Senior Consultant | Generalist

Solution Architect - Wealth Management Technology

Alpha FMC

ABOUT ALPHA GROUP Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialists, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs. We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive. WHY JOIN ALPHA? * Established yet entrepreneurial: with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business. * Backed by Bridgepoint: as part of one of the world's leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings, creating even more opportunities for our people. * Exposure to senior leadership: whether you are in an internal or a client-facing role, you will have the opportunity to work with and learn from high performers at the top of their game. * Learning and growth opportunities: we run tailored training to help you be successful, provide excellent mentorship, and offer up to 5 days paid training time per year. High responsibility and autonomy mean you develop your skillsets quickly. * Performance-driven culture with real impact: advancement at Alpha is based on impact and capability, not tenure or quotas. You will have autonomy and see the tangible difference your ideas and decisions make. ABOUT ALPHA TECH SERVICES Alpha Tech Services (ATC) is the technology implementation and business integration arm of the Alpha Financial Markets Consulting (Alpha FMC) group, the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world's top asset and wealth managers a competitive edge through deep expertise and industry insight. Our team is of a uniquely high caliber, and by focusing on asset and wealth management exclusively we build knowledge and experience that generalist firms cannot match. We work with a blue-chip client base, including 21 of the top 25 largest global asset management firms and over 130 clients across the globe, with offices across the United States, Canada, the UK, Europe, the Middle East, and APAC. THE OPPORTUNITY Alpha FMC is expanding its Wealth Management Technology practice and is looking for an experienced Solution Architect to help wealth management firms navigate technology transformation. This role sits at the intersection of wealth management domain expertise and technology delivery, supporting clients across the advisor-facing value chain: from client onboarding and account management through portfolio construction, trading, performance reporting, and client communications. You will work directly with wealth managers, TAMPs, RIA aggregators, broker-dealers, and fintech vendors to define, design, and deliver technology solutions that address the full complexity of modern wealth management operations. ROLE RESPONSIBILITIES As a Solution Architect in our Wealth Management Technology practice, you will: * Define and lead delivery of wealth technology solutions spanning platform implementation, system integration, and data architecture, managing experienced developers and technical consultants. * Manage Wealth Tech vendor partnerships, including joint go-to-market opportunities, pipeline development, relationship management, and the overall partnership framework that positions Alpha as a preferred implementation and integration partner in the wealth management technology ecosystem. * Translate business requirements across the financial advisor value chain into solution designs that address onboarding, account management, portfolio management, trading and execution, performance reporting, billing, and client engagement. * Leverage deep familiarity with the Wealth Tech vendor landscape, including TAMPs, portfolio management systems, order management systems, CRM platforms, financial planning tools, custodial integrations, and data aggregation providers. * Support clients in improving and optimizing their operating models, including resource management, technology architecture, and business process design across advisor-facing and back-office functions. * Define and socialize technical approaches for implementation, including SDLC frameworks, data migration strategies, API and custodial integration patterns, and client onboarding workflows. * Present options and designs to business and technology stakeholders at all levels, articulating Alpha's perspective on industry best practices clearly and with credibility. * Input to project definition, resourcing, timelines, and objectives within a workstream or engagement. * Drive documentation and development according to specifications and standards. * Participate in project team meetings and communicate effectively with client peers, architects, system