Financial Service Manager - Wealth & Asset Management

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. 

Strategy & Management Consulting 

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. 

As a Manager in the Wealth & Asset Management Practice, you will apply your prior consulting/industry experience to manage key projects and initiatives for our Financial Services clients. Successful candidates will have 8+ years of consulting experience in asset management: Strategy, Target Operating Model Design or Business Transformation, and Implementation (SDLC/Agile). Our consultants possess exceptional communication, interpersonal and organizational skills. We are seeking critical thinkers with proven writing and presentation skills. If you meet / exceed the requirements for this hiring profile, we’d love to hear from you.

Key Responsibilities

As a core member of the Wealth & Asset Management Practice, you will:

• Deliver on a range of client assignments, usually as part of an on-site project team (some travel may be required)
• Develop working group, senior stakeholder and senior level presentations for stakeholders
• Manage portfolio of work from small to large projects involving platform integration and data conversions
• Work closely with developers to bridge gap between business and technology
• Ability to create system flow charts, sequence diagrams, understand system architecture and translating business requirements to technology
• Assist in developing thought leadership and building solutions and methods
• Develop exceptional trusted advisor relationships with our clients
• Identify opportunities for new business and support bid teams with proposals
• Contribute to the development of high-quality technical offerings
• Support the Sia practice and our people development

• Bachelor’s degree required in business or related field
• 8+ years of Management Consulting experience in Asset Management
• Demonstrates strong Project Management skills, preferably Scrum Master with Agile experience 
• 1-3+ years in relevant management/leadership capabilities
• Demonstrates strong Business Analysis skills: define business requirements, translate requirements into system solution, reporting, creating detailed analysis, etc.
• Lead teams through daily execution of activities, deliverables, project plans, and client presentations, while championing recruiting efforts to grow the practice
• Provide demonstrations to clients throughout the entire project life-cycle; provide technical leadership on project related tasks leveraging tools, templates & methodologies and establishing delivery dates are met
• A high level of drive and commitment to deliver high quality work under pressure to meet tight deadlines
• Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients
• The ability to learn new subject matter rapidly and a desire to develop a deep understanding of the trends and challenges shaping Wealth & Asset Management
• Flexibility in approach with a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision
• An entrepreneurial mindset, including an excellent ability to uncover new opportunities for account

Compensation & Benefits 

We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia. 

Competitive Compensation 

• Annual base salary starting at 150K, commensurate with experience and qualifications

• Annual performance based discretionary bonus 

Robust Health Coverage 

• 3 Medical plans  

• Dental and Vision  

• Life, AD&D and other voluntary insurance  

Tax-Advantaged Accounts 

• 401K retirement plan 

• 4% matching and 100% vested upon enrollment 

• Health Savings Account (HSA) 

• Flexible Spending Account (FSA)  

• Health, Dependent Care, Commuter 

Family Friendly Benefits  

• 100% paid parental leave for all new parents with eligible tenure 

• Building Healthy Families program if enrolled through Medical plan 

Time Off to Recharge 

• Generous Paid Time Off (PTO) policy 

• 9 company holidays plus 1 floating holiday  

Extras that Make Life Easier 

• College savings and student loan repayment assistance 

• Monthly cell phone stipend 

• Access to wellness programs at no cost if enrolled through Medical plan, including: 

  • Gym membership reimbursement 

  • LiveHealth Online virtual care 

  • Personalized support from a Well-being Coach  

• Employee Assistance Program at no cost 

  • Free confidential counseling and emotional support services  

  • On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management)  

Diversity, Equity, Inclusion & Belonging 

At Sia, we believe in fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients, building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our website for more information.  

Sia 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. 

Office Workplace Guidelines 

Sia is committed to providing a flexible workplace environment that supports client, business, and market needs. Consultants located in our primary market office locations—New York City, Charlotte, Seattle, and San Francisco—are expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets, we can offer more flexible in-person requirements in accordance with your location. 

Work Authorization & Sponsorship  

At this time, Sia does not intend to employ any applicant who will require, either now or in the future, employment visa sponsorship or sponsorship for work authorization (i.e., H-1B visa, F-1/OPT or STEM OPT, TN, etc.).

Sia 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.