Senior Manager, Consulting – Asset Management, Investment

🕒 April 13

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Cutter Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1998

🤝 B2B

💸 Finance

🏢 Enterprise

B2B • Finance • Enterprise

Cutter Associates is a consulting and research firm focused on the investment management industry, helping asset managers, asset owners, and wealth managers with business transformation, technology and operations strategy, vendor selection, and system implementation. The firm operates a membership-driven research community that provides proprietary research, benchmarking, events, and peer networking, and delivers project-based services across portfolio management, trading, operations & accounting, risk & compliance, data & analytics, and outsourcing.

📋 Description

• Independently lead large, complex consulting engagements for investment management clients, or manage multiple smaller engagements simultaneously. • Serve as a content expert within engagements, bringing deep industry knowledge to shape client strategies, challenge assumptions, and guide solution development. • Oversee all aspects of project execution, including scope, timeline, deliverables, and stakeholder communication. • Manage and mentor a team of consultants, fostering a culture of continuous learning and professional development. • Serve as the primary client contact, ensuring high-quality delivery and client satisfaction. • Identify and drive follow-on opportunities within existing engagements to support business development goals. • Contribute to the development of client proposals and pitch materials, collaborating closely with business development teams. • Support the broader consulting practice by contributing to internal initiatives, knowledge sharing, and community development. • Collaborate with clients and internal teams on the implementation of IT solutions aligned with industry best practices.

🎯 Requirements

• Extensive experience in asset and investment management consulting, with deep industry knowledge and familiarity with key frameworks and operating models. • Proven track record of leading client engagements and delivering impactful outcomes investment management clients. • Strong project management skills, including team leadership, client communication, and issue resolution. • Demonstrated success in mentoring and developing consulting talent in a collaborative, growth-oriented environment. • Excellent communication and presentation skills, with the ability to influence senior stakeholders and executive leadership. • Experience contributing to business development efforts, including proposal development and client relationship management.

🏖️ Benefits

• Competitive salary with annual performance bonus and profit-sharing opportunity • 401(k) match (U.S.) or Superannuation contributions (Australia) • A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering • Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia) • Long-term disability and life insurance fully paid by the company (U.S.) • Flexible work model - fully remote with optional access to co-working spaces or offices • Global collaboration and travel opportunities across North America, EMEA, and APAC