I currently work at a Big 4 firm as a finance transformation consultant (3+ YoE), and have decided this career is not for me. I want to pivot to asset/wealth management as it better aligns with my interests and I would find more meaning in the work. However, I am having trouble getting interviews, even for entry-level positions. Any advice for how I can improve my marketability given I don’t have direct experience in the field?

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Reach out to people on LinkedIn or networking events, ask them to meet you for coffee. Then ask if they know someone hiring for those roles. Wealth management is largely a sales job, they will want to know how you intend to bring in clients.

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