waypointjobs

Fynetra

Manager – Asset & Wealth Management Consulting

town of boston, NY

Check who can apply and the requirements below before continuing.

About this opportunity

Fynetra lists this Manager – Asset & Wealth Management Consulting opportunity in town of boston, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

asset-management, Management Consulting, Wealth Management

Perm

Hybrid

The Role

We’re hiring a Manager to lead consulting engagements across asset and wealth management transformation initiatives .

This is a true delivery + leadership role . You’ll own projects end-to-end, manage and mentor consultants, and act as the day-to-day senior point of contact for clients. You’ll be expected to shape solutions, drive execution, and contribute to the firm’s growth through business development and thought leadership.

This role suits someone who enjoys hands-on leadership , not just oversight.

What You’ll Be Working On

Leading and managing end-to-end client engagements

Owning project delivery, structure, timelines, and quality

Managing and mentoring teams of consultants

Running senior client workshops and stakeholder sessions

Translating complex business and technology challenges into clear, executable solutions

Designing and delivering high-quality client outputs

Supporting business development through proposals, client relationships, and thought leadership

Contributing to internal initiatives, practice development, and firm growth

Acting as a subject-matter expert in at least one asset & wealth management domain

What We’re Looking For

5+ years of consulting or project delivery experience

(management consulting, boutique consulting, or relevant in-house roles)

Strong experience within asset management, wealth management, or financial services

Proven ability to lead teams and manage client delivery

Experience with operating model design, business change, and/or technology-enabled transformation

Confident communicator with strong presentation and stakeholder management skills

Comfortable working across investments, distribution, or middle/back office functions

Commercial mindset with interest in business development and firm-building

Collaborative leadership style with a focus on mentoring and development

If you don’t meet every requirement but bring strong relevant experience and leadership capability, we still encourage you to apply.

What This Role Is (and Isn’t)

This role is for you if you:

Enjoy leading teams and owning client relationships

Want responsibility for delivery, not just contribution

Like balancing strategy, execution, and people leadership

This role is not for you if you:

Prefer individual contributor-only roles

Are looking for a purely technical or purely operational position

Why Join

Hybrid and flexible working model

Clear progression path beyond Manager

Exposure to complex, high-impact client engagements

Strong emphasis on leadership development and mentorship

Meritocratic culture where delivery and impact matter

Apply

If you’re ready to step into a Manager-level consulting role with real ownership, leadership responsibility, and exposure across asset & wealth management, we’d like to hear from you.

Apply for this position

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asset-management, Management Consulting, Wealth Management

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