Asset Management Consultant

3 hours, 54 minutes ago
Senior
Marketing and Growth
SoraUnion

SoraUnion

SoraUnion is a globally distributed professional services company that empowers individuals to access untapped talent and maintain career continuity while moving. Their mission is to leverage distributed work to support those affected by displacement d...

Internet Software & Services
11-50
Founded 2022

Description

  • Lead or contribute to discovery sessions and client conversations with senior stakeholders.
  • Develop an understanding of clients’ business models, products, audiences, competitive landscapes, and commercial priorities.
  • Translate complex asset-management and investment topics into clear, commercially relevant insights.
  • Identify market trends, client needs, opportunities, and challenges that inform brand strategy.
  • Challenge assumptions and determine what is distinctive and credible for each client.
  • Provide financial-services expertise throughout the brand strategy process.
  • Contribute to workshops, strategic discussions, and client presentations.
  • Partner with Brand Strategists to turn business and market insights into positioning and strategic recommendations.
  • Ensure brand recommendations are commercially relevant and credible within the asset-management market.

Requirements

  • 7+ years of experience in asset management, wealth management, or related financial services.
  • Strong understanding of the asset- and wealth-management ecosystem.
  • Ability to assess business models, products, audiences, and competitive positioning.
  • Strong commercial and strategic thinking skills.
  • Excellent client-facing communication skills.
  • Experience interviewing senior stakeholders and extracting meaningful insights.
  • Ability to explain complex financial concepts in clear, accessible language.
  • Experience conducting market and competitor research.
  • Confidence working with senior executives.
  • Strong presentation and workshop facilitation skills.
  • Ability to collaborate with brand, strategy, creative, and research teams.

Interested in this position?

Apply directly on the company website

Apply Now

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