Job Description
Managing Principal, Wealth and Asset Management
Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.
We are seeking a senior leader with deep Wealth and Asset Management expertise to drive large-scale client transformation programs and lead strategic growth initiatives within our consulting practice.
This role requires a proven track record in managing complex platform conversions, integrations, and business transformations across wealth management and asset servicing domains. The ideal candidate combines strong strategic vision, hands-on delivery leadership, and exceptional stakeholder management skills, with the ability to influence senior executives across business and technology.
What You’ll Do
- Lead and manage major Wealth Management transformation programs, with particular focus on platform conversions, data migrations, and operating mode...