Talent.com
Asset Wealth Management Consulting Manager
Asset Wealth Management Consulting ManagerPwC • New York, NY, United States
Asset Wealth Management Consulting Manager

Asset Wealth Management Consulting Manager

PwC • New York, NY, United States
4 days ago
Job type
  • Full-time
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.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

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

Analyse and identify the linkages and interactions between the component parts of an entire system.

Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.

Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.

Develop skills outside your comfort zone, and encourage others to do the same.

Effectively mentor others.

Use the review of work as an opportunity to deepen the expertise of team members.

Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.

Uphold 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 team you are expected to provide executive management and key decision makers with insights and advice on their most critical business challenges. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. You are also expected to assist in client proposals, stay abreast of current business and industry trends, and develop financial models based on discounted cash flow.

Responsibilities

Supervise, develop, and coach teams to deliver client solutions

Manage client service accounts and engagement workstreams

Provide insights and advice on critical business challenges

Develop financial models based on discounted cash flow

Assist in client proposals and stay current with industry trends

Analyze complex problems to create exceptional deliverables

Focus on performance improvement related engagements

Utilize professional skepticism in reviewing deliverables

What You Must Have

Bachelor's Degree in Accounting & Finance, Business Administration / Management, Corporate Finance, Economics and Finance

6 years of experience

What Sets You Apart

Master of Business Administration in Business Analytics, Financial Mathematics, Managerial Economics, Mathematical Economics, Mathematical Statistics, Quantitative Finance preferred

Leading project work streams

Communicating with senior business leadership

Conducting quantitative and qualitative research

Developing financial models

Analyzing financial statements

Understanding strategy frameworks

Structuring and conducting client meetings

Managing complex project work streams

Learn more about 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 :

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 : $99,000 - $232,000, 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 :

Create a job alert for this search

Asset Management Manager • New York, NY, United States

Related jobs
Wealth Management Consultant

Wealth Management Consultant

Accenture • New York, NY, United States
Full-time
No industry can escape digital's disruption, especially not Wealth Management.Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and th...Show more
Last updated: 4 days ago • Promoted
Wealth Consultant

Wealth Consultant

First Citizens Bank • New York, NY, US
Full-time
The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net wo...Show more
Last updated: 30+ days ago • Promoted
Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick Currencies • Yonkers, NY
Remote
Full-time +1
Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
Last updated: 30+ days ago • Promoted
Wealth Planner Associate

Wealth Planner Associate

Cerity Partners • New York, NY, United States
Full-time
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values.This colleague will support a Wealth Advisor in managing client relationships....Show more
Last updated: 10 hours ago • Promoted • New!
Senior Wealth Strategy Associate

Senior Wealth Strategy Associate

UBS • New York, NY, United States
Full-time
New York : the salary range for this role is $100000 to $140000.The expected salary range(s) for this role as of the date of this posting is / are based on factors including, but not limited to, exper...Show more
Last updated: 24 days ago • Promoted
Side Hustle Project Lead

Side Hustle Project Lead

Finance Buzz • Lincroft, New Jersey, US
Full-time +1
We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show more
Last updated: 30+ days ago • Promoted
FP&A Business Partner, Client Solutions and Wealth Management

FP&A Business Partner, Client Solutions and Wealth Management

Guardian Life • New York, NY, United States
Full-time
Is the opportunity to join a culture where "We Do the Right Thing," and "We Courageously Shape Our Future Together" important to you? If so, Guardian is seeking a resolute motivated individual to j...Show more
Last updated: 18 days ago • Promoted
Wealth Relationship Manager - SAFE ACT - New City / Tallman

Wealth Relationship Manager - SAFE ACT - New City / Tallman

Citigroup Inc • New City, NY, United States
Full-time
The Wealth Relationship Manager SAFE Act is a seasoned professional role.Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes ...Show more
Last updated: 20 days ago • Promoted
Wealth Advisor

Wealth Advisor

Lee Nolan and Koroghlian LLC • New York, NY, United States
Full-time
You've spent a good portion of your career building the practice you envisioned.You also know that the next step of your journey would benefit from a bold, forward-thinking partner.We respect your ...Show more
Last updated: 20 days ago • Promoted
Asset Wealth Management Consulting Manager

Asset Wealth Management Consulting Manager

PricewaterhouseCoopers • New York, NY, United States
Full-time
At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operat...Show more
Last updated: 30+ days ago • Promoted
Associate, Business Development (Wealth Advisor)

Associate, Business Development (Wealth Advisor)

Lido Advisors, LLC • New York, NY, United States
Full-time
Lido Advisors, LLC, an established and rapidly growing wealth management firm, is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expandin...Show more
Last updated: 21 days ago • Promoted
Quantitative Associate, Portfolio Management ($100B AUM Asset Manager)

Quantitative Associate, Portfolio Management ($100B AUM Asset Manager)

Coda Search¦Staffing • New York, NY, US
Full-time
A leading institutional investment platform is seeking a Quantitative Associate to join its Portfolio Management team, supporting the oversight of a diversified credit investment portfolio.This ind...Show more
Last updated: 1 day ago • Promoted
Market Leader, Private Wealth, Senior Associate

Market Leader, Private Wealth, Senior Associate

Blue Owl • New York, NY, United States
Permanent
Blue Owl (NYSE : OWL) is a leading asset manager that is redefining alternatives®.With over $295 billion in assets under management as of September 30, 2025, we invest across three multi-strategy pl...Show more
Last updated: 24 days ago • Promoted
Licensed Clinical Social Worker

Licensed Clinical Social Worker

SENIOR CARE THERAPY Careers • Middletown Township, New Jersey, US
Full-time +1
Licensed Clinical Social Worker LCSW.Are you passionate about working with an underserved and rewarding population? Looking for a clinical role without the administrative burden, and one that offer...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Advisor

Wealth Management Advisor

Purple Unicorn Company • New York, NY, United States
Full-time
PLEASE ONLY APPLY FOR THIS POSITION THROUGH PURPLE UNICORN.RESUMES SENT TO NORTHWESTERN MUTUAL DIRECTLY WILL AUTOMATICALLY BE DISQUALIFIED FOR THIS SPECIFIC ROLE. Midtown, New York City (Onsite requ...Show more
Last updated: 9 days ago • Promoted
Wealth Advisor - PNC Wealth Management

Wealth Advisor - PNC Wealth Management

PNC • Red Bank, NJ, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
Last updated: 24 days ago • Promoted
Wealth Management Associate

Wealth Management Associate

Equitable Advisors • New York, NY, US
Full-time
Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...Show more
Last updated: 30+ days ago • Promoted
Quantitative Associate, Portfolio Management ($100B AUM Asset Manager)

Quantitative Associate, Portfolio Management ($100B AUM Asset Manager)

Coda SearchStaffing • New York, NY, United States
Full-time
A leading institutional investment platform is seeking a Quantitative Associate to join its Portfolio Management team, supporting the oversight of a diversified credit investment portfolio.This ind...Show more
Last updated: 1 day ago • Promoted