Sia Partners
Financial Service Manager - Wealth & Asset Management
Sia Partners, New York, New York, us, 10261
Job Description
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
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
Qualifications
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 K, 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
K retirement plan
4% matching and % vested upon enrollment
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Health, Dependent Care, Commuter
Family Friendly Benefits % 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.
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.
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Key Responsibilities
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
Qualifications
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 K, 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
K retirement plan
4% matching and % vested upon enrollment
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Health, Dependent Care, Commuter
Family Friendly Benefits % 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.
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.
#J-18808-Ljbffr