Senior Principal Consultant

Client: Intellyk

End Client – LPL Financials

Location – NYC, NY

 

Senior Principal Consultant – BNY Vault - Enterprise Data Strategy (Asset & Wealth Management)

 

About the Role

Seeking a Senior Principal Consultant to advise executive leadership at a leading Asset & Wealth Management organization on defining a next-generation enterprise data platform and operating model. This strategic role will help shape a market-leading data product vision comparable to industry solutions such as BNY Vault, driving competitive advantage, business growth, and digital transformation.

Key Responsibilities

• Act as a trusted advisor to executive stakeholders on enterprise data strategy and transformation.
• Lead market assessments and benchmark enterprise data platforms, including BNY Vault and similar industry-leading solutions.
• Evaluate current-state capabilities and identify strategic gaps, opportunities, and differentiators.
• Define target-state data product vision, operating model, governance framework, and business capabilities.
• Facilitate executive workshops and develop strategic recommendations and investment roadmaps.
• Create multi-year transformation plans aligned with business objectives and market opportunities.

Required Qualifications

• Bachelor's degree in Business, Finance, Technology, Engineering, or related field.
• 15+ years of consulting, enterprise data strategy, product strategy, or business transformation experience within Financial Services.
• 7+ years supporting Wealth Management, Asset Management, Custody, Asset Servicing, or Capital Markets organizations.
• Proven experience advising senior executives on strategic transformation initiatives.
• Strong expertise in enterprise data products, operating models, governance, and information services.

BNY Vault Expertise (Required)

• Direct experience with BNY Vault or comparable enterprise data platforms.
• Deep understanding of enterprise data aggregation, governance, distribution, servicing, and analytics capabilities.
• Ability to assess market-leading data platforms and translate insights into strategic business recommendations.

Preferred Qualifications

• MBA or Master's degree preferred.
• Experience with strategy consulting engagements for large financial institutions.
• Knowledge of modern data architectures, cloud platforms, and data product management practices.