Alvarez & Marsal · 20 hours ago
Director - Wealth and Asset Management
Boston, MA
Full-time
Hybrid
Director/Executive
$150K/yr - $225K/yr
8+ years expAlvarez & Marsal (A&M) is a global consulting firm that focuses on driving results and creating value for financial services firms and private investors. The Director of Wealth and Asset Management will lead consulting projects, manage client relationships, and contribute to business development while leveraging industry expertise to drive growth and innovation.
ConsultingProfessional Services
No H1B
Responsibilities
Lead the day-to-day execution of consulting projects and ensuring successful delivery of client requirements within the scope of the engagement, including:
Own the project planning and process management and communicating progress to clients and A&M leadership
Drive development of the content, either directly or by providing guidance to the consulting team (for example, by sharing ideas, frameworks or providing input on research and analysis)
Manage the client relationship on a day-to-day basis
Managing project scope and maintaining an acceptable pace of work
Manage multiple client and stakeholder relationships and networking within the client organization in order to understand their needs and help to influence the client agenda
Leading senior client presentations and meetings
Lead and contribute to other A&M projects, for example by sharing expertise or best practices
Contribute to the development of intellectual property within the Financial Services Industry including improving methodologies, tools, techniques and developing new ideas and approaches
Contribute to business development efforts, including preparation of proposal documents, and attending pitch presentations
Engage with Wealth Management macro industry trends, competitive dynamics and disruptors (fintech, digital, AI, etc.) to generate thought leadership and innovative new ideas to respond to evolving industry challenges
Provide mentorship and coaching to Managers, Consultants and Analysts to help develop their consulting skills, including sharing knowledge and experience, giving frequent feedback, and creating opportunities for team members to learn and grow
Qualification
Required
Minimum 8 years of experience in strategy consulting, management consulting, corporate strategy, or a related advisory role supporting Wealth Management or Asset Management
Demonstrated experience in one or more of the following domains: Growth Strategy and Business Model Transformation, Performance Improvement/Cost Re-engineering, Mergers & Acquisitions (due diligence, post-merger integration, etc.), Pricing and Revenue Optimization, Data, Platform and Technology Modernization, Innovation, Data & Analytics, Digital and AI
Outstanding problem-solving acumen leveraging strong quantitative and qualitative analytical skills; proven ability to derive insights from large volumes of unstructured information to solve complex, ambiguous problems
Proven experience leading projects and/or teams
Exceptional Microsoft Powerpoint and Excel skills
Bachelor's Degree
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
Preferred
Experience in a top-tier firm (MBB, Big 4 Strategy, or equivalent) strongly preferred
Good leadership, communication (written and oral) and interpersonal skills
You've got an MBA after your name or another type of advanced degree
Benefits
Healthcare plans
Flexible spending and savings accounts
Life
AD&D
Disability coverages
401(k) retirement savings plan
Paid time off including vacation
Personal days
Seventy-two (72) hours of sick time
Ten federal holidays
One floating holiday
Parental leave
Annual discretionary contribution to their 401(k) retirement savings plan
Company
Alvarez & Marsal
Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Austin Prentice
Senior Director
Barbara Lundberg
Managing Director
Recent News
Private Equity Wire
2026-01-13
IndiaTimes
2025-12-25
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