Manager, Wealth & Asset Management

Location: Hybrid across U.S. markets, including New York City, Charlotte, Greater Seattle, San Francisco Greater Bay Area, Los Angeles, Houston, Atlanta, Baltimore, Chicago, and Washington D.C. Consultants work onsite at client locations when required and from a hirify.global office or approved coworking location at least three days per week. Applicants must reside within a reasonable commuting distance of a hirify.global office or approved coworking location and be legally authorized to work in the United States.

Salary: $140,000–$150,000 annually, plus an annual performance bonus.

Company

hirify.global is a global management consulting group providing strategy, management, data science, and transformation services across multiple sectors, including financial services.

What you will do

• Lead client engagements covering wealth and asset management strategy, operating model transformation, AI, data, and technology modernization.
• Apply expertise across onboarding, KYC and AML, portfolio administration, trade support, custody, accounting, asset servicing, reconciliations, performance reporting, and client servicing.
• Translate complex investment operations, product, technology, risk, compliance, and regulatory concepts into practical business solutions.
• Shape strategies, business cases, implementation roadmaps, vendor considerations, pilots, testing approaches, and adoption plans.
• Support business development through relationship building, proposals, commercial discussions, and opportunity development.
• Supervise, mentor, and evaluate consultants while contributing to recruiting, capability building, and firm leadership.

Requirements

• Bachelor’s degree in Finance, Business, Engineering, or a related field; a master’s degree is preferred.
• 7+ years of relevant experience in management consulting or wealth and asset management, financial services, investment banking, sales and trading, fixed income, equities, middle office, or asset servicing.
• Direct working knowledge of wealth and asset management operations, platforms, vendor solutions, portfolio management, IBOR/ABOR, OMS/EMS, trading, custody, performance, alternatives, ETFs, managed accounts, reconciliations, and operational controls.
• Strong understanding of wealth platforms, SMA/UMA models, investment operations, trading workflows, AI use cases, and operating model transformation.
• Demonstrated ability to originate business opportunities, develop client relationships, shape consulting solutions, and convert opportunities into sold work.
• U.S. work authorization is required at the time of application and throughout employment; visa sponsorship is not available now or in the future.

Culture & Benefits

• Medical, dental, and vision coverage, company-paid life and AD&D insurance, supplemental insurance, and an employee assistance program.
• 401(k) with company match and immediate vesting, plus HSA and FSA options.
• Paid parental leave, generous paid time off, nine company holidays, and one floating holiday.
• College savings and student loan repayment programs.
• Cell phone stipend, well-being programs, and professional development programs.
• In-person collaboration through offices, coworking locations, and client engagements.