Managing Consultants Financial Services - Wealth and Asset Management, Life & Pensions

Job Description

Why consider joining our Financial Services community as a Managing Consultant in either Wealth Management or Life & Pensions.

Take a pivotal role in shaping and delivering transformative engagements across Wealth Management or the Life & Pensions sub sector, within Financial Services, where your expertise drives real, sustainable change for our clients and communities.

Shape your own path in a dynamic environment, where you’ll have autonomy and impact, with opportunities to grow your consulting career amidst industry leaders and innovators.

Be at the forefront of redefining operational effectiveness and future capability for leading WAM and Life Pensions organisations, supporting their response to evolving client, regulatory, and technological landscapes.

Work within an inclusive, expert Financial Services team—collaborating with peers, receiving mentoring, and sharing insights to tackle complex, high-impact programmes.

What you can expect 🌱

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.

Qualifications

Even if you don’t meet every requirement, we encourage you to apply—we often hire for similar roles that may be a great fit.

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.

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Additional Information

Assessment process ⚖️

Please not that the interview stages may be subject to change based on the specific requirements of the role.

Introductory Call with a senior Talent Acquisition Partner to explore your background, the opportunity, and PA.

Round 1: Three competency-based interviews with members of the team.

Final Round 🎯: Business plan presentation to PA leaders—with guidance and prep time provided.