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Business Advisory Wealth Asset Management - Partner

Company Description

Wavestone is a leading global transformation consulting firm known for navigating critical challenges and driving sustainable growth. We aim to deliver lasting change that positively impacts customers, communities, and society. Our journey is defined by a true team spirit, where support, encouragement, and motivation are the keystones of our collaborative environment. 

Drawing on more than 5,500 employees across Europe, North America, and Asia, we seamlessly combine first-class sector expertise with a 360° transformation portfolio of high-value consulting services. 

With our 360° portfolio of high-value consulting services, we seamlessly combine first-class sector expertise with a wide range of cross-industry capabilities. Our clients value us as an independent, critical voice with an outstanding track record and profound technological expertise. During strategic transformations, they place their trust in our consultants to reflect, analyse, and act at their side. That’s how we make change happen. 

Wavestone UK now boasts a team of 300 employees, with ambitions to rapidly grow in the coming years. Our services span, business and digital transformation, cybersecurity, operational improvement, risk advisory, and IT advisory. We exist to provide end-to-end expert advice to clients across industries, with a particular focus on Insurance, Financial Services and Life Sciences helping them to positively transform to become modern, innovative organizations that thrive in a sustainable way. 

Our commitment to excellence and our people is underscored by recognition we have received in the UK’s Great Place to Work accreditation process.  In 2024 we are proud to have been recognised in the following Best Workplaces categories; Large organisations, Wellbeing, Development and a Best Workplace for Women.   

Recognised by the Financial Times as one of the UK’s Leading Management Consultants 2024, Wavestone UK is motivated and energised team with a collective sense of purpose.  

Dedicated to diversity and inclusivity, Wavestone fosters a collaborative and dynamic work environment. Our core values - energetic, responsible and together - shape the foundation of our corporate culture. 

Join us for a rewarding career in management consulting, offering competitive compensation, continuous learning, and ample opportunities for professional growth. 

For more information, visit www.wavestone.com and become part of our journey to shape a positive and impactful future.

Job Description

Wavestone UK are seeking to hire a Business Advisory – Wealth and Asset Management Partner. 

Becoming part of the Business Advisory FS team will present new opportunities for you to make a positive impact as we embark on securing major international accounts to support our growth in international markets. This will mean working with our FTSE100 clients on a wide range of advisory projects, bringing deep business and technology expertise to help address opportunities and challenges across their organisations. 

Your role as a Partner with extensive experience working in the Wealth and Asset Management field means being a key player to lead and drive the development of the Financial Services practice in terms of: 

  • Industry Knowledge and Experience: Demonstrate in-depth expertise in the Financial Services sector to support the development of service propositions, drive sales, and ensure successful project delivery. Partners must also possess a strong knowledge of key industry players, products, processes and systems.
     
  • Business Development: Play a pivotal role in Wavestone’s business by driving complex business proposals and contributing significantly to account growth. Leverage market insights and experience to identify and target key opportunities and clients.
     
  • Client Relationship Management: Build and maintain strong relationships with high-level key clients in the investment and technology sector to position Wavestone as the preferred provider of relevant services. 
     
  • Engagement Leadership: Oversee our most complex client projects to deliver maximum value for the client across the Wealth & Asset Management or Banking sectors. 

Qualifications

To be considered for this role: 

  • Solid foundations in consulting skills with significant experience in external client-facing consulting or equivalent roles within the wealth and asset management sector

  • Proven track record of selling consulting services (account planning, pitching to clients, proposals, value proposition development) 

  • Solid network of contacts within Financial Services  

  • Excellent interpersonal skills at all levels of an organization, experience in managing and leading teams, developing and coaching the wider consulting team

  • Proven background leading Transformation Programmes and strong acumen enhancing advisory credibility 

  • Comprehensive knowledge on the following topics in the Wealth & Asset Management arena:  

  • M&A support and execution within the sector

  • Retail and institutional distribution

  • Front, middle and back-office systems and operations, inc. fund accounting, custody, transfer agency etc. 

