Overview

Managing Consultant - FS - Wealth and Asset Management

Join to apply for the Managing Consultant - FS - Wealth and Asset Management role at Consultancy.uk.

Responsibilities

• Lead the delivery of transformation management office and programme execution for WAM and wider financial services clients; take on responsibility for shaping transformation strategies and ensuring effective implementation.
• Drive complex programme and project management, including the definition and hands-on delivery of multi-disciplinary change initiatives such as operating model design, regulatory change, digital transformation, and cost optimisation.
• Build and sustain trusted client relationships, identify new opportunities, and lead business development initiatives—contributing to proposal development, thought leadership, and go-to-market offerings in WAM.
• Shape and launch new service propositions within the WAM space, leveraging sector insights and delivering high-value solutions to client challenges.
• Guide and coach teams through all stages of large-scale change, ensuring deliverables are met to exceptional standards—drawing on leading methods and tools for transformation and delivery assurance.
• Influence senior stakeholders, facilitating consensus and alignment on key programme decisions and future-state architectures.
• Drive innovation within consulting delivery, helping PA and its clients stay ahead of market trends and regulatory developments.
• Benefit from ongoing learning, certifications, and professional growth initiatives that support your onward career journey.

What You Can Expect

• Lead the delivery of transformation management office and programme execution for WAM and wider financial services clients; take on responsibility for shaping transformation strategies and ensuring effective implementation.
• Drive complex programme and project management, including the definition and hands-on delivery of multi-disciplinary change initiatives such as operating model design, regulatory change, digital transformation, and cost optimisation.
• Build and sustain trusted client relationships, identify new opportunities, and lead business development initiatives—contributing to proposal development, thought leadership, and go-to-market offerings in WAM.
• Shape and launch new service propositions within the WAM space, leveraging sector insights and delivering high-value solutions to client challenges.
• Guide and coach teams through all stages of large-scale change, ensuring deliverables are met to exceptional standards—drawing on leading methods and tools for transformation and delivery assurance.
• Influence senior stakeholders, facilitating consensus and alignment on key programme decisions and future-state architectures.
• Drive innovation within consulting delivery, helping PA and its clients stay ahead of market trends and regulatory developments.
• Benefit from ongoing learning, certifications, and professional growth initiatives that support your onward career journey.

Qualifications

• Proven experience leading the delivery of complex transformation, programme, and project management initiatives within Wealth & Asset Management or broader Financial Services sectors.
• Deep knowledge of WAM client needs, market trends, operating model challenges, and the evolving regulatory and digital landscape.
• Demonstrated ability to translate client challenges into structured transformation programmes—from business case development through to execution, adoption, and benefits realisation.
• Track record of selling and delivering professional consulting services, including building and expanding client relationships across senior stakeholder groups.
• Experience managing multidisciplinary teams in fast-paced and complex environments, with a strong focus on delivery assurance, governance, and stakeholder management.
• Excellent communication, presentation, and influencing skills, with the ability to steer senior-level client conversations and drive consensus.
• Agile or other project delivery credentials are advantageous, alongside familiarity with industry frameworks and best practices relevant to WAM transformation.
• Passion for innovation, continuous improvement, and bringing sector-leading solutions to market.

Benefits

• Health and lifestyle perks accompanying private healthcare for you and your family
• 25 days annual leave (plus a bonus half day on Christmas Eve) with the opportunity to buy 5 additional days
• Generous company pension scheme
• Opportunity to get involved with community and charity-based initiatives
• Annual performance-based bonus
• PA share ownership
• Tax efficient benefits (cycle to work, give as you earn)

Additional information

Hybrid Working - Our approach is to be in the office or on client site a minimum of 2 days per week. However, the actual time you spend and where you spend it will vary by role or assignment, including up to 5 days per week on client site.

We’re committed to advancing equality. We recruit, retain, reward and develop our people based solely on their abilities and contributions and without reference to age, background, disability, or other factors. We welcome applications from underrepresented groups.

We are dedicated to supporting the physical, emotional, social and financial well-being of our people.

For adjustments or accommodations in the recruitment process, please contact us.