Assistant Manager / Manager - Advisory

Full Time | Gurgaon

Role Summary

Terracegate is seeking an Assistant Manager / Manager - Advisory to support and lead client engagements across strategic, commercial, operational, and business advisory matters. The role involves working closely with global clients, senior leadership, and external professional advisors to understand business requirements, conduct analysis, develop practical recommendations, and drive execution. The individual will work across a range of areas including commercial due diligence, market research and sizing, market entry, business operations, corporate and regulatory matters, finance, tax, compliance, and other professional services.

A legal background is preferred, particularly for candidates with experience in corporate, commercial, regulatory, or cross-border matters. However, the role is equally suited to candidates with strong experience in consulting, strategy, commercial advisory, transaction support, corporate services, or other analytical and client-facing environments.

About Our Clients

We work with global family offices, supporting families across multiple geographies and managing a sophisticated network of business, financial, administrative, and personal requirements.

Our clients include family members, senior executives, executive teams, and global service providers, requiring a high level of organization, confidentiality, attention to detail, analytical capability, and professional communication.

Experience working with family offices, high-net-worth individuals, UHNW clients, executive teams, professional services firms, consulting environments, or client-service businesses will be an added advantage.

Roles & Responsibilities

1. Client Advisory & Relationship Management:

- Act as a key point of contact for clients across ongoing advisory and business matters.

- Translate client requirements into structured workplans, analysis, and actionable deliverables.

- Build and maintain strong working relationships with clients, senior stakeholders, and professional advisors.

- Manage client expectations and provide timely updates on priorities, progress, risks, and deliverables.

- Develop a strong understanding of client businesses, sectors, markets, and longer-term objectives.

2. Commercial & Strategic Advisory:

- Conduct commercial due diligence, market research, market sizing, competitor analysis, and industry assessments to support client decision-making.

- Evaluate new markets, business opportunities, sectors, and potential investments from a commercial and operational perspective.

- Support market-entry assessments, including market attractiveness, competitive landscape, regulatory considerations, operating requirements, and potential risks.

- Analyse business models, revenue drivers, cost structures, customer segments, competitive positioning, and growth opportunities.

- Support senior stakeholders in evaluating strategic options and longer-term business implications.

- Conduct research and coordinate with subject-matter experts where specialist input is required.

3. Project & Engagement Management:

- Lead or support end-to-end execution of client engagements, ensuring timelines, priorities, and quality standards are met.

- Develop project plans, define deliverables, track progress, and proactively address risks and delays.

- Coordinate with internal teams and external advisors, including legal counsel, tax consultants, accountants, consultants, technology partners, and other service providers.

- Manage multiple engagements simultaneously across different business areas and jurisdictions.

- Ensure clear ownership, accountability, and timely completion of deliverables.

4. Business, Legal & Regulatory Advisory:

- Support clients on matters involving corporate structuring, regulatory requirements, governance, compliance, business operations, market entry, and cross-border matters.

- Review and assess business and commercial implications of legal, regulatory, and contractual matters, in coordination with appropriate professional advisors.

- Coordinate with external legal and professional advisors where specialist advice is required.

- Translate complex professional advice into practical business considerations and next steps for clients.

- Identify potential risks and dependencies and escalate matters requiring specialist or senior-level input.

5. Team Management & Leadership:

- Manage and provide direction to team members supporting client engagements.

- Allocate responsibilities, establish priorities, and monitor quality and timelines.

- Review team deliverables and provide guidance and feedback.

- Coach and develop team members through regular feedback and knowledge sharing.

- Ensure effective collaboration between internal teams and external service providers.

Qualification & Experience:

- 9 - 12 years of relevant experience in consulting, advisory, strategy, professional services, legal, corporate services, transaction support, or a similar client-facing environment.

- MBA or equivalent legal qualification.

- Experience in one or more of the following areas: commercial advisory, consulting, commercial due diligence, market research, market sizing, market entry, strategy, corporate advisory, legal advisory, or business analysis.

- Strong experience managing client relationships and complex projects involving multiple stakeholders.

- Demonstrated experience in project ownership and end-to-end delivery.

- Prior experience managing, mentoring, or leading team members.

- Strong analytical and commercial thinking, with the ability to interpret information, identify key issues, and develop practical recommendations.

- Ability to connect individual client requirements to broader business objectives and identify longer-term implications.

- Self-starter with the ability to identify priorities, take initiative, and drive matters forward independently in an evolving client environment.

- Excellent written and verbal communication skills.

- Strong research, problem-solving, and decision-making skills.

- Ability to work across multidisciplinary areas including commercial, legal, tax, finance, operations, and compliance.

- Strong organizational skills with the ability to manage multiple priorities simultaneously.

Company Description:

Terracegate is a leading service provider to global family offices and wealth management firms. We provide accounting services for investments, including complex private investments. To service the needs of families, Terracegate offers bill payment and accounting for disbursements. Further supporting the family, we offer related tax support or litigation support, sophisticated securities trading accounting, including middle and back-office functions, and accounting for family management company vehicles.