Senior Consultant - Wealth & Asset Management, Business Transformation

Iris Software; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Senior Consultant to drive transformation in Wealth and Asset Management. This exciting role involves collaborating with top-tier clients to implement strategic changes in their operations, enhancing customer experience, and navigating digital transformation. The ideal candidate will possess a strong background in the industry, exceptional interpersonal skills, and a passion for problem-solving. You will have the opportunity to lead diverse project teams, develop thought leadership, and contribute to a culture of continuous learning and inclusivity. Join a dynamic team where your insights will shape the future of the industry!

Benefits

Flexible Working

Career Development Support

Health and Well-being Support

Insurance Benefits

Savings Plans

Discounts and Promotions

Qualifications

• 3+ years of experience in Wealth, Asset or Investment Management.
• Experience in project and programme delivery within top-tier consultancies.

Responsibilities

• Deliver diverse client assignments and manage multi-disciplined project teams.
• Develop strong relationships with clients and identify new business opportunities.

Skills

Interpersonal Skills

Problem Solving

Presentation Skills

Leadership Skills

Wealth and Asset Management Knowledge

Flexibility

Education

Project Management Qualifications (PMP, PRINCE 2)

Finance Qualifications (CIMA, CFA)

Job description

Senior Consultant

Wealth & Asset Management, Business Transformation

Do you want to drive and transform the UK and European top Asset and Wealth managers?

The opportunity

This role offers the opportunity to transform wealth and asset managers, in response to the industry inflection point. We are looking for energised, motivated people with experience helping asset managers, wealth managers, alternative managers and asset servicers to transform the front, middle and back office of our clients. Working closely with our clients in large organisations, we understand what is really important, offering points of view and advice, supporting them to make change decisions, navigating the implementation of these and bringing teams along with us.

Our insights into industry good practice and how the asset and wealth management industries are evolving mean that we are at the heart of strategic changes with our clients across:

1. Digital transformation
2. Customer experience
3. Growth and scalability, including into new clients, products and distribution channels
4. Strategic cost transformation and operational efficiency
5. Transforming to address market opportunities in Alternatives and ESG

Our engagements span from strategic assessments, health checks, target operating model designs, system/vendor selections and implementation of these initiatives.

As a valued member of the team you will be:

1. Delivering a diverse range of client assignments, often managing diverse, multi-disciplined EY project teams or workstreams
2. Building EY solutions and methods
3. Identifying opportunities for new business and supporting bid teams with proposals
4. Developing strong trusted advisor relationships with our clients
5. Developing thought leadership
6. Supporting EY practice and people development through activities such as recruitment, mentoring and counsellor programmes

Skills and attributes for success

1. Team player with exceptional interpersonal skills who can build rapport with the client and prove credibility
2. Highly flexible with a willingness to ‘get their hands dirty’ as strategic thinking and leadership
3. Bring Wealth and Asset Management industry knowledge, delivery leadership skills and experience to the client which they may not have access to internally
4. A structured approach to critical problem solving
5. Excellent presentation and facilitation skills
6. The ability to learn new subject matter rapidly and a desire to develop a deep understanding of the trends and challenges shaping the Wealth & Asset Management industry
7. Motivated and shows willingness to move career forward quickly through a variety of client interactions and assignments that will push and challenge you on a daily basis

To qualify for the role, you must have

1. A successful track record in the Wealth, Asset or Investment Management industry, gained through experience working at a Wealth/Asset Manager, a top tier consultancy (Big 4, IBM, Accenture, or strategy firm), a specialist financial services consultancy, or a Wealth/Asset Management technology or service provider
2. Experience of developing sales collateral such as proposal responses
3. Demonstrated ability for self management
4. A minimum of three years experience of project and programme delivery
5. Good appreciation of current market trends in the Wealth & Asset Management industry

Ideally, you’ll also have

1. Industry recognised business, finance, IT or project management qualifications such as PMP, PRINCE 2, Agile, Lean Six Sigma, BPR, CIMA or CFA
2. A good understanding of one or more of the following: Buy-Side front and middle office, risk, compliance, advice and financial planning, Operations, Alternatives or Asset Servicing
3. A good understanding of the end-to-end process flows and functional areas of Wealth & Asset Management participants

What we look for

As a valued member of the team, we’re looking for consultants that are keen, dynamic and flexible – who enjoy a variety of challenges and who offer different experiences and diverse insights.

What we offer

We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions.

Plus, we offer:

1. Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
2. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
3. Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
4. Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

If you can demonstrate that you meet the criteria above, please contact us as soon as possible.

The exceptional EY experience. It’s yours to build.

Apply now.

UKFS Consulting 2025