Manager (Consulting) - Wealth Management & Retail Investments
New Today
Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by using our deep industry knowledge and expertise.At Alpha, diversity and inclusion is critical to our success. We are committed to employing individuals from all backgrounds to reflect the multi-cultural society we live in. We want an Alpha that welcomes everybody and to not only feel like ‘a job’ but be a community.Wealth Management & Retail Investments teamFounded in 2019 our Wealth Management & Retail Investmentsteam, has had a singular goal to be the best sector specialist consulting function globally. Out team work with industry leading investment platforms, adviser networks,Wealth Management & Retail Investmentscompanies and technology providers to position their businesses for lasting success.What makes us different?Established yet entrepreneurial. Founded in 2003, Alpha is established, yet still has an SME feel being entrepreneurial, dynamic, and growing – meaning your contribution is seen and valuedWork alongside the best in the industry. We work with the best, both internally and externally. Learning directly from both will allow you to develop your own expertise in our space.A true meritocracy. At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance rather than anything else!Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themselves.Role Responsibilities:Independently managing highly successful client engagements to achieve strong client satisfaction rating, from scoping through to deliveryDeveloping strategies to set our clients up for success, driving high-quality work products within expected timeframes and to budgetAnalysing clients' business needs to identify key issues and propose solutions and recommendationsMonitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomesManaging and motivating junior colleagues, supporting their professional developmentStaying abreast of current business and pensions and retail investments trends relevant to the client's businessIdentifying and executing appropriate client/vendor entertainment opportunitiesDeveloping and maintaining long‑term client relationships and networksClearly articulating Alpha offerings and credentialsMaking a strong contribution towards business developmentUndertaking effective account management including financial managementRole Requirements (Skills, Experience and Qualifications):Successful candidates typically have 4-5 years of proven experience in the delivery of consulting or change projects, gained within a leading financial institution or consulting firmSignificant experience within ‘blue‑chip’ Financial Services organisations, preferably within the Wealth Management & Retail Investments industryExperience of projects engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Distribution, CRM, regulatory compliance/risk and data models & migrations, middle & back office processes, outsourcing, cost optimisation, platform optimisationBusiness development/ account management experience and proactive interest in contributing to the growth of the practiceExcellent communication, presentation and problem‑solving skills, confident at structuring and articulating complex messagesAbility to show initiative when dealing with clients, form strong relationships with new clients, and maintain existing relationshipsSuperb interpersonal skills, with ability to influence and lead, demonstrated with both clients and colleaguesThe ability and desire to proffer good mentorship and coaching skills towards other team membersAn in-depth understanding of market trends, drivers and outlook of the Wealth Management & Retail Investments market.Strong academic background, with an aptitude and desire to proactively learn and develop
#J-18808-Ljbffr
- Location:
- Greater London
- Job Type:
- FullTime