Wealth Management Industry Expert

3 weeks ago

New York, New York, United States Slalom Full time
Role Overview

This is a leadership position within Slalom's global team, focusing on wealth management. The ideal candidate will have extensive experience in the industry, with a proven track record of success in consulting and advisory roles. The role requires strategic guidance and advisory services to clients, including portfolio management, client onboarding, risk assessment, and regulatory compliance.

Key Responsibilities
  • Provide strategic guidance and advisory services to clients in the wealth management industry.
  • Drive $5M+ in attributed sales & revenue across client engagements.
  • Conduct in-depth analysis of market trends, regulatory changes, and competitive landscapes to inform client strategies and decision-making processes.
  • Develop and implement innovative solutions to address client challenges, such as risk management, regulatory compliance, market expansion, and product development.
  • Lead and manage consulting engagements with a utilization target of 40%, ensuring the delivery of high-quality solutions that meet client objectives and exceed expectations.
  • Cultivate a culture of inclusion and connection across the capital markets community at Slalom.
  • Drive thought leadership both internally and externally to build brand awareness around our expertise in the capital markets industry.

Requirements
  • Extensive experience (15+ years) and deep domain expertise in the wealth management, asset management, or financial services industry.
  • History of building and managing sales pipelines of $5M+.
  • Strong understanding of financial advisory services, wealth management operations, portfolio management, and regulatory compliance.
  • Knowledge of the latest trends in wealth management, including digital tools, robo-advisory, and alternative investments.
  • Familiarity with digital wealth management platforms, data analytics, and fintech innovations.
  • Excellent communication and interpersonal skills, with the ability to build rapport and credibility with clients at all levels of an organization.
  • Proven leadership abilities, including experience managing consulting engagements, leading teams, and driving results.
  • Advanced degree in finance, business administration, economics, or a related field preferred.
  • Professional certifications such as CFA, FRM, or CPA are a plus.

About Slalom

Slalom is a next-generation professional services company creating value at the intersection of business, technology, and humanity. With our fiercely human approach, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by over 700 technology partners, our nearly 12,000 team members in eight countries and 49 offices help people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For nine years running.

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