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Senior Manager - CRM

Date: Oct 14, 2021

Location: London, United Kingdom

Company: KPMG UK

Roles and Responsibilities
You will be a Senior Manager within Wealth and Asset Management (WAM) Consulting aligned to our Customer Digital and Operations advisory service line. This team is at the heart of delivering innovative and large scale client-centric digital transformation programmes to help clients reinvent their businesses for the digital age.

The primary objective of this role is to manage the delivery and fulfilment of our Client Experience and Distribution transformation engagements. We are looking for a blend of deep sector specific experience with excellent client and digital transformation experience to help us deliver new world-class digital capabilities to some of the leading asset management organisations.

Our programmes run deep inside businesses. We enable the development of innovative new products and services and help our clients transform into omni-channel, client-centric, cost-efficient businesses. Successful candidates will work collaboratively with internal and external teams and co-design and deliver solutions from across broader KPMG capabilities. Leading and supporting business development activity, building strong relationships with our clients and bid management also forms part of this role.


The successful candidate is expected to deliver the following:

Engagement delivery: responsibility for leading Client Experience & Distribution engagements including CRM and Marketing technology implementations, Client Reporting & Servicing Operating model, Client onboarding design and delivery. Typically involving agile delivery disciplines, you will be required to design and deliver insight and technology led solutions that develop new marketing, sales and service capabilities for our clients. The focus will be on leading teams and engagements, being the day to day contact for key client stakeholders and the KPMG team. It will involve refined Programme Management skills of: asset management distribution domain knowledge, senior stakeholder management, programme planning, commercial management, data analysis skills, technology solution delivery experience, team leadership and a ruthless focus on delivery of exceptional quality outcomes for our clients.

People development: leading large, often multi-disciplinary teams, identifying team member development needs and accelerating development with emphasis on managing and mentoring engagement team members, coaching and skills transfer.

Practice and asset development:
assist the development of new propositions and thought leadership in the WAM market. In addition there is potential to lead some of the key technology and fintech relationships for providers prominent in this sector

Business development: as a senior manager you will have a responsibility to build and sustain relationships with our clients. This will include leading business development and sales activity (including developing, contributing to and presenting proposals/ bids for future work), working alongside colleagues with Strategy, Operational and technology transformational skills.

Engagement & Risk management: identifying and managing delivery and financial risks across projects, engagement assurance and commercial risk management and ensuring the Firm's frameworks are implemented appropriately and effectively

Qualifications and SkillsWe expect that you will have:

Strong understanding of the operational, technological and data requirements to successfully deliver strategic digital programmes

Expertise focusing on business led design and analysis, with client at the heart of developing transformational experiences

Proven expertise in delivering projects and programmes, ranging from early discovery, concept design through to large scale transformations, on time, within scope and of high quality

Understanding of some of the Distribution and Client Experience technologies and fintechs specific to the sector

Experience of Agile ways of working with a digital innovation and solution delivery mindset

Ability to develop excellent relationships both internally and with clients at a senior level.

Excellent communication skills (both written and oral), negotiation and project management skills

Experience and Background
A genuine interest and desire to work in the WAM sector coupled with a passion for Client Experience and Digital

An ability to contribute to a positive, inclusive and supportive working environment which respects and recognises all members of the team

7+ years of professional experience in Wealth and Asset management (WAM) consulting and/or direct industry experience from a leading asset manager bringing a good understanding of the asset management value chain and business model

Experience of working on Client Experience, Digital and Distribution change and transformation projects, such as CRM and Sales enablement, Client reporting, onboarding and client portal design and delivery and Marketing automation, as examples

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