Manager - Asset & Wealth Management Consulting

Title: Pensions & Retail Investments - Manager (Consulting)

 

Alpha Intro:

 

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by using our deep industry knowledge and expertise.

 

At Alpha, diversity and inclusion is critical to our success. We are committed to employing individuals from all backgrounds to reflect the multi-cultural society we live in. We want an Alpha that welcomes everybody and to not only feel like ‘a job’ but be a community.

 

Pensions and Retail Investments (P&RI) team

Founded in 2019 our Pensions and Retail Investments (P&RI) team, has had a singular goal to be the best P&RI consulting function globally. Out team work with industry leading investment platforms, adviser networks, life and pensions companies and technology providers to position their businesses for lasting success.

 

What makes us different?

 

• Established yet entrepreneurial. Founded in 2003, Alpha is established, yet still has an SME feel being entrepreneurial, dynamic, and growing – meaning your contribution is seen and valued
• Work alongside the best in the industry. We work with the best, both internally and externally. Learning directly from both will allow you to develop your own expertise in our space.
• A true meritocracy. At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance rather than anything else!
• Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themselves.

 

P&RI Manager - What’s the opportunity?

 

• Independently managing highly successful client engagements to achieve strong client satisfaction rating, from project design 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 the project and expected outcomes
• Bringing together diverse stakeholders to work effectively in partnership
• Managing and motivating junior colleagues, supporting their professional development
• Developing and maintaining long-term client relationships and networks
• Identifying and executing appropriate client/ vendor entertainment opportunities
• Clearly articulating Alpha offerings and credentials
• Staying abreast of General Insurance & Specialty trends relevant to the client's business
• Making a strong contribution towards business development
• Undertaking effective account management, including financial management

 

Who are we looking for?

 

• Successful candidates typically have around 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 General Insurance & Specialty insurance sector
• Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Broking, Underwriting & Distribution, Claims, Operations, IT, Data, Finance, Risk, Regulatory, outsourcing, cost optimisation
• Business development/ account management experience and a 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 the 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
• Familiarity with some of the key topics and themes in the General Insurance & Specialty insurance sector
• Strong academic background (including a minimum of a 2:1 degree from a leading institution) as well as an aptitude and desire to proactively learn and develop
• Business language fluency in English

 

What’s on offer?

 

• A position in a high growth team and business.
• Industry leading compensation (including competitive salary and annual profit share)
• Private medical insurance
• Continuous learning through our comprehensive training and development programmes
• 25 days’ holiday additional to bank holidays plus the ability to buy 5 additional days per annum

 

What does the recruitment process look like?

The interview process will involve 2 stages wherein you will get to meet some of the team followed by a 3rd and final stage with one of our Executive Directors