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About the Role

Alpha FMC is a leading global consultancy serving the Wealth & Retail Investment, Asset Management, and Insurance industries. We partner with top global firms, leveraging deep industry knowledge to provide a competitive edge. Our Wealth Management & Retail Investment team is growing and aims to be the best sector specialist consulting function in the UK, working with industry leaders to ensure their lasting success.

Responsibilities

Independently manage client engagements from scoping through delivery, ensuring client satisfaction.
Develop strategies and deliver high-quality work products within timeframes and budget.
Drive client outcomes through collaborative working.
Build trusted advisor relationships with client stakeholders and your network.
Analyze client business needs, identify key issues, and propose solutions.
Provide insights within the Investment Platform segment across customer/proposition, regulatory, technology/AI, and operating models.
Monitor project progress, manage risks, and keep stakeholders informed.
Manage and motivate junior colleagues, supporting their professional development.
Stay updated on retail investments and Investment Platform trends (D2C, Advised & Workplace platforms).
Clearly articulate Alpha 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 within a financial institution, consulting firm, or Investment Platform.
Demonstrated experience leading projects/programmes and engaging senior stakeholders.
Significant experience in Investment Platforms, Financial Advice, or Life & Pension firms.
Deep project experience in Customer & Adviser/Proposition, Platform Transformation, Custody & Dealing, Technology/AI, or M&A Integration.
Knowledge of Investment Platform Technology (e.g., FNZ, Bravura, GBST, Seccl, SEI, FIS).
Track record of managing commercial aspects of consulting engagements, including fee negotiations and scope management.

Skills

Excellent communication, presentation, and problem-solving skills.
Ability to structure and articulate complex messages clearly and confidently.
Strong interpersonal skills, with the ability to influence and lead.
Ability to build and maintain client relationships, demonstrating initiative and commercial judgment.
Ability to develop and deliver compelling proposals and pitch materials.
Financial modelling 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.

Location

Work Type

Full-time
Travel

Experience Level

7-10 years

Education Level

Strong academic background

Salary/Compensations

Industry leading compensation
Competitive salary
Annual discretionary profit share

Benefits

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 our base of 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 in the industry, both internally and externally.
We offer a true meritocracy where performance drives potential.
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.