Consultant - Forensic, Litigation & Valuation Services
Baker Tilly US
Senior Asset Wealth Management Consultant – Manager
PwC
full-time
Posted on:
Location Type: Office
Location: New York City • Connecticut, Illinois, Massachusetts, New York, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $124,000 - $280,000 per year
Job Level
Senior
About the role
- 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
Requirements
- 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
Benefits
- medical
- dental
- vision
- 401k
- holiday pay
- vacation
- personal and family sick leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial operationsstatutory reportingdigital wealth management solutionsbusiness intelligence toolsperformance management tools
Soft skills
leadershipcoachingteam developmentstrategic thinkingcreative thinkingcommunicationrelationship-building
Certifications
Bachelor's DegreeMaster's Degree in Business AdministrationMaster's Degree in Operations ManagementCFACFPFinancial Securities licensesSeries 6Series 7