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Senior Consultant - Wealth & Asset Management
Sia
New York (NY)
On-site
USD 116,000 - 123,000
Full time
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Job summary
An established industry player is seeking a dynamic Wealth Management Consultant to join their innovative team. This role involves delivering exceptional client service, managing complex projects, and contributing to business development efforts. You'll leverage your expertise in financial services to navigate challenges and seize opportunities for clients. Join a collaborative environment that values excellence, entrepreneurship, and continuous learning. With a commitment to employee wellbeing and professional growth, this position offers a unique opportunity to make a meaningful impact in the consulting space.
Benefits
Qualifications
- 3+ years of recent client-facing management consulting experience.
- Experience supporting client interview sessions and executive presentations.
Responsibilities
- Manage, organize, and prioritize work activities to achieve deadlines.
- Collaborate with internal and client project team members.
Skills
Education
Tools
Job description
2 weeks ago Be among the first 25 applicants
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.
Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy.
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.
Why Join The Sia Village?
Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee Wellbeing
These are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.
Your experience at Sia Partners will be enriched by a(n):
- Support with achieving professional development goals through guidance, and real-time feedback
- Continuous learning & development opportunities
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.
Strategy & Management Consulting
Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy.
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.
Why Join The Sia Village?
Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee Wellbeing
These are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.
Your experience at Sia Partners will be enriched by a(n):
- Entrepreneurial journey
- Support with achieving professional development goals through guidance, and real-time feedback
- Continuous learning & development opportunities
Consulting Skills
- Client delivery as part of an on-site or remote project team
- Demonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignment, conducts regular points of progress
- Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management
- Manage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadership
- Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data
- Utilize higher-level methodological concepts to prepare client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables
- Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups
- Provide status reporting of progress, dependencies, issues, risks and overall program health
- Responsible for the work streams of a complex project and takes the lead on simple projects
- Maintain program sites as a repository for all project information
Business Expertise Skills
- Support practice, thought leadership, and people development activities firmwide
- Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain
- Share experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staff
- Help contribute and support Sia’s growing U.S. Wealth & Asset Management practice
- Be a great teammate
Business Development Skills
- Write business proposals and presentations autonomously
- Detect, trace, and qualify business opportunities
- Relay information relevant to new business activities and prospects to manager, team, and business unit/line leaders
People Management Skills
- Supervise a project team internally and on client assignment
- Embody the firm’s values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management style
- Bachelor’s degree required preferably in a Business or related field
- 3+ years of recent client-facing management consulting experience
- Previous working experience around Wealth & Asset related projects.
- FS background preferred
- Moderate knowledge and skill in consumer banking and payments
- Trained to moderate knowledge and skill in project management
- Experience supporting client interview sessions - taking accurate notes, providing meeting minutes, scheduling client meetings, etc.
- Experience supporting the construction of executive presentations
- Proven communication, interpersonal, and organizational skills
- Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients
- Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision
- An ability to transform your domain knowledge and project experiences into published content for Sia Partners Insights
Compensation & Benefits
- $116-123K + Annual Discretionary Bonus
- Healthcare coverage that includes 3 medical plan options: Anthem – EPO HSA, EPO HSA MERP, and PPO; dental and vision through MetLife; and life insurance policies through Mutual of Omaha
- Flexible Spending Account (FSA)
- Paid Time Off
- Parental leave paid at 100% of base pay for all new parents
- 9 Company Holidays + 1 Floating Holiday
- 401(k) Plan - 4% matching and vested on day 1
- College save-up plan & college loan repayment plan
- Monthly cell phone stipend
- Pre-tax account for Parking and Mass Transit
- Sia provides several wellness and incentive programs free of charge through the firm medical plan – Anthem - such as:
- Gym Reimbursement
- LiveHealth Online
- Well-being Coach
- Building Healthy Families Program
- And much more
Actual compensation within that range will be dependent upon the individual’s skills, experience, qualifications, and market location.
Diversity, Equity, Inclusion & Belonging
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. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information.
Office Workplace Guidelines
Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location.
Work Authorization & Sponsorship
At this time, Sia does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).
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.
- Seniority levelAssociate
- Employment typeFull-time
- Job functionConsulting
- IndustriesBusiness Consulting and Services
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