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PwC Financial Services - AWM Transformation Consulting - Manager in Silicon Valley, California

Specialty/Competency: Functional & Industry Technologies

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 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:

  • Develop new skills outside of comfort zone.

  • Act to resolve issues which prevent the team working effectively.

  • Coach others, recognise their strengths, and encourage them to take ownership of their personal development.

  • Analyse complex ideas or proposals and build a range of meaningful recommendations.

  • Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.

  • Address sub-standard work or work that does not meet firm's/client's expectations.

  • Use data and insights to inform conclusions and support decision-making.

  • Develop a point of view on key global trends, and how they impact clients.

  • Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.

  • Simplify complex messages, highlighting and summarising key points.

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

Basic Qualifications

Minimum Degree Required

Bachelor Degree

Minimum Year(s) of Experience

3 year(s)

Degree Preferred

Master Degree

Preferred Fields of Study

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

Certification(s) Preferred

CFA, CFP, CIMA

Preferred Knowledge/Skills

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

  • Applying proven experience in Wealth Management, and/or Asset Management business models and services;

  • Applying knowledge of transaction lifecycles of Financial Services products

  • Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Managervalue chain;

  • Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations;

  • Applying experience with data and systems interactions including IT tools and technology;

  • Utilizing project management software / tools;

  • Learning new technologies;

  • Understanding of key controls within payments, middle and back-officeprocesses;

  • Applying knowledge of data analysis, process and business requirements;

  • Applying knowledge of technology implementations – design through roll-out;

  • Being familiar with trends of global organizations;

Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas:

  • Delivering 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 work autonomously with little direction;

  • Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback;

  • Communicating effectively in written and verbal formats in various situations and to various audiences;

  • Conducting market research and quantitative and qualitative analyses, including the timely 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;

  • Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members;

  • Structuring and communicating ideas logically;

  • Seeking opportunities to build and maintain professional relationships;

  • Approaching new projects with an open mind;

  • Demonstrating empathy for coworkers and clients;

  • Learning from mistakes and asking for help when needed;

  • Persevering through challenges; and,

  • Believing in the value created by diverse teams and adapting to a variety of working styles.

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.

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.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

The salary range for this position is: $100,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

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