Senior Manager - Wealth Management (RIA)

Location: North America; hybrid and flexible working model. Compensation zones apply to U.S. locations and the Toronto region.

Base salary: USD 196,000–239,400 in Zone A; USD 178,000–216,600 in Zone B; USD 168,500–207,100 in Zone C; CAD 216,500–299,250 in Toronto. Discretionary bonus and benefits are also available.

Company

Global consultancy serving the financial services industry across asset and wealth management, alternatives, and insurance, with expertise spanning strategy, management consulting, technology, and client transformation.

What you will do

• Manage project execution and consultant teams, including planning work, facilitating client interviews and workshops, structuring deliverables, and maintaining quality standards.
• Advise RIAs and independent wealth firms on operating models, technology strategy and modernization, advisor productivity, client experience, investment platforms, managed accounts, data, workflow, and AI-enabled operating models.
• Act as a senior client advisor, connecting business challenges with practical operating model and technology implications.
• Support business development by identifying client needs, shaping propositions, creating proposals, developing thought leadership, and maintaining client relationships.
• Build RIA and independent wealth capabilities through market perspectives, reusable intellectual property, target account strategies, and propositions.
• Mentor team members and collaborate across wealth management, investments, alternatives, data, technology, operations, AI, and client experience practices.

Requirements

• At least 7 years of relevant experience in wealth management consulting, an RIA, independent wealth management, a wealth technology or platform provider, or an in-house strategy, transformation, or program management role.
• Deep, hands-on experience with RIAs and independent wealth firms, including understanding of front-, middle-, and back-office operations and sustained experience advising or working within these organizations or closely adjacent platforms.
• Strong knowledge of RIA and independent wealth operating models, including advisor and client servicing, investments, portfolio management and trading, operations, custody, financial planning, reporting, and technology.
• Knowledge and a personal point of view on consolidation and scale, advisor productivity, AI, technology modernization, managed accounts, alternatives, and evolving client expectations.
• Excellent consulting and problem-solving skills, including recognized consulting frameworks, research, quantitative analysis, structured problem solving, and executive communication.
• Proven ability to build lasting C-suite relationships, influence stakeholders, manage client accounts, and support business development.
• Experience designing and implementing operating models affecting business processes and technology solutions across investments, advisor platforms, client servicing, distribution, middle- and back-office operations, data, or technology.
• Familiarity with CRM, portfolio management, trading, financial planning, reporting, advisor workspace, workflow, and data platforms; ability to move between strategy and execution.
• Ability to develop creative solutions to complex issues, mentor and coach team members, prioritize team achievement, and travel when required.

Nice to have

• Experience with Salesforce, Addepar, Orion, Tamarac, Envestnet, or similar wealth technology solutions.

Culture & Benefits

• Hybrid and flexible working model supporting client delivery and personal commitments.
• Generous parental leave, return-to-work support, child sickness leave, reproductive health support, and a supportive community of working parents.
• Tailored training, structured mentorship, up to 5 paid training days annually, and support for professional certifications.
• 25 days of paid time off, up to 7 sick-leave days annually, medical, dental, and vision coverage.
• Annual profit-sharing opportunity, 401k/RRSP matching, and reimbursement for commuting, mobile phone, and home internet expenses.
• North America-wide training and retreats in an inclusive, meritocratic, and collaborative environment.