• SR Consultant or DCE

    CGI Technologies and Solutions, Inc.New York, NY 10176

    Job #1571521192

  • SR Consultant or DCE

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    SR Consultant or DCE

    Category: Business Consulting, Strategy and Digital Transformation

    City: New York, New York, US United States

    Position ID: J0521-0758

    Employment Type: Full Time

    Meet our professionals

    CGI: A company committed to clients

    Position Description:

    This is an excellent opportunity for a banking/wealth expert to join a global consulting company, yet work primarily in the NY, NY, PA, CT areas. You will join a growing team of banking and wealth experts, who already provide expertise and consulting support to some of the world's largest and most prestigious financial institutions. You will have the opportunity to influence wealth strategies, solutions, and implementation of power wealth solutions, as well as wealth applications developed within CGI. You will influence the delivery of wealth services and solutions. CGI is a member-owned company, and you join other members as CGI continues to grow.

    Your future duties and responsibilities:

    Candidate will be a wealth domain expert within the overall banking team, and will support consulting and product strategy and solution implementation. The candidate may support sales, but will primarily be in a delivery role. Activities will include:

    • Providing wealth domain expertise within the team and to clients

    • Help to develop and deliver solutions to wealth clients

    • Become an expert in CGI wealth products (for sales support and delivery support)

    • Provide strategic consulting on wealth topics to clients

    • Help to design and implement wealth solutions

    • Provide delivery leadership and guidance as wealth solutions are introduced in client environments

    • Be client facing in a leadership role, a delivery role and more.

    • Present strategies, ideas, solutions and more to clients

    • Mentor junior banking/wealth team members

    Required qualifications to be successful in this role:

    • 10+ of financial services experience, preferably in a wealth domain area

    • Deep understanding of portfolio management (Accounting, Trading, Fees, Performance, Reporting) tools and processes

    • Understanding of REP as Portfolio Manager including the roles, activities, work processes, and tools

    • Familiar with IPS and Portfolio construction roles, activities, work processes, and tools

    • Thorough understanding of the portfolio construction process and how advisors evaluate and deploy investment solutions

    • Strong understanding of the RIA business model and wealth management advice process

    • Consulting experience participating in, managing, and provide expertise in client consulting engagements (strategy, business solution implementation, client management

    • Familiar with the competitive landscape (consulting) and supporting technology landscape

    Skill Set/Years of Experience/Proficiency Level

    Wealth Consulting



    Wealth Solutions



    Client Facing Consulting






    Candidate should have a strong and varied background in wealth management consulting, applications, and more.

    • BS/BA in computer science, business administration or related major or equivalent combination of education and experience.

    • Developed and successfully executed product and go-to-market strategies within the Financial Services industry.

    • Client facing with excellent business acumen, communication, and presentation skills

    • Excellent people and management skills to interact with clients, colleagues and cross-functional teams, as well as third parties.

    • Strong and consistent communication and presentation skills

    Minimum Education Required: Bachelors Degree


    What you can expect from us:

    Build your career with us.

    It is an extraordinary time to be in business. As digital transformation continues to accelerate, CGI is at the center of this change-supporting our clients' digital journeys and offering our professionals exciting career opportunities.

    At CGI, our success comes from the talent and commitment of our professionals. As one team, we share the challenges and rewards that come from growing our company, which reinforces our culture of ownership. All of our professionals benefit from the value we collectively create.

    Be part of building one of the largest independent technology and business services firms in the world.

    Learn more about CGI at ~~~ .

    No unsolicited agency referrals please.

    CGI is an equal opportunity employer.

    Qualified applicants will receive consideration for employment without regard to their race, ethnicity, ancestry, color, sex, religion, creed, age, national origin, citizenship status, disability, pregnancy, medical condition, military and veteran status, marital status, sexual orientation or perceived sexual orientation, gender, gender identity and gender expression, familial status, political affiliation, genetic information, or any other legally protected status or characteristics.

    CGI provides reasonable accommodations to qualified individuals with disabilities. If you need an accommodation to apply for a job in the U.S., please email the CGI U.S. Employment Compliance mailbox at ~~~ . You will need to reference the requisition number of the position in which you are interested. Your message will be routed to the appropriate recruiter who will assist you. Please note, this email address is only to be used for those individuals who need an accommodation to apply for a job. Emails for any other reason or those that do not include a requisition number will not be returned .

    We make it easy to translate military experience and skills! Click here to be directed to our site that is dedicated to veterans and transitioning service members.

    All CGI offers of employment in the U.S. are contingent upon the ability to successfully complete a background investigation. Background investigation components can vary dependent upon specific assignment and/or level of US government security clearance held. CGI will consider for employment qualified applicants with arrests and conviction records in accordance with all local regulations and ordinances.

    CGI will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with CGI's legal duty to furnish information.