4 Management Roles jobs in Chelsea

FSI/Principal – Wealth Management - Business Consulting Join to apply for the FSI/Principal – Wealth Management - Business Consulting role at Infosys FSI/Principal – Wealth Management - Business Consulting 1 day ago Be among the first 25 applicants Join to apply for the FSI/Principal – Wealth Management - Business Consulting role at Infosys This range is provided by Infosys. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $123,500.00/yr - $54,500.00/yr Job Description Principal – Wealth Management & Trust, Infosys Consulting The Role – What You’ll Do As a principal, you will be part of a cross-cultural global team working on a variety of business consulting engagements such across Wealth Management, Asset Management, Investment Banking and Trading. You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients. Here are some engagements our Wealth Management consultants are working on: Conducting strategic assessments to define future state functional / technical architecture to meet strategic client objectives leveraging Design Thinking, Service Blueprinting approach. Digitalization of Advisory Platforms covering end to end Advisory lifecycle from Prospecting to Portfolio Management Machine Learning driven personalization - life events, investment ideas, service alerts and assessment of client attrition risk Virtual Assistant - Cognitive Assistant Pilot (CAP) to guide Financial Advisors and Customer Support Associates in Salesforce. Single Social Media hub for Financial Advisors to post content (compliance approved) to multiple social media sites Comprehensive portal to do a “Best Match” and find a Financial Advisor (Individual or Teams) by name, nearby location, gender and International Wealth FAs and teams Smart App where a prospective client can start a bank relationship, find a Financial Advisor, provide discovery for goal-based planning, and schedule an appointment. Social App for the Financial Advisor to create their social media profiles, provide complete user flows for Facebook Business Page Enrollment, LinkedIn Business Page Enrollment and Approver Review. Intuitive Advisor Dashboard that provides an advisor full view of his/her book and action items Reimage Operations Users Experience to create an Intelligent Ops dashboard (with KPIs, Real-time notifications, SLAs etc.) with direct access to ops systems Responsibilities Set product strategy and influence acceptance and adoption of that strategy with the end user’s experience at the center of their decision making. Manage the product line life cycle from the strategic planning to tactical initiatives for both vended and custom solutions. Managing tracks for functional analysis / SME for specific journeys in Wealth and Trust industry. E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Specify the market requirements in relation to the business' product for both existing and future products based on market research realized through interactions with the clients, consumers and prospective users. Collaborate cross-functionally with business partners including engineering, marketing, design, and sales to allow for the smooth and efficient flow of product activities. Work closely with technical departments to ensure user needs are being met and resolve issues as they emerge and evolve. Self-starter to stay current on wealth management trends and models re-shaping the industry including competitor news, technology developments, regulations etc. Train and nurture junior consultants on project and the wider wealth management practice. Lead / contribute to sales pursuits, consulting offerings and internal initiatives to participate in a variety of Firm building events. Basic Qualifications Bachelor’s degree or equivalent required Prior work experience of 10+ years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management and Trust industry Demonstrated ability in defining, mobilizing, and delivering complex change programs in Asset / Wealth Management firms. Excellent presentation and facilitation skills with ability to build relationships at senior management and CXO levels. Strong background of leading globally distributed teams comprising both IT and business experts. Good understanding of Wealth Management Technology Ecosystem encompassing product vendors and platforms like FIS, SEI, Broadridge, Salesforce, Envestnet, Linedata etc. Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time Preferred Qualifications Strong knowledge of wealth management industry and business models across North America. Ability to interact with Financial Advisors, operations, technology and practice leaders alike to understand business models, pain points, regulatory obligations and craft innovative solutions to drive value while balancing standardization. Understanding of Advisory Solutions – Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc. Experience working on the industry leading managed account solutions/platforms. Experience in UX/UI programs in Wealth Management or Asset Management industry to improve client and/or advisor experience. Demonstrate thought leadership, ability to conceptualize and drive new solution / service offerings and take them to market. General Information Location – NY, NJ, Charlotte, Chicago. Hybrid working model – Expected 2-3 days in office based on client policies. Flexible “Work from Home” policies and robust infrastructure support enabling uninterrupted remote access to work Internal training & leadership programs complemented by industry recognized certifications for reskilling and upskilling Formal counselor-counselee system aiding and driving well rounded career growth Dedicated mentorship programs, driven by the firm’s women leaders for select women consultants, to drive acclimatization and create future-ready leaders Return to Work program to ensure smooth transition for career returners, help new parents, and improve work flexibility Collaborative and open work environment for our consultants to share professional experiences and learn, and define their own success paths This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee. Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off About Us Infosys Consulting is the global management and technology consulting practice of Infosys, a global leader in technology services and consulting. We combine the power of time-tested methodologies, people-driven innovation and disruptive technology to enable leaders of the world’s top brands pursue a path of smart transformation. Together with our clients, internal and external partners, we co-create and execute pragmatic strategies and solutions that transform organizations and define the future of business. Our dynamically growing consultancy offers our consultants: Ability to design and implement end-to-end solutions at scale A flat organization structure with direct access to our senior-most leaders An entrepreneurial environment full of bright, highly motivated consultants Opportunities for motivated consultants to impact local communities The ability to design your career and drive your professional learning and development A truly global culture Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem. Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Infosys by 2x Sign in to set job alerts for “Wealth Manager” roles. Boston, MA $102,890.67-$139,637.34 1 month go Boston, MA 132,288.00- 191,082.67 1 month ago Associate Principal Consultant - Senior Business Consultant North Reading, MA 26.00- 29.00 2 weeks ago Newton, MA 65,000.00- 85,000.00 3 weeks ago Greater Boston 65,000.00- 80,000.00 2 days ago Manufacturing Business Consultant(RI, MA or CT Remote) Boston, MA 93,000.00- 105,000.00 1 hour ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Business Development Manager - Asset Management Join to apply for the Business Development Manager - Asset Management role at Ropes & Gray LLP . About Ropes & Gray Ropes & Gray is a preeminent global law firm, ranked consistently among the top law firms globally, with approximately 2,500 lawyers serving clients across major financial, technological, and governmental centers worldwide. Overview The Business Development Department aims to grow firm revenue and market share by developing existing client relationships and pursuing new client opportunities. The Asset Management Business Development Manager (BDM) will serve as a strategic advisor to practice leaders, supporting the implementation of the practice’s strategic priorities. Responsibilities The BDM will work closely with partners and colleagues to develop and execute marketing strategies, manage client relationships, lead pitches and proposals, and support branding and market visibility efforts. They will also manage junior team members and contribute to BD training initiatives. Qualifications Candidates should have a minimum of eight years' experience in business development within a professional services or corporate environment, with a strong understanding of Asset Management and Private Funds industries preferred. The role requires excellent communication, organizational, and leadership skills, and a proactive, solutions-oriented approach. Education and Experience A Bachelor's degree is required; an MBA or JD is a plus. Management experience and a proven track record in business development are essential. Compensation The salary range varies by location, with the role offering a comprehensive benefits package and potential bonuses. Specific ranges are provided for Boston, Chicago, Washington D.C., New York, and San Francisco. Working Conditions This position requires a hybrid work model with on-site presence essential for collaboration and professional growth. Additional Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Business Development and Sales #J-18808-Ljbffr

Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a highly motivated Business Development Manager, primarily supporting our leading global Investment Management Practice.Reporting to the Director of Business Development for the Investment Management Practice, the Business Development Manager is responsible for assisting in the planning, coordination, and advancement of client-centric business development strategies. Working collaboratively with all levels of staff and lawyers firmwide across practices and departments, the Business Development Manager will be responsible for developing and executing on business development activities consistent with the firm's strategies for the Investment Management Practice. The ideal candidate will be a key strategist and facilitator of practice generation and business growth. The team is responsible for understanding the competitive landscape, building and maintaining client relationships, conducting research, and developing strategies to expand the firm's client base and revenue. With a focus on strategic investment, budget management, and data-driven insights, the Business Development Manager contributes significantly to the firm's success by ensuring it remains competitive and adaptable in the dynamic legal industry while facilitating and delivering exceptional client service. The Manager plays a key role in framing and analyzing trends and complex business problems at the forefront of investment management, partnering with senior leaders and partners to drive implementation, facilitating communication processes, and developing pragmatic solutions to drive successful initiatives. This is an exciting opportunity to be directly involved in the strategic direction and planning for an AmLaw Top 10 firm, a market leading Investment Management Practice, and a key member of a market-leading and award-winning Business Development department. Morgan Lewis recognizes the benefits of supporting flexible working arrangements. This position can be resident in any one of our Boston, Chicago, New York, Philadelphia, or Washington, DC offices with a hybrid in-office working arrangement. Primary responsibilities include: With input from practice leaders and other senior team members, develops strategic goals for the practice. Leads and drives practice-generation focused programs and activities and special projects as requested by leadership team. Prepares and manages implementation plans, regularly reviewing progress to ensure strategies remain relevant and in line with firm priorities. Based on results, makes, recommends, and implements adjustments and modifications. Identifies specific clients to target for increased revenue generation and cross-collaboration opportunities for clients to expand work across new practice areas and geographies. Collaborates with lawyers and BD team members to prepare compelling pitches and proposals and track activity. Collaborates with the marketing team to create and execute marketing campaigns, including digital marketing, content creation, and social media engagement and to plan and coordinate firm-sponsored events, seminars, and webinars to showcase legal expertise. Supports the practice's efforts in connection with industry conferences, networking events, and trade shows to build relationships and promote the firm. Identifies and reviews market and legal trends; analyzes and applies this information in development of strategies for go-to-market practice teams and related groups. Manages and analyzes internal data (e.g., clients, capabilities, services, profitability) within assigned groups. Prepares reports with practice leadership for firm management on key metrics, strategic priorities, and industry trends and developments and prepares annual partner meeting sessions with practice leaders. Works with other Managers and the wider team on a regular basis to ensure consistency and collaboration across all practice and industry team efforts and alignment with firm priorities, and cross-functionally with colleagues in various departments such as Marketing & Communications, Practice Operations, and Business Intelligence. Experience and Qualifications: Bachelor's degree and a minimum of seven years of directly related business and practice development experience including proven strategic planning and execution expertise at a manager level, preferably in a law firm or other legal, consulting, or professional services firm. Knowledge of trends and business issues in the investment management/financial services industry is a plus. Experience excelling in a highly matrixed work environment with ability to work across time zones with global teams and multiple business units. Demonstrated capacity to develop and implement strategic business development plans and presenting strategic plans to senior management. Superior client service orientation and strong interpersonal skills and ability to build relationships with partners, lawyers, executives, and all levels of employees across the firm. Strong financial acumen, analytical, and project management skills. Orientation to detail while understanding and driving towards the macro picture. Very strong knowledge of Excel, Word, PowerPoint, and Microsoft Teams. Self-starter and entrepreneurial spirit, yet highly collaborative in working with colleagues across departments, offices, and skill levels. Qualified candidates must apply online by visiting our website at and selecting "Careers." For positions in Chicago, IL, the salary range for this job posting is: $109,200.00 - $90,675.00. For positions in New York, NY, the salary range for this job posting is: 124,200.00 - 198,600.00. For positions in Washington, DC, the salary range for this job posting is: 114,200.00 - 182,750.00. The base salary or hourly wage range for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additionally, salary or hourly wages may be only part of the total compensation package. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an "at-will position" and the firm reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, firm or individual department/team performance, and market factors. #LI-Hybrid Morgan, Lewis & Bockius LLP is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value inclusion and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records. California Applicants : Pursuant to the California Consumer Privacy Act, the following link contains the Firm's California Consumer Privacy Act Privacy Notice for Candidates which explains the categories of personal information that we collect and the purposes for which we use such personal information. CCPA Privacy Notice for Candidates Morgan, Lewis & Bockius, LLP reasonably accommodates applicants and employees who need them to perform the essential functions of the job because of disability, religious belief, or other reason protected by applicable law. If you believe you need a reasonable accommodation during the application process, please contact Talent Acquisition at or If hired, y our employment relationship with the firm will be on an "at-will" basis, meaning that the firm may modify the terms and conditions of your employment at any time, and that either you or the firm will be free to end the relationship at any time with or without cause and with or without advance notice, although reasonable notice would be expected. #J-18808-Ljbffr