Director – Asset & Wealth Management Strategy Consulting (Financial Services)

Description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

The Team

This role sits within A&M’s Financial Services Industry group and focuses on strategy and transformation engagements for Asset and Wealth Management clients, including traditional and alternative asset managers, wealth platforms, and asset servicers. The role is ideal for experienced strategy or management consultants with deep Financial Services expertise seeking increased responsibility, client exposure, and impact.

Alvarez & Marsal’s Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability, navigate the complex industry challenges, and harness rapid technological changes that drive market advantage.

We provide end-to-end portfolio and M&A services; deliver innovation, revenue growth and efficiency through business transformation; and execute rapid solutions to turn around businesses. Clients can expect bottom line results through action‑oriented leadership and success‑aligned fee arrangements, delivered by our global team of turnaround experts, industry operators, digital leaders, and regulatory specialists. Visit us here to find out more about A&M’s Financial Services Industry group.

How You Will Contribute

You are a client-facing consulting leader with deep experience across Asset and Wealth Management industry ecosystem (traditional and alternative asset managers, wealth platforms, asset servicers), serving as a trusted advisor to executives at traditional and alternative asset managers, wealth platforms, asset servicers, and financial sponsors. You bring a strong consulting toolkit and mindset—structured problem solving, executive communication, and rigorous analytics—and are excited to apply it to some of the most complex challenges facing the industry today. You will work closely with C‑suite and senior leadership teams to help clients define strategy, execute transformation, and deliver measurable results, often in fast‑paced, ambiguous environments.

This is a hybrid, in‑office role based in New York, NY or Boston, MA.

The Work

You will lead the day‑to‑day execution of consulting engagements across Asset and Wealth Management, including:

• Owning end‑to‑end delivery of consulting workstreams—problem definition, hypothesis development, analysis, and executive‑ready recommendations
• Leading project planning, workplan development, and team management, while communicating progress and risks to clients and A&M leadership
• Developing clear, data‑driven insights and executive‑level deliverables (presentations, financial models, operating frameworks), either directly or by guiding junior team members
• Managing day‑to‑day client relationships, acting as a trusted advisor
• Leading and facilitating client meetings, working sessions, and presentations
• Managing project scope, timelines, and economics while maintaining a sustainable pace of work
• Working across multiple stakeholders (investment, distribution, operations, technology, finance, risk/compliance) to influence decision‑making and align on outcomes

In addition, you will:

• Contribute to firm‑wide intellectual capital, including methodologies, playbooks, and thought leadership relevant to Asset & Wealth Management
• Support business development efforts, including proposal development and participation in pitch meetings
• Stay close to industry trends and disruptors (private markets growth, ETF innovation, digital advice, data/AI, regulatory change)
• Mentor and coach Managers, Consultants, and Analysts, reinforcing strong consulting fundamentals and career development

Here’s What You Need

• Minimum 8 years of experience in strategy consulting or management consulting, corporate strategy, or a related advisory role supporting Asset Management and/or Wealth Management clients
• Prior experience at a top‑tier consulting firm (MBB, Big 4 Strategy, or well‑regarded boutique financial services consultancy) strongly preferred
• Demonstrated experience in one or more of the following areas within Asset or Wealth Management:
  • Growth Strategy & Business Model Transformation
  • Operating Model & Cost Transformation
  • Mergers & Acquisitions (commercial due diligence, integration)
  • Pricing, revenue, and margin optimization
  • Platform, data, and technology modernization
  • Digital, analytics, and AI‑enabled transformation
• Proven ability to lead consulting engagements and teams, manage multiple workstreams, and deliver high‑quality outcomes in ambiguous environments
• Outstanding structured problem‑solving skills, with the ability to synthesize complex quantitative and qualitative information
• Exceptional PowerPoint and Excel skills (executive storytelling and financial analysis)
• Bachelor’s degree required

Bonus Points

• You have experience supporting asset managers, alternative investment firms, asset servicers, or wealth platforms across strategy and transformation initiatives
• You actively contribute to practice building, thought leadership, and business development
• You possess strong executive presence and polished written and verbal communication skills
• You hold an MBA or other advanced degree

Experience may include work in strategy consulting, management consulting, financial services consulting, asset management strategy, wealth management strategy, operating model transformation, M&A due diligence, post‑merger integration, or digital transformation.

Applicants must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well‑being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high‑performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy‑two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M’s benefits programs.

The salary range is $150,000- $225,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

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