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The Team

In Financial Transformation, we improve the effectiveness and efficiency of the Finance function and generate real insights to help deliver value to the business. Our mission statement is to create a sustainable practice which is recognized as being number one in the industry.

Our Financial Transformation practice is a priority area for significant and strategic growth and the team works with leading Insurance firms, focusing on understanding the core issues and opportunities, in order to deliver value-adding change across their Finance functions. The key drivers of change for our Banking and Insurance clients are regulatory reform, cost reduction and Finance optimisation, and our service offerings reflect this demand.

The Role

Successful candidates should have excellent Insurance Industry experience, and in particular in-depth knowledge of the Finance function. They should also be able to demonstrate the following:

Client Delivery
• Manage Client delivery workstreams
• Take accountability for the successful delivery of engagement outputs and Client outcomes
• Provide structure and direction to the delivery of engagement activities
• Build positive and collaborative relationships with senior Client stakeholders
• Facilitate collaborative and fulfilling working environments for the Client and KPMG staff on engagements

Business Development
• Build and leverage both internal and external relationships to support Partners / Directors / Senior Managers to create business development and sales opportunities for the firm
• Contribute to the development of response for proposals (RFPs) to Client opportunities
• Develop innovative and Client focused go-to-market propositions
• Build credibility and relationships in the market
• Seek to cross-sell and bring opportunities to other part of the firm where appropriate

Practice Development
• Support senior management with internal operational responsibilities for the team
• Lead practice development initiatives and provide guidance to junior members of the team on these initiatives

People Management
• Lead and/or contribute to formal training, knowledge sharing, networking activities for the team
• Act as informal career development mentor and coach for junior members of the team

The Person

• Previous Finance Transformation delivery experience
• Awareness and understanding of current and future regulatory changes within the Insurance industry
• Understanding of Insurance Finance processes and reporting requirements
• Experience in designing data, technology and business solutions to meet Client issues and challenges
• Strong people manager who is able to lead small teams and develop/coach others
• Experience of working on Client sales teams and developing strong Client relationships
• Experience working with and influencing stakeholders
• Project management experience
• Strong analytical and numerical skills
• Ability to create and deliver high level presentations and outputs to senior stakeholders
• Manage diverse project teams with a mixed of Client, KPMG, 3rd party suppliers and independent contractor resources

Additional skills and experience (preferred)
• Accountancy qualification with strong post qualification experience (or equivalent experience)

Successful Candidates Should Have Experience in One or More of The Following Areas
• Design and implementation of Target Operating Models within Insurance or Finance functions
• Experience of delivering and embedding operational and/or technology-supported changes within Insurance Strategic data modelling for a Finance function
• Detailed knowledge of Insurance Finance including leading practise reporting processes, controls and risks.
• Experience in leading the end-to-end solution design at major insurers including general ledger, data storage, consolidation solutions, reporting suite and planning, budgeting and forecasting

The Growth Story

In response to the continued evolution in the Asset Management industry – M&A activity to build new capabilities, acceleration of technology and digital transformation, spotlight on ESG and complexity of the regulatory landscape, the KPMG Global Board has approved investment in the Asset Management sector to grow substantially over the next 3 to 4 years. Of this, the Consulting business is expected to see the most significant growth, given the demand we are seeing in the industry, and the UK practice is investing to further expand its existing capabilities.
The Asset Management industry is facing high levels of change and our clients are embarking on enterprise transformation initiatives to meet regulatory pressures, optimise costs, increase client centricity, revolutionise client experience and capture more assets and market share. With managers at varying stages of their transformation journey our clients are looking for trusted advisers, experienced delivery partners and innovative thinkers to support and work with them.
The Team

KPMG means joining a talented team of exceptional colleagues who bring innovative thoughts and a natural curiosity to the work they do each day. No one type of person succeeds at KPMG; a diverse business requires diverse personalities, characters and perspectives. There really is a place for you here.
We are keen to recruit talented people with sector and technical expertise, who have the energy and drive to succeed in a dynamic environment and who have a passion for delivering excellent service and building strong relationships.
The team works in an agile and flexible manner, with plenty of opportunities to contribute to the growth of the practice, develop new skillsets and progress your career.
We believe we are market leaders in promoting diversity and inclusion in the workplace and want to encourage applications from people of all backgrounds and cultures.
Take a look at our website with the link below to see “What Makes Us Different”
http://www.kpmg.com/UK/en/about/WhatMakesUsDifferent/Diversity/Pages/default.aspx


The Role

You will be an Assistant Manager within our Transformation Services service line and aligned to Wealth & Asset Management and will be helping both grow our business and ensure our teams deliver high quality advice to clients. You should expect to be involved in a wide range of challenging client engagements across the traditional Asset Management space working on projects related to strategy, process improvement, operating model design, RFP, vendor selection and ESG. As an Assistant Manager you will be expected to be a ‘safe pair of hands’ and be able to receive instructions and make progress independently with limited oversight. As an Assistant Manager you will likely be expected to lead on the delivery of key deliverables with the support from the team and often be responsible for coordinating activities such as PMO. As an Assistant Manager you will be expected to develop your project management skills through leading key workstreams or project outputs.
It is also expected that you will support and manage more junior member of the KPMG team as part of project delivery such as graduate trainees.
As an Assistant Manager it is likely that you will be required to support Managers, Senior Managers and Directors on project and client work in addition to supporting business development activity such as helping with proposition development and proposals,
In addition to supporting the build out of the client propositions and proposals, you will also be expected to contribute to the development of the practice in a broader sense, such as through training, internal communications and contribution to the positive culture and supportive working environment.
If you are able to help our clients seize the opportunities that exist in the Wealth & Asset Management Sector and are keen to contribute to an exciting, supportive and positive team with fantastic internal sponsorship and visibility, then this could be a perfect role for you!

Responsibilities

The successful candidate is expected to have the following responsibilities:
Engagement delivery:
• Understanding the basics of the industry context, the role of asset managers and their business challenges
• Helping clients navigate the increasingly complex technology and data landscape including vendors in the market as part of an integrated and supportive team
• Leading on key project workstreams or supporting / leading client deliverables or such as operating model definition, project management, vendor selection or implementation activities
• Working closely with client stakeholders and project teams often integrating into their existing business and project structures
• Supporting the Managers and Senior Managers in the client delivery work and being regarded as a ‘safe pair of hands’
Business Development:
• Contribution to and support of business development opportunities, as well as managing sales activities such as proposal development and client presentations
Practice Development:
• Contributing to practice management, e.g. knowledge sharing, training, proposition development, and knowledge management.
• Contributing to the development of our thought-leadership content and associated Marketing Campaigns
Engagement & Risk management:
• Identifying and managing delivery and financial risks across projects, engagement assurance and commercial risk management and ensuring the Firm's frameworks are implemented appropriately and effectively

We expect that you will have:
• Some initial professional experience in either consulting, financial services and / or asset management
• Good understanding of the asset management industry – either from within a fund manager, a fund administrator or another management consultancy
• Good understanding of the operational and technological challenges associated with asset management
• A track record within the financial services / asset management industry with a sound understanding of the industry trends, key themes and challenges
• Experience of working within the delivery of projects on time, within scope and of high quality
• Proven ability to analyse problems, identify core issues and recommend appropriate solutions
• Proven ability to lead work at sustained levels of high intensity and inspire drive and confidence in others.
• Excellent communication skills (both written and oral), negotiation and project management skills
• An ability to develop excellent relationships both internally with members of the KPMG team and with clients
• A genuine interest and desire to work in the asset management sector and a strong desire to develop knowledge and skill sets in ESG and sustainable finance
• An ability to contribute to a positive, inclusive and supportive working environment which respects and recognises all members of the team
Qualifications
• Degree level from top university
• Industry qualifications preferred (e.g. CFA, IMC, CAIA)
Location
The base location is London although flexible and agile working is supported and encouraged.

The Team


In Financial Transformation, we improve the effectiveness and efficiency of the Finance function and generate real insights to help deliver value to the business. Our mission statement is to create a sustainable practice which is recognized as being number one in the industry.

Our Financial Transformation practice is a priority area for significant and strategic growth and the team works with leading Investment and Retail Banks, focusing on understanding the core issues and opportunities, in order to deliver value-adding change across their Finance & Risk functions. The key drivers of change for our Banking and Insurance clients are regulatory reform, cost reduction and Finance optimisation and our service offerings reflect this demand.

As a result of our strategy and strong pipeline of exciting projects, we are looking to grow our Finance Data & Systems capability. We are looking for a candidate that brings a combination of technology skills, business acumen and possesses the ambition and potential to become future leaders of our Banking Finance Transformation consulting business. This is an exciting time to be part of growing business.



The Role


Successful candidates should be able to demonstrate the following:


Client Delivery

- Manage Client delivery workstreams focusing on Solution and Architecture design and data modelling
- Take accountability for the successful delivery of engagement outputs and Client outcomes
- Provide structure and direction to the delivery of engagement activities
- Support relationships between Vendors and Clients to translate system ‘jargon’ into business terminology
- Build positive and collaborative relationships with senior Client stakeholders
- Facilitate collaborative and fulfilling working environments for the Client and KPMG staff on engagements
Business Development

- Build and leverage both internal and external relationships to support Partners / Directors / Senior Managers to create business development and sales opportunities for the firm
- Contribute to the development of response for proposals (RFPs) to Client opportunities
- Develop innovative and Client focused go-to-market propositions
- Build credibility and relationships in the market
- Seek to cross-sell and bring opportunities to other part of the firm where appropriate
Practice Development

- Support senior management with internal operational responsibilities for the team
- Lead practice development initiatives and provide guidance to junior members of the team on these initiativesPeople Management

- Lead and/or contribute to formal training, knowledge sharing, networking activities for the team
- Act as informal career development mentor and coach for junior members of the team
The Person
Successful candidates should have Banking Industry experience, and in particular in-depth knowledge of their Finance function (including interactions with the Risk Function) and be able to demonstrate the following:

Core / Necessary skills & experience

- An appreciation for the end to end finance systems architecture, how each of the components are linked and technologies which are available in the market
- Experience designing strategic finance systems architecture and documenting transition states/roadmaps
- Working knowledge of the key technologies and systems involved in Banking finance including data platforms/warehouses, consolidation tools, reporting/analysis tools, ERP systems (including ledgers) and reference data stores
- Broad experience working in the Banking industry, with examples of delivering client work across Investment, Retail and Wholesale Banks
- Excellent understanding of the business model for Banks, including products, processes and operating models
- Understanding of key industry challenges across Banking, being able to translate these into strategic solutions
- Detailed knowledge of Banking Finance including leading practise reporting processes, controls and risks.
- Understanding of key technology trends in Banking including migration to Cloud, SaaS, Automation, Big Data etc
- Awareness and understanding of Banking reporting standards and requirements
- Ability to manage small teams and develop others
- Self-starting, pro-active team player that is experienced in working in challenging environments
- Ability to create and deliver engaging presentations and output reviews to senior Managers/Directors and client staff
- Flexibility to travel
Additional skills and experience (preferred)

- Accountancy qualification with strong post qualification experience (or equivalent experience)

We are currently looking to recruit Senior Managers who can take a lead role in our Financial Crime Transformation capability within our Transformation Services team. The role requires experience leading transformation change programmes on Financial Crime engagements.
- Managing workstreams or entire programmes on Financial Crime engagements through all key stages of a transformation project, from diagnostic to implementation
- Planning, leading and performing diagnostic analysis by applying analytics techniques to current control operating models and frameworks
- End to end process design for financial crime controls that combine regulatory compliance with operational efficiency
- Working with other parts of KPMG, including our Forensics, Data & Analytics and Technology Enablement teams, to design and deliver holistic solutions
- Leading client workshops to scope and design transformational solutions and work through challenges with client stakeholders
- Identifying, managing and mitigating risks and issues throughout the delivery lifecycle
- Developing and improving KPMG assets, methodologies and tools to deliver consistent, world class operational excellence capability
- Owning client relationships on programmes and supporting KPMG’s commercial position
- Playing a lead role in the development of KPMG’s Financial Crime capability and building the community
3.1. Leadership & Management:
Managers can expect to be responsible for their own workstreams and programmes, with end to end delivery responsibility including planning and risk management.
Leadership responsibilities include team management on client engagement, internal performance management and overall team development.
3.2. Stakeholder Interaction & challenges:
The role will entail continuous and direct client engagement, typically with senior client programme team members and heads of Financial Crime functions in both the 1st and 2nd lines of defence. This will often be part of a wider KPMG team operating on client engagements. Our projects are normally carried out on client site rather than KPMG offices and, while many are based in London, they can also be located in other parts of the UK.
3.3. Impact, Risk, Accountability & Governance:
Senior Managers are responsible for the successful delivery of programmes or work streams and the management of the associated delivery risks. Every engagement will have a senior KPMG engagement leader to oversee the work, but Senior Managers are expected to take the lead on the delivery, risk management and quality reviews.

4.1. Experience
Essential
— Senior Managerial roles on Financial Crime Transformation engagements with a proven track record of successfully leading client workstreams, or preferably programmes, across the delivery lifecycle.
— Financial Crime operating model design and implementation.
— Re-engineering of financial crime processes, systems and controls (customer due diligence, sanctions and adverse press screening, transaction monitoring, ongoing reviews etc.)
— Transformation Leadership and/or Digital Operations capabilities (as listed above).
— Work in or with the Financial Services industry, predominantly in Banking (Business, Commercial, Investment or Retail)
— Leading client workshops to resolve client issues, design an optimised process/control and develop an implementation plan
Desirable
— Deep Subject Matter Expertise on one or more topics within Financial Crime to support development of our internal propositions and thought leadership.
— Understanding of Financial Crime technology solutions in the market and best practice deployment into Banking Operations
— Previous consulting experience, ideally in a Big 4 or other management consulting practice..
4.2. Expertise / Technical role requirements
— Significant understanding of Financial Crime and the corresponding controls required in the Banking sector to demonstrate compliance, and a good understanding of the associated regulations either UK or globally.
— Strong understanding of Financial Services, primarily the Banking industry, including its business processes and underlying technologies, and the ability to identify and articulate resultant client opportunities and challenges
— Strong understanding of the key drivers shaping the future of the Banking industry, including regulation and new business models, and resultant opportunities for KPMG
— Expertise in programme management, risk management and people management for the successful delivery of financial crime engagements.
4.3. Skills:
— Positive leadership qualities and style that empowers and motivates team members
— Problem-solving and solution design for user/business needs
— Working in multidisciplinary teams in a co-creation environment with clients and KPMG colleagues
— Expertise in core consulting methodologies such as process mapping, business case development, strategy development and requirements gathering
— Ability to identify and exploit commercial sales opportunities and support colleagues in defining solutions in response
— Self-starter and strong team player
— Excellent written and oral presentation skills with an inspirational and collaborate style

The Team

Our Insurance Transformation team, is at the heart of supporting our clients in shaping, planning and delivering critical business change. The team focuses on transforming the performance of organisations helping them focus on the customer to drive growth and implement an operating model that is efficient. We are actively looking for people from under-represented groups to help with the diversification of our team.

Our clients are experiencing significant disruption. The rapid adoption of new digital technologies, the emergence of non-traditional competitors and more stringent regulations mean that today’s Insurance customers are more empowered, demanding and price conscious.

The Role

We are seeking a Manager to deliver transformation engagements in the Insurance sector. The role will also require supporting major bids and proposals, and delivering streams of work within complex transformation programmes.

Our Insurance Transformation Services team, within the Management Consulting practice, is a priority growth area for KPMG with significant investment plans and big growth ambitions. Joining us offers the opportunity to work with Insurance sector clients on exciting, high profile and leading edge engagements with the potential to:

• Rapidly develop your career by becoming part of a growing team
• Accelerate your personal development through varied and exciting client opportunities coupled with focused learning & development with a world class brand
• Develop yourself as a consultant, manager and leader

The main duties and responsibilities of the job

• Using Insurance experience and knowledge, lead small engagements including setting up the engagement, scoping the work, planning the work and briefing and leading a team of consultants.
• Managing senior client stakeholders to ensure that they are happy with the progress and deliverables
• Supporting the development and delivery of the operational excellence proposition to sell to clients
• Participating in business development activities such as responding to RFPs (requests for proposals) and presenting or pitching to clients to win new business
• Managing and developing junior members of the team

The Person

• Strongly encourage prior experience in consulting or leading business transformation programmes in the capacity of Project/Programme Manager applying relevant methods including; Lean, Agile, operating model design, change management, technology and/or digital change.
• Experience working in the Insurance sector (preferably Commercial specialty and personal SME) is essential.
• In-depth understanding of the key industry, market and regulatory drivers shaping the Insurance industry and an ability to articulate these by way of client opportunities.
• Experience of managing and mentoring staff and helping with their personal and professional development.

The Insurance Transformation Services practice focusses on the delivery of strategic changes that encompass innovation, customer experience, growth transformation, regulatory change and large scale cost reduction/efficiency improvements.