Sora Union

Asset Management Consultant

Global

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hirly's read of this role

Seniority: Mid level
Work mode: Remote-friendly
First seen by hirly: 28 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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

Original posting on Sora Union's site ↗

Listed on hirly, a job board. hirly is not the employer: Sora Union is hiring for this role.

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