Senior Manager
Indexed description
Work you'll do
As a Senior Manager on the Investment Wealth Management team, you will be responsible for...
- Leading client engagements for Investment Wealth Management organizations from scoping through delivery
- Managing client stakeholders, engagement teams, and multiple workstreams across complex business initiatives
- Overseeing project plans, deliverable quality, risks, timelines, and project economics
- Developing recommendations, operating approaches, and implementation plans aligned to client objectives
- Supporting practice growth through proposals, offering development, and coaching of junior practitioners
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
Required Qualifications
- Bachelor's Degree
- 10+ years relevant consulting and/or investment management experience
- 10+ years of experience in translating requirements into optimized designs, and identifying design alternatives and implications on functionality, effort, performance and operations
- 10+ years of experience leading smaller engagements or components of large, complex strategy and/or operations transformation engagements
- 10+ years of experience identifying client business issues, owning responsibility for the quality of deliverables, managing stakeholder relationships, and developing persuasive recommendations
- 10+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management.
- 8+ years' experience developing and presenting proposal responses
- Travel up to 50%, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
- Advanced degree in area of specialization
- 10+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search