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About the Role

The Wealth Management & Retail Investments team is seeking a Senior Manager to lead client engagements, develop strategies, and drive high-quality work products. This role involves analyzing client needs, managing projects, mentoring junior colleagues, and staying updated on industry trends. The Senior Manager will also be responsible for identifying client entertainment opportunities, maintaining client relationships, articulating Alpha's offerings, contributing to business development, and managing accounts.

Responsibilities

Independently manage highly successful client engagements to achieve strong client satisfaction rating, from scoping through to delivery.
Develop strategies to set clients up for success, driving high-quality work products within expected timeframes and to budget.
Analyze clients' business needs to identify key issues and propose solutions and recommendations.
Monitor progress, manage risks, and ensure key stakeholders are kept informed about project progress and expected outcomes.
Manage and motivate junior colleagues, supporting their professional development.
Stay abreast of current business and pensions and retail investments trends relevant to the client's business.
Identify and execute appropriate client/vendor entertainment opportunities.
Develop and maintain long-term client relationships and networks.
Clearly articulate Alpha offerings and credentials.
Make a strong contribution towards business development.
Undertake effective account management including financial management.

Requirements

7-10 years of proven experience in the delivery of consulting or change projects, gained within a leading financial institution or consulting firm.
Experience of leading client project work, facing off to senior leaders internally & externally and managing consulting workstream delivery and project resourcing.
Significant experience within ‘blue-chip’ Financial Services organisations, preferably within the Wealth Management & Retail Investments industry.
Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in areas such as 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.
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 Wealth Management & Retail Investments market.
Strong academic background, with an aptitude and desire to proactively learn and develop.
Business language fluency in English.
Willingness to travel.

Skills

Consulting
Change Management
Client Relationship Management
Business Strategy
Project Management
Risk Management
Stakeholder Management
Team Leadership
Mentorship
Coaching
Business Development
Account Management
Communication
Presentation
Problem-Solving
Interpersonal Skills
Influencing
Leadership
Market Trend Analysis

Location

Work Type

Consulting
Full-time

Experience Level

Senior Manager
7-10 years

Education Level

Strong academic background

About the Company

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries.
Trusted partner to 100% of the top 20 global Asset Managers by AUM.
Over 660 clients served globally.
Established in 2003, Alpha is established yet entrepreneurial, dynamic, and growing.
Offers a supportive, nurturing environment where people can be themselves.
A true meritocracy where potential is driven by performance.

Equal Opportunity

At Alpha, diversity and inclusion is critical to our success.
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.