Senior Account Executive | Canada Ministry of National Defence

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.

Senior Account Executive (6 month FTC)

DEPT

DEPT® is a Growth Invention company built to help the world’s most ambitious brands grow faster. Operating at the intersection of technology and marketing, our 4,000+ specialists deliver growth invention services across Brand & Media, Experience, Commerce, CRM, and Technology & Data. We’re 50|50 tech and marketing, partner-led, and first to move. Clients include Google, Lufthansa, Meta, eBay, and OpenAI. We have been certified B Corp and Climate Neutral since 2021. This is a 6 month fixed term employee contract initially, with a likelihood of extension.   JOB PURPOSE This role is part of our Global Studios team. We create emotive yet conversion-focused ideas, products and campaigns at scale and speed. Our specialty is hyper-personalised, digital communications that change perceptions, shape new behaviours, and shift market share for our clients. As a Senior Account Executive, you will be responsible for building strong relationships with clients while overseeing the delivery of a wide variety of integrated campaigns. You will be required to manage client briefs, plan, assign and review creative as well as manage the overall agency workload in partnership with the rest of the team. You’ll be joining a nimble team that jumps in wherever the action is. If you're adaptable, self-sufficient, and great at working with different personalities, you'll feel right at home here. You will be working closely with Designers, Copywriters, Developers and other parts of the agency to ensure successful campaign deliveries. WHAT YOU’LL DO: * Manage, draft and review client briefs * Ensure client deadlines are met across multiple campaigns and liaising with the Account Director on the teams capacity * Liaise with clients, clarifying questions, managing expectations and proactively communicating status, updates or agency recommendations * Clearly and effectively distill and transfer client feedback to designers, copywriters * Prioritising workloads for the team, and escalating when needed * Ensure client requirements are met whilst protecting DEPT brand values * Maintain a full understanding of the clients’ business, strategies, objectives, brand, audiences, and challenges, advising on the communications solution that best meets their needs, with the objective to becoming a trusted adviser * Build excellent working relationships with key clients – by attending regular meetings, video conference calls, planning sessions, briefing meetings, and participating in evaluation reviews * Ensure high standards are maintained and add value wherever possible * Ensure success criteria are met and projects are delivered to time and to budget * Escalate to senior management with internal and external issues and events that might impact accounts positively or negatively * Work with the team to determine and test creatives across client owned channels WHAT YOU BRING: * Experience delivering a broad range of multi-channel marketing communications including digital and direct, including email and banner experience * Extremely organised, with the ability to manage multiple projects simultaneously * You are ambitious with the ability to think strategically, contribute something new to the agency * Ability to work within short timeframes and meet deadlines with ease and efficiency, successfully managing schedules and priorities * Highly motivated to learn, grow and improve * Personable, approachable demeanor and motivating team player * Moderate understanding of production and interactive processes * Excellent oral and written communication skills * Superb planning and organisation ability * Ability to manage and develop client and supplier relationships * Basic understanding of financials to effectively manage budgets The anticipated annual salary range for this position is $60,000 - $70,000 CAD. Salary is based on relevant experience, expertise, and organizational impact. AI Disclosure: At DEPT®, we use AI-assisted technology (Metaview) to capture notes and summarize interview conversations, so our interviewers can stay fully focused. Using the AI is optional, just let us know if you’d prefer it not be used. This posting reflects an existing vacancy at DEPT®. WE OFFER * A flexible, hybrid working policy. * An excellent salary based on experience and equal pay policies. * Mental health support, and company sick pay scheme. * 15 days paid holiday annually (plus Public Holidays). * Refreshments are provided in the office all week. * Enhanced family friendly policies to support new parents. * Social and Cultural Events, plenty of opportunities to connect with colleagues through organised activities and celebrations. * Inspirational Talks, bringing the outside in with regular guest speakers and events. * Learning and Development, supporting your growth with continuous opportunities to learn and advance. * Buddy Programme: You will be paired with a ‘Buddy’ to help you through your first weeks’ at DEPT®. * A reputation for doing good. DEPT® has been a Certified B Corp® since 2021 and named ‘Agency of the Year’ at both The Lovies and The Webby Awards. * Awesome clients. Whether big or small, local or global — at DEPT® you’ll get the opportunity to work with clients of all sizes and across all industries. And we celebrate all of our successes together! * The opportunity for possibility. We want to enable you to do what you do best and help you develop your skills further with training, development and certifications. WHY DEPT®? We are a Growth Invention company built to help the world’s most ambitious brands grow faster. Operating at the intersection of technology and marketing, we create what is next by pioneering ideas, acting fast, and moving further because standing still just is not in our DNA. We are drawn to people who stay curious, move with intent, and never stop inventing. Our culture runs on three values: better together, relentlessly curious, and get sh*t done. It is how we work, how we grow, and how we make things that matter. At DEPT®, you will find the freedom to explore, the space to collaborate, and the trust to make a real impact for our clients, for each other, and for the world we are helping to build. DIVERSITY, EQUITY & INCLUSION  At DEPT®, we take pride in creating an inclusive workplace where everyone has an equal opportunity to thrive. We actively seek to recruit, develop, nurture, and retain talented individuals from diverse backgrounds, with varying skills and perspectives. Not sure you meet all qualifications? Apply, and let us decide! Research shows that women and members of underrepresented groups tend not to apply for jobs when they think they may not meet every requirement, when in fact they do. We believe in giving everyone a fair chance to shine. We also encourage you to reach out to us and discuss any reasonable adjustments we can make to support you throughout the recruitment process and your time with us. Want to know more about our dedication to diversity, equity, and inclusion? Check out our efforts here.

