Asset & Wealth Management Strategy & Transformation

Frankfurt, Munich, Berlin
asset-management, Management Consulting, Change & Transformation
Perm
Hybrid

Consultant | Senior Consultant | Manager
Germany | Hybrid


Help Shape the Future of Asset & Wealth Management

The Asset & Wealth Management industry is evolving faster than ever before. Digital transformation, private markets, ESG, artificial intelligence, regulatory change and changing investor expectations are redefining how asset managers operate, compete and grow.

We’re partnering with a leading Financial Services consultancy to expand its Asset & Wealth Management practice across Germany.

This is an opportunity to work alongside some of Europe’s most experienced consultants, supporting global asset managers, wealth managers, investment managers and alternative investment firms as they deliver complex business and technology transformation programmes.

Whether you’re helping define a future operating model, launching new investment products, improving front-to-back processes or delivering large-scale transformation initiatives, you’ll have the opportunity to work on projects that genuinely influence the future of the investment management industry.

If you’re looking for greater responsibility, exposure to senior stakeholders and the opportunity to accelerate your consulting career, we’d love to speak with you.


Why Join This Consultancy?

This isn’t a traditional consulting environment.

You’ll join a specialist Financial Services consultancy with an outstanding reputation for delivering high-impact transformation programmes across Asset & Wealth Management, Banking, Capital Markets and Insurance.

Rather than being one of thousands of consultants, you’ll work within a collaborative, entrepreneurial environment where your ideas are encouraged, your contribution is recognised and your career progression is driven by performance rather than tenure.

You’ll work alongside experienced Partners and industry specialists who combine strategic thinking with hands-on delivery, helping clients solve some of the sector’s most complex challenges.

The consultancy continues to invest heavily across Germany as demand for transformation expertise continues to grow.


Why Asset & Wealth Management?

Few sectors are changing as quickly.

Clients are investing heavily across:

  • Operating Model Transformation
  • Front-to-Back Transformation
  • Private Markets & Alternatives
  • Wealth Management
  • Digital Platforms
  • AI & Automation
  • Data & Analytics
  • Product Innovation
  • Distribution Strategy
  • Sustainability & ESG
  • Regulatory Change

As a consultant, you’ll work with leading investment firms to design future operating models, improve efficiency, optimise investment processes and deliver meaningful change across the business.

Every engagement presents a different challenge, providing continuous learning and exposure to a diverse range of clients and projects.


What You’ll Be Helping Clients Achieve

Depending on your level of experience, you’ll support or lead transformation programmes across the Asset & Wealth Management industry.

Typical projects include:

  • Designing future Target Operating Models (TOM)
  • Delivering front-to-back business transformation
  • Improving operating efficiency across investment management functions
  • Supporting digital transformation and technology-enabled change
  • Developing business cases and strategic roadmaps
  • Optimising investment operations and middle-office functions
  • Enhancing client servicing and distribution capabilities
  • Supporting product development and product governance initiatives
  • Delivering organisation design and change management programmes
  • Advising on regulatory change including UCITS, AIFMD, MiFID II, PRIIPs, SFDR and CSRD
  • Supporting automation and AI-enabled transformation initiatives
  • Working alongside business and technology stakeholders to deliver large-scale change

Projects typically combine strategy, transformation and implementation, giving consultants exposure across the full project lifecycle.


Who You’ll Work With

You’ll collaborate with senior leaders across some of Europe’s leading financial institutions, including:

  • Asset Managers
  • Wealth Managers
  • Alternative Investment Managers
  • Private Equity Firms
  • Private Credit Managers
  • Infrastructure Investors
  • Real Estate Investment Managers
  • Fund Platforms
  • Custodians
  • Investment Service Providers
  • FinTechs

Working closely with senior client stakeholders, you’ll gain exposure to strategic decision-making while helping organisations deliver measurable business outcomes.


You’ll Probably Recognise Yourself If…

You’ve already built a strong foundation within consulting or Financial Services and enjoy solving complex business problems.

You may currently be working:

  • Within a specialist Financial Services consultancy
  • At a Big Four consulting firm
  • For an Asset Manager
  • Within Wealth Management
  • At an Alternative Investment Manager
  • Within Investment Operations
  • In Strategy or Transformation
  • In Business Change or Project Delivery

You’ll also bring many of the following:

  • Experience delivering business or technology transformation
  • Strong understanding of Asset or Wealth Management
  • Knowledge of front-to-back investment management processes
  • Experience with Target Operating Model (TOM) design
  • Business analysis and stakeholder management skills
  • Structured problem-solving and analytical thinking
  • Excellent communication and presentation skills
  • The ability to build trusted client relationships
  • A collaborative and proactive approach to consulting

Experience with regulatory frameworks including UCITS, AIFMD, MiFID II, PRIIPs, SFDR or CSRD would be advantageous but isn’t essential.

Fluent German (C1+) and strong English language skills are required.


What’s In It For You?

Beyond competitive compensation, this is an opportunity to build a long-term consulting career within one of Europe’s leading specialist Financial Services consulting environments.

You’ll benefit from:

  • High-profile transformation programmes
  • Direct client exposure from an early stage
  • Structured learning and professional development
  • Clear career progression based on performance
  • Mentoring from experienced Partners and Directors
  • Cross-border project opportunities
  • Hybrid and flexible working
  • A collaborative, supportive culture
  • The opportunity to specialise within one of Financial Services’ fastest-growing sectors

Whether your ambition is to become a recognised subject matter expert or progress into leadership, you’ll be supported every step of the way.


Ready for Your Next Challenge?

If you’re passionate about Asset & Wealth Management and want to work on complex transformation programmes that shape the future of the industry, we’d love to hear from you.

Apply today or contact Fynetra for a confidential discussion about this opportunity and the wider Financial Services consulting market.

Apply for this position

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Frankfurt, Munich, Berlin
asset-management, Management Consulting, Change & Transformation
Perm
Hybrid