Partner


Job Details

I am working with a global, financial services consulting firm, who are seeking a Partner for the New York office. which specializes in Asset and Wealth Management.


The firm, a boutique, offers unrivaled expertise in the asset and wealth management sectors. With a blue-chip client base, they work with more than 80% of the top 25 largest global asset management firms globally and have offices in every major financial center.


We are looking for someone with a track record delivering change projects for leading financial services institutions. This experience will have come at a leading consulting firm, or potentially an internal strategy unit, though external consulting experience is preferred.


What are we looking for?

  • Experience working with Asset and/or Wealth Management clients
  • Excellent relationship development and management skills
  • Proven track record in business development and account development
  • Natural and confident communicator with excellent presentation skills
  • Ability to manage up and down, both for senior stakeholders and junior team members


Project experience should include work with Target Operating Model, business processes and/or IT solutions experience. Key areas include: Distribution, CRM, Portfolio management & Risk management, Middle & Back Office processes and outsourcing.

Above all, we are looking for people who are passionate about the Asset and Wealth Management market, who have their finger on the pulse and are on top of market trends.


The firm offers a truly meritocratic environment with a focus on team, not individual, and the opportunity to grown and progress at your own pace.


Please contact ...@lawrenceharvey.com





 Lawrence Harvey

 05/17/2024

 All cities,NY