The Role


The successful candidate is expected to deliver the following:


  • Engagement delivery: responsibility for leading Client Experience & Distribution engagements including CRM and Marketing technology implementations, Client Reporting & Servicing Operating model, Client onboarding design and delivery. Typically involving agile delivery disciplines, you will be required to design and deliver insight and technology led solutions that develop new marketing, sales and service capabilities for our clients. The focus will be on leading teams and engagements, being the day to day contact for key client stakeholders and the KPMG team. It will involve refined Programme Management skills of: asset management distribution domain knowledge, senior stakeholder management, programme planning, commercial management, data analysis skills, technology solution delivery experience, team leadership and a ruthless focus on delivery of exceptional quality outcomes for our clients.
  • People development: leading large, often multi-disciplinary teams, identifying team member development needs and accelerating development with emphasis on managing and mentoring engagement team members, coaching and skills transfer.
  • Practice and asset development: assist the development of new propositions and thought leadership in the WAM market. In addition there is potential to lead some of the key technology and fintech relationships for providers prominent in this sector
  • Business development: as a senior manager you will have a responsibility to build and sustain relationships with our clients. This will include leading business development and sales activity (including developing, contributing to and presenting proposals/ bids for future work), working alongside colleagues with Strategy, Operational and technology transformational skills.
  • Engagement & Risk management: identifying and managing delivery and financial risks across projects, engagement assurance and commercial risk management and ensuring the Firm’s frameworks are implemented appropriately and effectively



    We expect that you will have:


  • Strong understanding of the operational, technological and data requirements to successfully deliver strategic digital programmes
  • Expertise focusing on business led design and analysis, with client at the heart of developing transformational experiences
  • Proven expertise in delivering projects and programmes, ranging from early discovery, concept design through to large scale transformations, on time, within scope and of high quality
  • Understanding of some of the Distribution and Client Experience technologies and fintechs specific to the sector
  • Experience of Agile ways of working with a digital innovation and solution delivery mindset
  • Ability to develop excellent relationships both internally and with clients at a senior level.
  • Excellent communication skills (both written and oral), negotiation and project management skills

    Experience and Background

  • Experience of working within a Consulting Firm or an in-house change function Asset Manager is a must
  • A genuine interest and desire to work in the WAM sector coupled with a passion for Client Experience and Digital
  • An ability to contribute to a positive, inclusive and supportive working environment which respects and recognises all members of the team
  • 7+ years of professional experience in Wealth and Asset management (WAM) consulting and/or direct industry experience from a leading asset manager bringing a good understanding of the asset management value chain and business model
  • Experience of working on Client Experience, Digital and Distribution change and transformation projects, ideally within CRM and Sales enablement as a focus area
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