Principal Consultant - Wealth Strategy

About the role

The Capital Markets Company seeks a Principal Consultant in New York, NY to utilize expert knowledge in wealth management, including financial planning, goals-based planning, investment management, products, practice management, operations, technology, and overall market trends.

Responsibilities

• Utilize expert knowledge in wealth management, including financial planning, goals-based planning, investment management, products, practice management, operations, technology, and overall market trends.
• Engage with clients to identify and analyze strategic issues, and develop hypotheses and frameworks for industry problems including cost optimization, market penetration, organic growth, and M&A.

Requirements

• Bachelor’s degree or foreign equivalent in Information Systems, Systems Engineering or a related field and eight (8) years of progressively responsible experience in the job offered or related occupation: working in financial services or a professional consulting firm.
• In the alternative, a Master’s degree in one of the above mentioned fields and six (6) years of experience in the skills listed above.

Pay

Offered salary is between $156,645 and $156,645 per year.

Schedule

40 hours per week.

Benefits

Telecommuting and/or working from home may be permissible pursuant to company policies. When not telecommuting, must report to work site.

Contact

Please email resume to kelsey.shepard@capco.com and indicate job code SC051226WEB.