  • End to end lifecycle of vendor / outsource partner strategy through to implementation

  • Client onboarding

  • Data strategy, operating model development and implementation within the sector 

  • Different asset classes such as public and private assets, hedge funds, UCITs etc. 

Additional Information

Our commitment: Wavestone values and Positive Way  

  • Impact high-growth business across US, UK, and Europe and drive client satisfaction through shaping culture, enhancing value propositions, and fostering business development. 

  • Nurture your growth under the Wavestone Horizon Framework - covering transparent and competitive compensation, clear salary policy, bespoke training, and definitive internal mobility.  

  • Embrace a barrier-free, collaborative team with a vibrant people culture and collective mindset through regular events, meetings, and committees.  

  • Experience flexible work options, strong CSR commitment, ethical responsibility and a culture promoting work-life balance and time-off. 

Benefits 

  • Competitive salary and bonus scheme  

  • Income protection insurance, 5% company pension, private health and dental cover, life insurance, company share scheme 

  • Additional flexible benefits you can select from such as additional holidays, additional pension contributions, subsidized gym, subscriptions to wellbeing apps, Netflix, retail vouchers 

  • 25 days annual leave  

Travel and Location 

  • Employees are not required to work in a Wavestone office on a full-time basis but are required to commute to the office /client site, whenever necessary. Wavestone UK office is in the heart of the city of London.  

  • Note: Mandatory 2-3 days per week in Wavestone office / client site during probation  

Diversity and Inclusion 

At Wavestone, we celebrate diversity and inclusion. We have a strong global CSR agenda and an active Diversity & Inclusion committee with Gender Equality, LGBTQ+, Disability Inclusion, Social Mobility and Anti-Racism networks.  

If you need flexibility, assistance, or an adjustment to our recruitment process due to a disability or impairment, please reach out to us to discuss this.  

Average salary estimate

$135000 / YEARLY (est.)
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$120000K
$150000K

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What You Should Know About Business Advisory Wealth Asset Management - Partner, Wavestone

If you’re looking for an incredible opportunity to make a real impact in the Wealth and Asset Management sector, look no further than Wavestone's Business Advisory – Wealth Asset Management Partner position. Based in the heart of London at 10 Broadgate, Exchange Square, you’ll be joining a dynamic consulting firm renowned for its commitment to empowering clients and communities while driving sustainable growth. Wavestone is known for its vibrant culture, boasting a team that thrives on collaboration and innovation. In this role, you'll leverage your extensive expertise in Financial Services to lead high-stakes projects, engage with top clients, and shape the future of their organizations. As a Partner, you’ll play a crucial role in developing service propositions and driving business growth while maintaining strong relationships with key industry players. Wavestone is not just about business; it’s about fostering an inclusive environment that values diversity and personal growth. As they aim to grow their international footprint, your strategic vision and leadership in complex advisory projects will contribute to their mission of making transformative changes for their clients. With competitive compensation, continuous learning opportunities, and a healthy work-life balance, this is a chance to grow alongside a firm committed to making a meaningful difference. Join Wavestone and step into a rewarding career that prioritizes your personal and professional development!

Frequently Asked Questions (FAQs) for Business Advisory Wealth Asset Management - Partner Role at Wavestone
What does a Business Advisory Wealth Asset Management - Partner do at Wavestone?

A Business Advisory Wealth Asset Management - Partner at Wavestone leads transformative projects in the Financial Services sector. This role focuses on driving business development, managing client relationships, and leveraging industry expertise to develop service propositions. Partners utilize their extensive knowledge of financial products, processes, and key industry players to deliver exceptional value for clients.

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What qualifications are needed for the Business Advisory Wealth Asset Management - Partner role at Wavestone?

To qualify as a Business Advisory Wealth Asset Management - Partner, candidates should have significant experience within the consulting or Wealth and Asset Management sectors. Proven success in selling consulting services, strong interpersonal skills, and experience leading teams are essential. Knowledge of industry topics like M&A, asset classes, and client onboarding will greatly benefit prospective candidates.

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How does Wavestone support the growth of Business Advisory Wealth Asset Management Partners?

