Asset Management Consultant

The role

The Consultant brings financial-services expertise into client engagements. You will act as a subject-matter partner to the Brand Strategist to translate asset-management and investment topics into commercial insights.

What you will do

• Lead or contribute to discovery and client conversations with senior stakeholders.
• Develop an understanding of the client's business model, products, audiences, competitive landscape and commercial priorities.
• Translate complex asset-management and investment topics into clear, commercially relevant insights.
• Identify key market trends, client needs, opportunities and challenges.
• Challenge assumptions and help identify what is distinctive and credible for the client.
• Provide financial-services context and expertise throughout the brand strategy process.
• Contribute to workshops, strategic discussions and client presentations.
• Work with the Brand Strategist to translate insights into positioning and strategic recommendations.
• Ensure brand recommendations are commercially relevant and aligned with the asset-management market.

Required qualifications

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

About the company

Sora Union is a professional services company specializing in brand design and product engineering for businesses, organizations and governments. The team is globally distributed and made up of diverse professionals impacted by or at risk of displacement due to conflict or climate change.