Financial Services Wealth Asset Management Associate Partner

Wavestone; City of Westminster; Hybrid; GBP 80,000 - 120,000; Full time

Job summary

A leading consultancy firm is searching for an Associate Partner in the Wealth and Asset Management field in the City of Westminster. The role involves driving business development, overseeing client engagements, and mentoring junior team members. Candidates should have significant consulting experience, a strong network in Financial Services, and a proven record in selling consulting services. This is a full-time position offering competitive salary and benefits, along with opportunities for professional growth.

Benefits

Competitive salary and bonus scheme

Income protection insurance

5% company pension

Private health and dental cover

Company share scheme

25 days annual leave

Qualifications

• Solid foundations in consulting with experience in Wealth and Asset Management.
• Proven track record in selling consulting services and managing engagements.
• Strong network of contacts within Financial Services.

Responsibilities

• Lead business development activities and client engagements.
• Oversee delivery of transformation initiatives and advisory projects.
• Mentor junior team members and contribute to their professional development.

Skills

Consulting skills

Interpersonal skills

Business Development

Team management

Job description

Overview

Becoming part of the Financial Services Advisory team will present new opportunities for you to make a positive impact as we embark on securing major international accounts to support our growth in international markets. This will mean working with our FTSE100 clients on a wide range of advisory projects bringing deep business and technology expertise to help address opportunities and challenges across their organisations.

Role

Your role as an Associate Partner with extensive experience working in the Wealth and Asset Management field means being a key player to lead and drive the development of the Financial Services practice in terms of:

• Business Development: Be a subject matter expert, lead and support sales activity to include full lifecycle from pre‑sales support to identification of opportunities and scope, through delivery phase of engagements.


• Client Engagement Lead: Lead high‑impact client engagements across the Wealth and Asset Management sector, overseeing delivery of transformation initiatives, operating model redesign and strategic advisory engagements. Act as a trusted partner to senior stakeholders helping them navigate evolving client expectations, regulatory pressures and digital disruption.


• Thought leadership & proposition ownership: Be a key voice in our WAM community internally and externally, developing WAM related propositions, approaches to common client challenges, sharing knowledge and creating thought leadership and marketing materials that support sales efforts.


• People development: Act as an example and go‑to for more junior members of the team by sharing knowledge, mentoring and team members and leading by example. Possibly provide line management and career development directly as part of our career development manager framework.

Required Foundations

Whilst we do not expect candidates to meet every criterion we are looking for individuals with strong foundations in operations and / or technology‑led transformation and relevant experience across a significant majority of the following areas:

• Solid foundations in consulting skills with significant experience in external client‑facing consulting or equivalent roles within the Wealth and Asset Management sector.


• Proven track record of selling consulting services (account planning pitching to clients, proposals, value proposition development).


• Solid network of contacts within Financial Services.


• Excellent interpersonal skills at all levels of an organization, experience in managing and leading teams, developing and coaching the wider consulting team.


• Proven background leading Transformation Programmes and strong acumen enhancing advisory credibility.

Domain Knowledge - Wealth Asset Management

(ideally experience in some or all of the following areas)

• Operating model best practice and target operating model design and delivery;


• Front, middle and back‑office systems and operations including fund accounting, custody, transfer agency etc.


• End to end lifecycle of vendor / outsource partner strategy through to implementation;


• Data strategy, data and application architecture and artificial intelligence use cases in the sector;


• M&A support and execution within the sector;


• Retail and institutional distribution;


• Different asset classes such as public and private assets, hedge funds and UCITs.; Aeronautical, Anti Money Laundering, ASP.NET, Dcom, ABAP, Manufacturing;


• Experience : years

Impact & Culture

Elevate client satisfaction by impacting high‑growth business across US, UK and Europe. Shape culture, enhance value propositions and foster business development. Nurture employee growth with Wavestone horizon career path, competitive compensation, transparent salary policy, tailored training and internal mobility. Embrace a collective mindset within a barrier‑free collaborative team. Engage in vibrant people culture through regular events, meetings and committees. Experience ethical responsibility with flexible work options, strong CSR commitment and a culture promoting work‑life balance and time‑off.

Benefits

• Competitive salary and bonus scheme.


• Income protection insurance.


• 5% company pension.


• Private health and dental cover.


• Life insurance.


• Company share scheme.


• Additional flexible benefits – you can select from such as additional holidays, additional pension contributions, subsidised gym subscriptions to wellbeing apps, Netflix retail vouchers.


• 25 days annual leave.

Travel and Location

Employees are not required to work in a Wavestone office on a full‑time basis but are required to commute to the office / client site whenever necessary. Wavestone UK office is in the heart of the city of London. Note: Mandatory 2‑3 days per week in Wavestone office / client site during probation.

Diversity and Inclusion

At Wavestone we celebrate diversity and inclusion. We have a strong global CSR agenda and an active Diversity & Inclusion committee with Gender Equality, LGBTQ, Disability Inclusion, Social Mobility and Anti‑Racism networks. If you need flexibility assistance or an adjustment to our recruitment process due to a disability or impairment please reach out to us to discuss this.

Remote Work

No employment type: Full‑time.