Senior Manager, Wealth & Asset Management

Location: United States; candidates must reside within a reasonable commuting distance of a hirify.global office or approved coworking location. Regular office attendance is expected between client engagements, and client-site work may be required based on engagement needs.

Salary: $170,000–$180,000 yearly, plus annual performance and uncapped personal sales bonuses.

Company

hirify.global is a global management consulting group providing strategy, management, data science, technology, and transformation services.

What you will do

• Lead client engagements focused on wealth and asset management strategy, operating model transformation, AI, data, and technology modernization.
• Advise on investment operations, including onboarding, portfolio administration, trading, custody, accounting, reconciliations, asset servicing, and client reporting.
• Translate complex operational and technical concepts into practical solutions for business, investment, technology, risk, compliance, and regulatory stakeholders.
• Define strategies, business cases, implementation roadmaps, vendor considerations, pilots, testing approaches, and adoption plans.
• Develop client relationships, originate consulting opportunities, shape proposals, and contribute to revenue targets.
• Supervise, mentor, evaluate, and develop consultants and managers while supporting firm leadership initiatives.

Requirements

• 10+ years of relevant experience in management consulting, wealth or asset management, investment banking, sales and trading, middle office, asset servicing, or related financial services roles.
• Bachelor’s degree in Finance, Business, Engineering, or a related field; a master’s degree is preferred.
• Working knowledge of wealth and asset management operations, platforms, vendor solutions, portfolio management, IBOR/ABOR, OMS/EMS, trading, custody, performance, alternatives, ETFs, managed accounts, and operational controls.
• Proven ability to originate business, develop client relationships, shape consulting solutions, and convert opportunities into sold work.
• Strong communication, analytical, teamwork, ownership, and stakeholder management skills in a client-facing environment.
• Applicants must already be legally authorized to work in the United States. Visa sponsorship is not available now or in the future.

Culture & Benefits

• In-person collaboration through hirify.global offices, approved coworking locations, and client sites.
• Medical, dental, vision, life, AD&D, supplemental insurance, and EAP benefits.
• 401(k) with company match and immediate vesting, plus HSA and FSA options.
• Paid parental leave, generous PTO, nine company holidays, and one floating holiday.
• Professional development, well-being programs, cell phone stipend, college savings, and student loan repayment programs.