Sign in
Post Jobs

Wealth & Asset Management – Consulting Director

eFinancialCareers

With one of the most recognised brands in Western Europe in consulting, and several thousand consultants, the firm is global though has a 'small business' feel and mentality in the UK. ASAM is a £10-15m+ revenue segment and a growth target for management following work with a number of top asset managers over the past 5 years.

The firm prides itself on a friendly, warm and engaging culture, very different to the 'corporate cultures' at many consulting firms. The firm is agile and flexible to respond to needs and, especially in the UK, people are highly visible in small teams. One Director hire we made from last year has already stepped up to leading a major industry vertical for the company and there is a meritocratic system where new ideas and creativity is encouraged at every level.

The work is largely strategic, with small teams. Work tends to be CTO or COO sponsored and covers middle/back office, operations, strategy and outsourcing in the main. Projects tend to look at:

  1. Operating model design/redesign and best practice
  2. Broad front to back or operational transformations
  3. End to end lifecycle of vendor / outsource partner strategy through to implementation
  4. Data strategy, data and application architecture and artificial intelligence use cases in the sector
  5. M&A support and execution within the sector
  6. Retail and institutional distribution
  7. Cost efficiency and operational excellence
  8. Quality assurance for change programmes or getting the most out of spend on key inititives
  9. AI and use cases across customer strategy, operational improvement and processes/automation across ASAM businesses

Some examples of live programmes include:

  1. Ideas generation for the Global COO of an asset manager on the structure of the business and which countries they could launch in next
  2. Support for a major outsourcing deal across a 3 year picture
  3. Remediation for a self-reported issue to the FCA; advice, strategy and remediation plans
  4. AI strategy and use cases for a major asset managers across its customer operations

We are looking for:

  1. A track record of delivering quality work in the asset and wealth management industry
  2. Consulting experience and track record of delivering for clients of all shapes and sizes
  3. SME knowledge in 1 or more areas of the asset and wealth industry
  4. A record of building a network, either from scratch (BD/sales) or through exceptional client delivery; perhaps you find new clients due to old clients requesting your services? Or turned around relationships at a number of clients and gained a network through this?
  5. Someone comfortable dual hatting (50:50) between delivery and business building – we may also consider someone who is more 70-80% delivery focused
  6. Someone who fits the friendly, inclusive culture that this firm has built painstakingly over the past 20 years

Salary range is 125-165K base; the firm will pay relevant to experience….bonuses are very good here with average bonus of 25-30% with multipliers on top for personal and team performance; our last placement got 45% in their first year.

To apply for this job please visit www.reed.co.uk.

TavaJobs Application Help

Make this application stronger

Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.

Before you apply

Check the key details and make sure the role matches what you are looking for.

  • Review the job title, company, location, salary and working pattern if provided.
  • Check the skills, experience or qualifications requested by the employer.
  • Make sure the commute, hours and contract type are realistic for you.
CV

Tailor your CV

For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.

Use the CV Builder or browse Career Advice.

?

Prepare for interview

If your application is successful, prepare simple examples that show your motivation, strengths and suitability.

🔔

Keep searching smarter

Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.

Set up job alerts or search more jobs.

Important vacancy note: Some vacancies on TavaJobs are supplied by third-party job sources. When you apply, you may be redirected to the employer, recruiter or original job board website. Always check the final job details, salary, location and application instructions before applying.
Share on
Print

Similar & Nearby Jobs

Other roles in a similar category or nearby area.

Still looking? Search all live jobs and filter by keyword, location, category or salary.

Search All Jobs