At a Glance
- Tasks: Manage relationships with Financial Advisers and Investment Managers during a major platform migration.
- Company: Leading UK Wealth Management firm with a focus on relationship-building.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Join a dynamic team and make a real impact during a complex transition.
- Why this job: Be the key contact in a transformative project that shapes the future of wealth management.
- Qualifications: Experience in Wealth Management and proven relationship management skills required.
The predicted salary is between 49500 - 60500 £ per year.
Location: London (Hybrid – 3 days office / 2 days remote)
Contract: Initial 6 months
MDM Consultants is supporting a leading UK Wealth Management business with the appointment of an experienced Integration Relationship Manager to join a major business integration and platform migration programme. This is a highly relationship-focused role, working directly with Financial Advisers, Investment Managers and Wealth Management branches as they transition onto a new operating model and custody platform.
We're looking for someone with a strong understanding of Wealth Management who can build trusted relationships, manage expectations and act as the main point of contact for adviser businesses throughout the migration process.
Key Responsibilities
- Own and manage relationships with Financial Advisers, Investment Managers and Wealth Management branches throughout the migration.
- Act as the primary point of contact, ensuring advisers remain informed, engaged and supported.
- Communicate migration plans, timelines and changes clearly, managing expectations and addressing concerns.
- Work closely with internal Operations, Change and Technology teams to resolve issues and ensure a smooth transition.
- Support adviser businesses with migration readiness, identifying risks and proactively addressing challenges.
- Maintain strong stakeholder relationships while minimising disruption to advisers and their clients.
About You
- Strong Wealth Management experience, with an understanding of adviser businesses, investment operations and client relationships.
- Proven relationship management experience working directly with Financial Advisers, Financial Planners, Investment Managers or branch networks.
- Experience supporting business integrations, platform migrations or custody transitions within Wealth Management.
- Excellent communication and interpersonal skills, with the confidence to engage with senior stakeholders.
- A proactive, solutions-focused approach and the ability to take ownership of relationships and issues.
- You may come from a Relationship Management, Business Integration, Client Migration or Business Change background.
The priority is someone who can build strong relationships with adviser businesses and support them through a complex period of change.
Due to the high nature of applicants, we will not be able to accept direct phone calls or emails. Please apply and if successful someone will be in touch.
Integration Relationship Manager – Wealth Management employer: MDM Consultants Limited
Join a leading UK financial services organisation that values innovation and employee development. As a Docusign Technical Consultant, you'll benefit from a collaborative work culture that encourages professional growth and offers unique opportunities to enhance your skills in a dynamic environment. With a focus on transformation and integration, this role provides a meaningful chance to make a significant impact while enjoying a supportive workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Integration Relationship Manager – Wealth Management
✨Get Involved in Financial Networks
Join local financial associations or forums where you can connect with professionals in financial-controlling. Networking events often lead to temporary positions, as companies look for quick hires when they need extra hands.
✨Showcase Your Skills on Temporary Job Boards
Focus on platforms that specifically cater to temporary roles in finance. Sites like Reed or Totaljobs often list short-term gigs that are perfect for getting your foot in the door, and you can apply directly through our website for roles at MDM Consultants Limited.
✨Leverage Your Uni's Career Services
If you're still in university, tap into your career services for internship or temporary job placements. They often have insider info on companies like MDM Consultants Limited looking for temporary financial support, and they might help you polish your pitch.
✨Flexible Availability is Key
For temporary positions in financial-controlling, your availability can make a huge difference. Highlight your willingness to start immediately or work irregular hours when speaking to employers. This flexibility can land you that sought-after role!
We think you need these skills to ace Integration Relationship Manager – Wealth Management
Some tips for your application 🫡
Show Off Your Academic Aces:In the financial controlling game, grades and relevant certifications can make a significant difference. Be sure to highlight your academic achievements, like finance-related coursework and any professional certifications you’ve got on your CV that show you’re clued up in this area. It’s all about demonstrating that you’re not just good at numbers but also know your stuff!
Quantify Your Achievements:When applying for a temporary role in financial controlling, make sure your CV reflects any previous experience with real, measurable outcomes. Use numbers to showcase your past successes, like percentage improvements in budgeting or cost savings you’ve achieved in previous roles. This not only gives us insights into your capabilities but also tells us you're results-driven.
Personalise Your Application:We love seeing applicants who take the time to tailor their applications! In your cover letter, mention why you’re particularly interested in the temporary role with MDM Consultants Limited and how your specific skills and experiences align with the job. Show us that you see this role as an opportunity to contribute, even if it's for a short stint!
Flexibility is Key:Since this is a temporary position, make sure to highlight your availability in your application. We’re interested in knowing how soon you can start and if you’re open to working flexible hours. This shows us your eagerness to jump right in and adapt to the dynamic needs of our team at MDM Consultants Limited.
How to prepare for a job interview at MDM Consultants Limited
✨Get Hands-On with Financial Tools
Being in financial controlling means you’ll likely be working with various software like Excel, Power BI, or even SAP. Make sure you brush up on these tools and prepare to discuss your experience using them. Being able to reference specific projects or analyses where you employed these programs will definitely give you an edge.
✨Prepare for Technical Financial Questions
Expect scenario-based questions where you might need to analyse financial statements or suggest budgetary strategies during the interview. Practising common financial concepts like variance analysis or cost control measures will not only boost your confidence but also prove your suitability for the role.
✨Show Your Flexibility and Adaptability
As this is a temporary position, the interviewers will want to see that you can hit the ground running. Be sure to highlight any previous short-term roles or projects where you successfully adapted to new environments quickly – this will showcase your readiness to tackle challenges head-on.
✨Highlight Your Commitment to Precision
In financial controlling, attention to detail is absolutely crucial. Be ready to provide examples from your past work that demonstrate your ability to spot discrepancies and ensure accuracy in financial reporting. Your precision could be the factor that sets you apart in a temporary role like this one!
