# Asset Management Consultant

- **Company:** Sora Union
- **Location:** US (Remote)
- **Salary:** Salary not disclosed
- **Contract:** Not specified
- **Posted:** 2026-09-28

## Job description

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

[Apply on the company site](https://www.joonow.com/en/job/asset-management-consultant-vgzj9md94w/apply)