Wealth Management Consultant

Accenture•Milwaukee, NY

14d

About The Position

No industry can escape digital's disruption, especially not Wealth Management. Today’s clients expect a whole new kind of experience that’s more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence—and many won’t go at it alone. That’s where Accenture comes in. We leverage our deep industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading Wealth Management firms. Accenture Consulting: Your Unique Place in our Global Collective Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. We are an innovation led-company that works at the heart of our clients’ organizations so that no matter how complex the business challenge, we face the future with confidence. If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. Join us to develop your ideas into provocative points of view and transformative insights that help shape industries. You’ll work with an amazing and diverse mix of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together, you’ll do so much more than consult. Coming here means future-proofing your career and going as far as your ambition takes you. Becoming a tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe we is greater than me and that diverse perspectives lead to the best solutions. Joining Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives.

Requirements

2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., back and middle office operations, investment technology, compliance, etc.)
Capable of working independently with limited oversight
Strong communication skills and attention to detail
Entrepreneurial, independent, and highly motivated individual
Bachelor's degree required
Demonstrated teamwork and collaboration in a professional setting; either military or civilian
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Nice To Haves

Experience in Private Markets, Distribution and/or Wealth Technology & Platform Strategy is preferred
Previous management consulting and business analysis experience a plus
CPA and/or MBA a plus

Responsibilities

Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process.
Understanding the strategic direction set by senior management as it relates to team goals
Ability to manage dynamic technology consulting projects with heavy client engagement
Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.
Participating in workshops with key client stakeholders to document process/data flows and associated technology applications
Maintaining an understanding of advancements in regulations, technology and innovations which are happening across your specialization, and the broader financial services marketplace
Consult and partner with our clients to help them develop high performance solutions to advance their industry position in investment banking
Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives
Supporting business development initiatives, including client proposals and building strong relationships with Accenture clients
Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.