Senior Manager – Wealth Management / Asset Management

Line of Service

Advisory

Industry/Sector

FS X-Sector

Specialism

Banking & Finance

Management Level

Senior Manager

Job Description & Summary

Your impact

• Join PwC’s Financial Services Strategy & Transformation practice in Zurich and advise leading Wealth Managers, Asset Managers, Private Banks, Family Offices and other Financial Services institutions on their strategic and transformation priorities.
• Act as a trusted advisor to senior client stakeholders, leveraging deep expertise across the end-to-end Wealth and Asset Management value chain, products, services and operating models.
• Lead the design and delivery of strategic and transformation initiatives, supporting clients in addressing complex business challenges across operating models, processes, organisational structures, products, services, technology-enabled change and other business-critical transformation topics.
• Lead complex transformation programmes and multidisciplinary teams, managing senior client stakeholders, guiding project delivery teams and ensuring successful outcomes from strategy through execution.
• Collaborate across PwC’s broader consulting practice to deliver integrated transformation solutions and bring the best of the firm to our clients.
• Drive business development activities by building client relationships, identifying opportunities, leading proposals and contributing to PwC’s market presence through thought leadership and industry engagement.
• Lead the development of thought leadership, service offerings and market propositions, while driving RfP responses, proposal development and go-to-market initiatives to support the continued growth of the practice.
• Continuously deepen your industry expertise and stay at the forefront of market trends, emerging technologies and developments across Wealth and Asset Management.
• Leverage emerging technologies, including Artificial Intelligence, to identify innovative solutions, enhance delivery approaches and create tangible value for our clients, while continuously expanding your own capabilities and expertise.
• Join PwC Consulting to become part of our Financial Services Strategy & Transformation Team in Zurich.
• Develop subject matter expertise at the very heart of how Wealth Management or Asset Management and portfolio management including alternative investments, and other FS companies works, both on-site with clients and off-site with our international learning and education offerings and industry collaborations.
• Advice clients across the full value chain and asset classes including portfolio management and the underlying technology platforms
• Support our clients to successfully manage their transformations including but not limited to investment management system selection and implementation, definition of target operating models, definition of data models, etc.
• Become part of a team that operates strongly in an interdisciplinary environment within PwC. You will be using and building bridges to our fellow teams that work at the technological edge in big data analysis, artificial intelligence and robotic process automation.
• Be responsible for leading large scale transformations with our clients and lead business development efforts to generate leads and opportunities
• Work in a global environment with the largest FS companies (banks, insurances, crypto companies, etc.)
• You live life-long learning; therefore, we will strongly encourage you to deepen your industry knowledge with adequate certifications.

Your skill set

• Excellent university degree (Master’s level or equivalent) in Finance, Economics, Business Administration, Information Technology or a related discipline.
• 8+ years of experience in Wealth Management, Asset Management, Private Banking, Asset Servicing or broader Financial Services, ideally complemented by proven experience in management consulting serving Financial Services clients.
• Strong understanding of the end-to-end Wealth and Asset Management value chain, including products, services, operating models and front-to-back business processes across multiple asset classes.
• Strong interest in emerging technologies, including Artificial Intelligence, and the ability to apply new tools and approaches to solve business challenges and improve client outcomes.
• Proven experience leading large-scale strategic and transformation initiatives, including operating model transformation, target operating model design, post-merger integration, platform transformation and business change programmes.
• Solid understanding of Wealth and Asset Management technology ecosystems, including investment management platforms, portfolio management systems and related front-to-back operating infrastructures.
• Demonstrated ability to lead multidisciplinary teams, manage senior stakeholder relationships and successfully deliver complex programmes in an international environment.
• Track record in business development, including proposal and RfP leadership, development of service offerings, thought leadership and the identification of new client opportunities.
• Excellent analytical, problem-solving and communication skills, combined with an entrepreneurial mindset and a passion for delivering tangible business outcomes.
• Fluency in English is required; German is a strong advantage and additional languages, such as French, are welcome.
• Flexibility to travel domestically and internationally as required.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Budgetary Management, Business Analysis, Business Development, Business Process Improvement, Business Transformation, Change Management, Coaching and Feedback, Communication, Creativity, Customer Relationship Management, Customer Strategy, Embracing Change, Emerging Technologies, Emotional Regulation, Empathy, Financial Management, Inclusion, Influence, Intellectual Curiosity, Learning Agility, Management Consulting {+ 19 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Available for Work Visa Sponsorship?

Government Clearance Required?

Job Posting End Date