Manager (Wealth Management & Retail Investments)

The role

The Manager will independently manage client engagements from scoping to delivery. This role involves developing client strategies, analyzing business needs, and managing junior colleagues within the Wealth Management and Retail Investments sector.

What you will do

• Independently managing highly successful client engagements from scoping through to delivery
• Developing strategies to set clients up for success
• Analysing clients' business needs to identify key issues and propose solutions
• Monitoring progress, managing risks and keeping stakeholders informed
• Managing and motivating junior colleagues and supporting their professional development
• Staying abreast of current business and pensions and retail investments trends
• 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 and undertaking account management

Required qualifications

• 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
• Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in areas such as Distribution, CRM, regulatory compliance/risk, data models & migrations, middle & back
• Business development/ account management experience
• Excellent communication, presentation and problem-solving skills
• Ability to show initiative when dealing with clients and form strong relationships
• Superb interpersonal skills with ability to influence and lead
• Ability and desire to proffer good mentorship and coaching skills towards other team members
• In-depth understanding of market trends, drivers and outlook of the Life, Pensions and Retail Investments market
• Strong academic background
• Business language fluency in English
• Willingness to travel

Nice to have

• Experience preferably within the Wealth Management & Retail Investments industry

Benefits

• Competitive base salary
• Profit share which is linked to company performance
• 25 days holiday additional to bank holidays
• Supportive, social and collaborative environment
• Comprehensive training and development programmes

About the company

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