Transformation Consultant - Wealth Job at Social Value Portal Ltd (London)

Senior Consultant - Wealth / Asset Management / Life & Pensions

Do you want to be part of an explosive growth journey? Would you like to work i...

Location

United Kingdom , London

Salary:

Not provided

PA Consulting

Expiration Date

Until further notice

Requirements

Strong management consulting background
Extensive experience and proven track record in delivering transformation across Wealth, Asset Management and/or Life & Pensions firms
Strong experience in at least two of the following areas: Managing large scale / complex transformation projects and programmes across core business functions such as front-office, distribution and operations
Product and proposition development
Operating model design and implementation
Operational improvement and cost reduction
Technology vendor section and implementation
Business process outsourcing across the full lifecycle, including business cases and implementation
Strong analytical and problem-solving skills, with the ability to develop creative solutions
Excellent communication and stakeholder management skills

Job Responsibility

Lead and deliver large-scale / complex transformation programmes within Wealth, Asset Management, and/or Life & Pensions sectors
Collaborate with a high-performing team to create and implement innovative solutions
Develop new business opportunities and contribute to the growth of our practice
Engage with senior stakeholders to understand their strategic objectives and provide expert advice
Stay ahead of industry trends and continuously develop your own expertise

What we offer

Health and lifestyle perks accompanying private healthcare
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
Tax efficient benefits (cycle to work, give as you earn)

Fulltime

Head of Corporate Strategy

Location

Hong Kong , Hong Kong

Salary:

Not provided

Oliver James

Expiration Date

Until further notice

Requirements

An university degree preferably with an MBA or Master degree
Minimum 15+ years experience in Corporate Strategy, Business Strategy, Strategy Consulting gained from Life Insurance, Health Insurance, Bancassurance, Wealth Management, HNW or Consumer Banking sectors
Experience from top-tier Strategy Consulting firms, ideally coupled with in-house strategy or line / business roles
Hong Kong and / or China (MCV) markets experience
A track record in building, leading and delivering strategic initiatives with proven ability to lead a team and run multiple projects simultaneously
Experience in conducting in-depth research, financial analysis and financial modelling
Excellent presentation and communication skills in English, Cantonese and / or Mandarin

Job Responsibility

Leader of a firm-wide Strategy & Transformation function for the Hong Kong business, designing and developing corporate and business growth strategies and development plans for Hong Kong, Macau as well as GBA initiatives
Lead the formulation of growth strategies and related initiatives, including market expansion, distribution, partnerships and product and customer segment development, while proactively identifying and assessing new growth opportunities aligned with the group’s strategic objectives
Recommend and build business case on strategic initiatives, articulate and translate ideas into execution priorities, action plans and transformation programmes
Oversee the full lifecycle of strategic initiatives, establishing and maintaining robust governance, frameworks and processes to enable effective and timely decision-making
Provide strategic counsel to senior leadership and initiative owners, challenging assumptions and ensuring projects are underpinned by strong rationale and clearly defined value drivers
Drive prioritization of the strategic project portfolio by evaluating assumptions, timelines, and expected impact against the overall strategy
Communicate market insights effectively to the management and business leaders by evaluating industry trends, conducting market research and benchmarking, analyzing the competitive landscape and the impact to the business
Partner with and assist the Regional Strategy and Corporate Development teams in identifying, sourcing, screening potential acquisition targets and partnership opportunities that align with the group’s strategic goals in Hong Kong
Develop and deliver presentations to the management, support in strategic planning deliverables and timelines for management committees and leadership teams at Regional and Group level

Fulltime

Consulting Senior Manager, Banking, Risk and FSI

We are currently seeking a Consulting Senior Manager, Banking, Risk and FSI to j...

