Manager - Wealth & Asset Management

About the position

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. Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. 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.

Responsibilities

• 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.
• 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.
• 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.
• Supervises and animates a team project; establishes goals; coaches and evaluates the consultants with focus on the development of Associate Manager.

Requirements

• 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.

Benefits

• $140-170K + Annual Discretionary Bonus.
• Healthcare coverage that includes 3 medical plan options: Anthem – EPO HSA, EPO HSA MERP, and PPO; dental and vision through MetLife; and life insurance policies through Mutual of Omaha.
• Flexible Spending Account (FSA).
• Paid Time Off.
• Parental leave paid at 100% of base pay for all new parents.
• 9 Company Holidays + 1 Floating Holiday.
• 401(k) Plan - 4% matching and vested on day 1.
• College save-up plan & college loan repayment plan.
• Monthly cell phone stipend.
• Pre-tax account for Parking and Mass Transit.
• Sia provides several wellness and incentive programs free of charge through the firm medical plan – Anthem - such as Gym Reimbursement, LiveHealth Online, Well-being Coach, Building Healthy Families Program, and much more.