Manager (Wealth Management & Retail Investments) at Alpha Financial Markets Consulting | Edinburgh, GBR | Rezi

Manager (Wealth Management & Retail Investments) at Alpha Financial Markets Consulting

Manager (Wealth Management & Retail Investments)

Alpha Financial Markets Consulting · Edinburgh, GBR

2 months ago

Manager (Wealth Management & Retail Investments)

Alpha Financial Markets Consulting · Edinburgh, GBR

2 months ago
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About the Role

Alpha FMC is a leading global consultancy for the Asset Management, Wealth Management, and Insurance industries, partnering with top firms to provide a competitive edge through deep industry knowledge and expertise. We are committed to fostering a diverse and inclusive community where everyone feels valued.

Responsibilities

  • Independently manage client engagements from scoping to delivery, ensuring high client satisfaction.
  • Develop strategies and deliver high-quality work products within timeframes and budget.
  • Analyze client business needs, identify key issues, and propose solutions.
  • Monitor project progress, manage risks, and inform stakeholders of project status and outcomes.
  • Manage and motivate junior colleagues, supporting their professional development.
  • Stay updated on business and retail investment trends relevant to clients.
  • Identify and execute client/vendor entertainment opportunities.
  • Develop and maintain long-term client relationships and networks.
  • Clearly articulate Alpha's offerings and credentials.
  • Contribute significantly to business development efforts.
  • Undertake effective account management, including financial management.

Requirements

  • 4-5 years of proven experience in delivering consulting or change projects within a leading financial institution or consulting firm.
  • Significant experience within 'blue-chip' Financial Services organizations, preferably in Wealth Management & Retail Investments.
  • Experience with Target Operating Model, business processes, and/or IT solutions in areas such as Distribution, CRM, regulatory compliance/risk, data models & migrations, middle & back office processes, outsourcing, cost optimisation, or platform optimisation.
  • Business development/account management experience and a proactive interest in practice growth.
  • Excellent communication, presentation, and problem-solving skills.
  • Ability to show initiative, build strong relationships with new clients, and maintain existing ones.
  • Superb interpersonal skills with the ability to influence and lead clients and colleagues.
  • Mentorship and coaching skills towards team members.
  • In-depth understanding of market trends, drivers, and outlook in the Life, Pensions, and Retail Investments market.
  • Strong academic background with an aptitude and desire for proactive learning and development.
  • Business language fluency in English.
  • Willingness to travel.

Skills

  • Consulting
  • Change Management
  • Financial Services
  • Wealth Management
  • Retail Investments
  • Target Operating Model
  • Business Process Improvement
  • IT Solutions
  • Distribution Strategy
  • CRM
  • Regulatory Compliance
  • Risk Management
  • Data Migration
  • Middle & Back Office Processes
  • Outsourcing
  • Cost Optimisation
  • Platform Optimisation
  • Business Development
  • Account Management
  • Communication
  • Presentation
  • Problem-Solving
  • Client Relationship Management
  • Interpersonal Skills
  • Leadership
  • Mentorship
  • Coaching
  • Market Analysis
  • Life Insurance
  • Pensions
  • Retail Investments Market Trends

Location

  • UK

Work Type

  • Full-time

Experience Level

  • 4-5 years

Education Level

  • Strong academic background

Salary/Compensations

  • Competitive base salary
  • Profit share

Benefits

  • 25 days’ holiday additional to bank holidays
  • Supportive, social and collaborative environment
  • Comprehensive training and development programmes
  • Opportunity to be entrepreneurial
  • Opportunity to build and grow network within the P&RI industry

About the Company

  • Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries.
  • We are 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.
  • Established in 2003, Alpha is established yet entrepreneurial, dynamic, and growing.
  • We work with the best in the industry, both internally and externally.
  • We offer a true meritocracy where potential is driven by performance.
  • We pride ourselves on creating a supportive, nurturing environment.

Equal Opportunity

  • 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.