Manager - BCG Vantage, Financial Institutions - Wealth Management
About The Position
As a Manager within BCG Vantage on our Topic Activation path within BCG's Financial Institutions Practice Area, you will collaborate and partner in a growing global team, providing wealth management industry expertise and insights to Asset & Wealth Management clients. You will work together with case and proposal teams to provide knowledge assets, analysis and expert advisory. You’ll serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex issues. While contributing to client cases, occasional travel to serve clients onsite during staffing assignments is expected. Additionally, as a Manager within BCG Vantage you will drive development of intellectual property and knowledge assets to support the wealth management business, serving as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area, whilst working with business leaders to drive proposals & go-to-market efforts. As a Manager within BCG Vantage, you may line manage junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support. BCG’s Financial Institutions Practice Area helps clients navigate a rapidly evolving business landscape. We support clients in adapting to market evolutions, dynamic client expectations, digital disruption, and regulatory shifts. Within the Asset & Wealth Management sector specifically, we help firms develop differentiated value propositions, optimize cost structures, enhance client engagement, and future-proof operating models—building lasting competitive advantage in an increasingly complex market.
Requirements
- 3+ years of strategic consultant experience relevant to the U.S. wealth management industry required; candidates with consulting experience preferred.
- In lieu of consulting experience, 4+ years minimum wealth management industry experience required; 6-10+ years of industry experience strongly preferred.
- Bachelor's Degree required.
- Strong business acumen, superior analytical & problem-solving skills, and conceptual framing capabilities.
- Exceptional PowerPoint & Excel skills; fluency in English.
- Outstanding interpersonal and communication skills to interact with internal and external stakeholders while working in a global collaborative team environment.
Nice To Haves
- Familiarity with the asset/investment management industry beneficial.
- Advanced degree preferred.
Responsibilities
- Collaborate and partner in a growing global team, providing wealth management industry expertise and insights to Asset & Wealth Management clients.
- Work with case and proposal teams to provide knowledge assets, analysis and expert advisory.
- Serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex issues.
- Drive development of intellectual property and knowledge assets to support the wealth management business.
- Serve as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area.
- Work with business leaders to drive proposals & go-to-market efforts.
- Line manage junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support.
- Recognize as a topic insider and thought partner, excelling at solving complex client problems through relevant analytical approaches and customized solutions in the wealth management segment.
- Insert yourself into the business and establish credibility by taking positions/drawing conclusions on a range of challenges.
- Communicate with senior stakeholders, demonstrating the ability to engage your audience effectively.
- Manage a portfolio of projects, with strong awareness of business priorities and commercial impact.
- Drive development and maintenance of knowledge assets e.g. tools, topic materials, based on different client contexts.
- Train, coach, and mentor junior team members.
- Work in an ever changing and complex environment, and comfortable with ambiguity and navigating a fast-paced environment.
Benefits
- Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children
- Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs
- Dental coverage, including up to $5,000 in orthodontia benefits
- Vision insurance with coverage for both glasses and contact lenses annually
- Reimbursement for gym memberships and other fitness activities
- Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan
- Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement
- Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month)
- Paid sick time on an as needed basis
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
