Wealth & Asset Management Consultant – Managing Principal / Director level

Responsibilities

We are representing a confidential financial services consulting organization seeking an experienced Wealth & Asset Management Consultant at the Managing Principal or Director level for a remote position.

In this role, you will:

• Design and deliver discretionary, advisory, or pooled investment propositions across multiple asset classes and client segments
• Lead strategic transformation projects, from new product launches to operational model redesign
• Partner with clients to enhance efficiency, client experience, and regulatory compliance
• Collaborate across multi-disciplinary teams to deliver measurable business outcomes
• Contribute to practice development through mentoring, thought leadership, and internal initiatives

What We're Looking For

Required qualifications:

• 10+ years of experience in discretionary and/or advisory wealth or asset management within a business or technology transformation context
• In-depth understanding of client and product lifecycles—from onboarding and regulated advice to documentation, investment governance, and reporting
• Strong knowledge of relevant rules, regulations, and operational frameworks
• Proven ability to challenge existing approaches and explore new technologies to transform investment delivery and client engagement
• A collaborative mindset and passion for driving positive change and measurable results

Preferred qualifications:

• Experience designing and implementing new discretionary or advisory investment products
• Expertise in outsourcing oversight, operational transformation, and automation
• Knowledge of data-driven insights, digital platforms, and innovation in investment services
• Strong presentation and stakeholder engagement skills
• Professional qualifications such as PMP, Prince2, Lean Six Sigma, or IMC

How We Work With You

Our talent team at Get A Job.ai partners with leading organizations to connect exceptional professionals with career-defining opportunities. When you apply through our platform:

• You submit your application directly on getajob.ai
• One of our experienced recruiters conducts an initial screening to understand your background and career goals
• We present qualified candidates to our client for consideration
• Throughout the process, we serve as your advocate and main point of contact

Important: Please do not attempt to contact the client directly. All communication should flow through Get A Job.ai to ensure a smooth and professional hiring process.

Pay

Compensation details will be discussed with qualified candidates during the screening process.

Equal Employment Opportunity: Get A Job.ai is committed to creating a diverse and inclusive recruiting process. We welcome applications from all qualified candidates regardless of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic.