Alphafmcroles
Senior Manager — Client & Digital (Wealth)
London, Edinburgh . Posted 23 days ago
The role
You will lead the delivery of large programmes or workstreams and own the plan, governance, risks, and outcomes. You will design sales and service experiences, processes, and target operating models for wealth managers and private banks.
What you will do
- Leading delivery of large programmes or workstreams and owning the plan, governance, risks and outcome
- Designing sales and service experiences, processes, and target operating models across the front office
- Acting as the senior business-side lead on platform implementations such as CRM, advisor desktop, onboarding, and client lifecycle tooling
- Running mixed teams of people and client staff
- Handling the day-to-day relationship with client sponsors and senior stakeholders
- Acting as a sparring partner to the practice leadership on proposition direction
- Coaching and mentoring consultants and assisting in hiring
- Improving how the practice works
Required qualifications
- Strong consulting experience or recognizable consultative experience within industry
- Experience in wealth management, private banking, or a closely related area of financial services
- Track record of leading large-scale change as a programme manager, lead project manager, or design lead
- Experience of large technology-enabled transformation programmes
- Strong people leadership experience
- Confidence and credibility to operate independently with senior client stakeholders
- Excellent problem-solving skills
- Collaborative, growth-oriented mindset
Nice to have
- Experience developing or refining propositions, segment strategies, or service models
- Experience supporting pitch processes, including defining team shapes and activity timelines
About the company
Alpha Financial Markets Consulting (Alpha) is a leading consultancy to the asset and wealth management industry. They have a team of 1,500 industry experts working across major financial centres globally.