Management Consultant

Role: Management Consultant

Location: Houston, TX (Preferred). Open to explore candidates from other locations as well.

Key Pointers:

• Deep financial modeling expertise

• Deep understanding of the financial services industry

• Experience in modeling of advisor sales and performance and construct comprehensive model to drive understanding that enables management decision making

Focus on Build out of Target Operating Model Consolidation

• Refreshed integrated Production by Role (Deposits)

• Product Attribution and forward looking projections aligned to firm

• P&L –Provides profitability by Advisor and type

Focus on other areas that align to long-term strategic growth

Consultant

As a member of Performance Measurement organization, you will play a crucial role in identifying, improving, and developing solutions that drive strategic growth and increased participant engagement for the firm. Through modeling of our advisor distribution network for sales, product alignment and our P&L provide insights that optimize growth and business alignment. Lead analysis and implementation of the advisor productivity model to maximize our resources and drive client engagement.

 This role requires a wide variety of strengths and capabilities, including:

• 8+ years of experience in data, analysis, and financial P&L modeling background.

• Required background in retirement services and advisor distribution.

• Lead modeling of advisor sales and performance and construct comprehensive model to drive understanding that enables management decision making.

• Advanced knowledge of business processes and statistical models, as well as the ability to construct complex data queries and collaborate with colleagues.

• Understanding how to use data to tell stories and drive for better business outcomes, translating business objectives into quantifiable metrics.

• Build impactful plans, develop, and help business growth strategies and performance trends.

• Influence decision-making across all business teams and ensure new initiatives are well-grounded and supported by verifiable data and actionable intelligence.

• Attention to detail - ability to tenaciously drive execution of management priorities.

• Curiosity to dig into data to identify root cause and efficiency opportunities.

• Ability to work collaboratively in teams and develop meaningful relationships to achieve common goals.

• Proficiency in Microsoft Excel, SQL, PowerPoint, R, Python

Key Responsibilities and Duties

• Lead and facilitate optimal sales model through advance modeling & effective collaboration across many internal groups and businesses.

• Creation and delivery of a long-term Target Operating Model (TOM) operating plan, KPIs, benchmarking, and industry analysis.

• Works closely with senior management to develop, implement and measure complex recommendations/solutions that align with key growth objectives.

• Influence decision making through crisp and clear messaging by utilizing data and strategic presentations to effectively align perspectives and create clarity on decision making.

• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.

• Proficient in using Microsoft Excel, pivots, charts & advanced data analysis tools. Knowledge in building executive presentations using Microsoft PowerPoint and creative tools to share the insights.

• Exhibit strong written and verbal communication skills to convey key insights, metrics, and progress to senior leadership.

• Ability to manage multiple projects/workstream simultaneously under tight deadlines.

• Financial analysis, advisor sales modeling and /or retirement services experience preferred.