Senior Manager, Wealth & Asset Management (FSI)

About the role

Sia is a next-generation, global management consulting group founded in 1999. We specialize in strategy and management consulting, leveraging data science and creativity to help clients navigate and benefit from transformation. Our 3,000 consultants serve clients worldwide from 48 locations in 19 countries.

Responsibilities

• Demonstrate Wealth & Asset Management Operations Expertise
• Bring strong working knowledge of wealth and asset management operations, including client and account onboarding, Know Your Customer and Anti-Money Laundering processes, portfolio administration, trade support, cash and asset movements, custody, fund and portfolio accounting, asset servicing, fee processing, reconciliations and exception management, performance reporting, and client servicing.
• Apply Knowledge of Financial Markets, Products & Client Solutions
• Understand the operational requirements associated with wealth and asset management products and services, including equities, fixed income, mutual funds, exchange-traded funds, separately managed accounts, alternative investments, retirement products, trusts, managed portfolios, lending products, cash management, and custody services.
• Translate Technical Concepts into Business Solutions
• Explain complex wealth and asset management operational concepts in a clear and practical manner for senior business, advisory, investment, operations, technology, risk, compliance, and regulatory stakeholders.
• Identify how evolving client expectations, investment products, digital capabilities, and service models affect front-to-back processes, including client acquisition and onboarding, account setup and maintenance, suitability and investment restrictions, portfolio construction, trade execution and settlement, asset servicing, fee billing, performance measurement, client reporting, and integration with legacy platforms.
• Navigate Regulatory, Risk & Control Considerations
• Understand the regulatory and control environment surrounding wealth and asset management operations, including fiduciary obligations, suitability, client protection, custody, books and records, privacy, financial crime compliance, operational risk, third-party risk, business resiliency, data governance, and supervisory expectations.
• Shape Client Solutions & Delivery Approaches
• Support clients in defining wealth operation strategies, use cases, business cases, implementation roadmaps, vendor or platform considerations, pilot design, testing approaches, and adoption plans.
• Drive Business Development
• Identify, develop, and expand client opportunities through account knowledge, cross-selling, proposal development, commercial discussions, and relationship building across new and existing clients while contributing to originated and managed revenue targets.
• Coach & Develop Teams
• Supervise, mentor, and evaluate consultants and managers, set clear goals, provide feedback, address team challenges, and contribute to recruiting and capability-building efforts.
• Contribute to Firm Leadership
• Share knowledge and best practices, support internal initiatives, represent Sia externally, and serve as a role model for consultants through professionalism, ownership, and leadership by example.

Qualifications

• Education: Bachelor’s degree in Finance, Business or Engineering or a related field; master’s degree preferred.
• Relevant Experience: 10+ years of relevant work experience in management consulting or industry in Wealth Management / Asset Management or relevant roles in Financial Services, including Investment Banking, Sales and Trading, Fixed Income, Equities, Middle Office or Asset Servicing.
• Direct, working knowledge of wealth and asset management operations, platforms, and vendor solutions across portfolio management, IBOR/ABOR, OMS/EMS, trading and middle-office workflows, custody, performance and attribution, alternatives, ETFs, managed accounts, reconciliations, exceptions, and operational controls.
• Strong industry knowledge across wealth and asset management, with the ability to confidently discuss wealth platforms, SMA/UMA models, investment operations, trading workflows, AI use cases, and operating model transformation.
• Sales & Business Development: Proven ability to originate new business opportunities and create new revenue streams by identifying client needs, developing relationships, shaping consulting solutions, and converting opportunities into sold work.
• Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, intellectual curiosity, and a willingness to learn in a fast-paced, client-facing environment.

Additional Information

Compensation & Benefits

• Career Path: Sia offers a career path with opportunities for advancement and growth.
• Compensation: Base Salary: $175,000–$182,000. Actual compensation within this range will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by applicable law.
• Bonus: Personal Sales Bonus (uncapped).
• Benefits: Medical, dental, and vision; company-paid life and AD&D; voluntary supplemental insurance and EAP; 401(k) with company match and immediate vesting; HSA and FSA options; college savings and student loan repayment programs; paid parental leave; generous PTO, nine company holidays, and one floating holiday; cell phone stipend; well-being and professional development programs.