Overview
In this role you will drive large-scale transformation within the Asset & Wealth Management sector, partnering with clients to improve operating models and drive meaningful outcomes. You will work across front, middle, and back-office value chains, shaping platforms and processes to support change. You will lead complex initiatives, ensuring delivery and client impact in a fast-paced, collaborative environment. This opportunity offers exposure to private markets platforms and strategic programs, with a chance to influence how firms operate at scale.
Pay / Benefits
- Flexible working arrangements (home, office, client site)
- Private medical coverage
- Virtual GP access
- Volunteering opportunities
- Work-life balance
- Rewarding culture
Responsibilities
- Collaborate with clients to enhance operational efficiency and effectiveness.
- Advise on operating model design and implementation, core platform technology, or private investment markets.
- Lead and deliver complex transformation initiatives with client outcomes in mind.
- Design future-state operating models to support change, including platform upgrades, M&A activity, outsourcing, or globalization.
- Implement large-scale Asset Servicing Systems.
- Work with internal teams and stakeholders to develop and deliver innovative solutions.
- Ensure project success through strong communication and leadership.
Key requirements
- Proven consulting experience in the Asset & Wealth Management sector.
- Strong understanding of the full value chain (Front, Middle, and Back Office).
- Expertise in 2–3 core functions within the AWM value chain, internal and outsourced.
- Experience managing or leading workstreams or programs in complex projects.
- Skilled in designing and implementing Target Operating Models; solution architecture experience is a plus.
- Familiarity with Private Markets platforms and systems such as eFront, Mercatus, Yardi, or MRI.
- Passion for problem-solving and delivering lasting client value.
- Thrives in a diverse, collaborative, fast-paced environment.
- problem-solving
- strong communication
- leadership
- Target Operating Model design
- solution architecture
- private markets platforms (eFront, Mercatus, Yardi, MRI)
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