Pricing Strategy Consultant - Wealth Management
Pricing Strategy Consultant - Wealth Management

Pricing Strategy Consultant - Wealth Management

Freelance 57600 - 96000 £ / year (est.) Home office (partial)
Freshminds Interim

At a Glance

  • Tasks: Shape data-driven promotional strategies to boost client engagement and trading activity.
  • Company: Join a leading firm in the wealth management industry with a dynamic team.
  • Benefits: Competitive day rate, hybrid work model, and opportunities for professional growth.
  • Why this job: Make a real impact by designing high-impact promotional initiatives in a fast-paced environment.
  • Qualifications: 3+ years in top-tier consulting with strong financial modelling and stakeholder management skills.
  • Other info: Exciting role with potential for long-term collaboration and career advancement.

The predicted salary is between 57600 - 96000 £ per year.

A client in the wealth management industry is seeking an experienced Commercial Pricing & Promotions Consultant to join the team. You will shape and deliver data-informed promotional strategies that drive client engagement, flows and trading activity, reporting into the Head of Commercial Performance. This role will play a central part in designing, coordinating and optimising high-impact promotional initiatives within a fast-paced environment.

Responsibilities

  • Identify value and client flow opportunities through close collaboration with insight and data teams
  • Develop a quarterly and long-term promotional roadmap aligned with product, marketing and business priorities
  • Coordinate with compliance and key stakeholders to ensure regulatory alignment
  • Design promotions and build clear commercial business cases with projected impact and ROI
  • Develop and progress broader promotional capabilities including referral schemes and trading credit initiatives

Requirements

  • 3+ years' top tier consulting training
  • Strong understanding of the wealth management or broader financial services landscape
  • Strong financial modelling experience
  • Highly autonomous with the ability to drive initiatives with minimal oversight
  • Strong stakeholder management capability across multiple teams
  • Commercially analytical with experience building business cases and interpreting data

Details

  • Start date: ASAP
  • Duration: 6+ months
  • Day rate: Up to £800 Ltd
  • Location: Hybrid

Pricing Strategy Consultant - Wealth Management employer: Freshminds Interim

Join a leading player in the wealth management sector, where you will thrive in a dynamic and collaborative work culture that values innovation and data-driven decision-making. With a strong focus on employee development, you will have access to extensive growth opportunities and the chance to shape impactful promotional strategies that drive client engagement. Located in a vibrant area, this role offers the unique advantage of a hybrid working model, allowing for flexibility while being part of a forward-thinking team.
Freshminds Interim

Contact Detail:

Freshminds Interim Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pricing Strategy Consultant - Wealth Management

✨Tip Number 1

Network like a pro! Reach out to your connections in the wealth management industry and let them know you're on the lookout for opportunities. A personal referral can make all the difference in landing that interview.

✨Tip Number 2

Prepare for those interviews by researching the company and its recent projects. Show us you’re not just another candidate; demonstrate your understanding of their promotional strategies and how you can contribute to their goals.

✨Tip Number 3

Practice your pitch! Be ready to explain how your experience aligns with the role of a Pricing Strategy Consultant. Highlight your financial modelling skills and stakeholder management capabilities to impress the hiring team.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Pricing Strategy Consultant - Wealth Management

Commercial Pricing Strategy
Promotional Strategy Development
Data Analysis
Stakeholder Management
Financial Modelling
Regulatory Compliance
Business Case Development
Client Engagement Strategies
Wealth Management Knowledge
Analytical Skills
Project Coordination
Autonomy in Initiative Driving
Collaboration with Insight Teams

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the role of Pricing Strategy Consultant. Highlight your experience in wealth management and any relevant consulting work. We want to see how your skills align with the job description!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific projects or experiences that demonstrate your understanding of promotional strategies and stakeholder management.

Showcase Your Analytical Skills: Since this role requires strong financial modelling and analytical capabilities, make sure to include examples of how you've used data to drive decisions in past roles. We love seeing numbers and results!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!

How to prepare for a job interview at Freshminds Interim

✨Know Your Numbers

As a Pricing Strategy Consultant, you'll need to demonstrate your financial modelling skills. Brush up on key metrics and be ready to discuss how you've used data to drive promotional strategies in the past. Bring examples of your work that showcase your analytical prowess.

✨Understand the Wealth Management Landscape

Make sure you’re well-versed in the current trends and challenges within the wealth management sector. Research recent developments and be prepared to discuss how they might impact pricing strategies. This shows your genuine interest and understanding of the industry.

✨Stakeholder Management is Key

This role requires strong collaboration with various teams. Think of examples where you've successfully managed stakeholders or coordinated projects. Be ready to explain how you navigated differing opinions and aligned everyone towards a common goal.

✨Prepare Your Promotional Roadmap

Since you'll be developing promotional strategies, come prepared with ideas for a quarterly roadmap. Think about how you would align these initiatives with business priorities and compliance requirements. This will show your proactive approach and strategic thinking.

Pricing Strategy Consultant - Wealth Management
Freshminds Interim

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