Talent.com
Financial Service Senior Consultant - Capital Markets

Financial Service Senior Consultant - Capital Markets

SIACharlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Company Description

About Sia

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes.

Strategy & Management Consulting

Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy.

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems. Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment.

Job Description

Responsibilities :

  • Advise and deliver change projects as part of a long-term strategic partnership with leading financial institutions
  • Leverage PM / BA skills to gather and document requirements from business stakeholders around upcoming or existing regulatory changes, capital markets product offerings, and business enhancements
  • Lead and present product deliverables and effectively liaison between front office, middle office, back office, and other supporting functions
  • Present findings and recommendations to client leadership
  • Track project level risk issues and dependencies and face off with key stakeholders
  • Assist stakeholders by evaluating existing operating models, designing current and future process flows, and developing Target Operating Models
  • Engage with client teams to analyze, evaluate, and enhance client’s Corporate and Investment Banking / Capital Markets businesses
  • An ability to transform your domain knowledge and project experiences into published content for Sia Insights
  • Continue to upskill on industry trends and emerging technologies, including AI, and leverage Sia’s tools and other innovative applications to service client needs

Qualifications

  • 3+ years of Capital Markets experience within Fixed Income, Equities, Foreign Exchange derivatives product areas including an overall understanding of the trade lifecycle processes
  • 3+ years of recent client-facing management consulting experience
  • Bachelor’s degree required preferably in a Business or related field, Master's degree strongly preferred
  • Financial Services background preferred
  • Strong knowledge of the US and global regulatory landscape within financial services
  • Required knowledge of regulations and securities transactions to help conduct requirement analysis, facilitate rule interpretations, document business requirements, document functional requirements and drive issue remediation
  • Experience with program and project management methodologies including, but not limited to Agile and Waterfall
  • Ability to quickly learn and conduct independent research; will need to apply new knowledge to own analysis and team management responsibilities
  • Understanding of upstream / downstream applications and data
  • Strong analytical and organizational skills
  • Ability to manage multiple deliverables and adhere to tight deadlines
  • Strong Interpersonal skills, written & verbal communication skills to manage internal and external stakeholders
  • Ability to work on multiple workstreams from inception through to implementation
  • Project Management and collaboration tools (JIRA, Confluence, or other)
  • Microsoft office suite (Excel, PowerPoint, Project, Visio, etc.)
  • Additional Information

    Compensation & Benefits

    We believe in supporting our team professionally and personally. Here’s a snapshot of the comprehensive benefits you’ll enjoy as part of Sia.

    Competitive Compensation

  • Annual base salary starting at $110,000, 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, and 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.

    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.).

    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 locations—New York City, Charlotte, Seattle, and San Francisco—are 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.

    To learn more about our mission, values, and business sectors, please visit our website.

    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.

    Create a job alert for this search

    Financial Consultant • Charlotte, NC, US

    Related jobs
    Financial Consultant I

    Financial Consultant I

    Principal Financial Group, Inc.USA, North Carolina, Charlotte
    Full-time +1
    Retirement and Income Solutions Principal Connection team.In this role, you'll serve as our primary customer service contact, providing a high level of value and service while developing effective ...Show moreLast updated: 11 days ago
    • Promoted
    Financial Consultant (Remote Eligible)

    Financial Consultant (Remote Eligible)

    EmpowerConcord, NC, US
    Remote
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant I

    Financial Consultant I

    North Carolina StaffingCharlotte, NC, US
    Permanent
    We're searching for a Financial Consultant I to join our Retirement and Income Solutions Principal Connection team.In this role, you'll serve as our primary customer service contact, providing a hi...Show moreLast updated: 2 days ago
    • Promoted
    Financial Consultant - Charlotte South

    Financial Consultant - Charlotte South

    Fidelity InvestmentsCharlotte, NC, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show moreLast updated: 7 days ago
    • Promoted
    Commercial Financial Services | Managing Consultant

    Commercial Financial Services | Managing Consultant

    Charlotte StaffingCharlotte, NC, US
    Full-time
    As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will have responsibility to drive projects, including client management and solution implementation.You will own...Show moreLast updated: 2 days ago
    • Promoted
    Transaction Advisory Services Senior Consultant

    Transaction Advisory Services Senior Consultant

    Elliott DavisCharlotte, NC, US
    Full-time
    Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture.Our nine offices located in the fastest growing cities in the US are built on a f...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Director Derivatives FX Capital Markets

    Director Derivatives FX Capital Markets

    First Citizens BankCharlotte, NC, United States
    Full-time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. The Director, Interest Rate Derivatives (IRD) Sales works on the deriv...Show moreLast updated: 6 hours ago
    • Promoted
    Director Derivatives FX Capital Markets

    Director Derivatives FX Capital Markets

    First CitizensCharlotte, NC, United States
    Full-time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. The Director, Interest Rate Derivatives (IRD) Sales works on the deriv...Show moreLast updated: 1 day ago
    • Promoted
    Senior Financial Consultant | Finance [COC0041238]

    Senior Financial Consultant | Finance [COC0041238]

    ProSidian ConsultingCharlotte, NC, US
    Full-time
    Senior Financial Consultant | Finance.ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading p...Show moreLast updated: 10 days ago
    • Promoted
    Banking & Capital Markets Tax Senior Manager

    Banking & Capital Markets Tax Senior Manager

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Financial Services Tax Practice.A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations ...Show moreLast updated: 1 day ago
    • Promoted
    RSA Archer Consultant

    RSA Archer Consultant

    Motion Recruitment Partners LLCCharlotte, NC, United States
    Full-time
    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a RSA Archer Consultant in Charlotte NC or Irving TX (Hybrid). Work with the brightest minds at one...Show moreLast updated: 30+ days ago
    • Promoted
    OneStream Senior Consultant

    OneStream Senior Consultant

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Finance Transformation Senior Consultant.Our Finance Transformation team serves as trusted advisors to CFOs, COOs, CIOs, and other key executives, providing strategic advice and implementing soluti...Show moreLast updated: 2 days ago
    • Promoted
    Financial Consultant

    Financial Consultant

    EmpowerConcord, NC, US
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 30+ days ago
    • Promoted
    Capital Markets Manager

    Capital Markets Manager

    BrightspeedCharlotte, NC, United States
    Full-time
    At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwes...Show moreLast updated: 30+ days ago
    • Promoted
    Enterprise Financial Risk Capital Risk Sr. Specialist

    Enterprise Financial Risk Capital Risk Sr. Specialist

    Bank of AmericaCharlotte, NC, United States
    Full-time
    Enterprise Financial Risk Capital Risk Sr.Charlotte, North Carolina;New York, New York.To proceed with your application, you must be at least 18 years of age. To proceed with your application, you m...Show moreLast updated: 5 days ago
    • Promoted
    Banking & Capital Markets Tax Senior Manager

    Banking & Capital Markets Tax Senior Manager

    PwCCharlotte, NC, United States
    Full-time
    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax ha...Show moreLast updated: 5 days ago
    Financial Services Consultant - Registered - Charlotte, NC National Contact Center

    Financial Services Consultant - Registered - Charlotte, NC National Contact Center

    TIAAUSA, North Carolina, Charlotte
    Full-time
    Every worker deserves a secure retirement.For more than 100 years, TIAA has delivered it for millions of people-and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a m...Show moreLast updated: 30+ days ago
    • Promoted
    Virtual Financial Consultant

    Virtual Financial Consultant

    Charlotte StaffingCharlotte, NC, US
    Full-time
    The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries, and their legal and financial representatives on the complete spectrum of ...Show moreLast updated: 1 day ago