Senior Consultant – Wealth Management

As a Senior Consultant in the Wealth Management practice, you will work in a fast-paced, collaborative environment alongside industry experts. You will become adept in cross-functional, project delivery that spans various products, platforms, and services offered by Wealth and Asset Managers. Beyond industry expertise, our consultants leverage core consulting skills such as problem statement framing, root cause analysis, process rationalization, and exceptional communication tactics to effectively advise and guide our clients.


  • Focus on strategic client engagements with a concentration on automation, digitization, and growth transformation in the Wealth and Asset Management space
  • Sample projects include conceptualizing growth strategies, evaluating market entry opportunities, defining client user experiences, driving product innovation, developing engagement and adoption strategies, and creating technological/operational efficiencies through automation
  • Learn and apply capabilities around design thinking, rapid prototyping, and agile development in your engagement with existing and potential clients
  • Author thought leadership content on cutting edge concepts disrupting the financial services industry

  • 4+ years of experience from a premier management consulting firm or in the Wealth/Asset Management industry
  • Overall understanding of the Wealth/Asset Management industry and its challenges
  • Diverse problem-solving experience
  • An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written)
  • Strong ability to work well in cross-functional teams
  • Openness to an environment of active developmental feedback from peers
  • Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)
  • Understanding of Agile methodologies; Scrum Master certifications is a plus