Senior Manager, Wealth & Asset Management (FSI)

TL;DR

Senior Manager, Wealth & Asset Management (FSI) (Wealth and Asset Management Consulting): Leading client engagements that modernize wealth and asset management operations, operating models, data, and technology with an accent on financial markets, regulatory controls, and AI use cases. Focus on designing transformation roadmaps, shaping consulting solutions, developing client relationships, and coaching delivery teams.

Location: United States; candidates must reside within a reasonable commuting distance of a hirify.global office or approved coworking location. Client work may require onsite attendance, and office or coworking attendance is expected at least three days per week between engagements.

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

Company

hirify.global is a global management consulting group combining strategy, management consulting, data science, creativity, and technology to support client transformation.

What you will do

• Lead strategy, operating model transformation, AI, data, and technology modernization engagements for asset managers, custodians, and institutional financial institutions.
• Apply expertise across onboarding, KYC/AML, portfolio administration, trade support, custody, accounting, reconciliations, reporting, and client servicing.
• Translate complex operational and technical concepts into practical solutions for senior business, investment, operations, technology, risk, compliance, and regulatory stakeholders.
• Shape business cases, implementation roadmaps, vendor and platform strategies, pilots, testing approaches, and adoption plans.
• Develop new business through relationship building, proposals, cross-selling, commercial discussions, and revenue generation.
• Mentor consultants and managers 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.
• 10+ years of relevant experience in management consulting or wealth and asset management, asset management, investment banking, sales and trading, 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.
• Proven ability to originate business, shape consulting solutions, convert opportunities into sold work, and manage senior stakeholders.
• Legal authorization to work in the United States is required; visa sponsorship is not available now or in the future.

Culture & Benefits

• In-person collaboration through client sites, hirify.global offices, and approved coworking locations.
• 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 PTO, nine company holidays, and one floating holiday.
• Cell phone stipend, college savings and student loan repayment programs, and professional development and well-being programs.