Overview
We are working with a leading global consulting organisation seeking a Manager to join its Wealth Management and Financial Institutions practice.
This role sits at the intersection of industry expertise, strategic advisory, market intelligence, and thought leadership. The successful candidate will work closely with consulting teams, senior industry leaders, and client stakeholders to provide insights, analysis, and expertise across the wealth management sector.
This is an excellent opportunity for an experienced consultant or wealth management professional looking to leverage their industry expertise while contributing to high-profile client engagements, business development initiatives, and intellectual capital development.
Responsibilities
- Provide subject matter expertise and strategic insights across wealth management and financial services engagements
- Support consulting teams with industry research, market analysis, and problem-solving activities
- Partner with senior stakeholders to develop solutions addressing client challenges and growth opportunities
- Contribute to proposal development, business development initiatives, and go-to-market strategies
- Develop thought leadership, market insights, and intellectual property supporting the broader practice
- Analyse industry trends, competitive dynamics, operating models, and emerging business opportunities
- Create high-quality presentations, frameworks, and executive-level deliverables
- Support the development of proprietary tools, methodologies, and knowledge assets
- Mentor and coach junior team members
- Collaborate with global teams across multiple business and industry disciplines
Requirements
- 3+ years of management consulting experience focused on wealth management, asset management, banking, or financial services
- Alternatively, 6+ years of industry experience within wealth management or related financial services sectors
- Strong understanding of wealth management business models, industry trends, and operating environments
- Experience supporting strategy, transformation, growth, or business optimisation initiatives
- Excellent analytical and problem-solving skills
- Strong PowerPoint, Excel, and presentation capabilities
- Outstanding written and verbal communication skills
- Bachelor’s degree required
Preferred Experience
Experience within one or more of the following areas:
- Wealth Management
- Asset Management
- Financial Advisory
- Business Strategy
- Practice Management
- Client Experience & Growth Strategy
- Operating Model Design
- Digital Transformation
- Data & Analytics
- Market Research & Competitive Intelligence
- Thought Leadership & Industry Research
Advanced degrees and professional qualifications are advantageous but not required.
Personal Attributes
- Strategic thinker with strong commercial awareness
- Naturally curious and intellectually driven
- Comfortable working in ambiguous and fast-paced environments
- Strong stakeholder management and influencing skills
- Collaborative team player
- Ability to communicate complex ideas clearly and effectively
- Leadership mindset with experience mentoring others
What’s on Offer
- Exposure to leading wealth management and financial services organisations
- Opportunity to influence strategic decisions across a variety of client engagements
- Collaborative and high-performing team environment
- Strong professional development and career growth opportunities
- Access to industry-leading research, insights, and thought leadership initiatives
- Competitive compensation and benefits package