Senior Manager, Wealth & Asset Management (FSI)

Sia Partners
Sia Partners

New York, NY, USA

Posted on Jul 30, 2026

Job description

As a Senior Manager supporting our Wealth & Asset Management practice, you will lead client engagements focused on strategy, operating model transformation, AI, data and technology modernization across global asset managers, custodians and institutional banks and providers.

The ideal candidate brings deep expertise in wealth and asset management operations (e.g., trade lifecycle, post-trade processing, middle office, or data management) combined with strong consulting, stakeholder management, and delivery leadership capabilities.

Responsibilities:

In this role, you are expected to:

  • Demonstrate Wealth & Asset Management Operations Expertise: Bring strong working knowledge of wealth and asset management operations, including client and account onboarding, Know Your Customer and Anti-Money Laundering processes, portfolio administration, trade support, cash and asset movements, custody, fund and portfolio accounting, asset servicing, fee processing, reconciliations and exception management, performance reporting, and client servicing.

  • Apply Knowledge of Financial Markets, Products & Client Solutions: Understand the operational requirements associated with wealth and asset management products and services, including equities, fixed income, mutual funds, exchange-traded funds, separately managed accounts, alternative investments, retirement products, trusts, managed portfolios, lending products, cash management, and custody services.

  • Translate Technical Concepts into Business Solutions: Explain complex wealth and asset management operational concepts in a clear and practical manner for senior business, advisory, investment, operations, technology, risk, compliance, and regulatory stakeholders.

  • Understand the End-to-End Client and Investment Lifecycle: Identify how evolving client expectations, investment products, digital capabilities, and service models affect front-to-back processes, including client acquisition and onboarding, account setup and maintenance, suitability and investment restrictions, portfolio construction, trade execution and settlement, asset servicing, fee billing, performance measurement, client reporting, and integration with legacy platforms.

  • Navigate Regulatory, Risk & Control Considerations: Understand the regulatory and control environment surrounding wealth and asset management operations, including fiduciary obligations, suitability, client protection, custody, books and records, privacy, financial crime compliance, operational risk, third-party risk, business resiliency, data governance, and supervisory expectations.

  • Shape Client Solutions & Delivery Approaches: Support clients in defining wealth operation strategies, use cases, business cases, implementation roadmaps, vendor or platform considerations, pilot design, testing approaches, and adoption plans.

  • Drive Business Development: Identify, develop, and expand client opportunities through account knowledge, cross-selling, proposal development, commercial discussions, and relationship building across new and existing clients while contributing to originated and managed revenue targets.

  • Coach & Develop Teams: Supervise, mentor, and evaluate consultants and managers, set clear goals, provide feedback, address team challenges, and contribute to recruiting and capability-building efforts.

  • Contribute to Firm Leadership: Share knowledge and best practices, support internal initiatives, represent Sia externally, and serve as a role model for consultants through professionalism, ownership, and leadership by example.