Practice Lead (Wealth Management)

Location: New York City / New Jersey, USA

Experience: 12+ years

About the Opportunity

We are seeking a Consulting Leader / Client Partner to join our Asset & Wealth Management practice.

In this role, you will work directly with C-suite executives and senior leaders at leading investment management firms, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.

This is a partner-track leadership opportunity with direct visibility to the firm's senior leadership team.

Key Responsibilities

Practice Growth

• Contribute to firm-wide leadership by expanding the Asset Management vertical with differentiated and scalable offerings.
• Identify and develop new business opportunities to drive practice growth.

Strategic Advisory

• Act as a strategic thought partner to senior executives and CXOs.
• Build trusted relationships and influence strategic decision-making.
• Shape and drive innovative strategies in data modernization, advanced analytics, and AI.
• Deliver measurable business outcomes through large-scale transformation initiatives.

Client Engagement

• Cultivate long-term, trust-based relationships with senior stakeholders.
• Proactively identify emerging client needs, business opportunities, and innovative solutions.

Leadership

• Represent the firm's senior leadership team in client interactions.
• Collaborate across delivery, consulting, and managed services teams.

Team & Capability Development

• Mentor, recruit, and develop project leads and consultants.
• Contribute to culture-building, knowledge development, and internal initiatives.

Key Qualifications

• 12+ years of relevant experience, with a strong background in the Asset & Wealth Management industry.
• Demonstrated success in winning new business and growing client accounts.
• Recognized executive presence, deep domain expertise, and the ability to navigate complex client organizations.
• Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives.
• Strong relationship-building and advisory skills, with the ability to engage at the highest levels.
• Ability to operate effectively in politically complex environments.
• Entrepreneurial mindset with a proactive, visionary approach to identifying and shaping new opportunities.

Ideal Candidate Profile

A senior consulting leader or client partner with deep Asset & Wealth Management expertise, strong C-suite relationships, and a proven ability to grow consulting practices and lead data, analytics, and AI transformation initiatives.