Financial Service Senior Consultant - Wealth & Asset Management PMO

Sia•New York, NY

45d•Hybrid

About The Position

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 Sia’s Strategy & Management Consulting global footprint and expertise in more than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy, business transformation, IT & digital strategy. 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 Consulting Skills Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data Manages internal team by promoting teamwork, motivate and help consultants to improve Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments Provide status reporting of progress, dependencies, issues, risks, and overall program health Responsible for the work streams of a complex project and takes the lead on simple projects Maintain program sites as a repository for all project information Business Expertise Skills Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide Lead PMO activities across multiple workstreams, including project planning, milestone tracking, and stakeholder communication. Support program leadership in driving large-scale transformation initiatives within Wealth and Asset Management, ensuring alignment with strategic objectives and regulatory expectations. Facilitate Agile ceremonies such as sprint planning, backlog grooming, daily standups, reviews, and retrospectives; partner with Product Owners and Scrum Masters to ensure delivery readiness. Create executive-level presentations, dashboards, and reporting materials that clearly communicate project status, risks, decisions, and recommendations. Collaborate with cross-functional teams—business, technology, operations, compliance—to gather inputs, synthesize information, and develop structured, compelling deliverables. Apply creative thinking and design skills to develop high-quality decks, roadmaps, visuals, and storytelling materials tailored for senior stakeholders and steering committees. Conduct project assessments to identify gaps, risks, and improvement opportunities across processes, governance structures, and delivery frameworks. Support financial management of programs, including budgeting, forecasting, resource planning, and vendor oversight. Ensure alignment between business goals, technology outputs, and regulatory considerations across Wealth and Asset Management functions. Develop and maintain PMO documentation Act as a trusted advisor to senior leaders by providing insights, recommendations, and thought leadership based on industry best practices. Coordinate and manage dependencies across related programs, ensuring clear communication and timely issue escalation. Mentor junior team members and contribute to internal methodology, tools, templates, and best practices for program governance and execution.

Requirements

5+ years of experience within Wealth Management, Asset Management & Financial Service space
Proven experience supporting PMO functions
Previous experience utilizing Agile methodologies with hands-on experience supporting Agile ceremonies and collaborating with Product Owners/Scrum Masters.
Demonstrated ability to create high-quality executive-level presentations, dashboards, and narrative-driven materials for senior stakeholders and steering committees.
Excellent storytelling, visualization, and creative design skills; proficiency with PowerPoint or similar tools.
Strong communication and stakeholder management skills with the ability to influence and collaborate across business, technology, operations, and compliance teams.
Solid understanding of Wealth & Asset Management processes, products, and regulatory considerations.
Experience supporting large transformation programs, system modernization initiatives, or operational change efforts.
High level of organization and attention to detail with the ability to manage multiple workstreams in a fast-paced environment.
Strong analytical and problem-solving abilities; proficiency in Excel or BI tools is a plus.
Bachelor’s degree required; advanced degree or relevant certifications (PMP, PMI-ACP, SAFe, CSM, CFA, etc.) preferred.
Consulting experience is required, particularly in client-facing roles delivering structured, high-impact solutions.
Financial Service background required

Responsibilities

Client delivery as part of an on-site or remote project team, able to define the framework and structure of deliverables, carrying out the production of complex deliverables
Manage the work, activities, and timelines of work for both their selves and their team, identifies priorities and workflows for interested parties
Utilizing a higher-level understanding of methodological concepts, coaches teammates in preparing client deliverables utilizing tools like PowerPoint, Excel, Access, MS Project and Visio, designing key deliverables for projects and supporting other consultants in the production of their deliverables
Present complex ideas, critical points and decisions required to team members and client contacts, including middle and top management
Perform simple and complex research and business analysis to solve for customer business challenges/issues to present unique, tailored solutions utilizing both quantitative and qualitative data
Manages internal team by promoting teamwork, motivate and help consultants to improve
Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship
Defines the project framework and organization, managing one or different projects at a time, guarantees the follow-up of these assignments
Provide status reporting of progress, dependencies, issues, risks, and overall program health
Responsible for the work streams of a complex project and takes the lead on simple projects
Maintain program sites as a repository for all project information
Support the Wealth & Asset Management practice, thought leadership, and people development activities firmwide
Lead PMO activities across multiple workstreams, including project planning, milestone tracking, and stakeholder communication.
Support program leadership in driving large-scale transformation initiatives within Wealth and Asset Management, ensuring alignment with strategic objectives and regulatory expectations.
Facilitate Agile ceremonies such as sprint planning, backlog grooming, daily standups, reviews, and retrospectives; partner with Product Owners and Scrum Masters to ensure delivery readiness.
Create executive-level presentations, dashboards, and reporting materials that clearly communicate project status, risks, decisions, and recommendations.
Collaborate with cross-functional teams—business, technology, operations, compliance—to gather inputs, synthesize information, and develop structured, compelling deliverables.
Apply creative thinking and design skills to develop high-quality decks, roadmaps, visuals, and storytelling materials tailored for senior stakeholders and steering committees.
Conduct project assessments to identify gaps, risks, and improvement opportunities across processes, governance structures, and delivery frameworks.
Support financial management of programs, including budgeting, forecasting, resource planning, and vendor oversight.
Ensure alignment between business goals, technology outputs, and regulatory considerations across Wealth and Asset Management functions.
Develop and maintain PMO documentation
Act as a trusted advisor to senior leaders by providing insights, recommendations, and thought leadership based on industry best practices.
Coordinate and manage dependencies across related programs, ensuring clear communication and timely issue escalation.
Mentor junior team members and contribute to internal methodology, tools, templates, and best practices for program governance and execution.

Benefits

Competitive Compensation
Annual base salary starting at 122K, commensurate with experience and qualifications
Annual performance based discretionary bonus
Robust Health Coverage
3 Medical plans
Dental and Vision
Life, AD&D and other voluntary insurance
Tax-Advantaged Accounts
401K retirement plan
4% matching and 100% vested upon enrollment
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Health, Dependent Care, Commuter
Family Friendly Benefits
100% paid parental leave for all new parents with eligible tenure
Building Healthy Families program if enrolled through Medical plan
Time Off to Recharge
Generous Paid Time Off (PTO) policy
9 company holidays plus 1 floating holiday
Extras that Make Life Easier
College savings and student loan repayment assistance
Monthly cell phone stipend
Access to wellness programs at no cost if enrolled through Medical plan, including:
Gym membership reimbursement
LiveHealth Online virtual care
Personalized support from a Well-being Coach
Employee Assistance Program at no cost
Free confidential counseling and emotional support services
On-demand access to Emotional Well-being resources (ranging from relaxation techniques to stress management)