analysts, business analysts, project managers, and technology teams, reporting project status as required. * Support Alpha's internal IP development, including proposition development, accelerators, and at least one area of specific Wealth Tech expertise. * Take a lead in mentoring and coaching team members. ROLE REQUIREMENTS EXPERIENCE AND DOMAIN KNOWLEDGE * 7+ years of experience in technology roles within or serving the wealth management industry, including direct experience with fintech implementations and integrations. * Deep familiarity with the financial advisor value chain, spanning client onboarding, account management, financial planning, portfolio management, trading and execution, performance reporting, billing, and client communications. * Hands-on experience implementing or integrating Wealth Tech platforms such as Apex, Orion, Envestnet, Tamarac, Black Diamond, Riskalyze/Nitrogen, iCapital, Addepar, Salesforce Financial Services Cloud, Redtail, or comparable systems. * Working knowledge of custodial infrastructure, including integration patterns with Schwab, Fidelity, Pershing, and similar custodians, and familiarity with data delivery standards such as ACATS, DTCC, and FIX protocol. * Experience with the RIA, broker-dealer, and TAMP ecosystem, including an understanding of how these channels differ in technology requirements, regulatory constraints, and advisor workflows. * Familiarity with insurance distribution and alternative investment platforms as complements to core wealth management operations is a plus. TECHNICAL SKILLS * Experience leading complex system integration projects, including API design, data mapping, and middleware configuration. * Proficiency in data architecture and engineering concepts, including data modeling, ETL design, and cloud data platforms such as Snowflake or Azure Synapse. * Experience with cloud environments (AWS, Azure, or GCP) and modern data pipeline tools. * Ability to design scalable and reliable architectures that account for the data volume, security, and compliance requirements of wealth management operations. * Understanding of data lifecycle management, data quality frameworks, and governance practices relevant to client and account data in wealth management. CONSULTING AND CLIENT SKILLS * Demonstrated ability to lead client-facing engagements, manage stakeholder expectations across business and technology teams, and influence senior decision makers. * Strong executive communication skills with the ability to present complex technology options in business terms to C-suite, operations, and advisor-facing audiences. * Experience managing technology projects using Agile or other methodologies in a consulting or client services context. * Ability to lead cross-functional teams and work effectively across client, vendor, and internal project stakeholders. COMPENSATION AND PERKS * A competitive salary with discretionary bonus scheme based on company and personal performance. * 25 days of annual paid time off. * 401k matching. * Sponsorship towards professional certifications and training, supported with 5 days of paid training time. * Choice of laptop. * Supplemented medical, dental, and vision coverage. * North America team-wide training and employee appreciation retreats. The anticipated base salary for this role varies based on geographic location and is structured across three compensation zones. These zones reflect local market conditions and cost of labor. Geographic placement is determined by the employee’s primary work location. Zone A | $163,000 – $186,200 Applies to candidates working in designated high-cost metropolitan areas, including: Los Angeles, CA; San Francisco, CA; Boston, MA; New York City, NY; and Washington, DC, as well as remote roles based in Massachusetts or the New York Tri-State Area. Zone B | $135,000 – $170,000 Applies to candidates working in key metropolitan markets, including: Austin, TX; Atlanta, GA; Chicago, IL; Charlotte, NC; Denver, CO; and Philadelphia, PA, as well as remote roles based in Texas, California, Pennsylvania, Florida, or Colorado. Zone C | $125,000 – $160,075 Applies to all other U.S. locations not listed above. Final compensation will be determined based on experience, qualifications, and work location. In addition to base salary, this role is eligible for a discretionary bonus and a comprehensive benefits package. We are committed to equitable and transparent compensation practices across all locations. OUR COMMITMENT TO INCLUSION At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.

