Company Description
Simplify Consulting is dedicated to making a difference and enhancing business outcomes with a unique approach. Our vision is to work in partnership with clients, providing independent and valuable advice to help achieve their goals. We excel in strategic planning, risk management, change and project management, and process improvement. Renowned for our simplicity, professionalism, and delivery, Simplify Consulting offers tailored solutions to drive efficiency and overall business success.
Role Description
This is a full-time hybrid role for a Lead Wealth Management Consultant located in Southampton, frequent nationwide travel to client sites,
with some work from home acceptable
. Responsible for leading teams of consultants in delivering change for Simplify clients, driving project planning, tracking, and reporting. Works closely with senior stakeholders to influence decisions and secure successful outcomes. Shapes project approaches, manages risks, and ensures effective governance across client and internal initiatives. Provides thought leadership in business transformation for Wealth, Insurance, and Technology, while building enduring client relationships and fostering a culture of collaboration and excellence within the consultancy.
* Lead teams of consultants in delivering change initiatives for Simplify clients, ensuring robust planning, tracking, and reporting throughout each engagement.
* Build and nurture enduring relationships with client stakeholders, guiding engagement delivery and influencing decisions to achieve optimal outcomes.
* Demonstrate expertise in business transformation across products, processes, technology, and people, communicating complex concepts clearly in both written and verbal formats.
* Shape and oversee project approaches, develop and execute plans, manage stakeholders, and coordinate multiple consultant-led engagements across diverse client projects.
* Establish and maintain effective governance structures to support successful change delivery.
* Implement comprehensive risk management strategies, addressing both delivery and operational risks arising from consultancy projects.
* Collaborate closely with senior client stakeholders, leading engagement delivery and fostering trusted advisory relationships.
* Assess resource requirements, develop team capabilities, and allocate project resources to ensure timely delivery of tasks and milestones.
* Provide concise, insightful, and timely reporting on project progress, making informed decisions or escalating issues as needed.
* Work collaboratively with the Simplify team, instilling a culture of tenacious delivery and supporting collective achievement of engagement objectives.
* Lead internal initiatives, applying project rigour and consultancy experience to advance the Simplify proposition.
* Offer thought leadership and industry insight, drawing on deep knowledge of wealth, insurance, technology, products, and processes.
* Champion Simplify's corporate social responsibility commitments, including active participation in charity fundraising activities.
Experience
* 10–15 years' experience leading consultancy teams and client engagements within the Wealth / Insurance / Technical industry, consistently delivering measurable results.
* Proven track record as a change leader, driving complex initiatives and building enduring client relationships in Wealth / Insurance / Technology businesses / Functions.
* Deep expertise in delivery methodologies (Waterfall, Agile etc.), applying the right approach to achieve client outcomes.
* Strong understanding of business processes and how technology enables business transformation.
* Demonstrated experience in providing effective peer review, time management and organisation skills, supporting team development.
* Extensive experience leading client engagements, developing consultant teams, and leveraging industry expertise to solve complex client challenges.
* Skilled in stakeholder management up to C-Suite, presenting information professionally and tailored to the audience.
* Experienced in working independently and collaboratively, leading teams to produce high quality outputs.
* Strong Wealth / Insurance / Technical industry knowledge including technology, products and processes
Values & Behaviours
All consultants at Simplify Consulting are expected to embody tenacity and a relentless drive to deliver outstanding results for clients, consistently demonstrating a proactive, can-do attitude. Collaboration and teamwork are at the heart of our approach, with consultants working closely together and supporting each other to achieve shared goals.
Building enduring client relationships through trust, professionalism, and insightful engagement is essential. Consultants should lead by example, inspire those around them, and actively contribute to a positive team culture. A hunger for success, adaptability, and a commitment to continuous improvement underpin every engagement, ensuring that our clients receive exceptional service and transformative outcomes.