Financial Service Associate Manager Wealth Management

Consulting Skills

• Client delivery as part of an on-site or remote project team able to define the framework and structure of deliverables carrying out the production of complex deliverables
• Manage the work activities and timelines of work for both their selves and their team identifies priorities and workflows for interested parties
• Utilizing a higher-level understanding of methodological concepts coaches teammates in preparing client deliverables utilizing tools like PowerPoint Excel Access MS Project and Visio designing key deliverables for projects and supporting other consultants in the production of their deliverables
• Present complex ideas critical points and decisions required to team members and client contacts including middle and top management
• Perform simple and complex research and business analysis to solve for customer business challenges / issues to present unique tailored solutions utilizing both quantitative and qualitative data
• Manages internal team by promoting teamwork motivate and help consultants to improve
• Demonstrate credibility and legitimacy with client capable of challenging client approaches and provide new directions allowing the customer to evolve and deepens relationship
• Defines the project framework and organization managing one or different projects at a time guarantees the follow-up of these assignments
• Provide status reporting of progress dependencies issues risks and overall program health
• Responsible for the work streams of a complex project and takes the lead on simple projects
• Maintain program sites as a repository for all project information

Business Expertise Skills

Qualifications :

Additional Information :

Compensation & Benefits

We believe in supporting our team professionally and personally. Heres a snapshot of the comprehensive benefits youll enjoy as part of Sia.

Competitive Compensation

Annual base salary starting at 133K commensurate with experience and qualifications

Annual performance based discretionary bonus

Robust Health Coverage

3 Medical plans

Dental and Vision

Life AD&D and other voluntary insurance

Tax-Advantaged Accounts

401K retirement plan

4% matching and 100% vested upon enrollment

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Health Dependent Care Commuter

Family Friendly Benefits

100% paid parental leave for all new parents with eligible tenure

Building Healthy Families program if enrolled through Medical plan

Time Off to Recharge

Generous Paid Time Off (PTO) policy

9 company holidays plus 1 floating holiday

Extras that Make Life Easier

College savings and student loan repayment assistance

Monthly cell phone stipend

Access to wellness programs at no cost if enrolled through Medical plan including :

Gym membership reimbursement

LiveHealth Online virtual care

Personalized support from a Well-being Coach

Employee Assistance Program at no cost

Free confidential counseling and emotional support services

On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management)

Diversity Equity Inclusion & Belonging

At Sia we believe in fostering a  diverse   equitable  and  inclusive  culture where our employees and partners are valued and thrive in a sense of  belonging . We are committed to recruiting and developing a diverse network of employees and investing in their growth by providing unique opportunities for professional and cultural immersion. Our commitment toward inclusion motivates dynamic collaboration with our clients building trust by creating an inclusive environment of curiosity and learning which affects lasting impact. Please visit our  website for more information.

Sia is an  equal opportunity employer . All aspects of employment including hiring promotion remuneration or discipline are based solely on performance competence conduct or business needs.

Office Workplace Guidelines

Sia is committed to providing a flexible workplace environment that supports client business and market needs. Consultants located in our primary market office locationsNew York City Charlotte Seattle and San Franciscoare expected to live within a reasonable commuting distance and attend the office at least three days per week. For Consultants outside of our primary markets we can offer more flexible in-person requirements in accordance with your location.

Work Authorization & Sponsorship

At this time Sia does not intend to employ any applicant who will require either now or in the future employment visa sponsorship or sponsorship for work authorization (i.e. H-1B visa F-1 / OPT or STEM OPT TN etc.).

Sia is an equal opportunity employer. All aspects of employment including hiring promotion remuneration or discipline are based solely on performance competence conduct or business needs.

Remote Work : No

Employment Type : Full-time

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Experience : years

Vacancy : 1