Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
The Opportunity
As part of the Operations Consulting Generalist team you shall lead large teams through the design and implementation of changes to operations, including people, process, and technology. As a Senior Manager you shall lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a significant level to drive project success. This role involves managing delivery from project scoping to conclusion, developing and growing team members, and communicating complex information effectively.
Responsibilities
- Lead large teams through operational changes
- Design and implement changes to operations
- Assure operational excellence in project delivery
- Interact with clients at a senior level to drive success
- Manage project delivery from scoping to conclusion
- Develop and grow team members
- Communicate complex information effectively
What You Must Have
- Bachelor's Degree
- 7 years of experience
What Sets You Apart
- Master's Degree in Business Administration/Management, Operations Management/Research, Finance, Accounting, Engineering, Computer and Information Science preferred
- CFA, CFP, Financial Securities licenses (e.g., Series 6, Series 7)
- In-depth knowledge in Asset and Wealth Management industry
- Proficiency in digital wealth management solutions
- Proficiency in financial operations and statutory reporting
- Experience with business intelligence and performance management tools
- Leadership in strategic and creative thinking
- Proven ability in coaching and developing team members
- Exceptional communication and relationship-building skills
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