KPMG Director, Strategy Wealth & Asset Management in Chicago, Illinois

Director, Strategy Wealth & Asset Management

New York, New York

Requisition #: 33313

Practice Area: Advisory

Location: Chicago, IL; New York, NY

Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages individual development, embraces an inclusive environment, rewards innovative excellence and supports our communities. With qualities like those, it's no wonder we're consistently ranked among the best companies to work for by Fortune Magazine, Consulting Magazine, Working Mother Magazine, Diversity Inc. and others. If you're as passionate about your future as we are, join our team.

KPMG is currently seeking a Director to join ourpractice.

Responsibilities:

  • Serve as a key advisor, identify and direct enterprise-wide strategy projects and oversee execution of related deliverables for Financial Services clients, specifically in the area of Wealth & Asset Management

  • Help lead business development initiatives focused on Strategy including targeting key C- level individuals, proposing KPMG's services and closing opportunities

  • Lead cross-functional teams in developing and implementing strategic roadmaps, managing key interviews, leading workshops, and conducting industry research through secondary and primary resources

  • Act as the primary team interface with various levels of client executives up to and including C-Level

  • Manage the presentation of final project deliverables and advise persuasively, earning the position of a trusted advisor

  • Participate in professional development of KPMG Strategy team members and assist with the recruiting and training of new staff

Qualifications:

  • Minimum of eight years of strategy consulting experience in a client-facing role at a major strategy, boutique strategy or Big 4 firm, with deep advisory experience in Wealth & Asset Management (deep Retail Wealth Management experience is preferred)

  • Bachelor's degree from an accredited college/university, preferably in Business Administration, Engineering, or other related field; Master's degree in Business Administration from an accredited college/university is preferred

  • Deep industry knowledge/experience within Wealth & Asset Management Innovation, IT Strategy, Market Analysis, Growth Strategy, P&L Benchmarking, and Operational Excellence

  • Experience delivering strategy focused projects at large Wealth & Asset Management clients based on a deep understanding of financial advisor and client value chain, asset management value chain and clients, key recent trends, revenue and cost drivers, products and services, enabling technology and operational processes

  • Strong business acumen, with analytical and problem solving skills and ability to understand how business model decisions impact operating model design/execution across operations, technology, risk governance and organizational design

  • Experience in strategic growth; other relevant strategy experience, including but not limited to, business model and technology disruption, operational and performance improvement, digital transformation, Fintech proliferation, customer experience, data and analytics and cost optimization

  • Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

  • Ability to travel as necessary

KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. All qualified applicants are considered for employment without regard to race, color, creed, religion, age, sex/gender, national origin, ancestry, citizenship status, marital status, sexual orientation, gender identity or expression, disability, physical or mental handicap unrelated to ability, pregnancy, veteran status, unfavorable discharge from military service, genetic information, personal appearance, family responsibility, matriculation or political affiliation, or other legally protected status. KPMG maintains a drug-free workplace. KPMG will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable local, state or federal law (including San Francisco Ordinance number 131192). No phone calls or agencies please.

Our Benefits

Health

KPMG offers a range of medical insurance options to meet your needs as well as prescription drug coverage, health care flexible spending accounts, and dependent day care flexible spending accounts.

Personal Time Off (PTO)

Up to 30 PTO Days per year (depending on job classification/level/years of service).

Financial

  • 401(k) and Pension Plans

  • Dependent Care Flexible Spending Account

  • Health Care Flexible Spending Account

  • Mortgage Assistance Program

  • HomeBenefits@Work Program

  • Hyatt Legal Plan

  • Benefits vary by employment status.