Manager, Wealth & Asset Management (FSI)

SIA; New York (NY); On-site; USD 140,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision

Company-paid life and AD&D

401(k) with company match

HSA and FSA options

Paid parental leave

Paid holidays

Job summary

Sia is a next-generation global management consulting group seeking a Manager in Wealth & Asset Management (FSI) in New York. The role focuses on strategy, operating model transformation, AI, data and technology modernization across global asset managers, custodians, and institutional banks and providers.

The ideal candidate has deep expertise in wealth and asset management operations, strong consulting and delivery leadership, and 7+ years of experience in financial services.

Qualifications

• Experience in wealth and asset management operations, platforms, and vendor solutions across portfolio management, IBOR/ABOR, OMS/EMS, trading and middle-office workflows, custody, performance and attribution.
• Strong consulting, stakeholder management, and delivery leadership capabilities are required.
• Sales & business development experience to originate opportunities and develop relationships.

Responsibilities

• Demonstrate wealth and asset management operations expertise across client onboarding, KYC/AML, portfolio administration, trade support, and reconciliations.
• Understand product and service requirements for equities, fixed income, funds, ETFs, custody, and related solutions.
• Translate complex concepts to senior stakeholders and define end-to-end client lifecycle from onboarding to reporting.
• Shape delivery approaches, roadmaps, and vendor considerations for client solutions.
• Lead and mentor consultants, contribute to recruiting and capability-building.

Skills

Wealth & Asset Management operations

Consulting

Stakeholder management

Delivery leadership

Team coaching

Business development

Education

Bachelor’s degree in Finance, Business or Engineering or related field

Master’s degree preferred

Tools

OMS/EMS

IBOR/ABOR

Custody systems

Job description

Manager, Wealth & Asset Management (FSI)

• Full-time
• Compensation: USD 140000 - USD 150000 - yearly

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes.

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment.

As a ManagersupportingourWealth & Asset Managementpractice,youwill lead client engagements focused onstrategy, operating model transformation, AI, data and technology modernizationacrossglobal asset managers, custodians and institutional banks andproviders.

The ideal candidate brings deepexpertiseinwealth and asset managementoperations (e.g., trade lifecycle, post-trade processing, middle office, or data management) combined with strong consulting, stakeholder management, and delivery leadership capabilities.

Responsibilities:

In this role, you are expected to:

DemonstrateWealth & Asset ManagementOperationsExpertise:Bring strong working knowledge of wealth and asset management operations, including client and account onboarding, Know Your Customer and Anti-Money Laundering processes, portfolio administration, trade support, cash and asset movements, custody, fund and portfolio accounting, asset servicing, fee processing, reconciliations and exception management, performance reporting, and client servicing.

Apply Knowledge of Financial Markets,Products& Client Solutions:Understand the operational requirements associated with wealth and asset management products and services, including equities, fixed income, mutual funds, exchange-traded funds, separately managed accounts, alternative investments, retirement products, trusts, managed portfolios, lending products, cash management, and custody services.

Translate Technical Concepts into Business Solutions:Explain complex wealth and asset management operational concepts in a clear and practical manner for senior business, advisory, investment, operations, technology, risk, compliance, and regulatory stakeholders.

Understand the End-to-End Client and Investment Lifecycle:Identify how evolving client expectations, investment products, digital capabilities, and service models affect front-to-back processes, including client acquisition and onboarding, account setup and maintenance, suitability and investment restrictions, portfolio construction, trade execution and settlement, asset servicing, fee billing, performance measurement, client reporting, and integration with legacy platforms.

NavigateRegulatory,Risk&ControlConsiderations:Understand the regulatory and control environment surrounding wealth and asset management operations, including fiduciary obligations, suitability, client protection, custody, books and records, privacy, financial crime compliance, operational risk, third-party risk, business resiliency, data governance, and supervisory expectations.

ShapeClientSolutions&DeliveryApproaches:Support clients in definingwealthoperationstrategies, use cases, business cases, implementation roadmaps, vendor or platform considerations, pilot design, testing approaches, and adoption plans.

Support Business Development:Support management with expansion of client opportunities through account knowledge, cross-selling, proposal development, commercial discussions, and relationship building across new and existing clients.

Coach & Develop Teams:Supervise, mentor, and evaluate consultants, set clear goals, provide feedback, address team challenges, and contribute to recruiting and capability-building efforts.

Contribute to Firm Leadership:Share knowledge and best practices, support internal initiatives, represent Sia externally, and serve as a role model for consultants through professionalism, ownership, andleadership by example.

These qualifications are intended to reflect what may helpa candidatesucceed asanManagerat Sia. We recognize that candidates may not meet every qualification listed, and we encourage you to apply if you are excited about the role, eager to learn, and believe you can contribute to our teams and clients.

Education:Bachelor’s degree inFinance, Business or Engineeringor a related field; master’s degree preferred.

RelevantExperience:7+ years of relevant work experience in management consultingor industryinWealth Management / Asset Managementor relevant roles in Financial Services, including Investment Banking, Sales and Trading, Fixed Income, Equities,MiddleOfficeor Asset Servicing.

Direct, working knowledge of wealth and asset management operations, platforms, and vendor solutionsacross portfolio management, IBOR/ABOR, OMS/EMS, trading and middle-office workflows, custody, performance and attribution, alternatives, ETFs, managed accounts, reconciliations, exceptions, and operational controls.

Strong industry knowledge across wealth and asset management, with the ability to confidently discuss wealth platforms, SMA/UMA models, investment operations, trading workflows, AI use cases, and operating model transformation.

Sales & Business Development:Provenabilityto originate new business opportunities and create new revenue streams byidentifyingclient needs, developing relationships, shaping consulting solutions, and converting opportunities into sold work.

ConsultingSkillset:Strong communicationskills, analytical thinking, attention to detail, ownership, teamwork, intellectual curiosity, and a willingness to learn in a fast-paced, client-facing environment.

Sia invests in total rewards that support how our people work, live, and grow.

Compensation

• Base Salary: $140,000–$150,000. Actual compensation within this range will bedeterminedbased on experience, qualifications, geographic location, and other job-related factorspermittedby applicable law.
• Annual Performance Bonus
• Medical, dental, and vision; company-paid life and AD&D; voluntary supplemental insurance and EAP
• 401(k) with company match and immediate vesting; HSA and FSA options
• College savings and student loan repayment programs
• Paid parental leave; generous PTO, nine company holidays, and one floating holiday
• Cell phone stipend; well-being and professional development programs
• Benefits are subject to applicable plan terms and eligibility requirements.

Workplace

Sia values in-person collaboration. When serving clients, consultants maybe requiredto work onsite at a client location based on engagement needs. Between client engagements, consultants are expected to work from a Sia office or approved coworking location at least three days per week. Candidates shouldresidewithin a reasonable commuting distance of a Sia office or approved coworking location. Sia maintains offices and coworking arrangements across multiple U.S. markets,includingNew York City, Charlotte, Greater Seattle, San Francisco Greater Bay Area,Los Angeles,Houston, Atlanta, Baltimore, Chicago,Washington D.C.

Work Authorization

Applicants must be legally authorized to work in the United States at the time of application and throughout their employment. This position is not eligible for employment visa sponsorship now or in the future.

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.

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.

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