FS Asset Wealth Management Consultant Sr. Manager

Job description

**Specialty/Competency:** Operations
**Industry/Sector:** Asset and Wealth Management
**Time Type:** Full time
**Travel Requirements:** Up to 80%

At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness.

These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance.
As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting.

You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness.

Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements.

Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results.

You motivate and coach others, coming together to solve complex problems.

As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate.

You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together.

Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

+ Craft and convey clear, impactful and engaging messages that tell a holistic story.
+ Apply systems thinking to identify underlying problems and/or opportunities.
+ Validate outcomes with clients, share alternative perspectives, and act on client feedback.
+ Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.
+ Deepen and evolve your expertise with a focus on staying relevant.
+ Initiate open and honest coaching conversations at all levels.
+ Make difficult decisions and take action to resolve issues hindering team effectiveness.
+ Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity
As part of the Operations Consulting Generalist team you shall lead large teams through the design and implementation of changes to operations, including people, process, and technology.

As a Senior Manager you shall lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a significant level to drive project success.

This role involves managing delivery from project scoping to conclusion, developing and growing team members, and communicating complex information effectively.

Responsibilities
- Lead large teams through operational changes
- Design and implement changes to operations
- Assure operational excellence in project delivery
- Interact with clients at a senior level to drive success
- Manage project delivery from scoping to conclusion
- Develop and grow team members
- Communicate complex information effectively

What You Must Have
- Bachelor's Degree
- 7 years of experience

What Sets You Apart
- Master's Degree in Business Administration/Management, Operations Management/Research, Finance, Accounting, Engineering, Computer and Information Science preferred
- CFA, CFP, Financial Securities licenses (e.g., Series 6, Series 7)
- In-depth knowledge in Asset and Wealth Management industry
- Proficiency in digital wealth management solutions
- Proficiency in financial operations and statutory reporting
- Experience with business intelligence and performance management tools
- Leadership in strategic and creative thinking
- Proven ability in coaching and developing team members
- Exceptional communication and relationship-building skills

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.



For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.

At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.

We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

The salary range for this position is: $124,000 - $280,000, plus individuals may be eligible for an annual discretionary bonus.

For roles that are based in Maryland, this is the listed salary range for this position.

Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.

PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Required Skill Profession

Other General