Location

United States , New York

Salary:

167500.00 - 279000.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business, Finance, Technology, or related field
6+ years consulting experience in banking, financial services, or fintech
Strong experience in banking, financial services, or fintech
Proven background in business development, growth strategy, account management, consulting, or client engagement
Deep understanding of banking domains such as retail banking, commercial banking, investment banking, payments, lending, risk, compliance, or wealth management
Experience working with large banks or financial institutions in the New York market is preferred
Ability to engage with C-level and senior executive stakeholders
Strong knowledge of digital transformation, cloud, data analytics, AI, automation, cybersecurity, and platform modernization
Excellent communication, negotiation, presentation, and stakeholder management skills
Proven ability to generate pipeline, influence deals, and deliver measurable business growth

Job Responsibility

Drive business growth and market expansion across banking and financial services accounts
Identify new revenue opportunities through digital transformation, technology modernization, data, cloud, AI, automation, and consulting-led solutions
Build and maintain strong relationships with senior banking executives, business stakeholders, and technology leaders
Develop account growth strategies, business acceleration plans, and client-specific value propositions
Partner with sales, delivery, consulting, product, and technology teams to create compelling solutions
Lead strategic discussions around banking operations, core banking modernization, payments, lending, risk, compliance, customer experience, and digital channels
Support proposal development, deal shaping, commercial models, and executive presentations
Track market trends, competitor activity, regulatory changes, and emerging banking technologies
Drive cross-sell and upsell opportunities across existing client portfolios
Ensure alignment between client objectives and business growth initiatives

What we offer

medical, dental, and vision insurance
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

Fulltime

Managing Consultant

Why consider joining our Financial Services community as a Managing Consultant i...

Location

United Kingdom , London

Salary:

Not provided

PA Consulting

Expiration Date

Until further notice

Requirements

Proven experience leading the delivery of complex transformation, programme, and project management initiatives within Wealth & Asset Management or in the Life and Pensions or broader Financial Services sectors
Deep knowledge of Wealth Management or Life and Pensions 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 or Life and Pensions transformation
Passion for innovation, continuous improvement, and bringing sector-leading solutions to market
Deep knowledge of Wealth and/or Life & Pensions client needs, market trends, products & propositions, operating model challenges, technology platforms and the evolving regulatory landscape

Job Responsibility

Lead the delivery of transformation management office and programme execution for Wealth Management or Life and Pensions 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 either Wealth Management or Life and Pensions
Shape and launch new service propositions within the Wealth Management or in the Life and Pensions space, leveraging your 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

Fulltime

Chief of Staff - Group CEO

Quintet Private Bank is a leading private bank in the wealth management sector; ...

Location

Luxembourg , Luxembourg

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Further professional Education (Masters / Professional qualification)
At least 3 years' experience in a similar role
Background in private banking, financial services or top-tier consulting
Familiar and up-to-date with AI and new developments
Strong execution discipline / project management
Strong analytical skills, able to process and analyse financial and operational data
Highly structured, detail-oriented, and able to operate at both strategic and operational levels
Fluent in English

Job Responsibility

Picks up complex banking, regulatory and strategic topics and provides input
Supports the Group CEO in the interactions with the various governance bodies across the organisation and in handling other stakeholders
Provides briefings, analysis, and decision support materials for executive and board-level meetings
Provides support to the Group CEO in the management of the agenda, ensuring priorities are given the right focus and no items fall inadvertently off the table
Acts as program lead for Group CEO-sponsored initiatives and drives these initiatives to closure
Acts as a thought partner to the CEO on strategic priorities, transformation initiatives, and business performance

Fulltime

Commercial Lending Sr. Manager

We are currently seeking a Commercial Lending Sr. Manager - US REMOTE to join ou...

Location

United States , Atlanta

Salary:

132098.00 - 234840.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree in business, computer science, a related field, or professional experience equivalent
8+ years of experience in the Financial Services Industry
5+ years in commercial lending
2+ years of experience leading or participating in IT projects supporting one or more of the following core banking functions: Bank modernization, Core financial services, Mergers, acquisitions, and divestitures, Wealth management, Governance, risk, and compliance, Consent order and response, Data and analytics, Mobile banking, Digital transformation
Flexibility to travel 50%+

