Senior Consultant – Front Office US - Asset and Wealth Management Consulting

Liqueo are specialists in business change and solution deployment across Asset and Wealth Management. Established to offer a fresh and exciting approach to Management Consulting within Asset and Wealth Management.

We are a fully remote company and are open to applicants from across the US.

Our Approach

We provide organisations with the skills they need to implement programmes successfully through our flexible workforce model, tailoring solutions to meet our client's strategic goals

Our Mission

Creating a business known for how nice our people are to work with and the quality of the work we deliver.

Our Vision

To be the global change and transformation partner of choice within asset and wealth management. To create a magnetic, thriving culture of excellence where great people fulfil their ambition.

Our Values

We are Open: We encourage others to speak freely with integrity. This creates an environment where all input is valued so everyone can make a worthwhile contribution. We aim for an environment without hierarchical boundaries. Our willingness to share enables open discussion of professional and personal situations - lowering stress and supporting better mental health.

We are Collaborative: We work as a team so the knowledge and experience we share can be passed on to our clients. We believe in active communication - sharing our knowledge and experience for the greater good.

We Are Always Learning: We actively encourage everyone to seek learning pathways and contribute to expanding knowledge. This benefits us individually and collectively across Liqueo. We support each other in pursuing interests and aspirations. This is achieved via personal development plans, dedicated in-house coaching and access to bespoke training.

We are Diverse and Inclusive: We’re proud of the space we’ve created – but there’s always more to do. Our team benefits from our widely ranging backgrounds and skill sets. We must continue to strive – and reflect the strength and diversity of our communities.

Role and Responsibilities

• Lead successful consulting engagements (with project ownership) addressing our clients' business challenges, delivering lasting and distinctive outcomes and value.
• Solve complex, ambiguous business change and technology problems through strong project management or business analysis expertise.
• Able to bring structure, rigorous analysis and planning whilst driving project delivery and managing senior stakeholder expectations.
• Build, develop and sustain trusted senior client relationships up to C-suite level.
• Play a key role in driving the growth agenda for clients by identifying emerging market trends.
• Develop and manage high performing, multidisciplinary consulting teams, actively mentoring others and contributing to performance management and recruitment activities.

Deliverables

• Manages projects / clients / teams for the practice they support, typically leading a portion of a client project.
• Explains the context of interrelated situations, asks probing questions, and solicits multiple sources of advice prior to taking action when appropriate.
• Co-ordination of Liqueo employees by acting as a mentor to colleagues within the wider business and sharing industry & domain expertise within Liqueo.
• Involved in organising with other employees the writing of white papers & case studies for publication via the Liqueo website and LinkedIn.

Skills & Experience / Competencies

• An expert understanding of the industry across either Asset Management, Wealth Management, Buyside Vendor or Buyside Consulting covering a range of client segments, offerings, and businesses.
• Familiarity with multiple core technology platforms in use in the industry (e.g. Aladdin, Charles River, SimCorp, Thinkfolio, Markit EDM, Avaloq, Investcloud, IRESS).
• Knowledge and a personal viewpoint on key trends, including front to back operating model, emerging products, risk & regulation, investor needs, investor lifecycle, and products and services.
• Excellent consulting and problem-solving skills. Familiarity with recognized consulting frameworks and techniques; experience of research, quantitative analysis, structured problem solving and executive communication techniques.
• Proven presentation skills, personal impact, and charisma to lead large-scale, senior meetings, presentations and workshops supported by first class written and verbal communication skills; the ability to articulate complex problems and solutions in a simple, logical, and impactful manner.
• Can identify potential hires and conducts first round interviews, creating a positive experience for the interviewee.
• Sets an example of strong leadership and management and is accountable for team performance while keeping team focused and motivated."

We pride ourselves on being an equal opportunities employer and welcome applications from all sections of society and does not discriminate on grounds of race, religion or belief, ethnic or national origin, disability, age, citizenship, marital, domestic or civil partnership status, sexual orientation, or gender identity, or any other basis as protected by applicable law.