Industry Lead, Wealth Management (Global Team)
Slalom, LLC

This is a role with one of Slalom's global teams - Tri-state area is highly preferred, and travel will be required as needed by our clients.

Role: Industry Lead, Wealth Management

Target Level: Director or Senior Director

Who you are

You are an accomplished professional and leader with extensive experience in the Wealth Management industry. As a seasoned expert, you bring experience working with wealth and private banking customers across high-net-worth clients, asset managers, and financial advisors to deliver strategic solutions that enhance wealth management services and drive business growth. You thrive in a dynamic and fast-paced environment, leveraging your deep understanding of wealth management, client advisory, and the evolving financial landscape. Your track record of success demonstrates your ability to navigate complex challenges and deliver exceptional results in the realm of wealth management consulting.

Who You'll Work With

Our Global Industry team provides our clients deep industry perspectives and enhances our differentiation by applying context and insights unique to the industry segments we serve. Our industry expertise is critical to the success of our customers, partners, and people and enables us to deliver more impactful and transformational work. You will report to our Capital Markets Managing Director, within the global Financial Services industry.

What you will do

• Provide strategic guidance and advisory services to clients in the wealth management industry, including portfolio management, client onboarding, risk assessment, regulatory compliance, etc.
• Drive $5M+ in attributed sales & revenue across client engagements.
• Conduct in-depth analysis of market trends, regulatory changes and competitive landscapes to inform client strategies and decision-making processes.
• Develop and implement innovative solutions to address client challenges, such as risk management, regulatory compliance, market expansion, and product development.
• Lead and manage consulting engagements with a utilization target of 40%, ensuring the delivery of high-quality solutions that meet client objectives an exceed expectations.
• Collaborate with market leaders and cross-functional teams to leverage diverse expertise and perspectives in developing comprehensive client solutions.
• Cultivate a culture of inclusion and connection across the capital markets community at Slalom.
• Drive thought leadership both internally and externally to build brand awareness around our expertise in the capital markets industry.

What you bring

• Extensive experience (15+ years) and deep domain expertise in the wealth management, asset management or financial services industry, with a proven track record of success in consulting / advisory and technology implementation roles.
• History of building and managing sales pipelines of $5M+
• Strong understanding of financial advisory services, wealth management operations, portfolio management, and regulatory compliance.
• Knowledge of the latest trends in wealth management including digital tools, robo-advisory, and alternative investments.
• Familiarity with digital wealth management platforms, data analytics, and fintech innovations.
• Strong understanding of compliance mandates and regulatory changes impacting wealth management services.
• Excellent communication and interpersonal skills, with the ability to build rapport and credibility with clients at all levels of an organization.
• Proven leadership abilities, including experience managing consulting engagements, leading teams and driving results.
• Advanced degree in finance, business administration, economics or a related field preferred.
• Professional certifications such as CFA, FRM or CPA are a plus.

About Us

Slalom is a next-generation professional services company creating value at the intersection of business, technology, and humanity. With our fiercely human approach, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by over 700 technology partners, our nearly 12,000 team members in eight countries and 49 offices help people and organizations dream bigger, move faster, and build better tomorrows for all.We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For nine years running. Learn more at slalom.com.

Compensation and Benefits

Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that includemeaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.

Slalom is committed to fair and equitable compensation practices.For this position, the base salary pay range for Director is $192,000 to $307,000 and the targeted base salary pay range is $220,000-$270,000. The base salary pay range for Senior Director is $225,000 to $359,000 and the targeted base salary pay range is $270,000-$310,000. In addition, this position is eligible for variable pay through an annual bonus compensation plan. These plans are based on achievement against sales targets and/or business objectives.Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.

EEO and Accommodations

Slalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.

---