Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Manager - BCG Vantage, Financial Institutions - Wealth Management

$136.6k - $142.5k

Boston Consulting Group

Locations : New York | Chicago Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures—and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As a Manager within BCG Vantage on our Topic Activation path within BCG's Financial Institutions Practice Area, you will collaborate and partner in a growing global team, providing US wealth management industry expertise and insights to Asset & Wealth Management clients. You will work together with case and proposal teams to develop and provide expert advisory backed up by comprehensive analyses. You'll serve as a thought partner and content expert to case teams and topic/sector leaders, helping structure and solve complex business issues. While contributing to client cases, occasional travel to serve clients onsite during staffing assignments is expected. Additionally, as a Manager within BCG Vantage you will drive development of intellectual property and knowledge assets to support the wealth management business, serving as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area, whilst working with business leaders to drive proposals & go-to-market efforts. As a Manager within BCG Vantage, you may line manage junior colleagues, taking responsibility for their goal setting, ongoing feedback and career development support. BCG's Financial Institutions Practice Area helps clients navigate a rapidly evolving business landscape. We support clients in adapting to market evolutions, dynamic client expectations, digital disruption, and regulatory shifts. Within the Asset & Wealth Management sector specifically, we help firms develop differentiated value propositions, accelerate growth, optimize cost structures and enhance client engagement, connecting strategy and technology to transform how organisations work and build lasting competitive advantage in an increasingly complex market.

YOU'RE GOOD AT

  • Recognized as a wealth management subject matter expert and thought partner, excelling at solving complex business problems through relevant analytical approaches and customized solutions in the US wealth management industry.
  • Inserting yourself into the business and establishing credibility by taking positions/drawing conclusions on a range of challenges
  • Communicating with senior stakeholders, demonstrating the ability to engage your audience effectively with evidence-based insights that turn complex content into clear, compelling narratives
  • Managing a portfolio of projects, with strong awareness of business priorities and commercial impact
  • Driving development and maintenance of knowledge assets e.g. tools, topic materials, based on different client contexts
  • Training, coaching, and mentoring junior team members
  • Working in an ever changing and complex environment, and comfortable with ambiguity and navigating a fast-paced environment
What You'll Bring
  • 3+ years as management consultant with a focus on the U.S. wealth management industry required; candidates who served as in-house strategy consultant embedded within a wealth management firm preferred
  • In lieu of consulting experience, 4+ years of experience at wealth management firm required; candidates with direct exposure to corporate/business strategy functions strongly preferred with 6-10+ years of industry experience viewed as a differentiator
  • Familiarity with the asset/investment management industry beneficial
  • Bachelor's Degree required (advanced degree preferred)
  • Strong business acumen, superior analytical & problem-solving skills, and conceptual framing capabilities
  • Exceptional PowerPoint & Excel skills; fluency in English
  • Outstanding interpersonal and communication skills to interact with internal and external stakeholders while working in a global collaborative team environment
Who You'll Work With As a Manager - BCG Vantage on our Topic Activation path, you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities to the service of our internal and external clients. Our team is made up of a diverse pool of BCG Vantage positions that allow us to pursue exciting, innovative BCG Vantage careers. Additional info BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations. With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams. Client Focus (Embedded Expertise) * Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) * Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients Research (Practice Topic and Sector-Aligned Research and Insights)
  • Delivers actionable research and insights tailored to the client project's needs; works with qualitative and quantitative data, conducts research and provides synthesized results from sources including commercial data, public and open source, company and industry research, macro-economic, commodities and trade data.
  • ** For US locations only ***
In the US, we have a compensation transparency approach. Total compensation for this role includes base salary, annual discretionary performance bonus, retirement contribution, and a market leading benefits package described below. * The base salary range for this role in New York is $ 136,600 - $ 142,500 This is an estimated range, however, specific base salaries within the range depend on various factors such as experience and skill set. It is not common for new BCG employees to be hired at the high-end of the salary range. BCG regularly reviews its ranges to ensure market competitiveness. In addition to your base salary, your total compensation will include a bonus of up to 20% and a generous retirement contribution that starts at 5% and moves to 10% after 2 years. All of our plans provide best in class coverage: * All of our plans provide best in class coverage:
  • Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children
  • Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs
  • Dental coverage, including up to $5,000 in orthodontia benefits
  • Vision insurance with coverage for both glasses and contact lenses annually
  • Reimbursement for gym memberships and other fitness activities
  • Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan
  • Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement
  • Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month)
  • Paid sick time on an as needed basis
Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here ( for more information on E-Verify. Boston Consulting Group

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Manager - BCG Vantage, Financial Institutions - Wealth Management in Chicago, IL vacancy
  • A leading financial institution seeks a National Client Banker in Chicago, IL to manage client relationships and ensure optimal wealth management. The ideal candidate has over three years of experience, a Bachelor's degree, and required financial licenses. Responsibilities... 
    Financial

    JPMorgan Chase & Co.

