Project Manager – Wealth Management Billing & Revenue Management

$100 - $150 per hour | New York, NY | On-site | Consulting

Our client is a leading national wealth management organization serving high-net-worth individuals, families, business owners, executives, and institutions. The firm provides sophisticated investment management, financial planning, tax, estate planning, and other wealth management services to clients across the country.

With a strong platform, continued growth, and an increasingly sophisticated operating environment, the organization is investing in the processes, technology, infrastructure, and operating models necessary to support its next stage of growth.

This is an opportunity to join that transformation at an important point in the organization's evolution.

This is not a traditional Project Manager role.

You won't simply be responsible for maintaining project plans, coordinating meetings, tracking timelines, and managing deliverables. You will have real ownership over the assessment and transformation of a critical business function.

You will evaluate the current Billing & Revenue Management environment, identify gaps and opportunities, define the future-state operating model, develop the transformation roadmap, and then help drive that roadmap through execution.

You'll work closely with senior leaders across Billing, Wealth Management, Innovation, Technology, Finance, and other key functions, providing broad exposure to a significant organizational transformation and the opportunity to influence decisions at the leadership level.

This is an ideal engagement for a consultant who enjoys solving complex business problems, getting into the details, developing practical solutions, influencing stakeholders, and then staying close to the work to ensure those solutions are successfully implemented.

What Makes This Engagement Compelling?

High-impact work:
Your recommendations and execution will directly influence how a critical business function operates and scales.

End-to-end ownership:
Take the organization from current-state assessment through target operating model, transformation roadmap, and implementation.

Executive exposure:
Partner with senior leaders across multiple functions and help drive alignment and decision-making.

Strategic + hands‑on:
Combine operational analysis, strategy, business case development, process improvement, and execution.

Long-term engagement:
Make a lasting impact through a transformation initiative that extends well beyond a short-term project.

Sophisticated environment:
Work at the intersection of wealth management, billing, revenue, technology, data, controls, and operating processes.

Build for scale:
Help establish processes, governance, KPIs, controls, reporting, and capabilities designed to support continued growth.

We are seeking a highly experienced Project Manager / Business Transformation Consultant to lead the assessment and transformation of Billing & Revenue Management.

The consultant will establish a fact‑based understanding of the current state, identify gaps and opportunities, define a Billing‑specific target operating model, develop the transformation roadmap, and drive execution through implementation.

This is a highly visible, hands‑on consulting engagement requiring someone who can operate independently, move with urgency, develop rigorous analysis and recommendations, and maintain momentum with limited oversight.

The successful individual will…