Senior Manager - Wealth Platform Advisory - Pension & Retail Investments

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management and Insurance industries. We are a boutique management consulting firm that offers the world’s top insurance and asset & wealth managers a competitive edge through our unrivalled expertise and industry insight.

Our client base covers all of the world’s top 20 and 80% of the top 50 asset managers by AUM, plus leading insurance firms and we have worked with over 870 clients globally.

We are headquartered in the United Kingdom but have 17 offices globally including the United States, Canada, Luxembourg, France, Netherlands, Switzerland, Denmark, Germany, Singapore and Australia. Globally we employ over 1000 full-time consultants which enables us to provide deep expertise to our extensive client base.

The Pensions & Retail Investments (Retail) practice was established in 2019 in order to further diversify Alpha’s industry footprint. As the asset management and life and pensions sectors continue to converge, we believe it is vitally important to both understand the heritage and nuances of the P&RI segments, whilst leveraging Alpha’s leading expertise to support our clients.

P&RI work with industry leading investment platforms, adviser networks, life and pensions companies and technology providers to position their businesses for future success. We have a fast-growing team of dedicated consultants with deep experience from working both within the industry and consulting. Successful candidates should expect a diverse range of complex and strategic engagements across the market. As we continue to expand our client base and expertise, we are looking for individuals to join our team to support our growth journey. Please see below an outline of the responsibilities of the role as well as the requirements.

Role Responsibilities:

• Managing highly successful, complex client engagements to achieve strong client satisfaction rating, from project design through to delivery – including management of Alpha team and potentially contractors
• Developing strategies to set our clients up for success, and driving high-quality work products within expected timeframes and to budget
• Analysing clients' business needs to identify key issues and propose solutions and recommendations, assisting and implementing recommendations to ensure the best use of clients’ resources – both within and beyond immediate project objectives
• Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency
• Conducting research, surveys and interviews and discussing organisational problems with clients
• Bringing together diverse stakeholders to work effectively in partnership
• Managing and motivating colleagues, supporting their professional development and maximising their personal effectiveness
• Developing and maintaining long-term client relationships and networks, building a respectable profile within your network of new and existing clients
• Identifying and executing appropriate client/ vendor entertainment opportunities
• Staying abreast of P&RI trends relevant to the client's business
• Communicating Alpha’s proposition and credentials in a compelling and convincing manner, encouraging buy-in
• Making a strong contribution towards business development
• Undertaking effective account management including financial management

Role Requirements (Skills, Experience and Qualifications):

• Deep understanding of one or more of Life, Pension (Retail and/or Corporate), Retail Investments or Health products, regulation and general market conditions
• Successful candidates typically have 7-10 years 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, preferably within the P&RI industry
• Experience of advising clients on a range of Wealth Platforms including but not exclusively: FNZ, Bravura, SEI, Velmie, Comarch, FIS Unity, Aladdin Wealth....
• Specific experience of one (or more) Wealth Platform Technology Enabled Transformation Projects, Platform Strategy, Solution Design, Implementation planning and roadmaps.
• Demonstrable proficiency in relationship development and client account management and a proactive interest in contributing to the growth of the practice
• A network of executive contacts across the industry and proven experience of Business Development
• Senior stakeholder management and influencing skills, demonstrated with clients and colleagues
• Excellent communication, presentation and problem-solving skills, confident at structuring and articulating complex messages
• Ability to show initiative when dealing with clients, form strong relationships with new clients, and maintain existing relationships
• Superb interpersonal skills, with ability to influence and lead, demonstrated with both clients and colleagues
• The ability and desire to proffer good mentorship and coaching skills towards other team members
• An in-depth understanding of key topics and themes in the P&RI industry, with the ability to debate key industry issues with senior clients
• Strong academic background (including a minimum of a 2:1 degree from a leading institution) or equivalent professional experience, as well as an aptitude and desire to proactively learn and develop
• Business language fluency in English
• Willingness to travel