Financial Services Consulting Senior Manager

The Weaver Experience

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves.

Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at

Position Profile

Weaver seeks a Senior Manager or Director to help launch and lead our growing Financial Services Consulting practice. This person will have the opportunity to be an integral part of expanding Weaver's service offerings to investment advisers, asset managers, fund sponsors, broker-dealers and other financial services organizations navigating an increasingly complex regulatory, operational and data landscape. Our Financial Services team provides services specifically developed to meet the evolving needs of our investment management clients and helps them navigate their ever-changing regulatory, technology, data and reporting requirements.

The ideal candidate is a dynamic consulting or industry professional with a passion for the financial services and investment management sectors. We are looking for someone with significant experience advising registered investment advisers, hedge funds, private equity, private credit, registered investment companies and other alternative investment vehicles across regulatory compliance, data and analytics, and operational transformation. This role combines regulatory advisory experience spanning the SEC, CFTC, NFA, the Investment Advisers Act, the Investment Company Act and other relevant U.S. financial services regulatory regimes with balanced data-enabled advisory delivery across data governance, regulatory reporting, analytics, dashboards, tooling and transformation.

This role will provide an opportunity to lead client-facing engagements, build and mentor a high-performing team, drive practice growth and offer your valuable expertise to a variety of clients. Some travel is expected with this role.

Education and Skills

* Bachelor's degree in Business, Accounting, Finance, Economics, Data Analytics or a related field; advanced degree (MBA, MS) preferred

* Relevant professional certifications preferred, including CPA, CFA, CAIA, FRM, CIPM or IACCP

* 8+ years of industry or consulting experience advising investment advisers, asset managers, fund sponsors or other financial services organizations, with progressive leadership responsibility

* Demonstrated expertise across multiple financial services regulatory regimes, including the Investment Advisers Act of 1940, the Investment Company Act of 1940, SEC rules (including the Marketing Rule, Custody Rule, Form ADV, Form PF and Forms 13F/13H), CFTC and NFA requirements, and other applicable U.S. regulatory frameworks

* Experience advising across the full spectrum of investment fund types, including hedge funds, private equity, private credit, venture capital, real estate funds, registered investment companies (mutual funds, ETFs, BDCs), funds of funds and other alternative investment vehicles

* Working knowledge of complex fund structures, including master-feeder, multi-class, parallel and offshore vehicles (including Cayman-domiciled funds)

* Practical understanding of compliance program design and execution, including Form ADV preparation, written policies and procedures (Rule 206(4)-7), marketing and advertising reviews, electronic communications surveillance, Code of Ethics monitoring and annual compliance reviews

* Experience supporting clients through regulatory examinations and inquiries from the SEC, FINRA, NFA and other regulatory bodies

* Familiarity with core investment and trading platforms, including transaction capture and order management systems, IBOR and ABOR architectures, portfolio accounting, reconciliation workflows, and downstream data flows supporting risk, compliance, regulatory reporting, and investor reporting.

* Balanced data and analytics capability spanning:

* Data governance frameworks supporting regulatory and investor reporting

* Regulatory reporting design and automation (e.g., Form PF, Schedule of Investments, AIFMD-aligned reporting)

* Analytics and dashboards supporting compliance monitoring, exposure, performance and risk

* Technology and tooling assessment for compliance, risk…