutions and insights.
• Manage client accounts and develop financial models.

Skills

Project Management

Financial Modeling

Team Leadership

Analytical Skills

Client Relationship Management

Education

Bachelor's Degree in Accounting

MBA or Advanced Degree

Job description

Asset Wealth Management Consulting Manager

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

Overview

Specialty/Competency: Operations

Industry/Sector: Asset and Wealth Management

Time Type: Full time

Travel Requirements: Up to 80%

Role Description

At PwC, our operations consulting team specializes in optimizing operational efficiency and effectiveness. We analyze client needs, develop strategies, and provide guidance to streamline processes, improve productivity, and enhance business performance. As an operations consulting generalist, you will have a broad understanding of various operational aspects, providing comprehensive guidance and support to clients.

You will lead with integrity, motivate and develop teams, and leverage technology and innovation to improve delivery. Your role involves coaching, managing performance, and identifying opportunities to contribute to the firm's success.

Skills and Responsibilities

• Analyze system linkages and interactions
• Own projects from planning to completion
• Partner with leadership to ensure quality and timeliness
• Mentor and develop team members
• Address conflicts and escalate issues appropriately
• Uphold professional and technical standards

Key Responsibilities

• Supervise and coach teams to deliver solutions
• Manage client accounts and workstreams
• Provide insights on business challenges
• Develop financial models based on discounted cash flow
• Assist in proposals and industry research
• Analyze complex problems to produce high-quality deliverables

Minimum Requirements

• Bachelor's Degree in Accounting, Finance, Business Administration, Economics, or related field
• At least 6 years of relevant experience

Preferred Qualifications

• MBA or advanced degrees in Business Analytics, Financial Mathematics, or related fields
• Experience leading project work streams and engaging with senior leadership
• Skills in financial modeling, financial statement analysis, and strategy frameworks

Additional Information

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

PwC is an equal opportunity employer. We consider all qualified applicants regardless of race, color, religion, national origin, sex, age, disability, or other protected status.

The salary range for this position is $100,000 - $232,000, plus potential bonuses. Benefits include medical, dental, vision, 401k, and more. For details, visit https://pwc.to/benefits-at-a-glance.