Senior Manager, Wealth & Asset Management

Company Description

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity. With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes.

Strategy & Management Consulting 

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems.  Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment.

Job Description

As a Senior Manager supporting our Wealth & Asset Management practice, you will lead client engagements focused on strategy, operating model transformation, AI, data and technology modernization across global asset managers, custodians and institutional banks and providers. 

The ideal candidate brings deep expertise in wealth and asset management operations (e.g., trade lifecycle, post-trade processing, middle office, or data management) combined with strong consulting, stakeholder management, and delivery leadership capabilities. 

Responsibilities:

In this role, you are expected to: 

• Demonstrate Wealth & Asset Management Operations Expertise: Bring strong working knowledge of wealth and asset management operations, including client and account onboarding, Know Your Customer and Anti-Money Laundering processes, portfolio administration, trade support, cash and asset movements, custody, fund and portfolio accounting, asset servicing, fee processing, reconciliations and exception management, performance reporting, and client servicing. 

• Apply Knowledge of Financial Markets, Products & Client Solutions: Understand the operational requirements associated with wealth and asset management products and services, including equities, fixed income, mutual funds, exchange-traded funds, separately managed accounts, alternative investments, retirement products, trusts, managed portfolios, lending products, cash management, and custody services. 

• Translate Technical Concepts into Business Solutions: Explain complex wealth and asset management operational concepts in a clear and practical manner for senior business, advisory, investment, operations, technology, risk, compliance, and regulatory stakeholders. 

• Understand the End-to-End Client and Investment Lifecycle: Identify how evolving client expectations, investment products, digital capabilities, and service models affect front-to-back processes, including client acquisition and onboarding, account setup and maintenance, suitability and investment restrictions, portfolio construction, trade execution and settlement, asset servicing, fee billing, performance measurement, client reporting, and integration with legacy platforms. 

• Navigate Regulatory, Risk & Control Considerations: Understand the regulatory and control environment surrounding wealth and asset management operations, including fiduciary obligations, suitability, client protection, custody, books and records, privacy, financial crime compliance, operational risk, third-party risk, business resiliency, data governance, and supervisory expectations. 

• Shape Client Solutions & Delivery Approaches: Support clients in defining wealth operation strategies, use cases, business cases, implementation roadmaps, vendor or platform considerations, pilot design, testing approaches, and adoption plans. 

• Drive Business Development: Identify, develop, and expand client opportunities through account knowledge, cross-selling, proposal development, commercial discussions, and relationship building across new and existing clients while contributing to originated and managed revenue targets. 

• Coach & Develop Teams: Supervise, mentor, and evaluate consultants and managers, set clear goals, provide feedback, address team challenges, and contribute to recruiting and capability-building efforts. 

• Contribute to Firm Leadership: Share knowledge and best practices, support internal initiatives, represent Sia externally, and serve as a role model for consultants through professionalism, ownership, and leadership by example. 

Qualifications

These qualifications are intended to reflect what may help a candidate succeed as an Senior Manager at Sia. We recognize that candidates may not meet every qualification listed, and we encourage you to apply if you are excited about the role, eager to learn, and believe you can contribute to our teams and clients. 

• Education: Bachelor’s degree in Finance, Business or Engineering or a related field; master’s degree preferred.  

• Relevant Experience: 10+ years of relevant work experience in management consulting or industry in Wealth Management / Asset Management or relevant roles in Financial Services, including Investment Banking, Sales and Trading, Fixed Income, Equities, Middle Office or Asset Servicing. 

• Direct, working knowledge of wealth and asset management operations, platforms, and vendor solutions across portfolio management, IBOR/ABOR, OMS/EMS, trading and middle-office workflows, custody, performance and attribution, alternatives, ETFs, managed accounts, reconciliations, exceptions, and operational controls. 

• Strong industry knowledge across wealth and asset management, with the ability to confidently discuss wealth platforms, SMA/UMA models, investment operations, trading workflows, AI use cases, and operating model transformation. 

• Sales & Business Development: Proven ability to originate new business opportunities and create new revenue streams by identifying client needs, developing relationships, shaping consulting solutions, and converting opportunities into sold work. 

• Consulting Skillset: Strong communication skills, analytical thinking, attention to detail, ownership, teamwork, intellectual curiosity, and a willingness to learn in a fast-paced, client-facing environment.  

Additional Information

Compensation & Benefits  

Sia invests in total rewards that support how our people work, live, and grow.  

Compensation  

• Base Salary: $170,000–$180,000. Actual compensation within this range will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by applicable law. 

• Annual Performance Bonus    

•  Personal Sales Bonus (uncapped)

Benefits  

• Medical, dental, and vision; company-paid life and AD&D; voluntary supplemental insurance and EAP  

• 401(k) with company match and immediate vesting; HSA and FSA options  

• College savings and student loan repayment programs  

• Paid parental leave; generous PTO, nine company holidays, and one floating holiday  

• Cell phone stipend; well-being and professional development programs  

Benefits are subject to applicable plan terms and eligibility requirements.  

Workplace 
Sia values in-person collaboration. When serving clients, consultants may be required to work onsite at a client location based on engagement needs. Between client engagements, consultants are expected to work from a Sia office or approved coworking location at least three days per week. Candidates should reside within a reasonable commuting distance of a Sia office or approved coworking location. Sia maintains offices and coworking arrangements across multiple U.S. markets, including New York City, Charlotte, Greater Seattle, San Francisco Greater Bay Area, Los Angeles, Houston, Atlanta, Baltimore, Chicago, Washington D.C. 

Work Authorization 

Applicants must be legally authorized to work in the United States at the time of application and throughout their employment. This position is not eligible for employment visa sponsorship now or in the future. 

Our Commitment 

At Sia, we believe in fostering a diverse, equitable, and inclusive culture where our employees and partners are valued and thrive in a sense of belonging. 

Sia is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.