    Chicago, IL
    1 day ago
  • A leading management consulting firm is seeking a Manager for BCG Vantage in its Financial Institutions Practice Area in Chicago. This role requires expertise in wealth management and strategic consulting, focusing on providing insights to clients and managing projects... 
    Financial

    Boston Consulting Group (BCG)

    Chicago, IL
    5 days ago
  • $98.4k - $199k

    A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8... 
    Financial

    Old National Bank

    Chicago, IL
    2 days ago
  • J.P. Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our...  ...with clients to provide goals-based financial planning advice and to deliver sophisticated products... 
    Financial

    JPMorgan Chase & Co.

    Chicago, IL
    5 days ago
  • $137.4k - $240.4k

    Recruiting Manager - Wealth & Asset Management page is loaded## Recruiting Manager - Wealth & Asset Managementlocations: Chicago, IL...  ...500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern... 
    Financial
    Flexible hours

    Northern Trust

    Chicago, IL
    1 day ago
  •  ...Specialist is a sophisticated wealth expert that focuses on...  ...High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate...  ..., trust and estates, financial planning, insurance, alternative... 
    Financial

    Chase

    Chicago, IL
    3 days ago
  • $110k - $230k

    Asset & Wealth Management, Product Marketing Manager: US Third Party Wealth, Vice President -...  ...insurance companies, endowments, foundations, financial advisors and individuals. Role...  ...role within a similar leading financial institution with an outstanding track record with... 
    Financial
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    Chicago, IL
    4 days ago
  • Citi is seeking a Wealth Relationship Manager to enhance client relationships and provide tailored financial solutions. Located in Evanston, Illinois, this role demands strong analytical skills and proactive client engagement. The successful candidate will have 5-8 years... 
    Financial

    Citi

    Evanston, IL
    2 days ago
  • RK Partners is seeking a Relationship Manager based in Chicago, Illinois. This role requires partnering with Wealth Advisors to ensure exceptional client service and support...  ...client relationships and contribute to financial planning processes, all while enjoying a collaborative... 
    Financial
    Work at office

    RK Partners

    Chicago, IL
    5 days ago
  •  ...Sachs Bank AG is looking for an Asset & Wealth Management Associate in Chicago, IL. In this role...  ...'ll support marketing initiatives for institutional clients like pension funds, endowments...  ...will have 2-5 years of marketing or financial services experience and a Bachelor's Degree... 
    Financial

    Goldman Sachs Bank AG

    Chicago, IL
    3 days ago
  • $225k - $275k

     ...requirements) Mandate The mandate of the Managing Director & Team Lead, Treasury &...  ...Solutions Market Structure and Asset Wealth Managers: Plan, manage and execute strategic...  ...products to Corporate clients across Financial Institution Industries. Client and relationship... 
    Financial
    Full time
    Contract work
    Part time
    Local area

    BMO

    Chicago, IL
    9 hours ago
  • RK Partners in Chicago is looking for a Relationship Manager to support high-net-worth clients alongside Wealth Advisors. You will deliver exceptional client experiences while contributing to financial planning and advisory processes. Qualified candidates should hold a... 
    Financial

    RK Partners

    Chicago, IL
    1 day ago
  • This role is responsible for managing client relationships and working closely with record...  ...responsible for managing our existing institutional relationships, creating strategic plans...  ...will have extensive experience in the financial services industry with a strong working... 
    Financial

    Drips.com

    Oak Brook, IL
    3 days ago
  • $60k - $115k

    Goldman Sachs Bank AG is seeking a Relationship Manager - Analyst in Chicago, IL. This role focuses on enhancing institutional relationships and providing clients with optimal financial wellness solutions. The ideal candidate will possess excellent interpersonal and organizational... 
    Financial

    Goldman Sachs Bank AG

    Chicago, IL
    5 days ago
  • EY is seeking a Manager Consultant for Asset & Wealth Management to support clients with operating models, technology, and investment strategies. Candidates...  ...Bachelor's degree and 5-7 years in asset management or financial consulting. EY provides a hybrid work environment and... 
    Financial

