Industry SME Client Partner - Asset & Wealth Management

UST; Birmingham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading technology firm in Birmingham is seeking an Industry SME Senior Client Partner to lead client relationships in the Asset & Wealth Management domain. The successful candidate will manage key accounts, develop strategic plans, and drive growth through digital transformation initiatives. Candidates should have at least 15 years of experience in client engagement, a strong understanding of AWM processes, and excellent skills in communication and negotiation. This is a unique opportunity to impact client growth and digital innovation.

Qualifications

• 15+ years of experience in client engagement, account management, or consulting roles supporting AWM clients.
• Proven experience managing large, multi-million-dollar AWM accounts.
• Strong understanding of front-to-back AWM processes like portfolio management and regulatory reporting.
• Exposure to digital initiatives leveraging AI and cloud.

Responsibilities

• Manage and grow key client accounts within the AWM segment.
• Develop strategic account plans aligned with client priorities.
• Drive business growth through digital transformation initiatives.
• Build trusted relationships with senior executives.
• Identify opportunities in digital onboarding and ESG reporting.

Skills

Client engagement

Account management

Consulting

Communication skills

C-suite engagement

Negotiation skills

Education

Bachelor’s degree in Business, Finance, Economics, or Technology

MBA or equivalent preferred

Job description

Who We Are :

Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partners, embedding innovation and agility into everything they do. We help them create transformative experiences and human-centered solutions for a better world.

UST is a mission-driven group of 30,000+ practical problem solvers and creative thinkers in more than 30 countries. Our entrepreneurial teams are empowered to innovate, act nimbly, and create a lasting and sustainable impact for our clients, their customers, and the communities in which we live.

With us, you’ll create a boundless impact that transforms your career—and the lives of people across the world.

Visit us at UST.com .

You Are :

As an Industry SME Senior Client Partner you will be responsible for leading strategic client relationships and driving business growth within the Asset & Wealth Management (AWM) domain. You will assume the role of a trusted advisor to C-suite executives, enabling technology-led transformation and digital innovation across asset managers, wealth managers, and financial advisory firms.

The Opportunity :

• Responsible for managing and growing key client accounts within the Asset & Wealth Management segment.
• Develop and execute strategic account plans aligned with client business and investment priorities.
• Drive business growth through digital, data, and technology transformation initiatives in AWM.
• Partner with internal delivery and domain teams to provide innovative, high-impact solutions.
• Provide industry insights on portfolio management, investor reporting, portfolio analytics, regulatory compliance, and digital wealth trends.
• Build trusted relationships with senior executives (CIO, COO, Head of Investments, Chief Wealth Officer, etc.).
• Identify opportunities in areas such as AI-driven advisory, digital onboarding, ESG reporting, and automated investment operations.
• Serves as a trusted advisor to senior client executives, enabling digital transformation and technology-led innovation across all insurance segments.

What you need :

• Bachelor’s degree in Business, Finance, Economics, or Technology; MBA or equivalent preferred.
• 15+ years of experience in client engagement, account management, or consulting roles within IT services supporting Asset & Wealth Management clients.
• Proven experience managing large, multi-million-dollar AWM accounts or portfolios across asset managers, wealth managers, RIAs, or private banks.
• Strong understanding of front-to-back AWM processes, including : Portfolio & investment management, Client onboarding & KYC, Performance & risk analytics, Regulatory reporting (MiFID, ESG, FATCA, etc.), Trading & order management, Fund administration and middle / back-office operations
• Exposure to digital initiatives leveraging AI, cloud, data analytics, automation, and client experience platforms.
• Excellent communication, C-suite engagement, and negotiation skills.

Bonus points :

• MBA or Master’s degree.