Manager - Wealth Management (Financial Institutions Practice)

Boston Consulting Group; New York (NY); On-site; USD 190,000 - 230,000; Full time

Job summary

Boston Consulting Group is seeking a Manager – BCG Vantage to deliver U.S. wealth management expertise within the Financial Institutions Practice. You will partner with global teams to produce data-driven advisory for Asset & Wealth Management clients and help structure complex business solutions.

You will develop intellectual property, support proposals and go-to-market efforts, and may line-manage junior colleagues. Occasional travel to client sites is expected.

Qualifications

• 5+ years as management consultant focused on the U.S. wealth management industry.
• 6+ years of experience at wealth management firms if no consulting experience.
• Familiarity with asset/investment management beneficial.
• Bachelor's Degree with strong academic achievements; advanced degree preferred.
• Strong business acumen, analytical & problem-solving skills.
• Exceptional PowerPoint & Excel skills; aptitude with AI-powered tools; fluency in English.
• Outstanding interpersonal and communication skills in a global team.

Responsibilities

• Collaborate with global teams to deliver U.S. wealth management expertise.
• Develop and provide expert advisory backed by comprehensive analyses.
• Serve as a thought partner and content expert to case teams and leaders.
• Drive development of intellectual property and knowledge assets; support go-to-market efforts.
• Occasional travel to client sites for staffing assignments.

Skills

Wealth management expert

Stakeholder communication

Clear narratives

Portfolio management

Knowledge assets

Mentoring juniors

Ambiguity handling

Education

Bachelor's Degree

Advanced degree preferred

Tools

Alteryx

PowerPoint

Excel

AI tools

Job description

Who We Are

Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.
To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures—and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.

What You'll Do

As a Manager – BCG Vantage on our Topic Activation path within BCG's Financial Institutions Practice Area, you will collaborate and partner in a growing global team, providing U.S. wealth management industry expertise and insights to regional and global Asset & Wealth Management clients. You will work together with case and proposal teams to develop and provide expert advisory backed by comprehensive analyses. You’ll serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex business issues. While contributing to client cases, occasional travel to serve clients onsite during staffing assignments is expected.

Additionally, as a Manager – BCG Vantage you will drive development of intellectual property and knowledge assets to support the wealth management business, serving as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area, whilst working with business leaders to drive proposals & go-to-market efforts. As a Manager – BCG Vantage, you may line manage junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support.

BCG’s Financial Institutions Practice Area helps clients navigate a rapidly evolving business landscape. We support clients in adapting to market evolutions, dynamic client expectations, digital disruption, and regulatory shifts. Within the Asset & Wealth Management sector specifically, we help firms develop differentiated value propositions, accelerate growth, optimize cost structures, and enhance client engagement—connecting strategy and technology to transform how organizations work and build lasting competitive advantage in an increasingly complex market.

YOU'RE GOOD AT

• Recognized as U.S. wealth management subject matter expert and thought partner, excelling at solving complex business problems through relevant analytical approaches, including leveraging large and complex data sets and tools such as Alteryx to generate insights and develop customized solutions
• Inserting yourself into the business and establishing credibility by taking positions/drawing conclusions on a range of challenges
• Communicating with senior stakeholders, demonstrating the ability to engage your audience effectively with evidence-based insights that turn complex content into clear, compelling narratives
• Managing a portfolio of projects, with strong awareness of business priorities and commercial impact
• Driving development and maintenance of knowledge assets e.g. tools, topic materials, based on different client contexts
• Training, coaching, and mentoring junior team members
• Working in an ever changing and complex environment, and comfortable with ambiguity and navigating a fast-paced environment

What You'll Bring

• 5+ years as management consultant with focus on the U.S. wealth management industry required; candidates who served as in-house strategy consultant embedded within a wealth management firm preferred
• In lieu of consulting experience, 6+ years of experience at wealth management firms required; candidates with direct exposure to corporate/business strategy viewed as a differentiator
• Familiarity with asset/investment management beneficial
• Bachelor's Degree with strong academic achievements required (advanced degree preferred)
• Strong business acumen, superior analytical & problem-solving skills, and conceptual framing capabilities
• Exceptional PowerPoint & Excel skills and aptitude for leveraging and rapidly developing proficiency with AI-powered tools; fluency in English
• Outstanding interpersonal and communication skills to interact with internal and external stakeholders while working in a global collaborative team environment

Who You'll Work With

As a Manager – BCG Vantage on our Topic Activation path, you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities to the service of our internal and external clients. Our team is made up of a diverse pool of BCG Vantage positions that allow us to pursue exciting, innovative BCG Vantage careers.

Additional info

BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations.

With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams.

Client Focus (Embedded Expertise)

• Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets

Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions)

• Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients

Research (Practice Topic and Sector-Aligned Research and Insights)