Consultant - Capital Markets & Wealth Management

Location: New York City (Hybrid) | Practice Area: Capital Markets & Wealth & Asset Management | Type: Permanent

• →

  Design and deliver solutions addressing business, operational, and technology challenges within financial services organizations

• →

  Develop high-quality deliverables including process maps, business requirements, project plans, and roadmaps

• →

  Conduct qualitative and quantitative analysis, interpreting data to generate actionable insights

• →

  Facilitate client workshops, interviews, and meetings to gather requirements and support decision-making

• →

  Contribute to internal capability building through development of frameworks, toolkits, and reusable assets

• 2+ years of experience in capital markets, wealth management, or asset management within financial services

• Experience in consulting or roles such as business analysis, project delivery, or product management

• Understanding of financial products, platforms, operations, or technology ecosystems

• Strong analytical and problem-solving skills with attention to detail

• Excellent communication skills with the ability to engage a range of stakeholders

• Experience working with Agile methodologies or tools such as JIRA or Confluence

• Exposure to digital innovation, AI, or emerging technologies in financial services

• Experience supporting market entry strategies or transformation initiatives

• Advanced proficiency in Excel and PowerPoint

• Postgraduate or advanced degree