FS Asset Wealth Management Ops Consultant - Director

Industry/Sector

Asset and Wealth Management

Specialism

Operations

Management Level

Director

Job Description & Summary

At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operational strategies, and offer guidance and support to help clients streamline processes, improve productivity, and drive business performance.

As an operations consulting generalist at PwC, you will possess a broad understanding of various aspects of operations consulting. You will provide comprehensive guidance and support to clients in optimising operational efficiency and effectiveness. Working in this area, you will analyse client needs, develop operational solutions, and offer recommendations tailored to specific business requirements.

Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Lead in line with our values and brand.
• Develop new ideas, solutions, and structures; drive thought leadership.
• Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
• Balance long-term, short-term, detail-oriented, and big picture thinking.
• Make strategic choices and drive change by addressing system-level enablers.
• Promote technological advances, creating an environment where people and technology thrive together.
• Identify gaps in the market and convert opportunities to success for the Firm.
• Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.

Demonstrates thought leader-level abilities with, and/or a proven record of success directing efforts in the Asset and Wealth Management industry including the following areas:  

• Wealth Management, Broker Dealer, Wire house, and/or Retirement business models and services; 
• Development and deployment of digital wealth management solutions;  
• Transaction lifecycles of Financial Services products;  
• Operations and administration of Financial Services businesses; - 
•  Data and systems interactions including IT tools and technology;  
•  Documentation and the identification of key controls within the transaction lifecycle;  
• Process and Business Requirements;  
• Financial operations, including the financial close, planning and forecasting processes;  
• Statutory Reporting, GAAP or IFRS requirements;  
• Trends of global organizations utilizing pragmatic approaches to achieve sustainable financial functions and operating models; 
• Functional knowledge of business intelligence and performance management software tools; and,  
• Wealth Management Strategy and Transformation, Product and/or Service Innovation and Development, including digital solutions, Supply and Demand Planning and Pricing, and Service Operations. 

Demonstrates thought leader-level abilities as a team member through the design and implementation of changes to Operations, including people, process and technology emphasizing the following areas: 

• Leading the delivery of significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; 
• Leading project work streams, emphasizing the ability to build collaborative relationships with team members and clients;  
• Coaching others including building productive and collaborative relationships with team members and proactively providing and seeking guidance, clarification and feedback;  
• Communicating complex information effectively in written and verbal formats to various situations and audiences;  
• Conducting and managing market research and quantitative and qualitative analyses, including the synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence;  
• Leading and delivering projects including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members;  
• Managing delivery from project scoping to conclusion, while consistently keeping the client’s goals in mind; - Developing and growing team members; 
• Communicating complex information effectively;  
• Approaching new projects with an open mind; 
• Demonstrating empathy for coworkers and customers;  
• Learning from mistakes and ask for help when needed; and  
• Believing in the value created by diverse teams and can adapt to a variety of working styles. 

Travel Requirements

Up to 80%

Job Posting End Date

December 17, 2025

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.  At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance