About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Asset and Wealth Management.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role overview

Confidential Client is seeking an Associate-level Operations Management Consultant to join its Asset & Wealth Management practice. This role supports clients across asset management and wealth management firms to improve operational efficiency, strengthen middle- and back-office processes, and apply emerging technologies to deliver measurable business outcomes.

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What You’ll Do

• Support client engagements to analyze current-state operations and identify improvement opportunities.
• Map transaction lifecycles and document middle- and back-office processes.
• Help design and implement operational solutions that improve efficiency, reduce risk, and improve client experience.
• Assist with data collection, analysis, and visualization to inform recommendations.
• Use project management tools to track deliverables, risks, and timelines.
• Collaborate with cross-functional teams and senior consultants to produce client-ready materials.
• Participate in knowledge-sharing and continuous learning to expand technical and commercial skills.

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What You Must Have

• Bachelor’s degree in Business, Finance, Economics, Computer Science, or a related field.
• At least 1 year of experience in management consulting, financial services, or asset/wealth management operations.
• Strong analytical mindset and attention to detail.
• Effective written and verbal communication skills; ability to present findings clearly.
• Authorization to work in the United States (employers may require proof of eligibility).

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What Sets You Apart

• Master’s degree (MBA or related) or advanced technical degree preferred.
• Familiarity with asset management and wealth management operating models.
• Understanding of transaction lifecycles for financial services products.
• Experience with middle- and back-office processes, reconciliations, or settlements.
• Proficiency with project management software and basic data tools (Excel, SQL, BI tools).
• Comfortable learning new technologies and integrating data/system interactions.
• Ability to travel as required by client engagements.

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Travel

• Up to 80% travel may be required for client-facing engagements.

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Compensation & Benefits

• Salary range for this role in Philadelphia, NY: $63,000 - $140,000 per year. Actual compensation will depend on skills, experience, and location, and is subject to applicable employment laws.
• Eligible employees may also receive discretionary bonus opportunities.
• Typical benefits include medical, dental, vision, retirement savings (401k), paid time off, parental leave, and other company-provided benefits; specific offerings will be confirmed by Confidential Client.

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Legal & hiring notes

• Confidential Client and Careertakes comply with all applicable U.S. federal, state, and local employment laws.
• Applicants will be considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or other protected characteristics.
• Reasonable accommodations are available on request for candidates taking part in all aspects of the selection process.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.