Practice Lead (Wealth Management)

TeamLease Digital Global; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

TeamLease Digital Global seeks a Consulting Leader / Client Partner to head the Asset & Wealth Management practice, working directly with C-suite executives to steer high-impact engagements and define transformation agendas.

You will shape data modernization, analytics, and AI programs, drive client growth, and represent senior leadership in key client interactions across delivery and managed services teams.

Responsibilities

• Practice Growth: Contribute to firm-wide leadership by expanding the Asset Management vertical with differentiated and scalable offerings.
• Strategic Advisory: Act as a strategic thought partner to senior executives and CXOs; shape and drive data modernization, analytics, and AI strategies.
• Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders and proactively identify client needs and opportunities.
• Leadership: Represent the firm's senior leadership in client interactions and collaborate across delivery, consulting, and managed services teams.
• Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture and knowledge initiatives.

Job description

Location: New York City / New Jersey, USA

Experience: 12+ years

About the Opportunity

We are seeking a Consulting Leader / Client Partner to join our Asset & Wealth Management practice.

In this role, you will work directly with C-suite executives and senior leaders at leading investment management firms, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.

This is a partner-track leadership opportunity with direct visibility to the firm's senior leadership team.

Key Responsibilities

Practice Growth

• Contribute to firm-wide leadership by expanding the Asset Management vertical with differentiated and scalable offerings.
• Identify and develop new business opportunities to drive practice growth.

Strategic Advisory

• Act as a strategic thought partner to senior executives and CXOs.
• Build trusted relationships and influence strategic decision-making.
• Shape and drive innovative strategies in data modernization, advanced analytics, and AI.
• Deliver measurable business outcomes through large-scale transformation initiatives.

Client Engagement

• Cultivate long-term, trust-based relationships with senior stakeholders.
• Proactively identify emerging client needs, business opportunities, and innovative solutions.

Leadership

• Represent the firm's senior leadership team in client interactions.
• Collaborate across delivery, consulting, and managed services teams.

Team & Capability Development

• Mentor, recruit, and develop project leads and consultants.
• Contribute to culture-building, knowledge development, and internal initiatives.

Key Qualifications

• 12+ years of relevant experience, with a strong background in the Asset & Wealth Management industry.
• Demonstrated success in winning new business and growing client accounts.
• Recognized executive presence, deep domain expertise, and the ability to navigate complex client organizations.
• Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives.
• Strong relationship-building and advisory skills, with the ability to engage at the highest levels.
• Ability to operate effectively in politically complex environments.
• Entrepreneurial mindset with a proactive, visionary approach to identifying and shaping new opportunities.

Ideal Candidate Profile

A senior consulting leader or client partner with deep Asset & Wealth Management expertise, strong C-suite relationships, and a proven ability to grow consulting practices and lead data, analytics, and AI transformation initiatives.