Manager (Wealth Management & Retail Investments)

Alpha Financial Markets Consulting
London

 

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.

 

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 Wealth Management & Retail Investmentss 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

 

 

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 which is linked to company performance
  • 25 days’ holiday additional to bank holidays
  • Supportive, social and collaborative environment
  • Comprehensive training and development programmes
  • Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand
  • An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the P&RI industry

 

 

Posted 2026-06-21

Recommended Jobs

Kitchen Porter- Client Support Team

Convene Hospitality Group
London

Kitchen Porter, Client Support Team | London, UK (SE1) Please note: Candidates must currently reside in the UK and be able to work in the UK without sponsorship.  Looking for Flexible Hours and a…

View Details
Posted 2026-06-27

Paediatric Children’s Nurse - Borough of Camden

Pulse
London

Registered Paediatric Nurses – North West London Pulse are looking for registered and experienced Band 5 & 6 Registered Paediatric Nurses. At Pulse, we understand that being a Paediatric nurse …

View Details
Posted 2026-01-27

Art Technician - Mixed School in Croydon

Marchant Recruitment
Croydon, Greater London

Art Technician – Mixed School in Croydon (January Start) Location: Croydon Start Date: January 2026 Contract Type: Full-time, Permanent Salary: Competitive A creative and forward-thi…

View Details
Posted 2025-12-13

Cloud Software Engineer

YouView
London

Overview YouView creates software for set-top boxes, streaming pucks, and smart TVs to deliver a TV experience users love . YouView’s TV experience is powered by our reliable, resilient, and secu…

View Details
Posted 2026-03-10

Computer Science Teacher | Camden (Inner London)

Marchant Recruitment
London

We are working with a flagship secondary school in Camden seeking an enthusiastic Computer Science Teacher for an April 2026 start. This role begins on a temporary basis for the summer term; however,…

View Details
Posted 2026-03-21

Senior C&E Operations Manager - Excel London

Levy UK
London

Job Details Senior Conference & Events Operations Manager - Excel London | Full-Time / Permanent £46,310 + excellent benefits including healthcare, wellbeing support, 23 days' annual leave plus …

View Details
Posted 2026-06-18

Sales Manager, UK

Cognism
London

WHO ARE WE Cognism is the leading provider of European B2B data and sales intelligence. Ambitious businesses of every size use our platform to discover, connect, and engage with qualified decision…

View Details
Posted 2026-06-27

Sales Support Executive

Michael Page
Chiswick, Greater London

Provide administrative support to the sales team to ensure seamless workflow and efficiency. Maintain and update sales records, including preparing reports and analysing sales data. Coordinate …

View Details
Posted 2026-04-15

Part Time Night RVN - Wimbledon

VetPro Recruitment
Wimbledon, Greater London

Are you a Night RVN Looking for a new permanent role or an RVN looking to move into nights? VetPro are recruiting for a Part Time Night RVN for a busy SA hospital in Wimbledon. The role could suit an…

View Details
Posted 2026-04-06

Music Teacher - A-Level Theory & Tech - Tower Hamlets

Marchant Recruitment
London

Music Teacher – Drive Advanced A-Level Theory and Utilize Music Technology in a Creative Faculty – Tower Hamlets A large, high-achieving secondary school in Tower Hamlets is seeking an experience…

View Details
Posted 2025-11-04