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PwC · 3 months ago

FS Asset Wealth Management Consultant - Sr. Manager

CT-Hartford

Full-time

Onsite

Senior Level, Lead/Staff, Director/Executive

$124K/yr - $280K/yr

7+ years exp

PwC is a leading advisory services firm, and they are seeking a Senior Manager in Asset and Wealth Management. This role involves providing consulting services to optimize operational efficiency and effectiveness, analyzing client needs, developing operational strategies, and offering guidance to enhance business performance.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

Craft and convey clear, impactful and engaging messages that tell a holistic story

Apply systems thinking to identify underlying problems and/or opportunities

Validate outcomes with clients, share alternative perspectives, and act on client feedback

Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations

Deepen and evolve your expertise with a focus on staying relevant

Initiate open and honest coaching conversations at all levels

Make difficult decisions and take action to resolve issues hindering team effectiveness

Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements

Qualification

CFACFPAssetWealth ManagementDigital wealth management solutionsFinancial operationsBusiness intelligence toolsCoachingLeadershipCommunication skillsRelationship-building

Required

Bachelor's Degree

7 years of experience

Preferred

Master's Degree in Business Administration/Management, Operations Management/Research, Finance, Accounting, Engineering, Computer and Information Science

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