Wealth Management jobs in United States

Emagine Consulting London, United Kingdom

We are seeking an experienced Business Readiness Lead to support the successful implementation and adoption of strategic transformation programmes within a leading Wealth Management organisation. You will ensure the business is fully prepared to embrace new capabilities, processes, and technologies.

Business Engagement Lead – Wealth Transformation

London (Hybrid) x3 Days on-site

emagine is a high-end professional services consultancy and solutions firm Specialising in providing business and technology services to the financial services sector, we power progress, solve challenges and deliver real results through tailored high-end consulting services and solutions.

We have created a culture of openness and integrity by building genuine and strong relationships and partnerships, enabling us to be uncompromising in our dedication in delivering the optimal service for our clients. Our commitment is not just towards our clients but we aim to foster a positive and equitable working environment with our consultants and colleagues which stems from our core values: Confident, Dedicated, Responsible, Genuine.

We are seeking an experienced Business Readiness Lead to support the successful implementation and adoption of strategic transformation programmes within a leading Wealth Management organisation.

You will ensure the business is fully prepared to embrace new capabilities, processes, and technologies—maximising benefits realisation and minimising disruption

The Role:

Lead the development and execution of a comprehensive business readiness plan to prepare teams across Technology, operations, and distribution for change.

Own and manage relationships with key business stakeholders including advisers, senior leaders, and transformation partners to ensure alignment, engagement, and adoption.

Analyse business impacts arising from programme delivery; define mitigation strategies to manage operational, cultural, and behavioural change.

Serve as the voice of the programme within the business, articulating programme vision, goals, and benefits clearly to all audiences. Tailor messaging to different stakeholders including Advisers, Operations, and Product teams.

Oversee the design and delivery of training plans, knowledge transfer, and capability development to ensure a seamless transition to future ways of working.

Act as a champion for Client/Portfolio Managers—ensuring their voice is reflected in solution design, and that outcomes support improved client engagement and commercial growth.

Support the programme to deliver on its commercial and client value objectives, ensuring tracking of key outcomes post-implementation.

Collaborate with delivery and technical teams to ensure business requirements are embedded into programme design and outputs, particularly relating to the client journey and adviser processes.

Identify, assess, and manage business-related risks and dependencies, escalating as required to ensure timely resolution.

Ensure readiness activities are aligned with internal governance frameworks, policies, and regulatory requirements.

Key Skills and Experience:

To succeed in this role, you will need:

Proven experience delivering business readiness or change leadership within a regulated financial services environment, preferably wealth or investment management.

In-depth understanding of UK adviser and client-facing processes, ideally gained from a Portfolio Management, product, or proposition role.

Strong knowledge of financial planning, platforms, and investment products.

Experienced in leading complex, cross-functional programmes involving operational, digital, and adviser-facing change.

Excellent stakeholder management skills—able to build trust, influence, and communicate with clarity at all levels of the business.

Strong analytical and organisational skills—able to prioritise effectively and deliver under pressure.

Experience of training delivery, communication strategy, and change impact assessment.

Experience managing or coaching internal resources and/or third-party partners or consultants.

Our people

The ideal consultants will share our values and be aligned with our ways of working and as your career progresses, you can expect to work across all areas of the project lifecycle, from strategy to implementation. This will provide you with a broad base of experience from which to build an outstanding career.

The ideal consultants will share our values and be aligned with our ways of working and as your career progresses, you can expect to work across all areas of the project lifecycle.

We pride ourselves on;

Providing our people with a supportive culture, rooted in our values and driven by our purpose.

Promoting a culture of inclusion, collaboration, well-being, and learning and development.

Providing increased agility and flexibility within our hybrid working model

Investing in employees’ growth through ongoing training and development

Autonomy to take ownership of projects, making decisions and demonstrating individual expertise

Providing an transparent performance and career management experience.

Our consultants are integral to delivering successful consulting engagements, addressing our clients’ most pressing business challenges, and build lasting value in disciplines such as:

Solve sophisticated, ambiguous business, change and technology problems, bringing structure and meticulous analysis and planning, acting, and taking decisions with little strategic direction

Build, develop and sustain trusted senior client relationships in the C-suite by remaining highly attuned to client needs

Drive, enable and support the business, partnering with our leaders, clients, and consultants across our practices to take the best of emagine to our clients through opportunity identification/qualification, solution development/presentation

Interested?

At emagine, we are committed to building an international and diverse team by embracing our different backgrounds.

If you are up to the challenge and would like to find out more, get in touch with us immediately, our internal recruitment team is always keen to hear from dynamic individuals that are looking to further their career and explore their full potential.

“emagine is an equal opportunity employer, and employment practices are based strictly on merit. It is the policy of the Company to give equal opportunity in employment regardless of sex, sexual orientation, marital status, race, age, disability, gender reassignment, pregnancy and maternity, religion or ethnic origin”

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