Wealth Management Strategy Manager

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

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.