Wealth Director

2 weeks ago


London, Greater London, United Kingdom EquiSoft inc. Full time

Who are Altus Consulting?
Our business was founded in 2005 with the belief that Financial Services should be faster and more efficient, and has subsequently grown to become a leader in strategic consulting and technology across UK Life & Pensions, Investments, Wealth, Insurance and Banking. Now part of a 1,000 people strong Financial Services solutions business, Equisoft, that works with over 250 firms around the globe, Altus Consulting today has a team of around 100 consultants working on some of the industry's most complex problems and largest transformations. For the last three years Altus Consulting has been recognised in the Financial Times list of top UK Management Consulting firms.

Headquartered in the lovely city of Bath and with offices in central London, Altus Consulting's mission is to drive positive transformation in Financial Services for the benefit of our clients and their customers. Whether that's through bold strategy, robust designs, innovative technology or reliable delivery, our people are passionate about the work they undertake in partnership with our clients, and about improving the industry they work in.

Why choose Altus Consulting?
We are a fast-growing, ambitious organisation that offers genuine career advancement whilst working in a collaborative and highly stimulating environment. We are not your typical management consultancy: if you are passionate about Financial Services and delivering business or technology solutions that make a genuine difference to clients and to society, then Altus is the place for you – for most roles, you don't even need to have prior Consulting experience. We provide an inclusive, positive, safe business for all of our team to work in.

In return you can expect: The opportunity to work on some of the most interesting projects in Financial Services, around the globe. Supported by a close-knit team of industry and technology experts and using our tried and tested consulting toolkit, you'll be given full training and support as you progress through your career as a consultant and participate in growing the business. Additionally we provide:

  • Hybrid and flexible working
  • Highly competitive salary + performance bonuses
  • Sales and Profit bonus schemes
  • Private medical insurance, life insurance, dental insurance, cycle-to-work scheme, pension matched contributions and a range of other benefits
  • Charitable/volunteering days, including participating in our children's Financial Literacy programme
  • Discounted sports membership and a broad range of social events

The Role: The Wealth Consulting Practice Director takes responsibility for the development and delivery of client engagements within the retail wealth sector; broadly this covers portfolio & investment management, financial planning and advice, including associated technology and outsource suppliers. The practice is part of a broader Investments domain which also covers Retail Platforms and Life & Pensions.

Responsibilities:

  • Develop client relationships at CxO/senior level
  • Identify and drive business development opportunities
  • Be highly visible talking about the Wealth sector, publish thought leadership and build relationships with journalists and industry
  • Help to shape the practice/domain strategy, and propositions
  • Define and manage the development of practice specific collateral, intelligence and artefacts
  • Shape, estimate, propose and win consulting engagements
  • Oversee/lead the delivery of client consultancy engagements using our proven methodologies where relevant
  • Manage client stakeholders, resolve issues and ensure the reputation of Altus is maintained and enhanced
  • Lead and grow a team of Wealth focused business consultants

Requirements:

  • Extensive knowledge and experience of the Wealth sector, and a genuine passion for the subject area
  • Industry recognised thought leader and commentator
  • A proven track record in defining and delivering strategic, propositional or operational solutions for senior stakeholders.
  • Solid understanding of business and IT change
  • Significant network and a successful track record in business development
  • Demonstrable experience of building and leading teams
  • Good commercial acumen and ability to shape, review and negotiate contracts
  • Genuine drive and enthusiasm to make a difference on the client's behalf
  • Typically, 15 years+ experience, predominantly in FS
  • A willingness to travel to Client / Altus offices and undertake varying roles
  • A background in Consulting is advantageous, but not mandated

If you don't meet all the requirements, we still want to hear from you

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