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Pension & Retail Investments Manager

Edinburgh, City Of Edinburgh, Scotland, United Kingdom; London, Greater London, England, United Kingdom

Alpha Financial Markets Consulting (Alpha FMC) is leading global consultancy to the industry. We are a boutique management consulting firm that offers the world’s top industry players a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry.

To clients, we are a trusted partner for creating programmes, however, we are so much more to our employees. At Alpha, we pride ourselves in being meritocratic environment perfect for building a career, meeting great people, as well as a rewarding place to work.
 

The Retail Practice - Pensions & Retail Investments (P&RI) 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 Managers 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:

  • Independently managing highly successful client engagements to achieve strong client satisfaction rating, from scoping through to delivery
  • Developing strategies to set our clients up for success, driving high-quality work products within expected timeframes and to budget
  • Analysing clients' business needs to identify key issues and propose solutions and recommendations
  • Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes
  • Managing and motivating junior colleagues, supporting their professional development
  • Staying abreast of current business and pensions and retail investments trends relevant to the client's business
  • 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
  • Undertaking effective account management including financial management

 

Role Requirements (Skills, Experience and Qualifications):

  • Successful candidates typically have 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, preferably within the pensions and retail investments industry
  • Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Distribution, CRM, regulatory compliance/risk and data models & migrations, middle & back office processes, outsourcing, cost optimisation, platform optimisation
  • Business development/ account management experience and proactive interest in contributing to the growth of the practice
  • 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 market trends, drivers and outlook of the Asset and Wealth Management market
  • Strong academic background, with an aptitude and desire to proactively learn and develop
  • Business language fluency in English
  • Willingness to travel

 

Sharing in our Success:

 

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this: 

 

  • 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
  • Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand
  • An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the P&RI industry

 

 

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