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Life, pensions & retail investments - manager (consulting)

Edinburgh
Alpha FMC
Investment manager
Posted: 1 October
Offer description

Overview

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. We work with industry leaders and have an unrivalled track record in providing clients with a competitive edge through deep industry knowledge and expertise.

Practice: Retail

Role: Life, Pensions & Retail Investments - Manager (Consulting)

Alpha FMC is committed to diversity and inclusion. We employ individuals from all backgrounds to reflect the multi-cultural society we live in, and to feel like more than just a job but a community.


Role Responsibilities

* Independently managing highly successful client engagements to achieve strong client satisfaction rating, from scoping 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 project and expected outcomes
* Managing and motivating junior colleagues, supporting their professional development
* Staying abreast of current business and pensions and retail investments trends relevant to the client\'s business
* Identifying and executing appropriate client/vendor entertainment opportunities
* Developing and maintaining long-term client relationships and networks
* Clearly articulating Alpha offerings and credentials
* Making a strong contribution towards business development
* Undertaking effective account management including financial management


Role Requirements (Skills, Experience and Qualifications)

* Successful candidates typically have 4-5 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 Life, Pensions and Retail Investments industry
* Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Distribution, CRM, regulatory compliance/risk and data models & migrations, middle & back office processes, outsourcing, cost optimisation, platform optimisation
* Business development/ account management experience and proactive interest in contributing to the growth of the practice
* Excellent communication, presentation and problem-solving skills, confident at structuring and articulating complex messages
* Ability to show initiative when dealing with clients, form strong relationships with new clients, and maintain existing relationships
* Superb interpersonal skills, with ability to influence and lead, demonstrated with both clients and colleagues
* The ability and desire to proffer good mentorship and coaching skills towards other team members
* An in-depth understanding of market trends, drivers and outlook of the Life, Pensions and Retail Investments market.
* Strong academic background, with an aptitude and desire to proactively learn and develop
* Business language fluency in English
* Willingness to travel


Seniority level

* Mid-Senior level


Employment type

* Full-time


Job function

* Consulting, Project Management, and Strategy/Planning
* Industries: Business Consulting and Services, Pension Funds, and Insurance
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