MENA Careers
Senior Manager, Investment Platforms
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
The Role
The global consulting firm is hiring a Senior Manager for its Wealth Management & Retail Investments team, based in London or Edinburgh. The team works with D2C and advised investment platforms, financial advice nationals and networks, vertically integrated life companies, and technology and service providers. The role involves managing client engagements independently, contributing to business development, and supporting junior colleagues.
Key Responsibilities
- Manage client engagements from scoping through to delivery, including budget and timeline management, with a dedicated internal team.
- Develop strategies and high-quality work products for clients within agreed timeframes and budgets.
- Build and maintain trusted relationships with senior stakeholders at client firms and across your wider network.
- Analyse client business needs, identify key issues, and propose solutions and recommendations.
- Provide insight across the investment platform segment, covering customer and proposition, regulatory, technology and AI, and operating model topics.
- Monitor project progress, manage risks, and keep key stakeholders informed of outcomes.
- Manage and motivate junior colleagues and support their professional development.
- Stay current on retail investment and investment platform trends across D2C, advised, and workplace platforms.
- Contribute to business development, including articulating the firm's offerings and credentials.
- Undertake account management, including financial management and fee negotiations.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Example Projects
- Distribution strategy for a D2C investment platform
- Design and implementation of a cryptocurrency investment platform
- Leading a migration workstream in a platform transformation programme
- Designing a transformation operating model for a workplace pension provider
- AI strategy and roadmap definition for a FTSE 100 investment platform
- Vendor selection, design, and implementation of an investment platform for a vertically integrated advice network
Skills & Experience
- 7–10 years of experience delivering consulting or change projects within a financial institution, consulting firm, or investment platform.
- Demonstrated experience leading project or programme work and engaging senior stakeholders internally and externally.
- Significant experience working across investment platforms, financial advice, or life and pension firms.
- Deep project experience in one or more of the following: customer and adviser proposition, platform transformation, custody and dealing, technology and AI, or M&A integration.
- Knowledge of investment platform technology, including FNZ, Bravura, GBST, Seccl, Hubwise, SEI, or FIS.
- Track record of managing commercial aspects of consulting engagements, including scope management and contract adherence.
- Strong communication and presentation skills, with the ability to structure and articulate complex messages clearly.
- Ability to build new client relationships and maintain existing ones, with sound commercial judgement.
- Ability to develop and deliver proposals and pitch materials that convert business development opportunities into mandates.
- Financial modelling and business case development skills, with the ability to translate strategic options into quantified outcomes for senior decision-makers.
- In-depth understanding of market trends across financial advice and retail investments.
- Business fluency in English.
- Willingness to travel.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Compensation & Benefits
- Competitive salary and annual discretionary profit share.
- 25 days' holiday in addition to bank holidays.
- Home-working technology setup allowance.
- Continuous learning through training and development programmes.
Application Process
The recruitment process typically includes three interviews followed by a final round with a Senior Partner.
About MENA Careers
MENA Careers is a private equity career platform built for candidates who want better access to recruiters, live opportunities, and market insight. It helps members discover relevant private equity roles, find specialist recruiters, and navigate the search with sharper direction across Dubai, Abu Dhabi, Riyadh, Doha, London, and Singapore. MENA Careers is designed to make the private equity search more focused, more informed, and more effective. For more information, visit joinsenna.com.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location