    EY

    Chicago, IL
    5 days ago
  • $102k - $190k

    Bank of Montreal in Chicago seeks a Relationship Manager for high-net-worth clients. The role requires 7+ years of experience in wealth management, focusing on delivering personalized financial advice and banking solutions. You will craft integrated solutions, manage client... 
    Financial

    Bank of Montreal

    Chicago, IL
    4 days ago
  • $67.5k - $111.5k

    A leading financial institution in Chicago is seeking a Sr. Account Manager for Banking clients. In this role, you will coordinate account administration, assist with business development, and resolve operational issues. The successful candidate will have over 5 years of... 
    Financial

    Northern Trust Corp

    Chicago, IL
    3 days ago
  •  ...Head of Institutional Sales About the Company Ambitious digital asset investment & technology firm Industry Financial Services Type Privately Held About the Role...  ...brokerage, hedge fund sales, or asset/wealth management is essential. The ideal... 
    Financial

    Confidential

    Chicago, IL
    4 days ago
  •  ...Career Enhancement is seeking a Business Development Manager to execute strategies, manage relationships with...  .... This role requires 5-7 years of experience in wealth management and a strong understanding of the financial industry. Ideal candidates will possess a post-secondary... 
    Financial

    Hispanic Alliance for Career Enhancement

    Hinsdale, IL
    5 days ago
  • $67.5k - $111.5k

    A leading financial services firm in Chicago is seeking a professional to handle complex client inquiries and banking solutions in Wealth Management. The role requires over 5 years of experience in financial servicing/accounting and provides a salary range of $67,500 -... 
    Financial

    Northern Trust

    Chicago, IL
    3 days ago
  • $78.08k - $117.12k

    The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development...  ...affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate... 
    Financial
    Full time
    Work at office

    Citi

    Evanston, IL
    1 day ago
  • $78.08k - $117.12k

    The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development...  ...affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate... 
    Financial
    Full time
    Work at office

    Citigroup Inc.

    Chicago, IL
    1 day ago
  • $123.4k - $216k

     ...Fortune 500 company, is a globally recognized, award‑winning financial institution that has been in continuous operation since 1889. Northern...  ...and commercial outcomes, leading consultative relationship management and delivery across custody, fund administration,... 
    Financial

    ACCA Careers

    Chicago, IL
    3 days ago
  • $146k - $255k

    Role Overview Senior Institutional Relationship Manager - Pensions/Endowments & Foundations/Taft-Hartley, Central region • Chicago, IL Responsibilities...  .... Bachelor’s degree or equivalent experience in the financial sector. Proven track record of securing new business and... 
    Financial

    Deutsche Bank AG

    Chicago, IL
    1 day ago
  • $146k - $255k

     ...Senior Institutional Relationship Manager - Pensions/Endowments & Foundations/Taft-Hartley Location: Chicago DWS is seeking a senior Institutional...  ...Bachelors Degree or equivalent Experience within the financial sector Relationships with institutional asset owners... 
    Financial
    Work at office
    Work from home
    Flexible hours

    Deutsche Bank

    Chicago, IL
    2 days ago
  •  ...develop and execute engaging content for various platforms within Wealth Management. This role involves collaboration with marketing leaders and...  ...ideal candidate will have 5-8 years of experience in the financial services sector, strong writing and editing skills, and... 
    Financial

    001 The Northern Trust Company

    Chicago, IL
    2 days ago
  • $100k - $150k

     ...Managing Director, Institutional Sales (CMBS) Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients... 
    Financial
    Work at office
    Local area

    Mesirow Financial

    Chicago, IL
    1 day ago
  • $120k - $180k

    As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and...  ...closely with client's other advisers, such as attorneys and financial asset managers Managing multiple client service teams on... 
    Financial
    Work at office

    Grant Thornton International Ltd

    Chicago, IL
    2 days ago
  • $74.2k - $126.2k

    Northern Trust is seeking an individual for their Wealth Management Sales Practice in Chicago, Illinois. The role involves conducting outreach...  ...possess strong communication skills and have experience in financial services, specifically in sales lead engagement. The salary... 
    Financial

    Northern Trust

    Chicago, IL
    5 days ago
  •  ...TD Securities' Midwest and Texasbased Institutional Sales team is seeking to add a senior sales...  ...governance, control and risk management behaviors in alignment with TD policies...  ...them and their families achieve their financial, physical and mental well-being goals.... 
    Financial
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Chicago, IL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Manager - BCG Vantage, Financial Institutions - Wealth Management. Be the first to apply!