Job Responsibility

Manage large-scale projects with complex business or technical issues
Operate as a technical expert or advisor for one or more applications
Participate in (and may lead) projects where analysis of systems or data requires an in-depth evaluation of complex business process, system processes, and industry standards
Regularly mentor and review work of less experienced employees
Execute schedules, costs and documentation to ensure assigned projects come to successful conclusion
Initiate corrective action to stay on project schedules
Prepare project proposals, cost estimates and participate in sales and proposal presentations
Assist with project initiation, project risk assessment, project team startup, project execution, and post-project review
Participate and often lead process improvement task forces
Contributor to the development of leading-edge consulting solutions

What we offer

medical, dental, and vision insurance with an employer contribution
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits
incentive compensation based on individual and/or company performance

Fulltime

Head of Global Sanctions

The Head of Global Sanctions is the senior executive responsible for leading Fid...

Location

United States , Jersey City

Salary:

125000.00 - 258000.00 USD / Year

Fidelity Investments

Expiration Date

Until further notice

Requirements

12+ years of sanctions compliance experience at a large financial institution, regulatory agency, consultancy, law firm, or equivalent
Deep knowledge of global sanctions regimes, including OFAC, UK HMT, EU, UN, and Canadian sanctions, as well as familiarity with their increasing divergence and cross‑border implications
Experience managing global sanctions programs for large and complex financial institutions
Strong industry understanding across brokerage, asset management, wealth management, and digital/crypto asset ecosystems
Proven leadership with the executive presence to influence across the organization and engage effectively with regulators
Demonstrated ability to innovate program operations, including data‑driven control optimization, technology transformation, and end‑to‑end sanctions governance
Ability to deliver in a fast‑paced environment with competing priorities, while maintaining a disciplined, risk‑based approach
Exceptional integrity, judgment, and ability to challenge thoughtfully and constructively

Job Responsibility

Set and continuously refine the global sanctions strategy
Oversee an enterprise-wide sanctions program aligned with OFAC and parallel global authorities
Establish and maintain program governance, including policies, standards, procedures, and escalations
Oversee and coordinate global sanctions governance in partnership with business‑unit AML and Sanctions Officers
Provide executive oversight and final‑level decisioning for complex customer, transaction, investment, and third‑party sanctions escalations
Lead global sanctions risk assessments to identify emerging exposures
Champion advanced screening tools, data science applications, machine‑learning detection capabilities
Develop and present comprehensive sanctions reporting, trend analysis, and program health indicators
Influence and collaborate with senior leaders across Compliance, Legal, Risk, Technology, Investments, Brokerage, Global Security, and Audit
Lead, mentor, and develop a high‑performing global sanctions team

Fulltime

Business Change Manager - Vice President

The Business Change Manager will be part of the Global Change Management functio...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrable front–to-back experience of leading or working on initiatives in either complex regulatory initiatives (e.g., MIFID2) or large business transformational programs
Experience in Private Banking / Wealth Management / Capital Markets
In-depth experience of defining and leading significant change programs across the lifecycle, including analysis, systems implementation, process change and controls and communications and training
A good track experience in a similar role
CAPM, PMP, PgMP qualification and/or MBA are a plus
Bachelor’s/University degree

Job Responsibility

Define and lead the detailed analysis working with Front Office, Product, Control functions and Infrastructure teams in order to understand the changes necessary due to Local and Cross-Border regulatory changes, changes to Citi’s internal policies and procedures, Business growth and strategic initiatives
Work on multiple projects or programs by defining the necessary implementation plans, establishing the appropriate governance and managing them on an ongoing basis
Act as an internal consultant, working closely with relevant partners, in order to quickly understand issues and help lead the identification, definition and implementation of the solution
Lead and manage Steering Committees identifying, managing and escalating issues, risks and dependencies as appropriate, while working with the various teams in order to define necessary solutions and mitigation plans
Develop Business requirement documents as well as test scripts
Develop and lead robust change plans to include internal & external communication plan and training plans
Ensure changes are transitioned to the relevant teams in a sustainable manner ensuring the necessary enhancements are made to the control framework

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

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Transformation Consultant - Wealth

Job Description

Job Responsibility

Requirements

What we offer

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