Talent.com
FS Asset Wealth Management Consultant - Sr. Manager
FS Asset Wealth Management Consultant - Sr. ManagerPwC (US) • New York, NY, US
FS Asset Wealth Management Consultant - Sr. Manager

FS Asset Wealth Management Consultant - Sr. Manager

PwC (US) • New York, NY, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Operations Consulting Senior Manager

At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance. As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements.

Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our firm.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to :

  • Craft and convey clear, impactful and engaging messages that tell a holistic story.
  • Apply systems thinking to identify underlying problems and / or opportunities.
  • Validate outcomes with clients, share alternative perspectives, and act on client feedback.
  • Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
  • Deepen and evolve your expertise with a focus on staying relevant.
  • Initiate open and honest coaching conversations at all levels.
  • Make difficult decisions and take action to resolve issues hindering team effectiveness.
  • Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The opportunity as part of the Operations Consulting Generalist team you shall lead large teams through the design and implementation of changes to operations, including people, process, and technology. As a Senior Manager you shall lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a significant level to drive project success. This role involves managing delivery from project scoping to conclusion, developing and growing team members, and communicating complex information effectively.

Responsibilities - Lead large teams through operational changes - Design and implement changes to operations - Assure operational excellence in project delivery - Interact with clients at a senior level to drive success - Manage project delivery from scoping to conclusion - Develop and grow team members - Communicate complex information effectively

What you must have - Bachelor's Degree - 7 years of experience

What sets you apart - Master's Degree in Business Administration / Management, Operations Management / Research, Finance, Accounting, Engineering, Computer and Information Science preferred - CFA, CFP, Financial Securities licenses (e.g., Series 6, Series 7) - In-depth knowledge in Asset and Wealth Management industry - Proficiency in digital wealth management solutions - Proficiency in financial operations and statutory reporting - Experience with business intelligence and performance management tools - Leadership in strategic and creative thinking - Proven ability in coaching and developing team members - Exceptional communication and relationship-building skills

Travel requirements up to 80%

[job_alerts.create_a_job]

Wealth Management Consultant • New York, NY, US

[internal_linking.similar_jobs]
Asset Manager

Asset Manager

Enterprise Residential • New York City, New York, USA
[job_card.full_time]
We support community development organizations on the ground aggregate and invest capital for impact advance housing policy at every level of government and build and manage communities ourselves.S...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
US Tax Director for Asset & Wealth Management

US Tax Director for Asset & Wealth Management

HA Global Talent • New York, NY, United States
[job_card.full_time]
A leading global financial services tax practice is seeking a Senior Manager / Director - US Tax professional.In this role, you will manage multi-jurisdictional client engagements, lead US tax compli...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Financial Service Senior Consultant Wealth & Asset Management PMO

Financial Service Senior Consultant Wealth & Asset Management PMO

Sia • New York City, New York, USA
[job_card.full_time]
Client delivery as part of an on-site or remote project team able to define the framework and structure of deliverables carrying out the production of complex deliverables .Manage the work act...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Planning Specialist

Wealth Planning Specialist

Capital Group • New York, NY, United States
[job_card.full_time]
I can succeed as a Wealth Specialist at Capital Group.As a Wealth Specialist at Capital Group,.Private Wealth Advisors to deliver high-impact financial planning analyses, trust and estate strategie...[show_more]
[last_updated.last_updated_30] • [promoted]
Private Equity M&A (Asset Management) Mid-Level / Senior Associate

Private Equity M&A (Asset Management) Mid-Level / Senior Associate

Mosaic Recruits • New York, NY, US
[job_card.full_time]
Private Equity M&A (Asset Management) – Mid-Level / Senior Associate.DC, Boston, Philadelphia, New york.Seeking a highly qualified associate with. The ideal candidate will have demonstrated ...[show_more]
[last_updated.last_updated_30] • [promoted]
Wealth Management Advisor

Wealth Management Advisor

MassMutual Metro NY • New York, NY, US
[job_card.full_time]
We’re looking for driven, client-focused professionals to join our growing team as.In this role, you’ll have the chance to establish a dynamic advisory practice centered on guiding affl...[show_more]
[last_updated.last_updated_30] • [promoted]
Senior Wealth Planner

Senior Wealth Planner

Neuberger Berman • New York, NY, US
[job_card.full_time]
The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group responsible for constructi...[show_more]
[last_updated.last_updated_30] • [promoted]
Wealth Planner Associate

Wealth Planner Associate

Cerity Partners • New York City, New York, USA
[job_card.full_time]
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values.This colleague will support a Wealth Advisor in managing client relationships.A...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Senior Consultant - Business Transformation (Asset Management) (NY)

Senior Consultant - Business Transformation (Asset Management) (NY)

CrossCountry Consulting • New York, NY, US
[job_card.full_time]
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not ju...[show_more]
[last_updated.last_updated_30] • [promoted]
Consultant - Wealth & Asset Management

Consultant - Wealth & Asset Management

Capco • New York, NY, US
[job_card.full_time]
Consultant - Wealth & Asset Management.Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Director, Wealth Management Operations Strategy

Director, Wealth Management Operations Strategy

Morgan Stanley • New York, NY, US
[job_card.full_time]
Director, Wealth Management Operations Strategy.We are seeking an ambitious and detail-oriented Director to join our Wealth Management Operations Strategy team. In this position, you will play a key...[show_more]
[last_updated.last_updated_30] • [promoted]
Director, Wealth Management Coach

Director, Wealth Management Coach

TIAA • Hackensack, New Jersey, USA
[job_card.full_time]
The Director Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial spectrum aligned with t...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Asset & Wealth Management, Multi Asset Solutions, Portfolio Management Associate

Asset & Wealth Management, Multi Asset Solutions, Portfolio Management Associate

Goldman Sachs • New York, NY, US
[job_card.full_time] +1
Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset Management Division at Goldman Sachs. It designs and develops comprehensive investment management soluti...[show_more]
[last_updated.last_updated_30] • [promoted]
Citi Wealth - Wealth Relationship Manager - Woodside / Northern Blvd

Citi Wealth - Wealth Relationship Manager - Woodside / Northern Blvd

Citigroup • New York, NY, US
[job_card.full_time]
Citi Wealth - Wealth Relationship Manager - Woodside / Northern Blvd.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from aro...[show_more]
[last_updated.last_updated_30] • [promoted]
Wealth Management Market Director - Lead Advisor Teams

Wealth Management Market Director - Lead Advisor Teams

JPMorgan Chase & Co. • New York, NY, United States
[job_card.full_time]
A leading financial services provider is seeking a Market Director of Wealth in New York.In this role, you will cultivate a customer-obsessed culture and lead a team of Financial Advisors to delive...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Index Manager, Multi-Asset & Wealth Benchmarks

Index Manager, Multi-Asset & Wealth Benchmarks

S&P Global • New York, New York, United States
[job_card.full_time]
This job is with S&P Global, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.About the Rol...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Associate, Asset Management

Associate, Asset Management

Realterm • New York, NY, United States
[job_card.full_time]
Realterm is a real estate operator whose employees have a track record of capitalizing on durable insights into the supply and demand of real assets through the global supply chain.Realterm seeks t...[show_more]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds Team, Associate - Chicag[...]

Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds Team, Associate - Chicag[...]

Goldman Sachs Bank AG • New York, NY, United States
[job_card.full_time] +1
Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds Team, Associate - New York location_on New York, New York, United States. A career with Goldman Sachs Asset & Wealth Management...[show_more]
[last_updated.last_updated_variable_days] • [promoted]