Director - Wealth and Asset Management

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action‑oriented professionals in more than 40 countries. We take a hands‑on approach to solving our clients’ problems and helping them reach their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action‑oriented professionals in more than 40 countries. We take a hands‑on approach to solving our clients’ problems and helping them reach their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Alvarez & Marsal’s Financial Services Industry group partners with financial services firms and private investors to drive results, create value, and unlock business opportunities at every stage of growth. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability, navigate complex industry challenges, and harness rapid technological changes that drive market advantage.

We provide end‑to‑end portfolio and M&A services; deliver innovation, revenue growth, and efficiency through business transformation; and execute rapid solutions to turn around businesses. Clients can expect bottom‑line results through action‑oriented leadership and success‑aligned fee arrangements, delivered by our global team of turnaround experts, industry operators, digital leaders, and regulatory specialists.

A respected leader and a trusted advisor to clients within the Wealth Management industry ecosystem (Investment Products and Solutions, Client and Advisor Experience, Platforms and Technology, Front/Middle/Back Operations, Risk and Regulatory). You are excited to leverage your experience to transform Financial Services organizations; working across the C‑suite to capitalize on disruption, enable competitiveness, and drive growth and profitability via continuous innovation.

This is a hybrid, in‑office role based in New York or Boston.

• Lead the day‑to‑day execution of consulting projects and ensure successful delivery of client requirements within scope, including:
  • Own the project planning and process management and communicate progress to clients and A&M leadership.
  • Drive development of the content, either directly or by providing guidance to the consulting team (e.g., sharing ideas, frameworks, or input on research and analysis).
  • Manage the client relationship on a day‑to‑day basis.
  • Manage project scope and maintain an acceptable pace of work.
• Manage multiple client and stakeholder relationships and network within the client organization to understand their needs and influence the client agenda.
• Lead senior client presentations and meetings.
• Lead and contribute to other A&M projects, for example by sharing expertise or best practices.
• Contribute to the development of intellectual property within the Financial Services Industry, including improving methodologies, tools, techniques, and developing new ideas and approaches.
• Contribute to business development efforts, including preparation of proposal documents and attending pitch presentations.
• Engage with Wealth Management macro‑industry trends, competitive dynamics, and disruptors (fintech, digital, AI, etc.) to generate thought leadership and innovative ideas.
• Provide mentorship and coaching to Managers, Consultants, and Analysts to help develop their consulting skills, sharing knowledge, giving feedback, and creating growth opportunities.

• Minimum 8 years of experience in strategy consulting, management consulting, corporate strategy, or a related…