Manager - BCG Vantage, Financial Institutions - Wealth Management

Boston Consulting Group • New York, NY

8d

About The Position

As a Manager – 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 – 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 – 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 (advanced degree preferred)
• 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

Responsibilities

• Recognized 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
• Inserting yourself into the business and establishing credibility by taking positions/drawing conclusions on a range of challenges
• Communicating with senior stakeholders, demonstrating the ability to engage your audience effectively
• Managing a portfolio of projects, with strong awareness of business priorities and commercial impact
• Driving development and maintenance of knowledge assets e.g. tools, topic materials, based on different client contexts
• Training, coaching, and mentoring junior team members
• Working 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager