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Job Order:
0715-003-711

Job Type:
Permanent

Title:
Consultant (Wealth Management)

Location:
New York City, NY or Charlotte, NC (Openings in Bo

Description:
Summary/Responsibilities:
Global professional services firm seeks consultants at various experience levels to join their Wealth Management practice in a client-facing function, offering advisory services to top Wealth Management clients in the banking/capital markets/asset management/insurance industry
This group offers a wide range of services: operating model design/execution; integration services for mergers/acquisitions; investment product design/development/launch; financial planning platform build-outs; market/credit/operational risk advisory; regulatory/compliance services; retirement/trust services; technology strategy; information management services; front and back office platform assessment/selection/implementation; program management and project lifecycle advisory services
The Wealth Management Consultant will draw from industry expertise and knowledge in the following focus areas: wealth management/retail brokerage/private banking/private asset management/retirement/trust operating models; financial advisory team models; financial advisor workstations/front-office tools; financial planning and advice models/methodologies/platforms; investment products: securities/fixed income/UITs/managed accounts (SMAs/UMAs)/mutual funds; client segmentation strategy/implementation including customer relationship management tools/technologies; retirement planning platforms/models/methodologies; service delivery models and operational efficiency; business process design/development/implementation; online portals; account aggregation/portfolio analytics/overlay management; trade order management/back office clearing/settlement; consolidated client reporting
All Wealth Management Consultants participate in engagement management/execution/reporting, client relationship building/management, mentorship/training/development of junior members of the practice

Requirements:
Bachelor's degree in business/finance/accounting/comp sci and approximately 5 years related work experience required; MBA or MS with at least 4 years related work experience preferred
5 years experience (or less with advanced degree) at a professional services firm working as an advisor to a financial services company (internal consulting at financial services firm/vendor would qualify) required
Experience working in a wealth management firm/private bank/investment management firm/capital markets firm or as a consultant to one of these companies—knowledge/experience should include: investment products (all asset classes); product development; advisory model and advisor support; financial planning and advice; retirement planning/trust services; development of multi-phase roadmaps and/or operating models; regulatory/compliance/risk management
Demonstrated ability to manage/supervise a team through all phases of the initiative life cycle—successful candidates should possess strong knowledge of and experience in supervising/executing all phases of an initiative, based on proven project management methodologies
Strong written/verbal communication, presentation, client service and technical writing skills
Strong interest in developing industry and content expertise in Wealth Management including emerging issues, regulations, industry practices, and technologies
Project lifecycle experience with: business requirements; business/technology architecture design; business/IT process reengineering; program/project management and implementation planning (PMO); system selection/implementation support; data mapping/conversion; proof of concept; quality assurance/testing
Previous project experiences in: implementing front office wealth management advisory platforms; implementing financial/retirement planning platforms; implementing operational risk technology; evaluating/selecting a broad spectrum of wealth management point solutions; architecting complex/comprehensive wealth management platforms with multiple software solutions
Application/Package experience in any of the following: Financial Advisor Workstations (Thomson/SunGard/Odyssey); Performance Measurement (Eagle/DST/Investment Scorecard/Informa); Back Office systems (Beta Thompson/Broadridge/ADP/National Financial/Sungard)
Must be willing and able to travel approximately 50-70%


Category:
Alternative Investments // Asset Management // Banking // Broker Dealer // Compliance and Legal // Consulting // Financial Services Software // Information Technology // Investment Banking

Contact:
nathan@bcius.com