Managing Principal, Wealth and Asset Management

Managing Principal, Wealth and Asset Management

Bridge strategy and execution in Wealth—deliver platforms that advisors, investors, and operations can trust.

We are seeking a senior leader with deep Wealth and Asset Management expertise to drive large-scale client transformation programs and lead strategic growth initiatives within our consulting practice.

This role requires a proven track record in managing complex platform conversions, integrations, and business transformations across wealth management and asset servicing domains. The ideal candidate combines strong strategic vision, hands-on delivery leadership, and exceptional stakeholder management skills, with the ability to influence senior executives across business and technology.

What You’ll Do

• Lead and manage major Wealth Management transformation programs, with particular focus on platform conversions, data migrations, and operating model transitions
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