Financial Service Associate Manager Wealth Asset Management

Job Description 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 Qualifications: Bachelor’s degree required preferably in a Business or related field 4+ 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 Annual base salary starting at 133K, commensurate with experience and qualifications Annual performance based discretionary bonus Robust Health Coverage, including 3 Medical plans, Dental and Vision, Life, AD&D and other voluntary insurance Tax-Advantaged Accounts, including 401K retirement plan, 4% matching and 100% vested upon enrollment, Health Savings Account (HSA), Flexible Spending Account (FSA) Family Friendly Benefits, including 100% paid parental leave for all new parents with eligible tenure, Building Healthy Families program if enrolled through Medical plan Time Off to Recharge, including Generous Paid Time Off (PTO) policy, 9 company holidays plus 1 floating holiday Extras that Make Life Easier, including College savings and student loan repayment assistance, Monthly cell phone stipend, Access to wellness programs at no cost if enrolled through Medical plan, Employee Assistance Program at no cost Diversity, Equity, Inclusion & Belonging Sia is committed to fostering a diverse, equitable and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. Equal Opportunity Employer 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. 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.

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