Digital Account Director, Wealth Management & Insurance



Job Description

At TORI Global, we are championing a different kind of consultancy. One where high level, industry experience is the currency that delivers success.

We are looking for someone than can drive the Customer Value (including but not limited to Digital) proposition within Wealth management and Insurance, working with the WM&I and Customer Value proposition teams.

Main Responsibilities:

  • Experienced change professional: ability to shape proposals and lead engagements (both client and TORI team)
  • Deep understanding of Wealth Management and Insurance, particularly Retail Investments, Wealth Platforms, Life and Pensions
  • Deep understanding of Customer and Distribution in WM&I - both end customers and IFAs, D2C and D2B channels
  • Good understanding of digital channels
  • Good understanding of customer journeys/propositions
  • Good understanding of the relevant WM&I regulation impacting this area
  • Ability to deliver TORI thought leadership including presenting at conferences
  • Self-starter, can sell work and work accounts, although this is not a pure sales role

The Ideal Candidate:

  • Background in Customer Value within industry or consultancy - ideally a mixture of both
  • Track record of leading significant projects in this area (within industry or consultancy)
  • Has a good black book - is well connected within the industry

About The Company

It takes courage to embrace change and transform your business. We know. We've been there. That's why we set up TORI Global. To be a credible alternative to the big four' within Financial Services - by putting real industry experience at the heart of consultancy. So our clients get the best independent advice and specialist expertise for the success they deserve.

We are truly global. Headquartered in London, with offices in New York and Dubai and recent expansions into Bangalore and Singapore, there is a TORI network across the globe with aggressive growth plans.

Why our clients work with us

We're experienced. The TORI team have held C-level and senior roles in global organisations. We understand their business needs and the challenging sectors they work in.

We're outcome based. We complete every project with speed, agility and a clear return on investment. We don't just deliver value, we prove it.

We're agile. Our extensive network of Associates and partners means we can scale up and down quickly. We can put the right people on the job to deliver the best solutions.

We're flexible. Our flexible pricing model allows us to tailor projects to our clients' specific needs. We will always find the right balance between quality, cost and risk.

We have no external investors. We believe this brings greater integrity and personal commitment to our client engagements.

We have a strong track record. Our long-standing client relationships are testament to our collaborative approach. We have achieved success together time and time again.

We have a no-nonsense attitude. Shying away from hard truths is not our style. Bringing a candid pragmatism to any problem is. Sometimes we may have to tell our clients what's needed, not what they want to hear. We believe they'll thank us in the end.

Our Values

At TORI Global we believe that delivering success for customers relies on successful partnerships, and that successful partnerships are founded on the values of Trust, Openness, Respect and Integrity. This is what TORI stands for - not just in words, but in every aspect of our business.


  • Location : Not Specified
  • Reference : JSJOB -0000023/341271450
  • Salary: From 100000.00. uopto 150000.00. Paid Annual.
  • Closing Date:
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