Senior Consultant, Wealth, Pensions & 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 to not only feel like ‘a job’ but be a community.

The Wealth Management & Retail Investments team has experienced strong growth in the past five years, pursuing its singular goal to be the best sector specialist consulting function in the UK. Our team works with industry leading wealth managers, financial advice groups, investment platforms, life companies, private banks and technology and service providers to these firms to position their businesses for lasting success. The team collaborates with Alpha’s equivalent sector teams across the world serving the global wealth management sector, and with colleagues in other sectors whose clients are exploring retail distribution and growth opportunities.

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.

Role Responsibilities:

• Independently managing highly successful client engagements to achieve strong client satisfaction rating, from scoping through to delivery.
• Developing strategies to set our clients up for success, driving high-quality work products within expected timeframes and to budget.
• Analysing clients' business needs to identify key issues and propose solutions and recommendations.
• Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes.
• Managing and motivating junior colleagues, supporting their professional development.
• Staying abreast of current business and pensions and retail investments trends relevant to the client's business.
• Identifying and executing appropriate client/vendor entertainment opportunities.
• Developing and maintaining long-term client relationships and networks.
• Clearly articulating Alpha offerings and credentials.
• Making a strong contribution towards business development.
• Undertaking effective account management including financial management.

Role 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 firm.
• Significant experience within ‘blue-chip’ Financial Services organisations, preferably within the Wealth Management & Retail Investments industry.
• Experience 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 optimisation.
• Business development/ account management experience and proactive interest in contributing to the growth of the practice.
• Excellent communication, presentation and problem-solving skills, confident at structuring and articulating complex messages.
• Ability to show initiative when dealing with clients, form strong relationships with new clients, and maintain existing relationships.
• Superb interpersonal skills, with ability to influence and lead, demonstrated with both clients and colleagues.
• The ability and desire to proffer good mentorship and coaching skills towards other team members.
• An 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.