Asset Management Consultant

soraunion· Design
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📍 Global

About this role

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.

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:

  • Lead or contribute to discovery and client conversations with senior stakeholders.
  • 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.
  • 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.
  • Provide financial-services context and expertise throughout the brand strategy process.
  • Contribute to workshops, strategic discussions and client presentations.
  • Work closely with the Brand Strategist to translate business and market insights into meaningful positioning and strategic recommendations.
  • 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

 

 

Frequently Asked Questions

Is the salary disclosed for the Asset Management Consultant position at soraunion?
The salary for this Asset Management Consultant role at soraunion is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Asset Management Consultant position at soraunion located?
This Asset Management Consultant role at soraunion is based in Global. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Asset Management Consultant at soraunion belong to?
This Asset Management Consultant position is part of the Design department at soraunion. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Asset Management Consultant position at soraunion?
Click the "Apply Now" button on this page. You will be redirected to soraunion's official application portal hosted on greenhouse where you can submit your application directly.
When was the Asset Management Consultant job at soraunion posted?
This Asset Management Consultant position at soraunion was posted on Sep 28, 2026. Apply as soon as possible — early applications are often reviewed first.
Asset Management Consultant
soraunion
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