Senior Manager - Wealth and Asset Management

Industry: Professional Services

Job Family: Consulting

25 Jan, 2023

Baltimore

Full Time

United States

Company description Sia Partners is a next-generation consulting firm dedicated to creating state-of-the-art narratives for transformation and innovation and deploying them at scale. Our goal is to deliver superior value and tangible results to our clients as they navigate the digital revolution and achieve transformations which generate a positive impact. Our 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, and Data Science.

Why Join The Sia Village?

Excellence | Entrepreneurship | Innovation | Teamwork | Care & Support | Employee Wellbeing

These are the six core values that guide all our actions. As an expression of our values, our Sia Village concept describes our commitment to fostering a sense of community within and among our offices. We believe that knowledge sharing is the key, not only to innovation, but to the growth and development of our people.

Your experience at Sia Partners will be enriched by a(n):

Entrepreneurial journey Career advocacy program that supports achieving professional development goals through guidance, and real-time feedback Continuous learning & development opportunities Diversity, equity, and inclusion programs with an ever-growing list of global affinity initiatives Annual seminar, an in-person value-add experience, that allows you to network with colleagues throughout North America Job description Sia Partners has ambitious plans for growth in the United States, with Baltimore, Maryland being no exception. We are looking for a Senior Leader in Baltimore to provide leadership for our team, engage and deliver for clients, and focus on growing the market exponentially. This individual will make an immediate impact to the firm by being a first point of contact with new business development efforts from inception through close.

As a Senior Leader in the Wealth Management & Asset Management Business Unit, you will apply your prior management consulting experience to manage key projects and initiatives while managing client engagements for our Financial Services clients. Business development serves as one of the primary areas for success within this role. You will be responsible for leading business development efforts within the market area within the financial services sector. You’ll have the ability to leverage your large network to increase current revenue generation with existing clients while building new business with prospective clients. Collaboration with your peers and Partners of the firm will result in success.

Successful candidates will have management consulting experience in Wealth Management and Asset Management focused on but not limited to:

Strategy Revenue Generation People Leadership Target Operating Model Design Business Transformation Implementation (SDLC/Agile) Our consultants and managers 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:

Utilize your network within the Baltimore Market area to leverage for business development Deliver on a range of client assignments, usually as part of an on-site project team (some travel may be required) Develop Business Unit, senior stakeholder and senior level presentations for stakeholders Manage portfolio of work from small to large projects involving platform integration and data conversions Manage current client relationships and develop a plan to increase revenue Increase the client platform in the Market Area by bringing in new business to the Market 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 10+ years of Management Consulting experience in Financial Service, Wealth and Asset Management Experience managing, developing, and leading successful teams of management consultants Exceptional ability to network, build a pipeline of opportunities, and lead sales activities Demonstrates strong Project Management skills, preferably Scrum Master with Agile experience Demonstrates strong Business Analysis skills: define business requirements, translate requirements into system solution, reporting, creating detailed analysis, etc. Strong working knowledge across financial services front office, middle office and back-office functions. 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 growth and impact Located in Baltimore, MD and an eligibility to work within the United States Additional information Compensation & Benefits

Salary + Annual Discretionary Bonus Healthcare coverage that includes medical, dental, vision and life insurance policies Generous time off Parental leave paid at 100% of base pay for all new parents regardless of gender Future Moms Program 9 Company Holidays + 1 Floating Holiday 401(k) matching College save-up plan & college loan repayment plan Monthly cell phone stipend Commuter Benefits Gym Reimbursement through firm medical plan Our Commitment To Diversity

Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners’ DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures. We’re confident that promoting DEIB creates an environment in which everyone can reach their full potential.

Our global network, [email protected] Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas:

Gender equality (global Gender Equality Index score of 91/100 for FY19-20) LGBTQ+ Race & Ethnicity Working Parents Disabilities Sia Partners 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.

Covid-19 Update

Please note that, to the extent permitted by state and local law, Sia Partners requires all employees in this position to be fully vaccinated against COVID-19 as a condition of employment. “Fully vaccinated” means that the individual can provide acceptable proof that the individual has received, at least fourteen (14) days prior to the individual’s start date, either both doses of a two-dose COVID-19 vaccine plus all boosters recommended for you, or one dose of a single-dose COVID-19 vaccine plus all boosters recommended for you. Vaccines must be authorized and/or approved by the FDA. The Company will engage in an interactive process to determine if an exemption to this requirement as a reasonable accommodation is appropriate.

Hybrid Workplace Guidelines

Sia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business/market needs. While our firm does support hybrid work, there are times that we may require our consultants to work onsite at one of our Sia offices or a client office full-time. Consultants are expected to have the ability to be flexible with work location depending upon business needs. When in-between client engagements, Consultants typically work onsite at a local Sia office 2+ times per week.

To learn more about our mission, values, and business sectors, please visit our website.

Sia Partners 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.