Senior Manager - Financial Advice (Wealth Management & Retail Investments)

The role

This person will manage client engagements from scoping to delivery and develop strategies to drive client outcomes. They will work within the Wealth Management & Retail Investments team to provide insight across customer proposition, regulatory, technology, and operating models.

What you will do

• Independently managing highly successful client engagements from scoping through to delivery
• Developing strategies to set clients up for success within expected timeframes and budget
• Driving outcomes for clients through a collaborative way of working
• Building trusted adviser relationships with core stakeholders
• Analysing clients' business needs to identify issues and propose solutions
• Providing insight and knowledge within the Financial Advice and Retail Investment segment
• Monitoring progress, managing risks and informing stakeholders
• Managing and motivating junior colleagues
• Staying abreast of current retail investments and financial advice trends
• Articulating Alpha offerings and making contributions towards business development

Required qualifications

• 7–10 years of proven experience delivering consulting or change projects within a leading financial institution, consulting firm, or Financial Advice firm
• Demonstrated experience leading project / programme work and engaging senior stakeholders
• Significant experience working across Financial Advice, Investment Platforms, or Life & Pension firms
• Deep project experience across one or more of the following: Client or Adviser Proposition / Strategy, Adviser Efficiency / Productivity, Paraplanning & Administration Operations, Investment Platform
• Track record of managing commercial aspects of consulting engagements
• Excellent communication, presentation and problem-solving skills
• Strong interpersonal skills to influence and lead across client and internal teams
• Ability to build and maintain client relationships
• Ability to develop and deliver compelling proposals and pitch materials
• Financial modelling and business case development skills
• Proactive interest in business development and account management
• In-depth understanding of market trends, drivers and outlook across Financial Advice

Benefits

• Industry leading compensation
• Competitive salary
• Annual discretionary profit share
• Continuous learning through comprehensive training and development programmes
• 25 days’ holiday additional to bank holidays
• An allowance for home-working technology set up

Before you apply

• Recruitment process typically includes 3 interviews and a Final Round with a Senior Partner

About the company

Alpha FMC is the leading global consultancy to the Wealth & Retail Investment, Asset Management and Insurance industries. They serve over 660 clients including 100% of the top 20 global Asset & Wealth Management firms by AUM.