The Managing or Senior Managing Consultant will support and oversee engagement workstreams across a range of financial, operational, and regulatory matters. The role requires strong analytical capability, structured problem-solving, and the ability to communicate effectively with both internal teams and client stakeholders. Candidates should demonstrate initiative, professionalism, and the ability to contribute to a fast-paced advisory environment.
Responsibilities- Conduct business process reviews and current-state assessments across financial and operational functions.
- Develop structured roadmaps to enhance operations, compliance, controls, and risk management.
- Support clients with technology enablement, workflow optimization, and dashboard/reporting development.
- Perform financial and accounting reviews, including data validation, reconciliation, and quality control.
- Design and execute statistical and financial analyses, including modeling of financial data and markets.
- Prepare, refine, and present client-ready deliverables to senior stakeholders.
- Manage and mentor junior staff, ensuring quality and consistency across workstreams.
- Conduct industry research and contribute to business development and practice growth.
- Maintain and strengthen client relationships through consistent communication and high-quality work.
AI, LLM, and Emerging Technology CapabilitiesThe practice is expanding its advisory offerings to incorporate AI-enabled solutions. Candidates with experience in the following areas will be strongly considered:
- Hands-on experience with AI models such as Claude, ChatGPT, Gemini, or comparable tools.
- Experience working with proprietary large language models (LLMs) or contributing to the development of custom models.
- Has built industry solutions that have been leveraged throughout firm or sold to clients.
- Ability to translate complex AI/ML concepts into clear, accessible explanations for non-technical audiences.
- Interest in identifying opportunities to integrate AI into financial operations, risk processes, or client deliverables.
- Willingness to take ownership of new initiatives, pilots, and innovation-focused workstreams.
Additional Qualifications- Several years of experience with AI models including Claude, ChatGPT, and Gemini.
- Experience working with proprietary LLMS or has built one.
- Good at explaining complex concepts in ways their audience can understand.
- Strong work ethic and willing to take the lead on new initiatives.
- Financial services and blockchain/crypto experience a plus Strong presentation skills and the ability to communicate effectively with senior executives..
- Demonstrated ability to simplify complex concepts for diverse audiences.
- Strong work ethic, ownership mindset, and willingness to lead initiatives.
- Experience in financial services, blockchain, or cryptocurrency is considered a plus.
- High degrees of integrity, discretion, and commitment to quality.
- Ability to work independently and collaboratively within multidisciplinary teams.
- Strong organizational skills and attention to detail.
- Commitment to continuous learning and professional development.
Managing Consultant Salary Range: $100,000 - $160,000
Senior Managing Consultant: $145,000 - $200,000
