Role OverviewLead a high-impact Billing & Revenue Management transformation for a sophisticated, growing wealth management organization. This is a long-term consulting engagement where your expertise will directly shape the future operating model, strategy, and execution.
What You Will Do
You will evaluate the current Billing & Revenue Management environment, identify gaps and opportunities, define the future-state operating model, develop the transformation roadmap, and then help drive that roadmap through execution.
Why It Might Be a Fit
This is an ideal engagement for a consultant who enjoys solving complex business problems, getting into the details, developing practical solutions, influencing stakeholders, and then staying close to the work to ensure those solutions are successfully implemented.
Requirements
- 7+ years of project management and/or business transformation experience
- Experience within Wealth Management, RIA, or a closely related financial services environment
- Experience with advisory fee billing and/or revenue management is strongly preferred
- Demonstrated experience conducting end-to-end operational assessments and translating findings into target operating models, transformation roadmaps, and successful implementations
- Strong quantitative, analytical, process improvement, and root-cause analysis skills
- Ability to personally develop business cases, recommendations, presentations, and executive-ready deliverables
- Proven ability to operate independently in a fast-paced environment with limited oversight
- Strong executive presence and communication skills, with the ability to influence senior leaders and cross-functional stakeholders
- Demonstrated ability to drive accountability, decisions, and execution across teams that may not report directly to you
- Advanced proficiency in Microsoft Excel and PowerPoint
- Bachelor's degree in Business, Finance, Accounting, Information Systems, or a related field, or equivalent relevant experience
- PMP certification strongly preferred
- Lean Six Sigma or comparable process improvement certification is a plus
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