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PwC · 3 hours ago

FS Asset Wealth Management Consultant - Sr. Manager

Philadelphia, PA

Full-time

Hybrid

Senior Level, Lead/Staff, Director/Executive

$124K/yr - $280K/yr

7+ years exp

PwC is a consulting firm specializing in operations consulting, and they are seeking a Senior Manager in Asset and Wealth Management. This role involves leading large teams to optimize operational efficiency, interact with clients, and manage project delivery from start to finish.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

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

Qualification

AssetWealth ManagementDigital wealth management solutionsFinancial operationsBusiness intelligence toolsCFA/CFP certificationsCoaching skillsLeadership skillsCommunication skills

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