Financial Services - AWM Transformation Consulting Senior Associate

Financial Services - AWM Transformation Consulting Senior Associate

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Job Category Operations Consulting Level Senior Associate Specialty/Competency Operations Time Type Full time Travel Requirements Up to 80% Job ID 567442WD Location(s) NC-Raleigh, NC-Charlotte, IL-Chicago, OH-Cincinnati, OH-Cleveland, SC-Columbia, OH-Columbus, TX-Dallas, VA-Richmond, MD-Baltimore, CA-Sacramento, MA-Boston, MO-St. Louis, UT-Salt Lake City, TX-San Antonio, CA-San Diego, CA-San Francisco, CA-Silicon Valley, WA-Seattle, SC-Spartanburg, NY-Albany, CT-Stamford, FL-Tampa, OH-Toledo, GA-Atlanta, OK-Tulsa, TX-Austin, DC-Washington, CO-Denver, IA-Des Moines, MI-Detroit, NY-Buffalo, NJ-Florham Park, TX-Fort Worth, NC-Greensboro, CT-Hartford, TX-Houston, MI-Grand Rapids, IN-Indianapolis, CA-Irvine, FL-Jacksonville, MO-Kansas City, NV-Las Vegas, AR-Little Rock, CA-Los Angeles, KY-Louisville, AL-Birmingham, AR-Fayetteville, FL-Miami, WI-Milwaukee, MN-Minneapolis, TN-Nashville, LA-New Orleans, NY-New York, OK-Oklahoma City, PA-Philadelphia, AZ-Phoenix, PA-Pittsburgh, OR-Portland

A career 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.

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 Senior Associate, 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:

  • Use feedback and reflection to develop self awareness, personal strengths and address development areas.
  • Delegate to others to provide stretch opportunities, coaching them to deliver results.
  • Demonstrate critical thinking and the ability to bring order to unstructured problems.
  • Use a broad range of tools and techniques to extract insights from current industry or sector trends.
  • Review your work and that of others for quality, accuracy and relevance.
  • Know how and when to use tools available for a given situation and can explain the reasons for this choice.
  • Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
  • Use straightforward communication, in a structured way, when influencing and connecting with others.
  • Able to read situations and modify behavior to build quality relationships.
  • Uphold the firm's code of ethics and business conduct.



Basic Qualifications

Minimum Degree Required

Bachelor Degree

Minimum Year(s) of Experience

3 year(s)

Degree Preferred

Master Degree

Preferred Fields of Study

Business Administration/Management/Analytics, Operations Management/Research,Finance,Engineering,Computer and Information Science

Certification(s) Preferred

CFA, CFP, CIMA

Preferred Knowledge/Skills

Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas:

  • Applying proven experience in Wealth Management, and/or Asset Management business models and services;

  • Applying knowledge of transaction lifecycles of Financial Services products

  • Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Managervalue chain; 

  • Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations;

  • Applying experience with data and systems interactions including IT tools and technology;

  • Utilizing project management software / tools; 

  • Learning new technologies

  • Understanding of key controls within payments, middle and back-officeprocesses;

  • Applying knowledge of data analysis, process and business requirements;

  • Applying knowledge of technology implementations – design through roll-out;

  • Being familiar with trends of global organizations;

Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas:

  • Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative;

  • Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction;

  • Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback;

  • Communicating effectively in written and verbal formats in various situations and to various audiences;

  • Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence;

  • Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members;

  • Structuring and communicating ideas logically;

  • Seeking opportunities to build and maintain professional relationships;

  • Approaching new projects with an open mind;

  • Demonstrating empathy for coworkers and clients;

  • Learning from mistakes and asking for help when needed;

  • Persevering through challenges; and,

  • Believing in the value created by diverse teams and adapting to a variety of working styles.


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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. 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

Financial Services - AWM Transformation Consulting Senior Associate

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    PwC Recruiting: H-1B Lottery Policy

    PwC currently is not hiring 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 here.

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