Manager, Financial Services-Wealth & Asset Management

KPMG

$125K — $140K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7 years of combined industry and consulting experience in Financial Services, specifically in Wealth and Asset Management.
  • Experience in operations transformation initiatives related to Financial Services.
  • University degree in business, management, operations, or an MBA.
  • Ability to work conceptually and hands-on with a strong problem-solving mindset.
  • Proven ability to build effective relationships with clients and collaborate with senior stakeholders.
  • Experience in supporting business and practice development activities.

Responsibilities

  • Support planning and delivery of client engagements to meet quality standards.
  • Lead workstreams in transformation projects for Wealth and Asset Management clients.
  • Apply financial services knowledge to provide practical client solutions.
  • Build trusted relationships with clients and guide teams in quality delivery.
  • Identify value-added opportunities and assist in developing client proposals.
  • Develop as a trusted advisor focusing on Wealth and Asset Management sectors.
  • Utilize strong communication skills to work with clients and internal stakeholders.
  • Provide coaching and mentorship to team members, fostering an Open Feedback culture.

Benefits

  • Comprehensive and competitive Total Rewards program.
  • Opportunities for professional development and growth.
  • Supportive corporate culture that values mentoring and feedback.
  • Access to thought leadership and innovative practices in the Wealth and Asset Management industry.
Full Job Description
Overview

KPMG's Financial Services Advisory Practice helps organizations develop efficient and effective operations to support strategic business objectives. We are seeking a Manager to strengthen our Wealth and Asset Management practice in the Toronto office.

As a Manager in our Financial Services, Wealth and Asset Management practice, you will support the planning and management of client engagements, lead key workstreams, contribute to the day-to-day execution of services, and support business development activities.

What you will do

  • Supporting the planning and delivery of client engagements, helping ensure on-time, on-budget delivery of quality work in line with client expectations.
  • Leading key workstreams within transformation projects across front, middle and back-office functions for Wealth and Asset Management clients.
  • Applying knowledge of Financial Services and Wealth and Asset Management business activities to deliver practical solutions for clients.
  • Building trusted client relationships and supporting engagement teams through day-to-day guidance, coordination and quality delivery.
  • Identifying opportunities to add value for clients and supporting the development of proposals, presentations and other business development materials.
  • Developing as a trusted advisor within Financial Services, with a focus on Wealth and Asset Management and related sectors.
  • Using strong communication and influencing skills to work effectively with clients, peers and internal stakeholders.
  • Demonstrating an understanding of the relationships between people, organization, business processes and enabling technologies as contributors to business effectiveness.
  • Growing your coaching and feedback skills by providing day-to-day guidance and mentoring to team members and supporting our Open Feedback culture.
  • Supporting practice development initiatives and helping unlock value for Wealth and Asset Management clients.
  • Contributing to thought leadership and points of view on key developments in the Wealth and Asset Management industry.
  • Working collaboratively with other service lines in Advisory.

What you bring to the role

  • 7 years of combined industry and consulting experience within Financial Services, ideally with exposure to the Wealth and Asset Management space.
  • Experience supporting operations transformation initiatives within Financial Services, with an interest in Wealth and Asset Management.
  • University degree in business, management, operations, or MBA or equivalent from an accredited university.
  • Comfortable working at both the conceptual and hands-on level, with strong problem-solving skills and a growth-oriented mindset.
  • Demonstrated ability to build effective client relationships and work collaboratively with senior stakeholders.
  • Experience supporting business development, practice development and project delivery activities.

KPMG Ontario Region Pay Range Information

The expected base salary range for this position is $125,000 to $140,000 and may be eligible for bonus awards. The determination of an applicant's base salary within this range is based on the individual's location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.

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