FS Asset Wealth Management Consultant - Sr. Manager

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 elevate. 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.

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.

• 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

• Bachelor's Degree
• 7 years of experience

• 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

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