Asset Management Consultant
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Before you apply
LocationSora Union, Global
SenioritySenior
Experience7+ yrs
DepartmentDesign
Company size8+ people
PostedSep 28, 2026 · 1mo ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
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
Talent is everywhere, opportunity is not. Sora Union changes that.
Sora Union is a professional services company specializing in brand design and product engineering for businesses, organizations and governments. The Sora Union team is globally distributed and made up of diverse and talented professionals impacted by or at risk of displacement due to conflict or climate change.
About the role
The Consultant would bring the financial-services expertise into client engagements and act as the subject-matter partner to the Brand Strategist.
You will be responsible for:
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Lead or contribute to discovery and client conversations with senior stakeholders.
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Develop a strong 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.
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Identify key market trends, client needs, opportunities and challenges that should inform the brand strategy.
•
Challenge assumptions and help identify what is genuinely distinctive and credible for the client.
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Provide financial-services context and expertise throughout the brand strategy process.
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Contribute to workshops, strategic discussions and client presentations.
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Work closely with the Brand Strategist to translate business and market insights into meaningful positioning and strategic recommendations.
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Ensure that brand recommendations are commercially relevant, credible within the financial-services context, and aligned with the realities of the asset-management market.
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