Consultant Job at Dan Byrne Consulting, New York, NY

bGR3KzJlMkljL0UzQU1vek5JUHZaV0drZUE9PQ==
  • Dan Byrne Consulting
  • New York, NY

Job Description

Company Description

Consultant – Wealth & Asset Management Transformation

A leading professional services firm is seeking an experienced Manager to join its Financial Services consulting practice, focused on Wealth & Asset Management transformation.

What You'll Do:

  • Analyze financial data and business trends to help clients make informed investment and business decisions
  • Develop go-to-market strategies and roadmaps, including competitive benchmarking, customer segmentation, and market entry analysis
  • Support clients through product development lifecycles using Agile methodologies
  • Manage and motivate cross-functional teams, monitoring progress and ensuring quality delivery
  • Build and maintain long-term client relationships and identify business development opportunities
  • Travel up to 75% to meet client needs (up to 25% internationally)

What You'll Need:

  • Bachelor's degree in a business or technical field + 5 years of experience (or Master's + 4 years)
  • 3+ years in a professional services or financial services environment
  • 3+ years in asset management, private banking, insurance, or related sectors
  • 3+ years presenting technical findings via PowerPoint, Excel, Word, or Visio
  • 2+ years managing teams through full project lifecycles

What's Offered:

  • Competitive base salary with full benefits including medical, dental, and retirement plans
  • Flexible vacation policy and hybrid work model
  • Continuous learning, coaching, and leadership development opportunities
  • Inclusive and diverse team culture

Job Tags

Flexible hours

Similar Jobs

HCL Global Systems Inc

Medical Device Assembler Job at HCL Global Systems Inc

 ...About the Company Performs any combination of tasks involved in the fabrication, manufacture, assembly, testing and packaging of medical devices as well as setting up, operating, performing maintenance on and troubleshooting equipment. May conduct quality inspections... 

Valeris

Director of IT Infrastructure & Operations Job at Valeris

 ...Indiana. To learn more about Valeris, please visit . As the Director Infrastructure & Operations, you will join our team on a journey...  ...and communication technologies in partnership with the VP of IT and the Enterprise Architect. ~ Oversee all enterprise datacenter... 

HirePower

Internal Auditor Job at HirePower

 ...experience (Not IT) required (Big 4 experience preferred). ~ Minimum 2 years of experience as a Senior Auditor (Financial, Not IT). ~ Must be open to international travel (up to six 2-week trips per year). Every other month for 2 weeks to Europe. ~ Must be willing... 

TBG | The Bachrach Group

Social Worker Job at TBG | The Bachrach Group

 ...The Social Worker would work Monday-Friday 7am-3pm or 9am-5pm full-time in Queens, NY. ESSENTIAL DUTIES AND RESPONSIBILITIES: Supervise a team of Case Managers. Hold regular, structured supervision meetings with direct reports. Promote effective case management... 

Quantum ERP Solutions

Epicor Operations Consultant Job at Quantum ERP Solutions

Company Description Quantum ERP Solutions specializes in providing implementation, customization, integration, and support for Epicor Kinetic. With expertise across industries such as aerospace, pharmaceuticals, logistics, and more, we deliver tailored solutions to ...