Consultant - Financial Services Strategy
$90k - $130kAlvarez & Marsal Deutschland GmbH
Description Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries, delivering action‑oriented solutions across the financial services spectrum. About Alvarez & Marsal Our Financial Services Industry group partners with firms and investors to drive results, create value, and unlock opportunities across the entire growth cycle. We provide end‑to‑end portfolio and M&A services, deliver innovation, revenue growth, and efficiency, and execute rapid turnaround solutions for businesses. The Team We work on transformation projects across Asset & Wealth Management, Banking, and Financial Markets Infrastructure, helping clients improve profitability, streamline operations, and adopt new technologies. How You Will Contribute You are a rising strategy professional with a strong foundation in consulting, energy, curiosity, and a structured approach to fast‑paced projects. You will partner with senior leaders to deliver impact for clients in Asset & Wealth Management, Banking, and Financial Markets Infrastructure. This is a hybrid, in‑office role based in New York or Boston. The Work Support day‑to‑day delivery of consulting projects: drive workstreams, manage analysis, and structure insights. Build frameworks, conduct market and financial research, and synthesize data to support problem solving. Collaborate with team members to develop high‑quality deliverables that communicate clear recommendations to clients. Engage with clients to understand priorities and contribute to discussions, workshops, and presentations. Maintain project pacing and quality by managing timelines and escalating issues as needed. Stay current on financial services trends, including fintech, digital innovation, and evolving customer behaviors. Contribute to internal initiatives, capability development, and knowledge sharing across the practice. Learn and grow through mentorship, feedback, and hands‑on experience across a variety of client engagements. Qualifications 3+ years of experience in a consulting, corporate strategy, or analyst role (professional services experience strongly preferred). Exposure to the financial services sector, ideally within one or more of the following areas: Asset & Wealth Management Banking Financial Markets Infrastructure (exchanges, custodians, data providers) Experience or interest in one or more of the following: Growth strategy or business model design Operational improvement and cost analysis M&A support or market research Data and technology‑enabled transformation Digital, AI, or fintech disruption Strong analytical and problem‑solving skills with a structured approach to tackling ambiguity. Financial modeling experience, including building or working with Excel‑based models for market sizing, profitability analysis, valuation, or business case development. Clear communication skills – written and verbal – and comfort working in fast‑paced, client‑facing environments. Proficiency in PowerPoint and Excel; familiarity with data visualization tools or modeling is a plus. Bachelor’s degree required; advanced degrees welcome but not required. Applicants must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Benefits Regular employees working 30 or more hours per week are entitled to participation in a range of benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, a 401(k) retirement savings plan with a discretionary employer contribution, paid time off, and parental leave. The amount of vacation and personal days varies based on tenure and role type. Salary Salary range is $90,000–$130,000 annually, dependent on education, experience, skills, and geography. We also offer a discretionary bonus program based on individual and firm performance. #J-18808-Ljbffr
$90k - $130k
...Alvarez & Marsal Deutschland GmbH is seeking a strategy professional based in Boston. In this hybrid role, you will support consulting projects in Asset & Wealth Management and Banking, working alongside senior leaders to drive client impact. Responsibilities include market...Suggested- ...This role requires over fifteen years in Private Banking or Financial Services, alongside a Bachelor's degree and necessary licenses. You will... ...results, and advise clients on their wealth management strategies. The ideal candidate has proven sales success and strong business...Suggested
- ...in publications including Bloomberg, the Financial Times, Utility Dive, Energy Storage News... ...Role The Business Development and Strategy team at XL Batteries is seeking a Strategy... ...experience in investment banking, management consulting, energy or infrastructure investing,...SuggestedWork at officeFlexible hours
$110.5k - $202.7k
...EY and help to build a better working world. Senior Consultant – Financial Services – Insurance and Actuarial Advisory Services – Modeling... ...about providing the knowledge our clients need to execute strategies and resolve complex issues. We’ll look to you to play significant...SuggestedSummer holidayWorldwideFlexible hoursShift work- ...Institutional Investment Consultant Are you passionate about being... ...? If so, then Nationwide Financial could be the place for you!... ...Investment Consultant will service the territory of Massachusetts... ...prospecting and client outreach strategies to conduct regular in person...SuggestedTemporary workCasual work
$159.8k - $209.7k
...Opportunity As a Practice Management Consultant, you will help financial advisors excel in their role as... .... Whether it's advice on investment strategies, retirement planning, estate planning, lending and banking, or trust services, our goal is to provide innovative and...Temporary workLocal area- ...leading energy technology company in Boston seeks a Strategy & Finance Associate to support its commercial and financial efforts. This role involves building and... ...analytical skills, especially in investment banking or consulting. The company offers a competitive salary plus...
$130k - $185k
...unique combination of transformative strategy, transactions and corporate... ...Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing... ...Finance areas (e.g., accounting, financial reporting, planning and budgeting...Work experience placementSummer holidayWork at officeImmediate startFlexible hours$130k - $180k
A leading financial advisory firm in Boston is seeking an experienced Wealth Advisor to manage key client relationships and develop customized investment strategies. The ideal candidate will have over 10 years of industry experience and a Bachelor’s degree along with Series...Flexible hours$130k - $185k
Ernst & Young Oman is looking for a Senior Associate in the Strategy and Execution - Deal Finance practice. The role focuses on supporting M&A transactions, requiring a blend of analytical skills and business acumen. You'll collaborate with diverse teams to develop effective...Work experience placement$180k - $260k
...Director, Intermediary Channel (Growth Equity Strategies) Job Description Posted Tuesday,... ...best-in-class research helps us achieve financial success for our clients. Founded in 1926... ...preferred CFA required 10+ years of financial services experience Deep knowledge of equity...Local areaWorldwide- A leading financial institution is seeking an experienced Private Banker to manage and enhance client relationships. This role requires over six years in Private Banking or Financial Services and the need for Series 7, 66, and Insurance licenses. Key responsibilities include...
$78.52k - $117.52k
...Job Description: The Financial Advisor (FA) role is a three... ...leverage their experience to service the unique and complex needs... ...business banking clients ~ Consultative sales experience required... ...the Bank's Customer Service Strategy Considers the impact of decisions...Work at officeLocal areaWork from homeFlexible hours$66.56k - $99.32k
...and clients to analyze their financial information, including income,... ...regarding investment and insurance strategies and products, and recommends... ...by providing on-going consultation, advice, planning and day to day account servicing. Relies on relationship...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$105k - $250k
...help individuals and families attain their financial goals. Our Wealth Advisors conduct... ...provides a personalized wealth management strategy. Enhance and preserve relationships with... ...specialists in delivering a variety of services, including financial planning,...Temporary workLocal areaFlexible hours$140k - $150k
...self-motivated Client Development & Portfolio Manager. This role will focus on expanding the client base, delivering exceptional financial guidance, and mentoring associate advisors. With 8-10 years of experience required in financial advice and strong communication skills...$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over... ...to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeWork from homeHome officeFlexible hours$105k - $250k
...help individuals and families attain their financial goals. Our Wealth Advisors conduct... ...provides a personalized wealth management strategy. Enhance and preserve relationships with... ...specialists in delivering a variety of services, including financial planning,...Temporary workLocal areaFlexible hours$106.18k - $132.72k
...for everyone's opportunity for a better financial future. We will do this together -... ...MA . As we expand our retail wealth service offering, we're looking for entrepreneurial... .... Ability to implement advanced strategies for customers in a retail account including...Part timeWork experience placementWork at officeLocal areaFlexible hours- ...to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing... ...of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or...Immediate start
- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts... ...• Recommends banking and investments strategies that align with client financial goals... ...makes referrals to appropriate internal service providers based on client needs and...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor - South Shore Market Quincy, Massachusetts;Sharon, Massachusetts... ...Recommends banking and investments strategies that align with client financial goals and... ...makes referrals to appropriate internal service providers based on client needs and...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor Registration Candidate - Boston Market Boston, Massachusetts... ...Recommends banking and investments strategies that align with client financial goals and... ...makes referrals to appropriate internal service providers based on client needs and asset...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Financial Advisor Location: Newton, MA Job Summary: We are seeking a highly motivated and... ...financial planning and investment management services to clients, building and maintaining... ...advice and support to clients, adapting strategies as needed to meet evolving goals. Build...
$90k - $120k
...book of business but also develop as a trusted advisor in the financial services industry. With access to a dedicated mentor, sales development manager, and product consultants, you'll refine client strategies and offer the most relevant solutions. Plus, New York Life's...$100k - $108k
...Employees and Contractors Apply HereOsaic Careers Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s):... ...professionals to implement planning and investment strategies. Prepares for and participates in client meetings...Full timeFor contractorsWork at office$105k - $250k
...Advisor in Boston, MA, to develop personalized wealth management strategies. The role involves collaborating with business partners and... ...engagement. A successful candidate will have experience in financial services, hold necessary certifications, and be proficient in...- ...all. Join our growing organization as a Financial Advisor. Are you looking for a career with... ...take an uncommon approach to financial services, focusing on long‑term results and... ...relationship management and customized strategies for consumers and businesses. It’s time...Permanent employmentWork at officeShift work
$100k - $140k
...: We are a growing hybrid RIA offering both fee-based financial planning and brokerage services. Why join us? Built-In Client Base & Clear Path to Lead... ...across: o Investments o Retirement o Estate o Tax strategies o Insurance planning Conduct client meetings, portfolio...Work at officeLocal areaFlexible hours- ...closely with clients to develop personalized wealth management strategies while promoting Citizens Wealth Management capabilities. You... ...ability to manage high-net-worth individuals. If you're ready for a rewarding career in financial services, apply today! #J-18808-Ljbffr...
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