Manager - Wealth & Asset Management

4 weeks ago

New York, United States Sia Partners Full time
Company Description

Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation.

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
  • Career advocacy program that supports achieving professional development goals through guidance, and real-time feedback
  • Continuous learning & development opportunities
  • Diversity, equity, and inclusion programs with an ever-growing list of global affinity initiatives
Job Description

Consulting
  • 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, activities, and timelines of work for both themselves and their team,
  • identifies priorities and workflows for interested parties
  • Utilizing a higher-level understanding of methodological concepts, coaches teammates
  • in preparing 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
  • Present complex ideas, critical points and decisions required to team members and
  • client contacts, including middle and top management
  • 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
  • Manages internal team by promoting teamwork, motivate and help consultants to
  • improve
  • Demonstrate credibility and legitimacy with client, capable of challenging client
  • approaches and provide new directions, allowing the customer to evolve and deepens
  • relationship
  • Defines the project framework and organization, managing one or different projects at a
  • time, guarantees the follow-up of these assignments
  • 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
  • Support practice, thought leadership, and people development activities firmwide
  • Assures and strengthens a specific expertise that is recognized internally and also by the customer on certain subjects; speaks about the expertise during external events
  • Maintains a deep understanding of business concepts, issues and challenges and key knowledge to master a business expertise
  • Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain
  • Contribute to the development of new solutions in own areas of expertise
  • Takes a leading role within internal firm knowledge-share activities and organizations, ensuring complete knowledge and competency transfer to other consultants
Business Development
  • Detects and qualifies business opportunities, maintains client relationships, and coordinates the writing of business proposals
  • Identifies new solutions and adapts to client needs
  • Actively engaged in go-to-market, market facing and origination, as well as creating awareness, building the brand, and increasing reputational capital of Sia Partners
  • Maintains lasting relationships with clients to develop a personal network
Meets defined revenue targets
  • Minimum Revenue Generated: [$250K]
  • Minimum Managed Revenue: [$500K]
People Management
  • Supervises and animates a team project; establishes goals; coaches and evaluates the consultants with focus on the development of Associate Manager
Qualifications
  • Minimum 5-7 years of management consulting experience, including 3 years in team management and business development/sales.
  • Knowledge of the full Wealth and/or Asset Management value chain (Front Office, Middle Office, Back Office)
  • Experience in complex transformations or technology implementations in Wealth and/or Asset Management, including business analysis, sourcing model, data model, organizational model, and technical architecture
  • Experience in designing future state operating models in Wealth and/or Asset Management due to various change catalysts (e.g., core platform change, new product, merger/acquisition, start up, cost reduction, outsourcing, globalization)
  • Specific subject matter expertise regarding transformation and a strong business understanding of Wealth and/or Asset Management products and services
  • Growth focused professional with proven track record of exceeding personal revenue goals through exceptional client delivery
  • Desire to build an opportunity with an organization that fosters their entrepreneurial spirit
  • Willingness to be hands-on and get "in the weeds" as a doer when needed
  • Proven track record of originating sales pursuits and closing sales, creating solutions to complex business programs, operational excellence, and strong understanding of consultative sales approach
  • Drive profitability and position for continued growth and expansion
  • Ability to drive relationships within C-Suite and other senior executives to understand their organizational needs and recommend solutions that add value to their business
  • Team player with outstanding interpersonal and demonstrated leadership skills
  • Bachelor's degree required in business or related field; advanced degrees welcome
  • Proven track record in selling regulatory solutions to various industries
  • Ability to build, manage and foster a team-oriented environment and to mentor team members
  • Excellent communication and presentation skills
  • Dynamic and able to achieve results with an entrepreneurial mindset
Additional Information

Compensation & Benefits
  • $128-180K + Annual Discretionary Bonus
  • Healthcare coverage that includes medical, dental, vision and life insurance policies
  • Generous time off
  • Parental leave paid at 100% of base pay for all new parents regardless of gender
  • Building Healthy Families Program
  • 9 Company Holidays + 1 Floating Holiday
  • 401(k) Plan - 4% matching on day 1
  • College save-up plan & college loan repayment plan
  • Monthly cell phone stipend
  • Commuter Benefits
  • Gym Reimbursement through firm medical plan
Our Commitment To Diversity

Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential.

Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:
  • Gender equality (global Gender Equality Index score of 93/100 for 2023)
  • LGBTQ+
  • Race & Ethnicity
  • Working Parents
  • Disabilities

Hybrid Workplace Guidelines

Sia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business/market needs. At this time, in-person requirements are issued by departments (Business Unit/Business Line) and vary by office location. Consultants are expected to have the ability to be flexible with work location depending on business needs and live within a reasonable distance to the office.

Work Authorization & Sponsorship

At this time, Sia Partners 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 Partners 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.

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