Job Posting: Senior Manager – Wealth, Asset Management, Private Equity, and WealthTech
About Epok Advice
Epok Advice is a growing boutique consulting firm that delivers tailored strategy and transformation support to wealth and asset management businesses. With deep industry expertise and a flexible, on-demand service model, we are building a new standard for advisory excellence. Joining Epok Advice means becoming part of a company that values agility, innovation, and the chance to make a significant impact from day one.
Role Overview
Epok Advice, a newly launched boutique consulting firm specializing in wealth and asset management, is seeking a dynamic Senior Manager with strong code consulting skills and deep expertise in WealthTech. This role offers an exciting opportunity to help build and shape the future of a growing firm. The ideal candidate will have a strong interest in business development, leading small strategy teams, and contributing to the firm’s growth, with the potential for equity over time.
Key Responsibilities
Business Development: Play a pivotal role in building the business by supporting sales efforts, identifying new opportunities, and fostering client relationships. You’ll work closely with leadership on strategic initiatives to drive revenue growth and expand the firm’s market presence.
Project Leadership: Lead and manage small strategy teams, ensuring successful delivery of projects across wealth, asset management, private equity, and WealthTech sectors.
Technical Expertise: Apply your coding and consulting skills to develop and implement technical solutions for clients in the financial services industry, helping to differentiate Epok Advice in the market.
Client Engagement: Engage directly with clients to understand their needs, offer innovative solutions, and maintain long-term relationships.
Equity Opportunity: As the firm grows, there is a path toward equity participation, making this a unique opportunity for someone who is excited about being part of a business-building journey.
Qualifications
10+ years of experience in wealth management, asset management, private equity, or WealthTech consulting.
Strong technical consulting and coding skills, with a proven ability to deliver solutions in financial services.
Entrepreneurial mindset with experience in driving business development and contributing to sales efforts.
Demonstrated leadership in managing strategy teams and delivering successful client engagements.
Excellent communication skills, with the ability to pitch ideas and build strong relationships with clients and stakeholders.
This role is ideal for someone who is eager to take a leadership role in a growing firm, with the potential to gain equity and contribute to building something meaningful in the wealth and asset management space.
Why Join Us?
Growth Potential: Be part of an early-stage firm with significant opportunities to grow and shape your role.
Flexibility: Start part-time with approximately 10 hours per week and enjoy the potential for expanded hours based on company growth and project demands.
Impact: Work directly with industry veterans and contribute to high-impact projects that will influence the future of wealth and asset management.
To Apply
Please send your resume and a brief cover letter detailing your experience in investment management and asset management research to hello@epokadvice.com
