Financial Service Senior Consultant - 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. 

Consulting Skills   

• Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables  
• Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties  
• Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing 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    
• Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management   
• 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   
• Manages internal team by promoting teamwork, motivate and help consultants to improve  
• Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship  
• Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments   
• 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 information  

Business Expertise Skills  

• Support practice, thought leadership, and people development activities firmwide  
• Maintains a deep understanding of business concepts, issues and challenges and key knowledge to master a business expertise   
• Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain  
• Contribute to the development of new solutions in own areas of expertise  
• Takes a leading role within internal firm knowledge-share activities and organizations, ensuring complete knowledge and competency transfer to other consultants  
• Help contribute and support Sia’s growing U.S. Wealth & Asset Management practice 
• Be a great teammate 

Business 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 leaders  

People 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 style  

• Bachelor’s degree required preferably in a Business or related field  
• 3+ years of recent client-facing management consulting experience  
• FS background preferred 
• Moderate knowledge and skill in wealth & assets management 
• 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, including business analysis, sourcing model, data model, organizational model, and technical architecture
• Experience in designing future state operating models in Wealth and/or Asset Management due to various change catalysts (e.g., core platform change, new product, merger/acquisition, start up, cost reduction, outsourcing, globalization)
• Specific subject matter expertise regarding transformation and a strong business understanding of Wealth and/or Asset Management products and services
• 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 Insights

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 122K, 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 pursue employment with applicants who will require now or in the future a 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 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.