Manager - BCG Vantage, Financial Institutions - Wealth Management
Boston Consulting Group · NY, US
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About the Role
As a Manager – BCG Vantage on our Topic Activation path within BCG's Financial Institutions Practice Area, you will provide U.S. wealth management industry expertise and insights to regional and global Asset & Wealth Management clients. You will collaborate with case and proposal teams to develop expert advisory backed by comprehensive analyses, serving as a thought partner and content expert. You will also drive the development of intellectual property and knowledge assets, contribute to commercialization efforts, and potentially line manage junior colleagues.
Responsibilities
- Collaborate and partner in a growing global team, providing U.S. wealth management industry expertise and insights to regional and global Asset & Wealth Management clients.
- Work with case and proposal teams to develop and provide expert advisory backed by comprehensive analyses.
- Serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex business issues.
- Drive development of intellectual property and knowledge assets to support the wealth management business.
- Serve as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area.
- Work with business leaders to drive proposals & go-to-market efforts.
- Line manage junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support.
Requirements
- 5+ years as management consultant with focus on the U.S. wealth management industry required.
- Candidates who served as in-house strategy consultant embedded within a wealth management firm preferred.
- In lieu of consulting experience, 6+ years of experience at wealth management firms required.
- Candidates with direct exposure to corporate/business strategy viewed as a differentiator.
- Familiarity with asset/investment management beneficial.
- Bachelor's Degree with strong academic achievements required (advanced degree preferred).
- Strong business acumen, superior analytical & problem-solving skills, and conceptual framing capabilities.
- Exceptional PowerPoint & Excel skills and aptitude for leveraging and rapidly developing proficiency with AI-powered tools.
- Fluency in English.
- Outstanding interpersonal and communication skills to interact with internal and external stakeholders while working in a global collaborative team environment.
Skills
- U.S. wealth management subject matter expertise
- Thought partnership
- Solving complex business problems
- Leveraging large and complex data sets
- Using tools such as Alteryx
- Generating insights
- Developing customized solutions
- Inserting yourself into the business
- Establishing credibility
- Communicating with senior stakeholders
- Engaging audience effectively
- Presenting evidence-based insights
- Turning complex content into clear, compelling narratives
- Managing a portfolio of projects
- Awareness of business priorities and commercial impact
- Driving development and maintenance of knowledge assets
- Training, coaching, and mentoring junior team members
- Working in an ever changing and complex environment
- Comfortable with ambiguity
- Navigating a fast-paced environment
Location
- New York
Work Type
- Full-time
- Hybrid
Experience Level
- Manager
Education Level
- Bachelor's Degree
- Advanced Degree
Salary/Compensations
- $136,600.00 - $142,500.00
- Bonus of up to 16%
- Retirement contribution starts at 5% and moves to 10% after 2 years
Benefits
- Zero dollar ($0) health insurance premiums for employees, spouses, and children
- Low $10 (USD) copays for doctor visits, urgent care, and generic drug prescriptions
- Dental coverage, including up to $5,000 in orthodontia benefits
- Vision insurance with coverage for glasses and contact lenses annually
- Reimbursement for gym memberships and other fitness activities
- Fully vested Profit Sharing Retirement Fund contributions made annually
- Option for employees to make personal contributions to a 401(k) plan
- Paid Parental Leave
- Family benefits such as elective egg freezing, surrogacy, and adoption reimbursement
- 12 holidays per year
- Annual office closure between Christmas and New Years
- 15 vacation days per year
- Paid sick time on an as needed basis
About the Company
- Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities.
- BCG was the pioneer in business strategy when it was founded in 1963.
- Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.
- To succeed, organizations must blend digital and human capabilities.
- Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change.
- BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures—and business purpose.
- We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.
- BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact.
- It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations.
- With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise.
- BCG Vantage consists of three career paths: Client Focus (Embedded Expertise), Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions), and Research (Practice Topic and Sector-Aligned Research and Insights).
Equal Opportunity
- Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.
- BCG is an E - Verify Employer.