Consultant - Wealth Management & Retail Investments

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 not only feel like ‘a job’ but be a community.

Founded in 2019, our Life, Pensions and Retail Investments (LPRI) team has had a singular goal to be the best P&RI consulting function globally. Our team works with industry leading investment platforms, adviser networks, Life and Pensions companies 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 valued.
• Work 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.

P&RI Consultant - What’s the opportunity?

• Work, both alongside a team and independently, on client projects, supporting project design through to delivery.
• Support the creation of high-quality work products within expected timeframes.
• Own key items for project delivery – including possible ownership of deliverables or workstreams within a project.
• Actively participate in the preparation of materials for and delivery of project and client meetings.
• Identify and internally discuss ideas for further business opportunities.
• Track and monitor project plans and milestones, as well as key project issues, risks, actions, and dependencies, and escalates where appropriate.
• Manage competing demands and priorities, from both internal and external stakeholders, to the satisfaction of all parties.
• Understand Alpha and its services and actively assess ways to serve clients.
• Stay abreast of LPRI trends relevant to the client's business.
• Make a contribution to business development, support with the development of one or two internal business management areas (e.g. contributions to thought leadership, recruitment or Alpha proposition development).

Who are we looking for?

• Circa 3 years’ experience within financial services consulting is a must, ideally within the Life, Pensions and Retail Investments industry.
• Experience of working on significant change projects with Blue Chip organisations covering such things as Target Operating Models, business processes and/or IT solutions within areas such as: Distribution, CRM, regulatory compliance/risk, data models & migrations, outsourcing, cost optimisation etc.
• Strong academic background (minimum 2:1 degree) or qualified through experience in the industry.