Manager - Wealth & Asset Management

About the position

Sia is a next-generation, global management consulting group founded in 1999, specializing in strategy and management consulting. Our expertise is augmented by data science and creativity, driving responsibility and optimism for change. We help clients navigate transformation, particularly in the financial services sector, which has undergone significant changes due to regulatory constraints and emerging technologies. Our Financial Services Business Unit offers a comprehensive suite of capabilities to help clients address complex challenges and seize new opportunities. We value excellence, entrepreneurship, innovation, teamwork, care, and support, fostering a sense of community within our offices. Our consultants are supported in their professional development through guidance, feedback, and continuous learning opportunities.

Responsibilities

• Client delivery as part of an on-site or remote project team, defining the framework and structure of deliverables.
• Manage work, activities, and timelines for themselves and their team, identifying priorities and workflows.
• Coach teammates in preparing client deliverables using tools like PowerPoint, Excel, Access, MS Project, and Visio.
• Present complex ideas and decisions to team members and client contacts, including middle and top management.
• Perform research and business analysis to solve customer challenges and present tailored solutions using quantitative and qualitative data.
• Manage internal teams by promoting teamwork and motivating consultants.
• Demonstrate credibility with clients, challenging their approaches and providing new directions.
• Define project frameworks and manage multiple projects, ensuring follow-up on assignments.
• Provide status reporting on progress, dependencies, issues, risks, and overall program health.
• Maintain program sites as repositories for project information.
• Support practice, thought leadership, and people development activities firmwide.
• Cultivate knowledge related to specific business challenges and contribute to the development of new solutions.
• Detect and qualify business opportunities, maintain client relationships, and coordinate business proposals.
• Identify new solutions and adapt to client needs, engaging in market-facing activities.
• Supervise and coach team members, establishing goals and evaluating performance.

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.
• Experience in designing future state operating models in Wealth and/or Asset Management.
• Specific subject matter expertise regarding transformation and a strong business understanding of Wealth and/or Asset Management products and services.
• Proven track record of exceeding personal revenue goals through exceptional client delivery.
• Desire to build an opportunity with an organization that fosters entrepreneurial spirit.
• Willingness to be hands-on and get involved in project execution.
• Proven track record of originating sales pursuits and closing sales.
• Ability to drive relationships within C-Suite and other senior executives.
• 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.

Nice-to-haves

• Advanced degrees in business or related fields.
• Experience in regulatory solutions sales.
• Experience in a consulting environment with a focus on financial services.

Benefits

• Compensation range of $128-180K + Annual Discretionary Bonus.
• Healthcare coverage with multiple plan options, dental and vision insurance, and life insurance.
• Flexible Spending Account (FSA).
• Paid Time Off and parental leave at 100% of base pay for all new parents.
• 9 Company Holidays + 1 Floating Holiday.
• 401(k) Plan with 4% matching, vested on day 1.
• College save-up plan and college loan repayment plan.
• Monthly cell phone stipend.
• Pre-tax account for Parking and Mass Transit.
• Wellness and incentive programs through the firm medical plan.