Manager

Alpha FMC

About Alpha Group Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialists, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs. We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive. As we look to the future, we’re excited to be looking for new Alpha colleagues—individuals who are collaborative, innovative, and ambitious. We hope you will join us and help shape the next chapter of our growth journey. Why join Alpha? * Flexibility that supports real life – We trust our team to manage their time and energy in the way that works best for them. Our hybrid and flexible working model allows you to balance client delivery with personal commitments — without sacrificing career progression. * Inclusive parental leave & family support – We offer generous parental leave for all parents alongside a truly supportive return-to-work culture. Many of our team members transition smoothly back through flexible scheduling, ramp-up periods, and ongoing mentorship. * Established yet entrepreneurial – Alpha combines the stability of a global consultancy with the agility of a high-growth firm, giving you autonomy, visibility, and the ability to shape your career. * Learning built in, not added on – You’ll receive tailored training, structured mentorship, and up to 5 paid training days each year, plus on-the-job experience that accelerates your growth. * A diverse culture and leadership team – We’re proud to have diversity within our senior leadership here at Alpha across North America and globally. We invest in developing all leaders through coaching, internal communities, and opportunities to work closely with partners. * A truly supportive environment – We’re a meritocratic culture where your impact matters more than face time. We care about results, high standards, and collaboration. About the Role At Alpha, you will be pivotal in leading engagements to identify and implement solutions for a range of issues facing asset and wealth managers. Over the course of each project, you will collect and analyze data, prepare and test hypotheses, and present recommendations to the client to solve their unique business & technology challenges. We recognize that strong consultants come from diverse career paths. If you have a foundation in financial services or consulting and are excited about learning, you’ll thrive here. Primary Responsibilities * Managing project execution and a team of consultants ensuring the successful delivery of client engagements, including planning the day-to-day work of the team, facilitating client interviews and workshops, structuring client deliverables and ensuring Alpha’s standards for quality are met * Creating a culture of continuous learning for Alpha team members, and actively mentoring to develop their skillset as they progress in their careers * Supporting Alpha FMC’s business development by driving the creation of client proposals, authoring thought leadership, and maintaining strong relationships with past and prospective clients * Contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas * Maintaining a broad understanding of the challenges facing the Asset & Wealth Management Industry and demonstrating subject matter expertise in at least one area in demand by clients Experience & Skills At Alpha FMC, we welcome candidates from all backgrounds and career journeys. We value diverse perspectives, transferable skills, and non-linear paths, and we recognize that great talent comes in many forms. Even if your experience doesn’t align with every qualification in the job description, we encourage you to apply. We are looking for individuals who can bring a blend of the following strengths and are eager to grow with us. The ideal candidate will bring a combination of the following: * 5 years or more of consulting or project management experience within or adjacent to financial services, preferably within Asset & Wealth Management * Solid problem-solving skills. Familiarity with recognized consulting frameworks and techniques; experience of research, quantitative analysis, structured problem solving and executive communication techniques * Proven presentation skills; the ability to articulate complex problems and solutions in a simple, logical, and impactful manner * Notable work in building and sustaining lasting relationships with clients * Exposure to operating model design and implementations impacting business processes and/or IT solutions in at least one business area such as Investments, Distribution, Middle & Back Office processes and outsourcing * Ability to lead and mentor teams with empathy and collaboration * A desire to innovate, think creatively, and contribute to firm growth * Comfort working in a hybrid model with the flexibility to travel when required Compensation and Perks: * Competitive salary with annual profit-sharing opportunity * 401k/RRSP matching * 25 days of annual paid time off * Up to 7 days annually for sick leave * Supplemented medical, dental and vision coverage * Generous reimbursement for commuting, mobile phone, and home internet expenses * North America team-wide training and retreats * Sponsorship towards professional certifications / training supported with 5 days of paid training time. We are committed to creating an environment where careers and families can thrive together. Our family-friendly benefits are designed to support employees through every stage of caregiving: * Comprehensive parental leave for all parents, including 8 weeks of birthing leave and 8 weeks of bonding leave. * Return with Care Program to support a smooth transition back to work after leave. * Child Sickness Leave, providing up to 5 days of protected time for returning parents. * Menstrual care support, offering employees time off as needed to manage menstrual-related illness. * Menopause support, ensuring employees have access to resources and flexibility during this stage of life. * Flo subscription coverage for up to two memberships per year to support reproductive and hormonal health. * Flexible hybrid schedules help balance work and family commitments. * A supportive community of working parents that shares resources and fosters connection. * Leadership that models healthy work–life integration, reflecting our belief that family and professional success go hand in hand. The anticipated base salary for this role varies based on geographic location and is structured across three compensation zones. These zones reflect local market conditions and cost of labor. Geographic placement is determined by the employee’s primary work location. Zone A | $163,000 – $186,200 Applies to candidates working in designated high-cost metropolitan areas, including: Los Angeles, CA; San Francisco, CA; Boston, MA; New York City, NY; and Washington, DC, as well as remote roles based in Massachusetts or the New York Tri-State Area. Zone B | $135,000 – $170,000 Applies to candidates working in key metropolitan markets, including: Austin, TX; Atlanta, GA; Chicago, IL; Charlotte, NC; Denver, CO; and Philadelphia, PA, as well as remote roles based in Texas, California, Pennsylvania, Florida, or Colorado. Zone C | $125,000 – $160,075 Applies to all other U.S. locations not listed above. Final compensation will be determined based on experience, qualifications, and work location. In addition to base salary, this role is eligible for a discretionary bonus and a comprehensive benefits package. We are committed to equitable and transparent compensation practices across all locations. Our Commitment to Inclusion At Alpha, diversity, equity, and inclusion are essential to our success. We are committed to fostering an inclusive and equitable workplace where every individual is treated fairly, regardless of gender, background, or identity. We welcome applications from disabled candidates and are dedicated to ensuring our recruitment process and workplace remain accessible and inclusive for all.

Procurement Manager - Generalist

IMC

The Procurement Manager is responsible for supporting day-to-day purchasing operations, executing purchase orders, and maintaining data accuracy across procurement systems. Operating on the US Team, this role partners with stakeholders across the business to process purchasing requests efficiently, ensure compliance with procurement policies, and support a range of category and sourcing activities. The ideal candidate is organized, detail-oriented, and eager to develop their procurement skills across a broad range of spend categories, with a clear path to grow into a senior specialist or category-focused role over time. Core Responsibilities * Support a variety of internal stakeholder across construction, events, recruiting, travel and consulting. * Execute purchase orders accurately and in compliance with company procurement policies, approved contracts, and budget authorizations. * Partner with internal stakeholders to confirm specifications, timelines, and approvals prior to order placement. * Maintain accurate and up-to-date records in CRM and ERP systems, ensuring transparency and audit readiness. * Support supplier onboarding, data maintenance, and compliance documentation. * Monitor order status, delivery timelines, and supplier performance; escalate issues as needed. * Assist category managers and senior specialists with sourcing research, RFx support, and vendor data collection. * Track and report on spend activity, open POs, and purchasing metrics to support category strategy and budget visibility. * Identify opportunities to improve purchasing workflows, reduce manual effort, and increase process consistency. * Collaborate with finance, legal, and operations teams to resolve invoice discrepancies, contract questions, and vendor issues. * Build foundational knowledge across spend categories with a view toward specialization over time. Skills & Experience * 2–4 years of experience in procurement, purchasing, supply chain operations, or a related field. * Bachelor's degree in Supply Chain Management, Business Administration, or a related field. * Strong organizational skills with the ability to manage multiple priorities accurately in a fast-paced environment. * Experience with procurement software and/or ERP systems (e.g., SAP, Coupa, Oracle, Workday). * Excellent attention to detail, accuracy, and follow-through. * Strong communication and collaboration skills for cross-functional stakeholder support. * Working knowledge of procurement policies, PO processes, and contract compliance requirements. * Analytical mindset with comfort working in spreadsheets and reporting tools. * Eagerness to learn, grow, and take on increasing responsibility across procurement categories. * Professional certification (e.g., CPSM, CIPS) is a plus but not required. Please note that immigration sponsorship is not offered for this specific opening. The Base Salary range for the role is included below. Base salary is only one component of total compensation; all full-time, permanent positions are eligible for a discretionary bonus and benefits, including paid leave and insurance. Please visit Benefits - US | IMC Trading for more comprehensive information. Salary Range $80,000—$120,000 USD About Us IMC is a global trading firm powered by a cutting-edge research environment and a world-class technology backbone. Since 1989, we’ve been a stabilizing force in financial markets, providing essential liquidity upon which market participants depend. Across our offices in the US, Europe, Asia Pacific, and India, our talented quant researchers, engineers, traders, and business operations professionals are united by our uniquely collaborative, high-performance culture, and our commitment to giving back. From entering dynamic new markets to embracing disruptive technologies, and from developing an innovative research environment to diversifying our trading strategies, we dare to continuously innovate and collaborate to succeed.