PricewaterhouseCoopers Jobs

Job Information

PwC Asset Wealth Management Transformation Consultant - Sr Manager in Dallas, Texas

Specialty/Competency: Operations

Industry/Sector: Asset and Wealth Management

Time Type: Full time

Travel Requirements: Up to 80%

A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

  • Deal effectively with ambiguous and unstructured problems and situations.

  • Initiate open and candid coaching conversations at all levels.

  • Move easily between big picture thinking and managing relevant detail.

  • Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

  • Contribute technical knowledge in area of specialism.

  • Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

  • Navigate the complexities of cross-border and/or diverse teams and engagements.

  • Initiate and lead open conversations with teams, clients and stakeholders to build trust.

  • Uphold the firm's code of ethics and business conduct.

BXT (Business, Experience and Technology) is a fluid, tailored approach to solving business challenges built around facilitating meaningful dialogue between different perspectives. This is a global Initiative across the firm to bring the best of business, experience and technology teams together to better compete against big consultancies and creative agencies alike.

Job Requirements and Preferences :

Basic Qualifications :

Minimum Degree Required :

Bachelor Degree

Additional Educational Requirements :

In lieu of a Bachelor Degree, 12 years of professional experience involving technology-focused process improvements, transformations, and/or system implementations.

Minimum Years of Experience :

7 year(s)

Preferred Qualifications :

Degree Preferred :

Master Degree

Preferred Fields of Study :

Business Administration/Management, Operations Management/Research, Finance, Accounting, Engineering, Computer and Information Science

Certification(s) Preferred :

CFA, CFP, Financial Securities licenses (e.g., Series 6, Series 7).

Preferred Knowledge/Skills :

Demonstrates intimate knowledge and/or a proven record of success in the Asset and Wealth Management industry including the following areas:

  • Wealth Management, Broker Dealer, Wirehouse, 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 intimate abilities and/or a proven record of success leading large teams through the design and implementation of changes to Operations, including people, process and technology including 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.

At PwC, our work model includes three ways of working: virtual, in-person, and flex (a hybrid of in-person and virtual). Visit the following link to learn more:

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:

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

For positions in Colorado, visit the following link for information related to Colorado's Equal Pay for Equal Work Act: