Overview of Our Client Our client is a premier UK wealth management group with over £3.5bn in assets under management and a reputation for being an innovator in the financial services sector. Known for their "technology-first" approach and internal investment in digital applications, they provide a seamless, modern experience for over 15,000 clients nationwide. This specific vacancy arises from a strategic acquisition of a highly respected, long-standing financial planning practice based in Essex. This local firm has served individuals and families across mid-Essex for over 25 years and is celebrated for its deep-rooted client relationships and professional integrity. The acquisition has created a unique opportunity for an Adviser to join a firm that combines the personal touch of a local boutique with the robust back-office, technology and compliance support of a major national group. The Role The successful candidate will be instrumental in the transition and ongoing management of an established client bank. You will work alongside the existing Directors of the acquired firm to ensure continuity of service while introducing clients to the group's modern wealth management propositions. Key Responsibilities: Relationship management: act as the primary point of contact for an existing book of approximately 500 active clients Holistic advice: provide high-quality advice covering pensions, investments, IHT planning and tax-efficient structures Business growth: identify opportunities within the existing client base for additional services and generate new referrals through professional connections Compliance: maintain the highest standards of regulatory compliance and "best-in-class" client outcomes in line with group policy Candidate Requirements We are looking for individuals at various stages of their career. Whether you are a seasoned Adviser looking for a secure client bank or a newly qualified professional seeking a structured path to success, we want to hear from you. For Experienced Advisers: Level 4 diploma (DipPFS or equivalent) is essential; level 6/Chartered status is highly desirable Proven track record in a client-facing advisory role Strong technical knowledge across holistic financial planning For Junior/Trainee Advisers: Must be level 4 diploma qualified, you do not need to have CAS yet! Demonstrable experience in a support role (paraplanning or technical admin) with a desire to move into advice Exceptional communication skills and the "EQ" required to manage long-term client relationships A "hungry" attitude toward professional development and a commitment to achieving CAS (Competent Adviser Status) quickly Why Join This Firm? Ready-made client bank: no need to bring your own "transferable" book; you will be handed a portfolio of loyal clients from day one Succession planning: you will benefit from a structured handover from Directors with 40+ years of experience Tech-driven efficiency: benefit from an in-house technology department that designs bespoke tools to reduce your administrative burden Career pathway: access to a dedicated training and competence framework and mentorship from Senior Adviser Managers Stability: backed by private equity investment, the group is on a clear, well-funded growth trajectory Application Process If you are a motivated financial professional looking to build a career in a supportive, modern and growing environment within East Anglia, please submit your CV for consideration. Please apply to this advert, or reach out to Tom Roberts for more information. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Jun 07, 2026
Full time
Overview of Our Client Our client is a premier UK wealth management group with over £3.5bn in assets under management and a reputation for being an innovator in the financial services sector. Known for their "technology-first" approach and internal investment in digital applications, they provide a seamless, modern experience for over 15,000 clients nationwide. This specific vacancy arises from a strategic acquisition of a highly respected, long-standing financial planning practice based in Essex. This local firm has served individuals and families across mid-Essex for over 25 years and is celebrated for its deep-rooted client relationships and professional integrity. The acquisition has created a unique opportunity for an Adviser to join a firm that combines the personal touch of a local boutique with the robust back-office, technology and compliance support of a major national group. The Role The successful candidate will be instrumental in the transition and ongoing management of an established client bank. You will work alongside the existing Directors of the acquired firm to ensure continuity of service while introducing clients to the group's modern wealth management propositions. Key Responsibilities: Relationship management: act as the primary point of contact for an existing book of approximately 500 active clients Holistic advice: provide high-quality advice covering pensions, investments, IHT planning and tax-efficient structures Business growth: identify opportunities within the existing client base for additional services and generate new referrals through professional connections Compliance: maintain the highest standards of regulatory compliance and "best-in-class" client outcomes in line with group policy Candidate Requirements We are looking for individuals at various stages of their career. Whether you are a seasoned Adviser looking for a secure client bank or a newly qualified professional seeking a structured path to success, we want to hear from you. For Experienced Advisers: Level 4 diploma (DipPFS or equivalent) is essential; level 6/Chartered status is highly desirable Proven track record in a client-facing advisory role Strong technical knowledge across holistic financial planning For Junior/Trainee Advisers: Must be level 4 diploma qualified, you do not need to have CAS yet! Demonstrable experience in a support role (paraplanning or technical admin) with a desire to move into advice Exceptional communication skills and the "EQ" required to manage long-term client relationships A "hungry" attitude toward professional development and a commitment to achieving CAS (Competent Adviser Status) quickly Why Join This Firm? Ready-made client bank: no need to bring your own "transferable" book; you will be handed a portfolio of loyal clients from day one Succession planning: you will benefit from a structured handover from Directors with 40+ years of experience Tech-driven efficiency: benefit from an in-house technology department that designs bespoke tools to reduce your administrative burden Career pathway: access to a dedicated training and competence framework and mentorship from Senior Adviser Managers Stability: backed by private equity investment, the group is on a clear, well-funded growth trajectory Application Process If you are a motivated financial professional looking to build a career in a supportive, modern and growing environment within East Anglia, please submit your CV for consideration. Please apply to this advert, or reach out to Tom Roberts for more information. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Private Client Tax Senior Manager Opportunity Your new company Join a nationally respected firm in audit, tax, advisory and consulting, where people feel supported, included and genuinely enjoy their work. As the Tax team grows, they're looking for a Senior Manager to help shape the future. It's a place where careers flourish, contributions matter, and making a positive difference-for clients, communities and colleagues-is part of everyday life. Your new role This is a key role within the Private Client team, where you'll provide expert technical guidance and exceptional client service. You'll manage a key portfolio and play a vital part in driving business growth. The role includes leading within the management group and supporting colleagues across the team. You'll need to engage confidently with high-net-worth clients and their advisors, translating complex tax matters into clear guidance. Mentorship will be a core element too, offering support and training to junior team members. You'll be responsible for reviewing tax returns and computations within agreed deadlines, ensuring the delivery of compliance is both efficient and well-controlled. You'll support senior colleagues with tax planning and contribute to ad hoc projects as needed. Building and maintaining strong client relationships will be a key part of your role, alongside managing expectations with care and clarity.Your technical expertise should cover a broad range of areas relevant to private clients-particularly international tax matters, property, income tax, CGT, IHT, trusts and estates. You'll be well-versed in UK resident and non-dom tax matters, including offshore trusts and structures, and stay informed on both domestic and global tax legislation.You'll produce tailored, high-quality written reports suited to a variety of audiences-from clients with limited financial knowledge to experienced offshore trustees. In some cases, you'll prepare court-appropriate documentation for expert witness work in financial remedy proceedings.Managing work in progress will be essential, including meeting recoverability targets and ensuring fee quotes remain realistic and transparent. You'll maintain regular contact with clients, respond promptly, and anticipate their needs while keeping them informed throughout the process.Professional risk must be carefully managed through thorough documentation, collaboration with senior colleagues, and adherence to proper review procedures. You'll also take on other responsibilities as required to meet evolving business needs. What you'll need to succeed This role suits a tax manager aiming for senior level, or a senior manager seeking something new. You'll be proactive, professional, and able to meet client needs with minimal supervision. Experience managing high net worth clients is key. CTA is essential; STEP or ADIT is a plus. Strong relationship-building skills and commercial awareness are important. You should be organised, well-informed on tax, and supportive of your team's growth. Skills, Knowledge & Experience You should have broad tax experience and work well with minimal Partner oversight. You'll meet deadlines, handle billing, and manage expectations. Partners rely on you, and your team looks to you for direction.Technically, you'll understand private client tax, especially cross-border issues. You're recognised for your expertise and comfortable with HMRC. You handle high-pressure advice with confidence.You understand client risk appetite and tailor communication accordingly. You help clients stay up to date and offer strategic, personalised solutions. You build knowledge across the firm and connect with quality intermediaries.You lead by example, earning trust from your team. Your judgement is respected, and your input valued. You tackle tough situations with composure and clarity. What you'll get in return You'll be part of a collaborative, inclusive and welcoming culture that's committed to supporting your growth and development. With access to specialist knowledge, valuable resources and ongoing learning opportunities, your career here can be both satisfying and rewarding. You'll benefit from competitive pay, flexible benefits, a clearly mapped-out career pathway and a working environment that adapts to your needs. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 07, 2026
Full time
Private Client Tax Senior Manager Opportunity Your new company Join a nationally respected firm in audit, tax, advisory and consulting, where people feel supported, included and genuinely enjoy their work. As the Tax team grows, they're looking for a Senior Manager to help shape the future. It's a place where careers flourish, contributions matter, and making a positive difference-for clients, communities and colleagues-is part of everyday life. Your new role This is a key role within the Private Client team, where you'll provide expert technical guidance and exceptional client service. You'll manage a key portfolio and play a vital part in driving business growth. The role includes leading within the management group and supporting colleagues across the team. You'll need to engage confidently with high-net-worth clients and their advisors, translating complex tax matters into clear guidance. Mentorship will be a core element too, offering support and training to junior team members. You'll be responsible for reviewing tax returns and computations within agreed deadlines, ensuring the delivery of compliance is both efficient and well-controlled. You'll support senior colleagues with tax planning and contribute to ad hoc projects as needed. Building and maintaining strong client relationships will be a key part of your role, alongside managing expectations with care and clarity.Your technical expertise should cover a broad range of areas relevant to private clients-particularly international tax matters, property, income tax, CGT, IHT, trusts and estates. You'll be well-versed in UK resident and non-dom tax matters, including offshore trusts and structures, and stay informed on both domestic and global tax legislation.You'll produce tailored, high-quality written reports suited to a variety of audiences-from clients with limited financial knowledge to experienced offshore trustees. In some cases, you'll prepare court-appropriate documentation for expert witness work in financial remedy proceedings.Managing work in progress will be essential, including meeting recoverability targets and ensuring fee quotes remain realistic and transparent. You'll maintain regular contact with clients, respond promptly, and anticipate their needs while keeping them informed throughout the process.Professional risk must be carefully managed through thorough documentation, collaboration with senior colleagues, and adherence to proper review procedures. You'll also take on other responsibilities as required to meet evolving business needs. What you'll need to succeed This role suits a tax manager aiming for senior level, or a senior manager seeking something new. You'll be proactive, professional, and able to meet client needs with minimal supervision. Experience managing high net worth clients is key. CTA is essential; STEP or ADIT is a plus. Strong relationship-building skills and commercial awareness are important. You should be organised, well-informed on tax, and supportive of your team's growth. Skills, Knowledge & Experience You should have broad tax experience and work well with minimal Partner oversight. You'll meet deadlines, handle billing, and manage expectations. Partners rely on you, and your team looks to you for direction.Technically, you'll understand private client tax, especially cross-border issues. You're recognised for your expertise and comfortable with HMRC. You handle high-pressure advice with confidence.You understand client risk appetite and tailor communication accordingly. You help clients stay up to date and offer strategic, personalised solutions. You build knowledge across the firm and connect with quality intermediaries.You lead by example, earning trust from your team. Your judgement is respected, and your input valued. You tackle tough situations with composure and clarity. What you'll get in return You'll be part of a collaborative, inclusive and welcoming culture that's committed to supporting your growth and development. With access to specialist knowledge, valuable resources and ongoing learning opportunities, your career here can be both satisfying and rewarding. You'll benefit from competitive pay, flexible benefits, a clearly mapped-out career pathway and a working environment that adapts to your needs. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Ideal opportunity to amplify your major loss business interruption expertise Your new company Our client is a global claims management firm and sits on the panels of most major insurers. Their forensic team work with external insurers as well as their own major & complex loss, engineering and cyber teams. The UK-wide Forensic team are drawn from a variety of backgrounds which enables them to approach cases from a broad range of angles. Backgrounds include commerce/industry, ex forces and of course practice/consulting. The team has its own graduate program, studying ACA. Being a UK-wide team means they can respond to major loss on a localised level and there are now accountants in each location. Uniquely the team has a dedicated people director, who runs the function operationally. Therefore as a SM in this team, your management is more focused around peer review, case strategy and tech review. Your new role If you've already done some business interruption / insurer-led work then you'll know how rewarding it can be being that bit more "hands-on" with the end business, compared to what is typical in other disputes work. For many that's a real highlight of the job. So in this role you get to go "total immersion" on that, while at the same time leading case strategy and teams, and being responsible for the following: Assess business interruption and financial claims both on site and from office Report preparation including commentary on the review and conclusion of analytical work. Meeting clients including insurers, reinsurers, claimants and the insured. Calculating and agreeing settlement of claims, and preparing final reports. Staff development (though ops and pastoral are taken case of for you.) Develop working relationships with existing clients; help to identify and plan approaches to new clients. Keep abreast of any technical or legal changes which may impact a case Business development - much of this is done via repeat business through high calibre output What you'll need to succeed ACA/ACCA qualified Forensic accounting experience to at least Senior Manager level That experience to have included major loss/ insurer-led work, coupled with a desire to grow this side of your experience. A desire to develop business and be rewarded for success While a hybrid working pattern is in place, an ability and willingness to go out to a business site (likely to be in the South East but potentially elsewhere in the UK) at short notice is desirable. What you'll get in return A culture where BD is as much about generating repeat business through excellent project management and client relationships, as it is generating new clients First-promotion to Director can be considered on merit for experienced Senior Managers/ ADs The chance to take a further qualification and be rewarded with a salary raise for every level you pass A bonus system which has a leveraged element linked to productivity - you have a real chance to influence it A firm where values are not just "a poster on a wall" but part of the cultural ecosystem Tangible metrics for further advancement Working with a broad range of backgrounds and specialities in the team - lots of different minds to bounce ideas and approaches around with What you need to do now If you're in a PE-backed business and the only thing holding you back is a retention bonus yet to pay out, please talk to me anyway. There may well be a workaround with the client. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Jun 05, 2026
Full time
Ideal opportunity to amplify your major loss business interruption expertise Your new company Our client is a global claims management firm and sits on the panels of most major insurers. Their forensic team work with external insurers as well as their own major & complex loss, engineering and cyber teams. The UK-wide Forensic team are drawn from a variety of backgrounds which enables them to approach cases from a broad range of angles. Backgrounds include commerce/industry, ex forces and of course practice/consulting. The team has its own graduate program, studying ACA. Being a UK-wide team means they can respond to major loss on a localised level and there are now accountants in each location. Uniquely the team has a dedicated people director, who runs the function operationally. Therefore as a SM in this team, your management is more focused around peer review, case strategy and tech review. Your new role If you've already done some business interruption / insurer-led work then you'll know how rewarding it can be being that bit more "hands-on" with the end business, compared to what is typical in other disputes work. For many that's a real highlight of the job. So in this role you get to go "total immersion" on that, while at the same time leading case strategy and teams, and being responsible for the following: Assess business interruption and financial claims both on site and from office Report preparation including commentary on the review and conclusion of analytical work. Meeting clients including insurers, reinsurers, claimants and the insured. Calculating and agreeing settlement of claims, and preparing final reports. Staff development (though ops and pastoral are taken case of for you.) Develop working relationships with existing clients; help to identify and plan approaches to new clients. Keep abreast of any technical or legal changes which may impact a case Business development - much of this is done via repeat business through high calibre output What you'll need to succeed ACA/ACCA qualified Forensic accounting experience to at least Senior Manager level That experience to have included major loss/ insurer-led work, coupled with a desire to grow this side of your experience. A desire to develop business and be rewarded for success While a hybrid working pattern is in place, an ability and willingness to go out to a business site (likely to be in the South East but potentially elsewhere in the UK) at short notice is desirable. What you'll get in return A culture where BD is as much about generating repeat business through excellent project management and client relationships, as it is generating new clients First-promotion to Director can be considered on merit for experienced Senior Managers/ ADs The chance to take a further qualification and be rewarded with a salary raise for every level you pass A bonus system which has a leveraged element linked to productivity - you have a real chance to influence it A firm where values are not just "a poster on a wall" but part of the cultural ecosystem Tangible metrics for further advancement Working with a broad range of backgrounds and specialities in the team - lots of different minds to bounce ideas and approaches around with What you need to do now If you're in a PE-backed business and the only thing holding you back is a retention bonus yet to pay out, please talk to me anyway. There may well be a workaround with the client. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Corporate Tax Senior Manager Your new company A global leader in audit, tax, advisory, and consulting services. Known for fostering inclusion, collaboration, and professional growth. Offers a culture where individuality is celebrated and bold thinking is encouraged. Your new role Associate Director in Corporate Tax Advisory within the Financial Services sector. Lead and grow the Banking & Asset Management corporate tax practice. Drive go-to-market strategies and business development opportunities. Manage teams across tax advisory, compliance, and audit engagements. Oversee a portfolio of high-quality client work and ensure profitable outcomes. Act as a role model for junior team members, supporting their learning and development. What you'll need to succeed Extensive experience managing corporate tax engagements in Banking & Asset Management. Strong knowledge of business tax, international tax, and regulatory areas (e.g., OECD Pillar 2 - GloBE). Proven ability to manage financials, budgets, and client negotiations. Experience in team leadership and development. Ability to identify and pursue business development opportunities. What you'll get in return Competitive salary with annual performance-based bonus and regular reviews. Hybrid working options for a healthy work-life balance. Clear career progression opportunities. Comprehensive benefits package, including wellbeing support. A collaborative, forward-thinking environment where you can thrive. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 05, 2026
Full time
Corporate Tax Senior Manager Your new company A global leader in audit, tax, advisory, and consulting services. Known for fostering inclusion, collaboration, and professional growth. Offers a culture where individuality is celebrated and bold thinking is encouraged. Your new role Associate Director in Corporate Tax Advisory within the Financial Services sector. Lead and grow the Banking & Asset Management corporate tax practice. Drive go-to-market strategies and business development opportunities. Manage teams across tax advisory, compliance, and audit engagements. Oversee a portfolio of high-quality client work and ensure profitable outcomes. Act as a role model for junior team members, supporting their learning and development. What you'll need to succeed Extensive experience managing corporate tax engagements in Banking & Asset Management. Strong knowledge of business tax, international tax, and regulatory areas (e.g., OECD Pillar 2 - GloBE). Proven ability to manage financials, budgets, and client negotiations. Experience in team leadership and development. Ability to identify and pursue business development opportunities. What you'll get in return Competitive salary with annual performance-based bonus and regular reviews. Hybrid working options for a healthy work-life balance. Clear career progression opportunities. Comprehensive benefits package, including wellbeing support. A collaborative, forward-thinking environment where you can thrive. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Project Accountant London Your new company I am currently working with a global Engineering company who are looking to hire a Project Controller. This is a fantastic opportunity to join a world leader and work closely with senior management. Your new role Reporting to the Project Controlling Manager, you will be responsible for: Monitor project KPIs Automate reporting and forecasting using Power BI or similar tools Drive digitisation of project controlling processes. Ensure correct project setup across the ERP and operational project system Revenue recognition Coordinate with the financial controlling teams and support internal/external audits. What you'll need to succeed You'll be a newly qualified accountant with a background in Engineering, IT or Consulting sectors and have experience working in a project-based role. Ideally you will have previous experience with PowerBI, ERP Systems and process improvements. What you'll get in return A competitive salary of £55,000 - £60,000. You will also gain exposure to the UK Leadership Team, working closely with the Project Directors. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 04, 2026
Full time
Project Accountant London Your new company I am currently working with a global Engineering company who are looking to hire a Project Controller. This is a fantastic opportunity to join a world leader and work closely with senior management. Your new role Reporting to the Project Controlling Manager, you will be responsible for: Monitor project KPIs Automate reporting and forecasting using Power BI or similar tools Drive digitisation of project controlling processes. Ensure correct project setup across the ERP and operational project system Revenue recognition Coordinate with the financial controlling teams and support internal/external audits. What you'll need to succeed You'll be a newly qualified accountant with a background in Engineering, IT or Consulting sectors and have experience working in a project-based role. Ideally you will have previous experience with PowerBI, ERP Systems and process improvements. What you'll get in return A competitive salary of £55,000 - £60,000. You will also gain exposure to the UK Leadership Team, working closely with the Project Directors. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
About the Investment Team The Investment Team is responsible for selecting portfolio partners, managing our charity investments and supporting our portfolio partners to improve and scale their impact. The Investment Team also leads the Impetus Leadership Academy, a leadership development programme to support talent from ethnic minority backgrounds in the UK youth sector to progress into senior leadership roles. The team is made up of 18 people, including former teachers, charity chief executives, charity impact leads, management consultants, social investment portfolio managers and impact consultants. The team is led by a Portfolio Director who sits on the Senior Management Team. The Portfolio Director has 5 direct reports: a Deputy Portfolio Director, three Sector Leads (who lead our work in School engagement, School attainment and Employment Sectors) and an Impact Lead. Sector Leads line manage 6 Investment Directors. Investment Directors line manage Investment Managers (currently 5). Investment Directors and Investment Managers tend to primarily focus on a sector but might have mixed portfolios, depending on need, experience and interest. The Investment Team has a good track record of role progression. All four Leads and a number of our Investment Directors were promoted from within the team. The team is passionate, rigorous, determined, creative and warm. We come from a range of backgrounds and bring a broad mix of perspectives. We care deeply for our colleagues, our portfolio partners and the young people we serve. About this role We believe that all young people deserve to succeed in school and in work, whatever their background. As we enter a challenging time with rising inflation and a likely recession, our work feels more vital than ever before. The role of Investment Director presents an exciting opportunity to contribute meaningfully to the charities portfolio partners we serve, the team itself and the whole of Impetus. We support a portfolio of 23 high potential charity and non-profit partners in the youth sector, helping them deliver benchmark-beating employment and education outcomes for young people, and to grow. We believe the strength of our approach resides in three things: Building deep, trust-based, sustainable relationships with charity leaders by, investing time, kindness, integrity and honesty. Providing our charities multi-year, unrestricted funding to help them become sector-leading organisations and scale their impact. Offering tailored advice to charity leaders' most pressing and strategic questions, including their mission, programme design, performance management, growth planning, and financial resilience. Working with our portfolio partners is a privilege. The leaders we support are incredibly talented, passionate and keen for external advice, and the issues we work through with them are stimulating and stretching. Our senior management relationships are some of the most fulfilling relationships many of us have had in our careers, while the growth and impact performance of our partners are testament to charities' commitment to disadvantaged young people and the influence we have on their development. Charities and funders often comment on the quality of our people. Our team is analytical and data driven; we are deeply relational, low-ego and collaborative. We actively invest in our colleagues holding regular training and community of practice sessions, and use skills-based assessments to tailor development. As an organisation we seek to embed diversity of thought, background and experience in every aspect of our work and actively challenge our assumptions to better deliver change. Over the past two years we have taken action to help reduce racial inequality in the youth sector. In 2021 we launched our Connect Fund to support diverse leaders and their robust solutions to the entrenched employment gap faced by young people from ethnic minority backgrounds compared with their white peers. We have also built a highly regarded Leadership Academy for emerging youth sector leaders from ethnic minority backgrounds, with generous funding from State Street Foundation. If you are looking for a role combining strategic thinking, analytical insight and influencing emerging leaders, as well as the opportunity to work with a supportive team to transform young lives, I hope you will apply to work with us. I look forward to hearing from you. Sebastien Ergas Portfolio Director Key responsibilities Finding high potential charities and non-profit partners for our portfolio Identifying potential charitable organisations for investment Leading in-depth due diligence process within the scope of a grant round, to assess and build partnership foundations with potential partners - covering leadership and governance, and their impact, scale, and partnership potential; Modelling from first contact of origination, our approach to engaged and trust-based investment management support; Developing and presenting high quality investment propositions to our Investment Committee. Managing partnerships with portfolio partners Managing relationships with partner Chairs and CEOs Agreeing Service Funding Agreements, including appropriate annual investment milestones to allow for a clear assessment of re-investment potential at end of phase Regularly monitoring and assessing partner progress / risks against milestones and making evidence-based recommendations on progression or exit to Leads, Portfolio Director and the Investment Committee Escalating key risks on performance, leadership and safeguarding Conducting annual partnership review with Sector Leads and partner CEOs Working with Impetus Finance colleagues to ensure timely distribution of grant payments, in line with Service Funding Agreements. Supporting portfolio partners Providing direct support to CEOs and senior colleagues on key strategic topics, using a mix of at least monthly one-to-one meetings and group facilitation to: clarify theory of change, define long term ambition, develop growth strategy achieve a step change in the delivery and performance management of outcomes, strengthen leadership (individual and collective) and governance capabilities, develop path to scale, build financial resilience; Scoping and project managing pro bono capacity-building projects (in addition to providing direct management support). Ensure projects are delivered to a high standard and contribute to charity progression; Identifying engagement opportunities for our donors and supporters with portfolio partners that are aligned with the partner's activities and do not distract or undermine their core work; Collaborating with the Impetus Philanthropy team to support the development of additional funding opportunities for portfolio partners, enhancing their ability to deliver impact at scale; Effectively leveraging the support of investment managers to advance the objectives developed for each portfolio partner that is managed by an Investment Director. Support to Impetus Developing expertise about "what works" in the sector through cultivation and use of expert input and engagement as well as investigation into key research and evaluative literature; Contributing insights and learning from portfolio work to inform Impetus' strategy, model and delivery; Contributing to internal priorities and working groups (e.g. team strategy discussions, digital improvement initiatives, or equity, diversity, and inclusion) Contribute towards Impetus' public affairs and philanthropy objectives through input into case studies, research and policy campaigns, donor reports and fundraising events Sharing the learning from our work across the team, across the organisation and externally working within Impetus strategy and agreed forums Engaging in Impetus pro bono, communications, and advocacy events, and engage portfolio partners appropriately in these events. Where appropriate, line-managing and supporting Investment Managers on the team to grow and develop, and achieve their project, role and team objectives. Person specification Essential A commitment to Impetus' mission. Senior level responsibility and a strong track record of building trust-based relationships with senior stakeholders, advising them on key strategic decisions, and challenging them in a respectful and collaborative manner. A talent for strategic thinking around complex issues. Strong financial acumen and analytical skills. Understanding of impact measurement and evaluation fundamentals. Tenacity and initiative. Ability to flex personal style to needs of charity and leadership. Growth mind-set to seek out and act on feedback. Proven ability to work independently, and to exercise good judgment. Strong planning and time management skills. Interest in partnering closely with charities that are doing what it takes to get better. A commitment to equity, diversity and inclusion. If you don't tick all these boxes, but still feel that you fit the profile, please apply anyway. Desirable Experience in the non-profit (charity or social enterprise) sector, through work, as a pro-bono volunteer or Trustee capacity. Experience in consulting . click apply for full job details
Jun 04, 2026
Full time
About the Investment Team The Investment Team is responsible for selecting portfolio partners, managing our charity investments and supporting our portfolio partners to improve and scale their impact. The Investment Team also leads the Impetus Leadership Academy, a leadership development programme to support talent from ethnic minority backgrounds in the UK youth sector to progress into senior leadership roles. The team is made up of 18 people, including former teachers, charity chief executives, charity impact leads, management consultants, social investment portfolio managers and impact consultants. The team is led by a Portfolio Director who sits on the Senior Management Team. The Portfolio Director has 5 direct reports: a Deputy Portfolio Director, three Sector Leads (who lead our work in School engagement, School attainment and Employment Sectors) and an Impact Lead. Sector Leads line manage 6 Investment Directors. Investment Directors line manage Investment Managers (currently 5). Investment Directors and Investment Managers tend to primarily focus on a sector but might have mixed portfolios, depending on need, experience and interest. The Investment Team has a good track record of role progression. All four Leads and a number of our Investment Directors were promoted from within the team. The team is passionate, rigorous, determined, creative and warm. We come from a range of backgrounds and bring a broad mix of perspectives. We care deeply for our colleagues, our portfolio partners and the young people we serve. About this role We believe that all young people deserve to succeed in school and in work, whatever their background. As we enter a challenging time with rising inflation and a likely recession, our work feels more vital than ever before. The role of Investment Director presents an exciting opportunity to contribute meaningfully to the charities portfolio partners we serve, the team itself and the whole of Impetus. We support a portfolio of 23 high potential charity and non-profit partners in the youth sector, helping them deliver benchmark-beating employment and education outcomes for young people, and to grow. We believe the strength of our approach resides in three things: Building deep, trust-based, sustainable relationships with charity leaders by, investing time, kindness, integrity and honesty. Providing our charities multi-year, unrestricted funding to help them become sector-leading organisations and scale their impact. Offering tailored advice to charity leaders' most pressing and strategic questions, including their mission, programme design, performance management, growth planning, and financial resilience. Working with our portfolio partners is a privilege. The leaders we support are incredibly talented, passionate and keen for external advice, and the issues we work through with them are stimulating and stretching. Our senior management relationships are some of the most fulfilling relationships many of us have had in our careers, while the growth and impact performance of our partners are testament to charities' commitment to disadvantaged young people and the influence we have on their development. Charities and funders often comment on the quality of our people. Our team is analytical and data driven; we are deeply relational, low-ego and collaborative. We actively invest in our colleagues holding regular training and community of practice sessions, and use skills-based assessments to tailor development. As an organisation we seek to embed diversity of thought, background and experience in every aspect of our work and actively challenge our assumptions to better deliver change. Over the past two years we have taken action to help reduce racial inequality in the youth sector. In 2021 we launched our Connect Fund to support diverse leaders and their robust solutions to the entrenched employment gap faced by young people from ethnic minority backgrounds compared with their white peers. We have also built a highly regarded Leadership Academy for emerging youth sector leaders from ethnic minority backgrounds, with generous funding from State Street Foundation. If you are looking for a role combining strategic thinking, analytical insight and influencing emerging leaders, as well as the opportunity to work with a supportive team to transform young lives, I hope you will apply to work with us. I look forward to hearing from you. Sebastien Ergas Portfolio Director Key responsibilities Finding high potential charities and non-profit partners for our portfolio Identifying potential charitable organisations for investment Leading in-depth due diligence process within the scope of a grant round, to assess and build partnership foundations with potential partners - covering leadership and governance, and their impact, scale, and partnership potential; Modelling from first contact of origination, our approach to engaged and trust-based investment management support; Developing and presenting high quality investment propositions to our Investment Committee. Managing partnerships with portfolio partners Managing relationships with partner Chairs and CEOs Agreeing Service Funding Agreements, including appropriate annual investment milestones to allow for a clear assessment of re-investment potential at end of phase Regularly monitoring and assessing partner progress / risks against milestones and making evidence-based recommendations on progression or exit to Leads, Portfolio Director and the Investment Committee Escalating key risks on performance, leadership and safeguarding Conducting annual partnership review with Sector Leads and partner CEOs Working with Impetus Finance colleagues to ensure timely distribution of grant payments, in line with Service Funding Agreements. Supporting portfolio partners Providing direct support to CEOs and senior colleagues on key strategic topics, using a mix of at least monthly one-to-one meetings and group facilitation to: clarify theory of change, define long term ambition, develop growth strategy achieve a step change in the delivery and performance management of outcomes, strengthen leadership (individual and collective) and governance capabilities, develop path to scale, build financial resilience; Scoping and project managing pro bono capacity-building projects (in addition to providing direct management support). Ensure projects are delivered to a high standard and contribute to charity progression; Identifying engagement opportunities for our donors and supporters with portfolio partners that are aligned with the partner's activities and do not distract or undermine their core work; Collaborating with the Impetus Philanthropy team to support the development of additional funding opportunities for portfolio partners, enhancing their ability to deliver impact at scale; Effectively leveraging the support of investment managers to advance the objectives developed for each portfolio partner that is managed by an Investment Director. Support to Impetus Developing expertise about "what works" in the sector through cultivation and use of expert input and engagement as well as investigation into key research and evaluative literature; Contributing insights and learning from portfolio work to inform Impetus' strategy, model and delivery; Contributing to internal priorities and working groups (e.g. team strategy discussions, digital improvement initiatives, or equity, diversity, and inclusion) Contribute towards Impetus' public affairs and philanthropy objectives through input into case studies, research and policy campaigns, donor reports and fundraising events Sharing the learning from our work across the team, across the organisation and externally working within Impetus strategy and agreed forums Engaging in Impetus pro bono, communications, and advocacy events, and engage portfolio partners appropriately in these events. Where appropriate, line-managing and supporting Investment Managers on the team to grow and develop, and achieve their project, role and team objectives. Person specification Essential A commitment to Impetus' mission. Senior level responsibility and a strong track record of building trust-based relationships with senior stakeholders, advising them on key strategic decisions, and challenging them in a respectful and collaborative manner. A talent for strategic thinking around complex issues. Strong financial acumen and analytical skills. Understanding of impact measurement and evaluation fundamentals. Tenacity and initiative. Ability to flex personal style to needs of charity and leadership. Growth mind-set to seek out and act on feedback. Proven ability to work independently, and to exercise good judgment. Strong planning and time management skills. Interest in partnering closely with charities that are doing what it takes to get better. A commitment to equity, diversity and inclusion. If you don't tick all these boxes, but still feel that you fit the profile, please apply anyway. Desirable Experience in the non-profit (charity or social enterprise) sector, through work, as a pro-bono volunteer or Trustee capacity. Experience in consulting . click apply for full job details
Indirect Tax, VAT, Tax About the roleOur Indirect Tax team is market leading, providing advisory, operational and compliance services to our largest and most important clients. We advise across all aspects of indirect tax, with specialists in VAT, customs, excise, stamp taxes and environmental taxes.Our team is fuelled by curious minds who work together to provide innovative solutions to navigate challenges, both locally and globally. As part of the team, you'll continue to build your tax technical skills as you work with a variety of clients across all business sectors, whilst, at the same time, have the opportunity to develop your operational consulting and technology skills as you support clients in how they deal with the day-to-day practicalities of meeting the requirements of an increasingly complex legal and regulatory landscape.As part of the team, you will experience unparalleled opportunities to develop your career, build your skills and experience working on complex and challenging assignments. If you are ready to accelerate your career in indirect tax, then this is the opportunity for you. What your days will look likeWe are looking for a Senior Manager to join our Northern Ireland-based team in our Manchester or Leeds office. You will work as an integral part of a team of problem solvers, helping our clients tackle their complex issues from strategy to execution. Working alongside others in the Indirect Tax team and other Hays client teams to win new clients and work, providing innovative solutions and advice aligned to our clients' commercial needs. Working in multidisciplinary Indirect Tax teams (e.g. with customs, legal and systems specialists) Keeping up to date with indirect tax legislation and practical changes Managing and helping to develop others in the team This role is for you if VAT technical and analytical skills Senior stakeholder management and a commitment to delivering excellent client service Strong project management skills and the ability to prioritise tasks to work to deadlines Ability to apply good judgement, consult appropriately and manage risk Ability to work flexibly and through virtual networks A strong interest in and understanding of the benefits of technology and innovation Requirments ACA OR CTA Qualified with full UK RTW If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 03, 2026
Full time
Indirect Tax, VAT, Tax About the roleOur Indirect Tax team is market leading, providing advisory, operational and compliance services to our largest and most important clients. We advise across all aspects of indirect tax, with specialists in VAT, customs, excise, stamp taxes and environmental taxes.Our team is fuelled by curious minds who work together to provide innovative solutions to navigate challenges, both locally and globally. As part of the team, you'll continue to build your tax technical skills as you work with a variety of clients across all business sectors, whilst, at the same time, have the opportunity to develop your operational consulting and technology skills as you support clients in how they deal with the day-to-day practicalities of meeting the requirements of an increasingly complex legal and regulatory landscape.As part of the team, you will experience unparalleled opportunities to develop your career, build your skills and experience working on complex and challenging assignments. If you are ready to accelerate your career in indirect tax, then this is the opportunity for you. What your days will look likeWe are looking for a Senior Manager to join our Northern Ireland-based team in our Manchester or Leeds office. You will work as an integral part of a team of problem solvers, helping our clients tackle their complex issues from strategy to execution. Working alongside others in the Indirect Tax team and other Hays client teams to win new clients and work, providing innovative solutions and advice aligned to our clients' commercial needs. Working in multidisciplinary Indirect Tax teams (e.g. with customs, legal and systems specialists) Keeping up to date with indirect tax legislation and practical changes Managing and helping to develop others in the team This role is for you if VAT technical and analytical skills Senior stakeholder management and a commitment to delivering excellent client service Strong project management skills and the ability to prioritise tasks to work to deadlines Ability to apply good judgement, consult appropriately and manage risk Ability to work flexibly and through virtual networks A strong interest in and understanding of the benefits of technology and innovation Requirments ACA OR CTA Qualified with full UK RTW If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
1. Background Osman Consulting Ltd supports the design, coordination, and implementation of humanitarian and development programmes across multiple regions, with a primary focus on Asia, the Middle East, Africa, Europe, and Latin America The organisation delivers a diverse portfolio of interventions spanning emergency response, seasonal, education (including back-to-school initiatives), food security and livelihoods (including zero hunger programming), and other humanitarian priorities. Osman Consulting works through a partnership-based approach, collaborating closely with local implementing partners to ensure contextually appropriate, responsive, and sustainable programme delivery. 2 . Purpose of the Role The Senior Finance Officer leads financial control, budgeting, expenditure monitoring, and financial reporting for Osman Consulting's project support role. The post ensures that financial information is accurate, timely, well documented, and compliant with contractual and internal requirements. 3.Terms of Reference Duty Station: Solihull, B90 4BG, United Kingdom (Hybrid) Reporting to: Finance Manager Line Management: Provides technical guidance and oversight to field partners and may support the supervision of interns Contract Type: Fixed-term maternity cover contract (12 months), subject to organisational requirements Full time/Part time: Full Time 4. Scope of Work and Key Responsibilities Budget management and control Maintain project budgets, budget lines, forecasts, and expenditure tracking tools for management use. Monitor expenditure against approved allocations and identify variances, burn-rate concerns, or unsupported cost movements requiring management action. Support financial planning and provide management with clear financial visibility for decision-making. Financial Documentation and reporting Review financial records, supporting documents, reconciliations, and payment-related files to ensure accuracy and completeness. Prepare periodic financial reports, summaries, and management updates in the required format and within agreed deadlines. Coordinate with the Sudan Finance Officer to obtain complete and accurate field finance information and supporting documentation. Internal Control and Compliance Ensure that payment controls, authorisation workflows, segregation of duties, document retention, and audit trail requirements are followed. Support audit preparation and respond to internal or external financial review queries as assigned. Flag any suspected non-compliance, fraud risk, or weak supporting documentation immediately through the appropriate escalation channel. 5. Qualifications and Experience Bachelor s degree or Diploma in Accounting, Finance, Business Administration, or related field At least 5 years of relevant project finance, donor compliance, experience, or NGO financial management. Good understanding of financial control and audit-readiness requirements. Strong organizational, attention to details and communication skills. Full professional proficiency in English. Strong organizational and coordination skills; attention to detail and ability to manage multiple priorities. Excellent communication and interpersonal skills; ability to liaise with diverse stakeholders. 6. Core Competencies Financial discipline and accuracy Confidential handling of information Analytical thinking. Service orientation and teamwork 7. Compliance, Safeguarding and Ethics The post holder is expected to uphold Osman Consulting Ltd policies, donor requirements, humanitarian principles, and all applicable national and international regulations. The role requires full compliance with safeguarding standards, including Prevention of Sexual Exploitation, Abuse and Harassment (PSEAH), child safeguarding, confidentiality, and data protection requirements. The post holder must promote accountability, inclusion, and non-discrimination in all aspects of their work, ensuring respectful engagement with all stakeholders. Any concerns relating to fraud, corruption, conflicts of interest, safeguarding incidents, or security risks must be reported promptly through the appropriate channels.
Jun 01, 2026
Full time
1. Background Osman Consulting Ltd supports the design, coordination, and implementation of humanitarian and development programmes across multiple regions, with a primary focus on Asia, the Middle East, Africa, Europe, and Latin America The organisation delivers a diverse portfolio of interventions spanning emergency response, seasonal, education (including back-to-school initiatives), food security and livelihoods (including zero hunger programming), and other humanitarian priorities. Osman Consulting works through a partnership-based approach, collaborating closely with local implementing partners to ensure contextually appropriate, responsive, and sustainable programme delivery. 2 . Purpose of the Role The Senior Finance Officer leads financial control, budgeting, expenditure monitoring, and financial reporting for Osman Consulting's project support role. The post ensures that financial information is accurate, timely, well documented, and compliant with contractual and internal requirements. 3.Terms of Reference Duty Station: Solihull, B90 4BG, United Kingdom (Hybrid) Reporting to: Finance Manager Line Management: Provides technical guidance and oversight to field partners and may support the supervision of interns Contract Type: Fixed-term maternity cover contract (12 months), subject to organisational requirements Full time/Part time: Full Time 4. Scope of Work and Key Responsibilities Budget management and control Maintain project budgets, budget lines, forecasts, and expenditure tracking tools for management use. Monitor expenditure against approved allocations and identify variances, burn-rate concerns, or unsupported cost movements requiring management action. Support financial planning and provide management with clear financial visibility for decision-making. Financial Documentation and reporting Review financial records, supporting documents, reconciliations, and payment-related files to ensure accuracy and completeness. Prepare periodic financial reports, summaries, and management updates in the required format and within agreed deadlines. Coordinate with the Sudan Finance Officer to obtain complete and accurate field finance information and supporting documentation. Internal Control and Compliance Ensure that payment controls, authorisation workflows, segregation of duties, document retention, and audit trail requirements are followed. Support audit preparation and respond to internal or external financial review queries as assigned. Flag any suspected non-compliance, fraud risk, or weak supporting documentation immediately through the appropriate escalation channel. 5. Qualifications and Experience Bachelor s degree or Diploma in Accounting, Finance, Business Administration, or related field At least 5 years of relevant project finance, donor compliance, experience, or NGO financial management. Good understanding of financial control and audit-readiness requirements. Strong organizational, attention to details and communication skills. Full professional proficiency in English. Strong organizational and coordination skills; attention to detail and ability to manage multiple priorities. Excellent communication and interpersonal skills; ability to liaise with diverse stakeholders. 6. Core Competencies Financial discipline and accuracy Confidential handling of information Analytical thinking. Service orientation and teamwork 7. Compliance, Safeguarding and Ethics The post holder is expected to uphold Osman Consulting Ltd policies, donor requirements, humanitarian principles, and all applicable national and international regulations. The role requires full compliance with safeguarding standards, including Prevention of Sexual Exploitation, Abuse and Harassment (PSEAH), child safeguarding, confidentiality, and data protection requirements. The post holder must promote accountability, inclusion, and non-discrimination in all aspects of their work, ensuring respectful engagement with all stakeholders. Any concerns relating to fraud, corruption, conflicts of interest, safeguarding incidents, or security risks must be reported promptly through the appropriate channels.
Locations: London Boston Paris Chicago Madrid Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As a Director - Cusomter Experience, BCG Vantage on our Topic Activation path within BCG's Marketing, Sales, and Pricing (MSP) Practice Area, you will be a key contributor towards the strategic agenda for the Customer Experience sector. You will grow and deploy a team of 4+ Customer Experience Sector experts to provide value added support to the business and be responsible for team's performance across all KPIs (case billability, quality, content creation, etc.). You will also take ownership for the team's development and career progression. Additionally, you will directly contribute to cases, proposals, client workshops based upon your own extensive experience in the domain. You will support SATT & Conferences, presenting expertise in meetings & conferences. BCG's Customer Experience consulting team help clients to transform their business at scale, driving cost-effective growth and life-time value through omnichannel and digital strategies. As a Senior Manager - BCG Vantage you will partner with consulting leadership to bring to market new consulting offers and provide case teams with the latest insight and tools to drive client impact. You'll serve as thought partner and subject matter expert to case teams and consulting leaders, helping to structure and solve complex issues. This is a diverse role that will see you engaged on a variety of product marketing, sales enablement, and expert consulting assignments. You'll conduct research to support offer development and go-to- market; build / deploy client diagnostics to scope customer experience innovations and improvements; and partner with consulting teams to contribute to proposals and client workshops. Success in this role requires a blend of analytical and creative skills. You'll need to be able to conduct quant and qual analyses to map customer journeys and assess the business impact of meeting customer needs. You'll also need to be adept at understanding market priorities and crafting product messaging to communicate our customer experience value proposition and impact. It also requires an entrepreneurial flair. With the advent of AI, customer experiences and expectations are evolving fast. So are our clients. You'll need to keep ahead of the latest innovations and work to constantly evolve BCG's CX perspectives, insights, and client diagnostics so that we can answer our clients' toughest questions. YOU'RE GOOD AT Deep expertise in customer experiences across online and offline touchpoints Developing customer-centric strategies that drive growth, cost efficiency, and lifetime value Conducting quant / qual research to understand customer needs and pain points Mapping customer journeys, identifying "moments of truth," & designing target experiences Scoping & implementing AI, automation, and digital solutions to transform customer engagement Building data-driven business cases to prioritize CX investments and innovations Communicating with clients and stakeholders, in a credible and confident way Working collaboratively and effectively in a group dynamic often virtual Proficient in agile ways of working Being flexible and bringing a curious and creative mindset Navigating complexity and ambiguity What You'll Bring 7+ years of consulting experience required; candidates with consulting experience preferred In lieu of consulting experience, 8+ years minimum industry experience required; 12-14+ years of industry experience strongly preferred Bachelor's Degree required (advanced degree preferred) Fluency in English (must have) Experience in any of the following sectors: telecom, retail, banking, insurance, or travel (preferred) Strong business acumen and problem-solving capabilities Strong written and verbal communication skills Who You'll Work With As a Director - Customer Experience , BCG Vantage on our Topic Activation path , you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities t o the ser vice of our internal and external clients. Our team is made up of a diverse pool of BCG Vantage positions that allow us to pursue exciting, innovative BCG Vantage careers. Additional info BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations. With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams. Client Focus (Embedded Expertise) Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients Research (Practice Topic and Sector-Aligned Research and Insights) Delivers actionable research and insights tailored to the client project's needs; works with qualitative and quantitative data, conducts research and provides synthesized results from sources including commercial data, public and open source, company and industry research, macro-economic, commodities and trade data Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. We expect total annualized compensation for Chicago & Boston based employees to be approximately the following: Base salary of $174,100 Annual discretionary performance bonus between 0-30% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
Sep 24, 2025
Full time
Locations: London Boston Paris Chicago Madrid Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As a Director - Cusomter Experience, BCG Vantage on our Topic Activation path within BCG's Marketing, Sales, and Pricing (MSP) Practice Area, you will be a key contributor towards the strategic agenda for the Customer Experience sector. You will grow and deploy a team of 4+ Customer Experience Sector experts to provide value added support to the business and be responsible for team's performance across all KPIs (case billability, quality, content creation, etc.). You will also take ownership for the team's development and career progression. Additionally, you will directly contribute to cases, proposals, client workshops based upon your own extensive experience in the domain. You will support SATT & Conferences, presenting expertise in meetings & conferences. BCG's Customer Experience consulting team help clients to transform their business at scale, driving cost-effective growth and life-time value through omnichannel and digital strategies. As a Senior Manager - BCG Vantage you will partner with consulting leadership to bring to market new consulting offers and provide case teams with the latest insight and tools to drive client impact. You'll serve as thought partner and subject matter expert to case teams and consulting leaders, helping to structure and solve complex issues. This is a diverse role that will see you engaged on a variety of product marketing, sales enablement, and expert consulting assignments. You'll conduct research to support offer development and go-to- market; build / deploy client diagnostics to scope customer experience innovations and improvements; and partner with consulting teams to contribute to proposals and client workshops. Success in this role requires a blend of analytical and creative skills. You'll need to be able to conduct quant and qual analyses to map customer journeys and assess the business impact of meeting customer needs. You'll also need to be adept at understanding market priorities and crafting product messaging to communicate our customer experience value proposition and impact. It also requires an entrepreneurial flair. With the advent of AI, customer experiences and expectations are evolving fast. So are our clients. You'll need to keep ahead of the latest innovations and work to constantly evolve BCG's CX perspectives, insights, and client diagnostics so that we can answer our clients' toughest questions. YOU'RE GOOD AT Deep expertise in customer experiences across online and offline touchpoints Developing customer-centric strategies that drive growth, cost efficiency, and lifetime value Conducting quant / qual research to understand customer needs and pain points Mapping customer journeys, identifying "moments of truth," & designing target experiences Scoping & implementing AI, automation, and digital solutions to transform customer engagement Building data-driven business cases to prioritize CX investments and innovations Communicating with clients and stakeholders, in a credible and confident way Working collaboratively and effectively in a group dynamic often virtual Proficient in agile ways of working Being flexible and bringing a curious and creative mindset Navigating complexity and ambiguity What You'll Bring 7+ years of consulting experience required; candidates with consulting experience preferred In lieu of consulting experience, 8+ years minimum industry experience required; 12-14+ years of industry experience strongly preferred Bachelor's Degree required (advanced degree preferred) Fluency in English (must have) Experience in any of the following sectors: telecom, retail, banking, insurance, or travel (preferred) Strong business acumen and problem-solving capabilities Strong written and verbal communication skills Who You'll Work With As a Director - Customer Experience , BCG Vantage on our Topic Activation path , you will collaborate with global topic leads and colleagues across BCG to bring expertise and capabilities t o the ser vice of our internal and external clients. Our team is made up of a diverse pool of BCG Vantage positions that allow us to pursue exciting, innovative BCG Vantage careers. Additional info BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations. With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams. Client Focus (Embedded Expertise) Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients Research (Practice Topic and Sector-Aligned Research and Insights) Delivers actionable research and insights tailored to the client project's needs; works with qualitative and quantitative data, conducts research and provides synthesized results from sources including commercial data, public and open source, company and industry research, macro-economic, commodities and trade data Total compensation for this role includes base salary, annual discretionary performance bonus, contributions to BCG's Profit Sharing and Retirement Fund (PSRF), and a market leading benefits package described below. We expect total annualized compensation for Chicago & Boston based employees to be approximately the following: Base salary of $174,100 Annual discretionary performance bonus between 0-30% 5% Profit Sharing Retirement Fund (PSRF) contribution, increasing to 10% after two years of service. Contributions are vested immediately and there is no waiting period At BCG, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here for more information on E-Verify.
