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

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Pensions and Retail Investments (LPRI) te

amFounded in 2019 our Life, Pensions and Retail Investments (LPRI) team, has had a singular goal to be the best LPRI 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 succes

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What makes us differe

• nt?
  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 va
• luedWork 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 sp
• ace.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 e
• lse!Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themsel

ves.
Role Responsibili

• ties:
  Leading highly successful, complex client engagements to achieve strong client satisfaction rating, from project design through to delivery – including management of Alpha team and potentially contr
• actorsDefining approaches to engagements across strategy, operating model, transformation and design to achieve the outcomes required by c
• lientsSupporting C-Suite executives to understand complex problems, and be a trusted adviser to articulate clearly the solutions to these pr
• oblemsDeveloping strategies to set our clients up for success, and driving high-quality work products within expected timeframes and to
• budgetAnalysing clients' business needs to identify key issues and propose solutions and recommendations, assisting and implementing recommendations to ensure the best use of clients’ resources – both within and beyond immediate project obje
• ctivesMonitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client effi
• ciencyConducting research, surveys and interviews and discussing organisational problems with c
• lientsBringing together diverse stakeholders to work effectively in partn
• ershipManaging and motivating colleagues, supporting their professional development and maximising their personal effecti
• venessDeveloping and maintaining long-term client relationships and networks, building a respectable profile within your network of new and existing c
• lientsIdentifying and executing appropriate client/ vendor entertainment opportu
• nitiesStaying abreast of Retail & Wealth trends relevant to our client's business, including technology developments and regulatory c
• hangesCommunicating Alpha’s proposition and credentials in a compelling and convincing manner, encouraging
• buy-inMaking a strong contribution towards business devel
• opmentUndertaking effective account, financial and risk management across out engagements and c

lients
Role Requirements (Skills, Experience and Qualifica

• tions):
  Deep understanding of distribution within the Life, Pensions, Retail Investments & Wealth sectors (D2C, Financial Advice, Wealth Management, Investment Platforms,
• Banking)Successful candidates typically have 7-10 years proven experience in the delivery of consulting or change projects, gained within a leading financial institution, technology vendor or consult
• ing firmSignificant experience within Financial Advice and or Wealth Management firms, with deep understanding of their business structure. operating model and technology arch
• itectureExperience of Target Operating Models, business processes and/or IT solutions in a selection of the following areas: Lead Acquisition, Client Onboarding, Financial Planning / Wealth Management, Product Fulfilment / Implementation, Back Office Operations / outsourcing, Risk & co
• mplianceSpecific experience within a selection of the following components of Technology architecture: Client Experience Layer (Journeys, Portal), Adviser / IM Experience (Journeys, Dashboards), CRM / Practice Management, Financial / Wealth
• PlanningTools (Client Profile, Cashflow, Research/Recommendation, Quotation/Illustration), Data / AI layer, Integration Layer , Investment P
• latform.Demonstrable proficiency in working with technology, product and operational stakeholders to identify solutions across people, process, data and technology for
• clientsExperience of performing technology strategy, process optimisation, client journey design, solution design, business case definition, transformation (preferable within the Retail / Wealth
• sector)Demonstrable proficiency in relationship development and client account management and a proactive interest in contributing to the growth of the
• practiceA network of executive contacts across the industry and proven experience of Business Dev
• elopmentSenior stakeholder management and influencing skills, demonstrated with clients and co
• lleaguesExcellent communication, presentation and problem-solving skills, confident at structuring and articulating complex
• messagesAbility to show initiative when dealing with clients, form strong relationships with new clients, and maintain existing relat
• ionshipsThe ability and desire to proffer good mentorship and coaching skills towards other team
• membersAn in-depth understanding of key topics and themes in the Retail & Wealth industry, with the ability to debate key industry issues with senior
• clientsStrong academic background (including a minimum of a 2:1 degree from a leading institution) or equivalent professional experience, as well as an aptitude and desire to proactively learn and
• developBusiness language fluency in
• EnglishWillingness to travel to client offices, based on requests fro