Senior Manager, Wealth & Asset Management (FSI)

Sia; New York (NY); On-site; USD 175,000 - 182,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life and AD&D

401(k) with company match

HSA and FSA options

Paid parental leave

PTO and holidays

Cell phone stipend

Professional development

Job summary

Sia, a global management consulting group, seeks a Senior Manager for its Wealth & Asset Management practice in the United States. You will lead client engagements on strategy, operating model transformation, AI, data and technology modernization for global asset managers, custodians and banks.

The ideal candidate brings deep wealth and asset management operations experience, strong consulting and delivery leadership, and proven stakeholder management.

Qualifications

• Bachelor’s degree in Finance, Business or Engineering or a related field; master’s degree preferred.
• 10+ years of relevant work experience in management consulting or industry in Wealth Management / Asset Management or relevant roles in Financial Services, including Investment Banking, Sales and Trading, Fixed Income, Equities, Middle Office or Asset Servicing.
• Direct, working knowledge of 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, 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: Proven ability to originate new business opportunities and create new revenue streams by identifying client needs, developing relationships, shaping consulting solutions, and converting opportunities into sold work.
• Consulting Skillset: Strong communications skills, analytical thinking, attention to detail, ownership, teamwork, intellectual curiosity, and a willingness to learn in a fast-paced, client-facing environment.

Responsibilities

• Demonstrate wealth and asset management operations expertise across onboarding to reporting.
• Understand operational requirements of products and services across equities, fixed income and funds.
• Explain complex wealth and asset management concepts to senior stakeholders.
• Identify end-to-end client and investment lifecycle impacts.
• Understand regulatory and control environment in wealth operations.
• Support defining wealth operation strategies, roadmaps and adoption plans.
• Identify and develop client opportunities, cross-sell and shape solutions.
• Supervise, mentor, and evaluate consultants and managers.
• Represent Sia externally and lead by example.

Skills

Consulting

Stakeholder management

Delivery leadership

Communication skills

Business development

Education

Bachelor’s degree in Finance, Business or Engineering

Master’s degree preferred

Job description

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

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 aSenior 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.

• Drive Business Development:Identify, develop, and expandclient opportunities through account knowledge, cross-selling, proposal development, commercial discussions, and relationship building across new and existing clientswhile contributing to originated and managed revenue targets.

• Coach & Develop Teams:Supervise, mentor, and evaluate consultants and managers, 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 asanSenior Managerat 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:10+ 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.

Compensation & Benefits

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

Compensation

• Base Salary: $175,000–$182,000. Actual compensation within this range will bedeterminedbased on experience, qualifications, geographic location, and other job-related factorspermittedby applicable law.

• Annual Performance Bonus

• Personal Sales Bonus (uncapped)

Benefits

• 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.

Our Commitment

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.