Senior Manager - Investment Platforms (Wealth Management & Retail Investments)
On-siteLondon, England, United Kingdom
London, England, United KingdomOn-siteFull TimeSenior LevelMedium
Full TimeSenior LevelMedium
Job Summary
Independently manage highly successful client engagements from scoping through delivery, developing strategies to set clients up for success while driving outcomes through collaborative approaches. Lead project and programme work across Investment Platforms, Financial Advice, and Life & Pension firms, managing risks, monitoring progress, and articulating Alpha offerings to build trusted adviser relationships. Provide insight across customer proposition, regulatory, technology, and AI domains, making strong contributions toward business development and undertaking effective account management including financial management.
Required Qualifications
- 7–10 years of proven experience delivering consulting or change projects, gained within a leading financial institution, consulting firm, or Investment Platform
- Demonstrated experience leading project / programme work, engaging senior stakeholders internally and externally, and project resource to drive outcomes
- Significant experience working across Investment Platforms, Financial Advice or Life & Pension firms
- Deep project experience across one or more of the following areas: Customer & Adviser / Proposition, Platform Transformation, Custody & Dealing, Technology / AI, M&A Integration
- Knowledge of Investment Platform Technology, including but not limited to FNZ, Bravura, GBST, Seccl, Hubwise, SEI, FIS
- Track record of managing commercial aspects of consulting engagements, including fee negotiations, scope management and contract adherence
- Excellent communication, presentation and problem-solving skills, with the ability to structure and articulate complex messages clearly and confidently
- Strong interpersonal skills, with the ability to influence and lead across both client and internal teams
- Ability to build new client relationships and maintain existing ones, demonstrating initiative and sound commercial judgement
- Ability to develop and deliver compelling proposals and pitch materials, converting business development opportunities into mandates
- Financial modelling and business case development skills, with the ability to translate strategic options into quantified outcomes for senior decision-makers
- Business fluency in English
- Willingness to travel
Desired Qualifications
- Proactive interest in business development and account management, with a desire to contribute to practice growth
- In-depth understanding of market trends, drivers and outlook across Financial Advice
- High degree of professional resilience and adaptability, with the ability to manage ambiguity and maintain quality of output under pressure
- Strong academic background, with a genuine appetite for continued learning and development
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