Wavestone values the growth of its Business Advisory Wealth Asset Management Partners through its comprehensive Wavestone Horizon Framework. This includes competitive compensation, bespoke training programs, and clear opportunities for internal mobility. Furthermore, the collaborative team culture fosters an environment ripe for professional development.

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What is the company culture like for a Wealth Asset Management - Partner at Wavestone?

Wavestone prides itself on maintaining a vibrant and inclusive culture. As a Partner in the Wealth and Asset Management team, you'll experience a supportive environment that encourages teamwork and fosters professional development. Regular events and meetings underscore their commitment to a collaborative work culture and organizational values.

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What kind of clients will a Business Advisory Wealth Asset Management - Partner work with at Wavestone?

As a Business Advisory Wealth Asset Management - Partner, you will work primarily with high-profile clients, including FTSE100 companies. You’ll manage projects that address complex challenges and opportunities, helping them navigate the complexities of the Financial Services landscape while positioning Wavestone as a trusted advisory partner.

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Are there flexible work options for Business Advisory Wealth Asset Management Partners at Wavestone?

Yes, Wavestone offers flexible work options for Business Advisory Wealth Asset Management Partners. While some office presence is required, the company understands the importance of work-life balance and encourages employees to work remotely when necessary to achieve their personal and professional goals.

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How does Wavestone emphasize diversity and inclusion for its Business Advisory Wealth Asset Management Partners?

Wavestone is deeply committed to diversity and inclusion. They have established various networks and committees focusing on gender equality, LGBTQ+ representation, disability inclusion, and social mobility. This dedication ensures that every Business Advisory Wealth Asset Management Partner can thrive in an inclusive and supportive environment.

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Common Interview Questions for Business Advisory Wealth Asset Management - Partner
How do you approach business development in the Wealth and Asset Management sector?

In answering this question, highlight specific strategies you've used to identify and target key market opportunities. Discuss your understanding of client needs and how you leverage your network to drive new business.

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Can you describe your experience with transformational programs in Wealth and Asset Management?

When answering, provide examples of successful transformation programs you've led, focusing on the impact you made. Mention specific methodologies and frameworks you used to achieve sustainable change.

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What techniques do you utilize to maintain strong client relationships?

Discuss the importance of clear communication and trust-building. Provide examples of how you’ve engaged with clients, maintained ongoing relationships, and ensured their satisfaction through exceptional service.

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What role do you believe technology plays in Wealth and Asset Management?

Explain your perspective on technological advancements and their impact on operational efficiency and client service. Discuss specific technologies that are shaping the industry and why they matter.

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How do you stay current with industry trends in Financial Services?

Share the resources you utilize to keep up with industry changes, including webinars, seminars, or professional organizations. Discuss any recent trends or changes you’ve adapted to in your consulting work.

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What challenges have you faced while leading client projects and how did you overcome them?

Use specific project examples where you’ve encountered challenges. Focus on your problem-solving abilities and how you collaborated with your team and the client to achieve a successful outcome.

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Explain your experience regarding M&A support within Wealth and Asset Management.

Detail your involvement in M&A processes, emphasizing your expertise in due diligence, integration strategies, and your contributions to the overall success of the transactions.

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Describe your leadership style and how it benefits your team.

Discuss your approach to leadership, including how you empower team members and encourage professional development. Provide examples of teams you've led and the successes achieved through your leadership.

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What strategies do you use to develop innovative solutions for clients?

Talk about your creative problem-solving techniques and how you leverage industry knowledge and insights to develop tailored solutions for clients in the Wealth and Asset Management sector.

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How would you assess risk within a client's business environment?

Discuss your methods for identifying risks, including conducting thorough assessments and involving stakeholders. Mention tools and approaches you prefer to use to evaluate and mitigate these risks.

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At the confluence of management and digital consulting, Wavestone supports leading companies and enterprise organizations in delivering their most critical transformations by combining three types of expertise: sectoral, functional, and technologi...

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Full-time, hybrid
DATE POSTED
November 26, 2024

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