Director, Wealth Management Strategy

Employment Type

: Full-Time


: Accounting

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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 our KPMG Strategy practice.


* 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 Retail Wealth Management with a strong focus on Digital transformation
* 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


* Minimum of eight years of strategy consulting experience in an external client-facing role at a major strategy, boutique strategy or Big 4 firm is required, with deep advisory experience in Wealth Management and a strong focus on Digital transformation
* 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 Management Innovation, IT Strategy, Market Analysis, Growth Strategy, P&L Benchmarking, and Operational Excellence

* Experience delivering strategy focused projects at large Retail Wealth Management clients based on a deep understanding of financial advisor and client value chain, digital transformations, asset management value chain and clients, key recent trends, revenue and cost drivers, products and services, enabling technology and operational processes
* Strong business acumen, and deep experience in strategic growth, including other relevant strategy experience such as digital transformation, business model and technology disruption, operational and performance improvement, Fintech proliferation, customer experience, data and analytics and cost optimization

* Experience building digital first products and services that contemplate modern delivery and customer journey principles aimed at new marketplace entry and competitor/experience disruption with the ability to travel as necessary
* Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

KPMG LLP (the U.S. member firm of KPMG International) offers a comprehensive compensation and benefits package. KPMG is an affirmative action-equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

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