FS Asset Wealth Management Ops Consultant – Director
PwC
full-time
Posted on:
Location Type: Office
Location: New York City • Connecticut, Illinois, Massachusetts, New York, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $155,000 - $410,000 per year
Job Level
Lead
About the role
- Analyse client needs
- Develop operational strategies
- Offer guidance and support to help clients streamline processes
- Improve productivity
- Drive business performance
- Provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness
- Translate the vision, set the tone, and inspire others to follow
- Drive business growth and shape client engagements
- Mentor the next generation of leaders
- Create a healthy working environment while maximising client satisfaction
- Cultivate the potential in others and actively team across the PwC Network
Requirements
- Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts in the Asset and Wealth Management industry including Wealth Management, Broker Dealer, Wire house, and/or Retirement business models and services
- Development and deployment of digital wealth management solutions
- Transaction lifecycles of Financial Services products
- Operations and administration of Financial Services businesses
- Data and systems interactions including IT tools and technology
- Documentation and the identification of key controls within the transaction lifecycle
- Process and Business Requirements
- Financial operations, including the financial close, planning and forecasting processes
- Statutory Reporting, GAAP or IFRS requirements
- Trends of global organizations utilizing pragmatic approaches to achieve sustainable financial functions and operating models
- Functional knowledge of business intelligence and performance management software tools
- Wealth Management Strategy and Transformation, Product and/or Service Innovation and Development, including digital solutions, Supply and Demand Planning and Pricing, and Service Operations
- Leading the delivery of significant business results that utilizes strategic and creative thinking, problem solving, individual initiative
- Leading project work streams, emphasizing the ability to build collaborative relationships with team members and clients
- Coaching others including building productive and collaborative relationships with team members and proactively providing and seeking guidance, clarification and feedback
- Communicating complex information effectively in written and verbal formats to various situations and audiences
- Conducting and managing market research and quantitative and qualitative analyses, including the synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence
- Leading and delivering projects including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members
- Managing delivery from project scoping to conclusion, while consistently keeping the client’s goals in mind
- Developing and growing team members
- Approaching new projects with an open mind
- Demonstrating empathy for coworkers and customers
- Learning from mistakes and ask for help when needed
- Believing in the value created by diverse teams and can adapt to a variety of working styles.
Benefits
- medical
- dental
- vision
- 401k
- holiday pay
- vacation
- personal and family sick leave
- annual discretionary bonus
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
digital wealth management solutionsfinancial operationsstatutory reportingGAAPIFRSbusiness intelligence softwareperformance management softwareprocess requirementstransaction lifecycledata and systems interactions
Soft skills
mentoringcollaborative relationshipsproblem solvingeffective communicationcoachingstrategic thinkingindividual initiativeempathyadaptabilityopen-mindedness