Consultant (Wealth Management & Retail Investments)

About this role

Title: Wealth Management & Retail Investments - Consultant

Alpha Intro:

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to 100% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by using our deep industry knowledge and expertise.

At Alpha, diversity and inclusion is critical to our success. We are committed to employing individuals from all backgrounds to reflect the multi-cultural society we live in. We want an Alpha that welcomes everybody and to not only feel like ‘a job’ but be a community.

Wealth Management & Retail Investments team

The Wealth Management & Retail Investments team has experienced strong growth in the past five years, pursuing its singular goal to be the best sector specialist consulting function in the UK. Our team work with industry leading wealth managers, financial advice groups, investment platforms, life companies, private banks and technology and service providers to these firms to position their businesses for lasting success. The team collaborates with Alpha’s equivalent sector teams across the world serving the global wealth management sector, and with colleagues in other sectors whose clients are exploring retail distribution and growth opportunities..

What makes us different?

• Established yet entrepreneurial. Founded in 2003, Alpha is established, yet still has an SME feel being entrepreneurial, dynamic, and growing – meaning your contribution is seen and valued

• Work alongside the best in the industry. We work with the best, both internally and externally. Learning directly from both will allow you to develop your own expertise in our space.

• A true meritocracy. At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance rather than anything else!

• Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themselves.

Wealth Management & Retail Investments Consultant - What’s the…