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Wealth & Asset Management Consultant - Managing Principal / Director level
Posted 3 days ago
Job summary
Senior consulting role supporting wealth and asset management firms with strategic initiatives, product development, operational transformation, regulatory adherence, and client engagement enhancements.
Responsibilities
Design and deliver discretionary, advisory, or pooled investment propositions while leading strategic transformation projects for wealth managers and private banks. Collaborate with multi-disciplinary teams to enhance operational efficiency, client experience, and regulatory compliance.
Qualifications
Requires 10+ years of experience in discretionary or advisory wealth management within a business or technology transformation context. Candidates must possess deep industry expertise and a proven ability to drive measurable business outcomes.
Benefits
- Discretionary bonus
- Competitive pension
- Health insurance
- Life insurance
- Critical illness cover
- Mental health support
- Maternity leave
- Adoption leave
- Shared parental leave
- Backup care sessions
- Annual leave
- Training
- Business coaching
- Online GP services
- Gympass
- Travel insurance
- Tastecard
- Season ticket loans
- Cycle to work scheme
- Dental insurance
Company
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