Financial Services Asset Management Advisory Manager

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Overview:

A career within Operations Consulting services will provide you with the opportunity to help our clients optimize all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programs to drive both growth and profitability.

  • Job Type: Full Time
  • Level: Experienced
  • Travel: Yes (Frequent)
  • Glassdoor Reviews and Company Rating

The PwC Professional

What does it take?

The PwC Professional gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

It describes the key capabilities needed in order to meet the expectations of our clients, colleagues and communities in today’s changing global marketplace.

Whatever the role, level or expertise you bring to PwC, we look for people who love making a difference wherever they can.

  • Whole Leadership
  • Relationships
  • Business Acumen
  • Technical Capabilities
  • Global Acumen

Our Culture

Our values and behaviors define the expectations we have for working together and with clients. We all contribute to the culture of PwC. At PwC, we cultivate an environment in which our differences are embraced and our people feel comfortable bringing their whole selves to work.

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  • We act with integrity
  • We make a difference
  • We care
  • We work together
  • We reimagine the possible

Benefits / Rewards

  • Health Care

    We offer comprehensive medical coverage, vision care, dental and health savings accounts.

  • Retirement

    PwC offers a 401(k) Savings Plan and a Wealth Builder retirement plan completely funded by PwC.

  • Maternity/Paternity Leave

    Eligible new parents receive, within the first year from birth or adoption/foster placement, 12 weeks of paid parental leave. Parents have the option to work 60% of hours, at full-time pay, for an additional four weeks immediately following paid parental leave.

  • Paid Time Off

    The Firm recognizes 13 paid holidays and provides extended Firm holidays around the July 4 holiday and Christmas and New Year holiday. You accrue vacation time of between three weeks (15 work days) and one month (22 work days) per year, based upon staff classification and length of service with PwC.

  • Infinite Learning

    PwC will provide you with a personalized learning experience — using on-the-job training, real-time development, smart technology and data and analytics, giving you customized access to formal and informal learning.

  • Be Well, Work Well

    Through our increased focus on well-being, we are shifting the mindset of how we work. We will provide you with the skills and knowledge to prioritize your well-being with opportunities and resources for your physical, emotional, mental and spiritual health.

Job details

Job Title Financial Services Asset Management Advisory Manager Job Category Operations Consulting Level Manager Specialty/Competency Operations Industry/Sector Asset and Wealth Management Job Type Regular Time Type Full time Travel Requirements Up to 80% Start Year 2024 Job ID 576197WD Location(s) FL-Miami, CA-Los Angeles, FL-Tampa, NC-Charlotte, GA-Atlanta, IL-Chicago, DC-Washington, MA-Boston, NY-New York, TX-Dallas, CA-San Francisco, PA-Philadelphia
A career in our Customer Service practice, within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. Our team helps organisations improve their customer interface, service delivery, and middle and back office operations. We use customer insights and market analytics to help our clients make smarter decisions, integrate products and services, and optimise their customer operations to enable sustainable growth.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Develop new skills outside of comfort zone.
  • Act to resolve issues which prevent the team working effectively.
  • Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
  • Analyse complex ideas or proposals and build a range of meaningful recommendations.
  • Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
  • Address sub-standard work or work that does not meet firm's/client's expectations.
  • Use data and insights to inform conclusions and support decision-making.
  • Develop a point of view on key global trends, and how they impact clients.
  • Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
  • Simplify complex messages, highlighting and summarising key points.
  • Uphold the firm's code of ethics and business conduct.



PwC's Asset Management (AM) Advisory Group provides executive management and key decision makers with insights and advice on their most critical business challenges. Focusing on performance improvement related engagements, we work with our clients to assess their business and operating models. At the very core, our primary objective is to help asset and wealth managers to address the key business and operational challenges impacting their financial performance and competitive position. 

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:
Bachelor's Degree

Required Field(s) of Study:
Accounting & Finance,Business Administration/Management,Corporate Finance,Economics and Finance

Minimum Year(s) of Experience:
6 year(s)

Preferred Qualifications:

Degree Preferred:
Master of Business Administration

Preferred Fields of Study:
Business Analytics,Financial Mathematics,Managerial Economics,Mathematical Economics,Mathematical Statistics,Quantitative Finance

Preferred Knowledge/Skills:

Demonstrates extensive abilities and/or a proven record of success as a team leader byassisting engagement leaders with research, analytics, project management, and delivery including:   

  • Assisting competency leadership with practice development activities (e.g. development of training material, conference speeches, industry research, point of view publications, etc.); 
  • Assisting in client proposals;  
  • Staying abreast of current business and industry trends; 
  • Technical capabilities and professional knowledge; 
  • Remaining current on new developments in PwC’s advisory service capabilities; and, 
  • Possessing solid business acumen. 

Demonstrates proven extensive ability to deliver significant business results and strategic insights through the following skills:   

  • Leading project work streams, emphasizing the ability to build relationships with team members and also work autonomously with minimal direction and oversight;  
  • Communicating in written and verbal formats to various audiences, including senior business leadership, with the effective use of compelling visuals and a structured storyline; 
  • Conducting and managing a broad range of quantitative and qualitative research;
  • Developing financial models based on discounted cash flow (e.g., NPV); 
  • Developing models to estimate market and segment sizes; 
  • Analyzing financial statements (e.g., balance sheet, income statement and cash flow) basic financial ratios (e.g., ROIC, ROE, ROA, etc.) 
  • Understanding of basic managerial accounting concepts, including activity-based costing, contribution margin and their potential linkage to performance measurement; 
  • Understanding of strategy frameworks;  
  • Utilizing structured thinking and the ability to develop storylines, including insights and recommendations;  
  • Structuring and conducting meetings and/or interviews with client counterparts; 
  • Usingindustry background and experience to apply specific insights; and,
  • Managing complex project work streams to a successful conclusion; 

Demonstrates extensive-level, knowledge and/or success with managing the identification and addressing of client needs including: 

  • Trends and themes in the global asset management industry;  
  • Asset class and investment product characteristics, (e.g., credit, private equity, infrastructure, real estate); 
  • Product vehicles (e.g. private equity, hedge funds, mutual funds, ETFs, etc.);
  • Interdependencies between key industry stakeholders (e.g. fund managers, intermediaries, investors); 
  • Roles and responsibilities of functions across the asset management value chain; and,
  • Digital solutions utilized by the industry. 

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.



The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
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