Manager - Asset & Wealth Management Consulting
Alpha AWM UK - LB Test
| Company | Alpha AWM UK - LB Test |
| Category | Finance |
| Location | United Kingdom |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Manager |
| Salary | Not stated by the employer |
| Posted | 15 Jun 2023 |
| Last verified | 11 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
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
Abi