Manager, Wealth & Asset Management (FSI)

TL;DR

Manager, Wealth & Asset Management (FSI) (Wealth and Asset Management Consulting): Leading client engagements that modernize wealth and asset management operating models through strategy, AI, data, and technology solutions with an accent on investment operations, regulatory controls, and end-to-end lifecycle transformation. Focus on shaping implementation roadmaps, translating complex operational concepts into business solutions, developing client opportunities, and coaching consulting teams.

Location: Hybrid in the United States, with regular attendance at a hirify.global office or approved coworking location at least three days per week and onsite client work as required. Candidates must live within reasonable commuting distance of an available U.S. location. Applicants must be legally authorized to work in the United States; visa sponsorship is not available.

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

Company

hirify.global is a global management consulting group providing strategy, management, data science, creativity, and transformation services through approximately 3,000 consultants across 19 countries.

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/AML, portfolio administration, trade support, custody, accounting, asset servicing, reconciliations, reporting, and client servicing.
• Translate complex investment operations, platform, regulatory, risk, and control concepts into practical business solutions.
• Shape business cases, implementation roadmaps, vendor and platform assessments, pilots, testing approaches, and adoption plans.
• Support business development through relationship building, proposals, commercial discussions, and converting opportunities into sold work.
• Supervise, mentor, evaluate, and develop consultants while contributing to firm leadership and internal capability building.

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, asset, or broader financial services.
• Direct 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.
• Proven ability to originate business opportunities, develop client relationships, shape consulting solutions, and convert opportunities into sold work.
• Must be legally authorized to work in the United States; visa sponsorship is unavailable now and in the future.

Culture & Benefits

• Hybrid workplace with in-person collaboration and client-site work based on engagement needs.
• Medical, dental, and vision coverage, company-paid life and AD&D insurance, supplemental insurance, and EAP.
• 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 and well-being programs, cell phone stipend, college savings, and student loan repayment programs.