Senior Consultant – Wealth & Asset Management

Sia•New York, NY

About The Position

Sia’s Wealth & Asset Management team delivers strategic initiatives that unlock significant value within the clients and organizations we support. Our teams navigate evolving market dynamics, regulatory complexity, and rising client expectations. We support clients across the full investment and distribution lifecycle, helping them strengthen operating models, modernize technology and data platforms, enhance risk and compliance frameworks, and deliver more personalized, scalable client experiences. Our teams bring deep industry expertise across asset managers, wealth managers, private banks, and alternative investment firms, combining strategic insight with hands-on execution. From front-office transformation and product innovation to middle- and back-office optimization.

Requirements

Bachelor’s degree required preferably in a Business or related field (Masters preferred)
3+ years of recent client-facing management consulting experience
Strong financial service understanding and previous financial service client facing exposure
Moderate knowledge and skill in wealth & assets management
Knowledge of the full Wealth and/or Asset Management value chain (Front Office, Middle Office, Back Office)
Experience in complex transformations or technology implementations in Wealth and/or Asset Management, including business analysis, sourcing model, data model, organizational model, and technical architecture
Experience in designing future state operating models in Wealth and/or Asset Management due to various change catalysts (e.g., core platform change, new product, merger/acquisition, start up, cost reduction, outsourcing, globalization)
Specific subject matter expertise regarding transformation and a strong business understanding of Wealth and/or Asset Management products and services
Trained to moderate knowledge and skill in Project Management
Experience supporting the construction of executive presentations
Proven communication, interpersonal, and organizational skills
Act as a supportive team player who actively develops relationships and is eager to share knowledge with colleagues and our clients
Flexibility in approach and a willingness to adapt quickly and take initiative when working in unstructured environments with limited supervision
An ability to transform your domain knowledge and project experiences into published content for Sia Partners Insights

Responsibilities

Support practice, thought leadership, and people development activities firmwide
Maintains a deep understanding of business concepts, issues and challenges and key knowledge to master a business expertise
Cultivate knowledge related to a specific business challenge, issue, or deepen understanding within a sector and function domain
Contribute to the development of new solutions in own areas of expertise
Takes a leading role within internal firm knowledge-share activities and organizations, ensuring complete knowledge and competency transfer to other consultants
Help contribute and support Sia’s growing Wealth & Asset Management practice

Benefits

Competitive Compensation
Annual base salary starting at 124K, 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)