Neos Talent · 2 days ago
Director – Asset & Wealth Management Consulting
United States
Full-time
Remote
Director/Executive
$250K/yr - $300K/yr
10+ years expNeos Talent is a leading global consultancy dedicated to the Asset & Wealth Management (AWM) industry, seeking a Director to join its expanding North America practice. This role involves leading strategic transformation programs, acting as a trusted advisor to C-suite executives, and mentoring high-performing teams in the AWM industry.
Information Technology & Services
Responsibilities
Lead strategic transformation programs (Target Operating Models, CRM, portfolio & risk management, outsourcing)
Act as a trusted advisor to C-suite executives at leading asset and wealth managers
Build and grow client accounts through relationship management and business development
Mentor and develop high-performing teams, shaping the next generation of consultants
Contribute to firm-wide leadership and thought leadership in the AWM industry
Qualification
Required
10+ years' consulting or change delivery experience in Asset/Wealth Management
Strong expertise across front-to-back operations & technology (distribution, portfolio management, risk, outsourcing)
Proven record in business development, client relationship management, and stakeholder influence
Exceptional communication, leadership, and problem-solving skills
Willingness to travel
bachelor's degree required
Preferred
MBA/CFA a plus
Benefits
Merit-based career progression (no quotas or “up-or-out” model)
Competitive compensation with profit share & equity schemes
Global exposure across North America, Europe, and Asia
Industry-leading training & support for qualifications (CFA, Prince2, IMC)
Collaborative, entrepreneurial culture with exceptional peers
Company
Neos Talent
Neos is a specialist Staffing & Recruitment Search firm in Consultancy & Professional Services across Change; Finance & Technology We believe in the power of new beginnings and the transformative impact that the right talent can bring to your business.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase