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About the Role

Alpha FMC is a leading global consultancy focused on the Wealth & Retail Investment, Asset Management, and Insurance industries. We partner with top global firms to provide a competitive edge through deep industry knowledge and expertise. Our Wealth Management & Retail Investment team is experiencing significant growth and aims to be the premier sector specialist consulting function in the UK. We work with industry leaders to position their businesses for lasting success and collaborate globally.

Responsibilities

Independently manage client engagements from scoping to delivery, ensuring high client satisfaction.
Develop strategies and drive high-quality work products within timeframes and budget.
Achieve client outcomes through a collaborative approach.
Build trusted advisor relationships with key stakeholders.
Analyze client business needs, identify issues, and propose solutions.
Provide insights within the Financial Advice and Retail Investment segment.
Monitor project progress, manage risks, and communicate with stakeholders.
Manage and motivate junior colleagues, supporting their professional development.
Stay updated on retail investments and financial advice trends.
Clearly articulate Alpha's offerings and credentials.
Contribute to business development efforts.
Undertake effective account management, including financial management.

Requirements

7-10 years of experience delivering consulting or change projects in a financial institution, consulting firm, or Financial Advice firm.
Demonstrated experience leading projects, engaging senior stakeholders, and managing resources.
Significant experience in Financial Advice, Investment Platforms, or Life & Pension firms.
Deep project experience in areas such as Client or Adviser Proposition/Strategy, Adviser Efficiency/Productivity, Paraplanning & Administration Operations, Investment Platform/Custody & Dealing, Technology/AI Transformation, or M&A Integration.
Track record of managing commercial aspects of consulting engagements, including fee negotiations, scope management, and contract adherence.
Excellent communication, presentation, and problem-solving skills.
Strong interpersonal skills with the ability to influence and lead teams.
Ability to build and maintain client relationships with initiative and commercial judgment.
Ability to develop and deliver compelling proposals and pitch materials.
Financial modeling and business case development skills.
Proactive interest in business development and account management.
In-depth understanding of market trends in Financial Advice.
High degree of professional resilience and adaptability.
Strong academic background.
Business fluency in English.
Willingness to travel.

Skills

Communication
Presentation
Problem-solving
Structuring and articulating complex messages
Interpersonal skills
Influencing
Leadership
Client relationship building
Commercial judgment
Proposal development
Pitch material development
Financial modeling
Business case development
Business development
Account management

Location

Work Type

Full-time
Hybrid

Experience Level

7-10 years

Education Level

Strong academic background

Salary/Compensations

Industry leading compensation
Competitive salary
Annual discretionary profit share

Benefits

Continuous learning through comprehensive training and development programmes
25 days’ holiday additional to bank holidays
Allowance for home-working technology setup

About the Company

Alpha FMC is the leading global consultancy to the Wealth & Retail Investment, Asset Management and Insurance industries.
We are a trusted partner to 100% of the top 20 global Asset & Wealth Management firms by AUM.
We have an unrivalled track record in providing over 660 clients with a competitive edge.
Established in 2003, Alpha is established yet entrepreneurial, dynamic, and growing.
We are at the forefront of market change, working on groundbreaking initiatives.
We work with the best 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.