Director Of Financial Services, Wealth Management

Point B New York , NY 10007

Posted 3 months ago

Management Consulting has been the foundation of Point B's employee-owned firm for 20+ years. Our collaborative, forward looking leadership approach ensures our clients are on the right path to success.

What makes Point B different? An employee-ownership model that gives you a voice in directing your career and building our firm.

Diverse leadership opportunities to expand your skills, along with the support needed to deliver great results. A unique culture that recognizes the importance of flexibility and collaboration.

Point B has been consistently recognized as one of the best places to work by Fortune magazine, The Wall Street Journal, Consulting magazine, and many others.

The Director of Financial Services, Wealth Management is responsible for driving growth in within the Wealth Management domain area. The Director provides subject matter expertise related to Wealth Management in the marketplace and to Point Bers across our integrated set of businesses (ISB) and collaborates with Growth Team leadership, Customer Executives, Services and Industry Teams to develop and sell innovative solutions.

The Director is a proven leader in the Financial Services industry, brings C-suite relationships and cutting-edge industry depth and is an advisor to senior leaders about trends, challenges, and business opportunities. The Director is accountable for reaching specific financial and business goals as determined by Growth Team leadership. The Director internalizes, upholds and models our leadership and culture tenets in all interactions.


Take a leadership role in the development and growth of wealth management clients for our financial services practice

Lead and advise client engagements in the areas of financial service across our markets (up to 80% travel at times) in this client-facing, revenue-generating role

Lead and contribute to financial services business development efforts

Further your financial services subject matter expertise through development of financial service wealth management clients, thought leadership, and development of our people

Partner with other subject matter experts in process improvement, organizational effectiveness, technology, and others, as you bring solutions to our financial services clients

Maintain deep industry perspective and utilize that perspective to drive customer's thinking and strategies

Build strong client executive relationships


The leadership opportunity to be part of building a key practice area within Point B

The support of a well-established consulting firm and related Point B businesses, and access to a rich network or peers and clients

The opportunity to build and be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients


Applied expertise in the financial services industry with a deep focus on Financial Services, Wealth Management. This can include strategic, operational and technical areas, key-initiative development and project or program management of transformative initiatives, business development and people development

Deep and proven track record in selling and leading multi-million dollar complex consulting engagements

Profit/loss responsibility for a large customer

Provided expertise and strategic insight to solving complex business problems, transformational initiatives and executive leadership in the area of Wealth Management

Ability to communicate Point B's solutions from the C-suite through VP/Director decision makers

Worked in a consultative or advisory capacity with external or internal stakeholders

Executive presence; have proven yourself as a financial services industry leader, for a minimum of ten years

Worked as an effective leader across multiple business areas or in a cross-functional context

Built a strong network within financial services

Earned a B.A. or B.S. degree and preferably an MBA


New York, NY



When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like.


At Point B, we work with some of the country's most respected companies to help them form, execute, and thrive. With capabilities including Management Consulting, Venture Investment and Advisory, Point B Studio and Property Development, our integrated businesses provide value to the organizations and communities we serve.

What makes Point B Different?

Our Founding Purpose and Values of our firm. Be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients
100% Employee Ownership Giving you a voice in directing your career and building our firm

Benefits Our comprehensive package includes competitive base pay and an annual bonus, complete health benefits including an option for 100% employer paid premium for medical, vision and dental coverage for employees, ownership shares through our ESOP, self-directed time off and more

Work-Life Balance A unique culture that recognizes the importance of flexibility and collaboration. Our local and national model empowers you to choose the life you want?

Award winning We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women. Hear more about why people love working at Point B on GlassDoor

We are an equal opportunity employer committed to a diverse workforce. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability.

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Director Of Financial Services, Wealth Management

Point B