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Boston Consulting Group

Global strategy and transformation consulting firm

Manager – Wealth Management - Financial Institutions Practice

Strategy & Management ConsultingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$136.6k - $142.5k

About the Job

Requirements

  • At least 5 years as a management consultant focused on the U.S. wealth management industry is required; candidates with in-house strategy consulting experience embedded within a wealth management firm are preferred.
  • Alternatively, at least 6 years of experience at wealth management firms is required; direct exposure to corporate or business strategy is a differentiator.
  • A bachelor's degree with strong academic achievements is required.
  • Strong business acumen, analytical and problem-solving skills, and conceptual framing capabilities are required.
  • Exceptional PowerPoint and Excel skills and the aptitude to leverage AI-powered tools and rapidly develop proficiency with them are required.
  • Fluency in English is required.
  • The role requires communicating and interacting with internal and external stakeholders in a global collaborative team environment.

Responsibilities

  • Provide U.S. wealth management industry expertise and insights to regional and global Asset & Wealth Management clients.
  • Work with case and proposal teams to develop and provide expert advisory supported by comprehensive analyses.
  • Serve as a thought partner and content expert to case teams and topic or sector leaders, helping structure and solve complex business issues.
  • Develop intellectual property and knowledge assets to support the wealth management business.
  • Contribute actively to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area.
  • Work with business leaders to drive proposals and go-to-market efforts.
  • Manage a portfolio of projects, considering business priorities and commercial impact.
  • Develop and maintain knowledge assets, including tools and topic materials, for different client contexts.
  • Train, coach, and mentor junior team members.
  • Occasionally travel to serve clients onsite during staffing assignments.
  • May line manage junior colleagues, including responsibility for goal setting, ongoing feedback, and career development support.

Desired Qualifications

  • Candidates with in-house strategy consulting experience embedded within a wealth management firm are preferred.
  • Familiarity with asset or investment management is beneficial.
  • An advanced degree is preferred.
  • Direct exposure to corporate or business strategy is a differentiator.

About the Company

Boston Consulting Group

Global strategy and transformation consulting firm

BCG provides global management consulting, advising leaders in strategy and transformation across industries, with expertise in M&A, operations, pricing, sustainability, and AI. BCG X builds AI solutions, digital products, and new ventures by combining engineers, data scientists, designers, and venture builders for clients. Specialist units Inverto, Platinion, and Quantis support procurement, IT architecture, and sustainability, while the BCG Henderson Institute supplies research. The goal is to help clients achieve lasting performance improvements and durable value through strategic advisory plus hands-on technology execution.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Boston, MA
Founded
1963

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