Wealth Management RFP & Proposition SME

My consultancy client are looking for a Wealth Management Subject Matter Expert who combines strong industry knowledge with the ability to create compelling, differentiated RFP responses and propositions. You'll work across their Wealth & Asset Management business, partnering with senior stakeholders, subject matter experts and pursuit teams to understand client needs, shape our story and turn their capabilities into clear, persuasive responses. This is a role for someone who understands the Wealth Management market, its clients and evolving priorities, and can bring structure and commercial thinking to complex opportunities. You'll know how to turn a good response into a winning one and use approved AI tools and AI-enabled workflows where appropriate to accelerate research, synthesis and content development, while maintaining human judgement, quality control and responsible AI guardrails.

You will lead and shape high-quality RFPs, RFIs and strategic proposals across Wealth Management, creating clear, differentiated responses that position them to win and translate complex client requirements into compelling propositions, bringing together their Wealth Management expertise, capabilities, credentials and points of differentiation. Partner with senior stakeholders, SMEs and pursuit teams to develop win themes, challenge content and ensure every response directly addresses the client's priorities. Own the quality and consistency of submissions from initial qualification through to final response, presentation and close-out, incorporating lessons learned to continuously improve future pursuits and use approved AI and automation tools to accelerate research, analyse requirements and enhance response development, applying human-in-the-loop review, appropriate guardrails and sound judgement throughout.

You will need a Deep knowledge of the Wealth Management industry and value chain, with a strong understanding of client life cycle, investment and advisory services, operations, technology platforms and the transformation priorities facing wealth managers and private banks. Experience within consulting, professional services or a comparable client-focused Wealth Management environment, working directly with senior stakeholders on strategic and commercial opportunities. Demonstrable experience developing RFPs, RFIs, proposals and strategic client responses, with a track record of supporting successful pursuits and helping convert opportunities into client wins. Excellent written communication and storytelling skills, with experience shaping compelling propositions, sales collateral, pitch materials or go-to-market content. Experience with leading Wealth Management platforms, particularly Avaloq, or comparable wealth technology platforms, would be valuable. A practical and curious approach to AI-enabled ways of working, with experience using or experimenting with AI, including Generative AI, to improve proposal development, research, knowledge management and productivity while maintaining appropriate human judgement and governance.

This role will be inside IR35 and you will need to go into the office as and when.