Consultant - Asset & Wealth Management Consulting

About This Role

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base, including 80% of the top 50 global asset management firms, and work with over 660 clients across the globe. We have our headquarters located in the United Kingdom and offices in other major European financial centres (Luxembourg, France, Switzerland, Netherlands, Germany) and globally across United States, Canada and Asia-Pacific.

Following a hugely successful AIM listing where Alpha listed with a market cap of £160m in 2017, the company enjoyed further substantial growth before selling to one of the world's leading quoted private asset growth investors (Bridgepoint) for £626m in August 2024. As such, we are now at a critical turning point in our growth. We are looking to grow the company across all levels. Pivotal to our success in this, we will be assembling the next generation of leaders, responsible for growing, elevating our market position further and nurturing the junior talent through the business. At Alpha, we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work

Role Responsibilities:

• Engaging with stakeholders to drive and lead execution against effective project plans, anticipate potential issues, and provide structured solutions to ensure a successful client engagement
• Taking responsibility for the creation of client deliverables by facilitating client interviews and workshops, performing analysis in Excel, synthesizing clear insights from complex information, and developing content that clearly articulates recommendations
• Developing meaningful and successful relationships with clients and vendors by understanding the different needs of stakeholders and establishing a high degree of credibility internally and externally
• Supporting Alpha FMC’s broader business evolution, including co-authoring whitepapers, and performing market research to identify opportunities for Alpha
• Contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas

Role Requirements (Skills, Experience and Qualifications):

• At least 2-3 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
• Asset or Wealth Managers
• Experience of projects engaged on Target Operating Model, business processes
• and/or IT solutions in some of the following areas: Distribution, CRM, Portfolio
• management & Risk management, Middle & Back Office processes and outsourcing
• An understanding of market trends, drivers and outlook of the Asset and Wealth Management market
• First-class communication, presentation and problem-solving skills
• Stakeholder management and influencing skills – with both clients and colleagues
• Demonstrable proficiency in relationship development. This should include examples of client account support/management and preferably supporting business development
• Ability to mentor and coach junior team members
• Focus on team achievement, not just individual goals
• Superb interpersonal skills, with ability to influence and lead
• Strong academic background including a minimum of a 2:1 degree from a leading institution
• Business language fluency in English
• Willingness to travel

Sharing in our Success:

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this:

• Competitive base salary
• Profit share (% of base salary) which is linked to company performance
• 25 days’ holiday additional to bank holidays
• Flexible benefits scheme
• Private medical insurance
• Critical illness cover
• Comprehensive training and development programmes

We are a highly collaborative and supportive team and enjoy socialising together. At Alpha we are committed to employing individuals from all backgrounds, that reflects the multi-cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client’s expectations of service

Your Wellbeing:

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this, we have an established mentoring and employee oversight framework across all global locations and levels. At the same time, we continue to invest in our comprehensive training and development programme that builds confidence, consulting skills and industry content.