Senior Consultant - Wealth & Asset Management

Company: Siapartners
Location: New York
Posted on: November 13, 2024

Job Description:

Company DescriptionSia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve USD 420 million in turnover for the current fiscal year. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide. Through our Consulting for Good approach, we strive for next-level impact by developing innovative CSR solutions for our clients, making sustainability a lever for profitable transformation.Why Join The Sia Village?Excellence - Entrepreneurship - Innovation - Teamwork - Care & Support - Employee WellbeingThese are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.Your experience at Sia Partners will be enriched by a(n):

• Career advocacy program that supports achieving professional development goals through guidance and real-time feedback
• Continuous learning & development opportunities
• Diversity, equity, and inclusion programs with an ever-growing list of global affinity initiativesJob DescriptionConsulting Skills
  • Client delivery as part of an on-site or remote project team
  • Demonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignment, conducts regular points of progress
  • Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management
  • Manage, organize and prioritize work activities & assignments to achieve deadlines while communicating effectively with clients, internal stakeholders and leadership
  • 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
  • Utilize higher-level methodological concepts to prepare 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
  • Collaborate with internal and client project team members, and contribute to internal communications and readiness activity within the program team and with client groups
  • 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 informationBusiness Expertise Skills
    • Support practice, thought leadership, and people development activities firmwide
    • Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain
    • Share experiences related to business issues and demonstrate a capacity for knowledge transfer amongst peers and junior staff
    • Help contribute and support Sia's growing U.S. Wealth & Asset Management practice
    • Be a great teammateBusiness Development Skills
      • Write business proposals and presentations autonomously
      • Detect, trace, and qualify business opportunities
      • Relay information relevant to new business activities and prospects to manager, team, and business unit/line leadersPeople Management Skills
        • Supervise a project team internally and on client assignment
        • Embody the firm's values of excellence, entrepreneurship, innovation, teamwork, care and support, and employee wellbeing into their management styleQualifications
          • Bachelor's degree required preferably in a Business or related field
          • 3+ years of recent client-facing management consulting experience
          • Previous working experience around Wealth & Asset related projects
          • FS background preferred
          • Moderate knowledge and skill in consumer banking and payments
          • Trained to moderate knowledge and skill in project management
          • Experience supporting client interview sessions - taking accurate notes, providing meeting minutes, scheduling client meetings, etc.
          • Experience supporting the construction of executive presentations
          • Proven communication, interpersonal, and organizational skills
          • Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients
          • Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision
          • An ability to transform your domain knowledge and project experiences into published content for Sia Partners InsightsAdditional Information
            • $116-119K + Annual Discretionary Bonus
            • Healthcare coverage that includes medical, dental, vision and life insurance policies
            • Generous time off
            • Parental leave paid at 100% of base pay for all new parents regardless of gender
            • Building Healthy Families Program
            • 9 Company Holidays + 1 Floating Holiday
            • 401(k) Plan - 4% matching on day 1
            • College save-up plan & college loan repayment plan
            • Monthly cell phone stipend
            • Gym Reimbursement through firm medical planOur Commitment To DiversityDiversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners' DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We're confident that promoting DEIB creates an environment in which everyone can reach their full potential.Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:
              • Gender equality (global Gender Equality Index score of 93/100 for 2023)
              • LGBTQ+
              • Working Parents
              • DisabilitiesHybrid Workplace GuidelinesSia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business/market needs. At this time, in-person requirements are issued by departments (Business Unit/Business Line) and vary by office location. Consultants are expected to have the ability to be flexible with work location depending on business needs and live within a reasonable distance to the office.Work Authorization & SponsorshipAt this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.
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Keywords: Siapartners, New York , Senior Consultant - Wealth & Asset Management, Professions , New York, New York