Demo

Wealth Management Consultant

RIT Solutions, Inc.
New York, NY Full Time
POSTED ON 2/25/2025 CLOSED ON 5/18/2025

What are the responsibilities and job description for the Wealth Management Consultant position at RIT Solutions, Inc.?

Our client, a top-tier Management & Strategy Consulting firm, is seeking an experienced Wealth Management Strategy Consultant .

Qualification & Responsibilities :

  • Lead strategic client engagements, focusing on Wealth Management business strategy, digital strategy, and transformation initiatives.
  • Play a key role in projects such as developing market entry strategies for Wealth Management practices.
  • Develop and contribute to thought leadership, including domain expertise and capability development, and actively participate in client pitches.
  • Drive and execute large-scale transformation programs covering people, policy, process, and technology, with direct exposure to senior client management.
  • Shape industry insights by creating content and leading discussions on the future of Wealth Management and financial services.
  • 8 years of experience(Principal Consultant) and 4 years of experience(Senior Consultant) in Financial Services and / or a professional consulting firm.
  • Proven track record of successfully delivering large-scale transformation projects.
  • Expertise in advising and implementing change projects as part of strategic partnerships with leading financial institutions.
  • Exceptional verbal and written communication skills, with the ability to influence internal and external stakeholders.
  • Experience in Wealth Management, client onboarding, payments management, or security-based lending.
Private Client Advisor
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White Plains, NY
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