Consultant (Wealth Management & Retail Investments)

Title: Wealth Management & Retail Investments - Consultant 

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.

Wealth Management & Retail Investments team

The Wealth Management & Retail Investments team has experienced strong growth in the past five years, pursuing its singular goal to be the best sector specialist consulting function in the UK. Our team work with industry leading wealth managers, financial advice groups, investment platforms, life companies, private banks and technology and service providers to these firms to position their businesses for lasting success. The team collaborates with Alpha’s equivalent sector teams across the world serving the global wealth management sector, and with colleagues in other sectors whose clients are exploring retail distribution and growth opportunities..

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.

Wealth Management & Retail Investments Consultant - What’s the opportunity?

• Work, both alongside a team and independently, on client projects, supporting project design through to delivery
• Support the creation of high-quality work products within expected timeframes
• Own key items for project delivery – including possible ownership of deliverables or workstreams within a project
• Actively participate in the preparation of materials for and delivery of project and client meetings
• Identify and internally discuss ideas for further business opportunities
• Track and monitor project plans and milestones, as well as key project issues, risks, actions, and dependencies, and escalate where appropriate
• Manage competing demands and priorities, from both internal and external stakeholders, to the satisfaction of all parties
• Understand Alpha and its services and actively assessing ways to serve clients
• Stay abreast of Wealth Management & Retail Investments trends relevant to the client's business
• Make a contribution to business development, support with the development of one or two internal business management areas (e.g. contributions to thought leadership, recruitment or Alpha proposition development)

Who are we looking for?

• Circa 3 years’ experience within financial services consulting is a must, ideally within the Wealth Management & Retail Investments industry
• Experience of working on significant change projects with Blue Chip organisations covering such things as Target Operating Models, business processes and/or IT solutions within areas such as: Distribution, CRM, regulatory compliance/risk, data models & migrations, outsourcing, cost optimisation etc
• Strong academic background (minimum 2:1 degree) or qualified through experience in the industry
• Willingness to travel when needed