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Senior Manager - Wealth & Asset Management - Client & Distribution

Date: Jan 7, 2021

Location: London, United Kingdom

Company: KPMG UK

The Growth story

In response to the continued evolution in the Asset Management industry – M&A activity to build new capabilities, acceleration of technology and digital transformation, spotlight on ESG and complexity of the regulatory landscape, the KPMG Global Board has approved investment in the Asset Management sector to grow substantially over the next 3 to 4 years. Of this the Consulting business is expected to see the most significant growth, given the demand we are seeing in the industry, and the UK practice is therefore investing to further expand its existing capabilities.
Enterprise transformation to increase client centricity, revolutionise client experience and capture more assets and flows is a strategic board item for asset managers. With firms at varying stages of their transformation journey our clients are looking for trusted advisers, experienced delivery partners and innovative thinkers to support and work with them.

The Team

KPMG means joining a talented team of exceptional colleagues who bring innovative thoughts and a natural curiosity to the work they do each day. No one type of person succeeds at KPMG; a diverse business requires diverse personalities, characters and perspectives. There really is a place for you here.
We are keen to recruit talented people with sector and technical expertise, who have the energy and drive to succeed in a dynamic environment and who have a passion for delivering excellent service and building strong relationships.
The team works in an agile and flexible manner, with plenty of opportunities to contribute to the growth of the practice, develop new skillsets and progress your career.
We believe we are market leaders in promoting diversity and inclusion in the workplace and want to encourage applications from people of all backgrounds and cultures.
Take a look at our website with the link below to see “What Makes Us Different”

The Role

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

The Person

We expect that you will have:
• 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
• 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
• 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


The base location is flexible and can be any of KPMG’s UK offices.

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