Senior Account Executive (6 month FTC)

DEPT

DEPT® is a Growth Invention company built to help the world’s most ambitious brands grow faster. Operating at the intersection of technology and marketing, our 4,000+ specialists deliver growth invention services across Brand & Media, Experience, Commerce, CRM, and Technology & Data. We’re 50|50 tech and marketing, partner-led, and first to move. Clients include Google, Lufthansa, Meta, eBay, and OpenAI. We have been certified B Corp and Climate Neutral since 2021. This is a 6 month fixed term employee contract initially, with a likelihood of extension.   JOB PURPOSE This role is part of our Global Studios team. We create emotive yet conversion-focused ideas, products and campaigns at scale and speed. Our specialty is hyper-personalised, digital communications that change perceptions, shape new behaviours, and shift market share for our clients. As a Senior Account Executive, you will be responsible for building strong relationships with clients while overseeing the delivery of a wide variety of integrated campaigns. You will be required to manage client briefs, plan, assign and review creative as well as manage the overall agency workload in partnership with the rest of the team. You’ll be joining a nimble team that jumps in wherever the action is. Instead of being tied to one client, you’ll get to work across a variety of accounts—perfect for someone who thrives on variety, thinks on their feet, and enjoys solving problems without missing a beat. If you're adaptable, self-sufficient, and great at working with different personalities, you'll feel right at home here. You will be working closely with Designers, Copywriters, Developers and other parts of the agency to ensure successful campaign deliveries. WHAT YOU’LL DO: * Manage, draft and review client briefs * Ensure client deadlines are met across multiple campaigns and liaising with the Account Director on the teams capacity * Liaise with clients, clarifying questions, managing expectations and proactively communicating status, updates or agency recommendations * Clearly and effectively distill and transfer client feedback to designers, copywriters * Prioritising workloads for the team, and escalating when needed * Ensure client requirements are met whilst protecting DEPT brand values * Maintain a full understanding of the clients’ business, strategies, objectives, brand, audiences, and challenges, advising on the communications solution that best meets their needs, with the objective to becoming a trusted adviser * Build excellent working relationships with key clients – by attending regular meetings, video conference calls, planning sessions, briefing meetings, and participating in evaluation reviews * Ensure high standards are maintained and add value wherever possible * Ensure success criteria are met and projects are delivered to time and to budget * Escalate to senior management with internal and external issues and events that might impact accounts positively or negatively * Work with the team to determine and test creatives across client owned channels WHAT YOU BRING: * Experience delivering a broad range of multi-channel marketing communications including digital and direct, including email and banner experience * Extremely organised, with the ability to manage multiple projects simultaneously * You are ambitious with the ability to think strategically, contribute something new to the agency * Ability to work within short timeframes and meet deadlines with ease and efficiency, successfully managing schedules and priorities * Highly motivated to learn, grow and improve * Personable, approachable demeanor and motivating team player * Moderate understanding of production and interactive processes * Excellent oral and written communication skills * Superb planning and organisation ability * Ability to manage and develop client and supplier relationships * Basic understanding of financials to effectively manage budgets The anticipated annual salary range for this position is $60,000 - $70,000 CAD. Salary is based on relevant experience, expertise, and organizational impact. AI Disclosure: At DEPT®, we use AI-assisted technology (Metaview) to capture notes and summarize interview conversations, so our interviewers can stay fully focused. Using the AI is optional, just let us know if you’d prefer it not be used. This posting reflects an existing vacancy at DEPT®. WE OFFER * A flexible, hybrid working policy. * An excellent salary based on experience and equal pay policies. * Mental health support, and company sick pay scheme. * 15 days paid holiday annually (plus Public Holidays). * Refreshments are provided in the office all week. * Enhanced family friendly policies to support new parents. * Social and Cultural Events, plenty of opportunities to connect with colleagues through organised activities and celebrations. * Inspirational Talks, bringing the outside in with regular guest speakers and events. * Learning and Development, supporting your growth with continuous opportunities to learn and advance. * Buddy Programme: You will be paired with a ‘Buddy’ to help you through your first weeks’ at DEPT®. * A reputation for doing good. DEPT® has been a Certified B Corp® since 2021 and named ‘Agency of the Year’ at both The Lovies and The Webby Awards. * Awesome clients. Whether big or small, local or global — at DEPT® you’ll get the opportunity to work with clients of all sizes and across all industries. And we celebrate all of our successes together! * The opportunity for possibility. We want to enable you to do what you do best and help you develop your skills further with training, development and certifications. WHY DEPT®? We are a Growth Invention company built to help the world’s most ambitious brands grow faster. Operating at the intersection of technology and marketing, we create what is next by pioneering ideas, acting fast, and moving further because standing still just is not in our DNA. We are drawn to people who stay curious, move with intent, and never stop inventing. Our culture runs on three values: better together, relentlessly curious, and get sh*t done. It is how we work, how we grow, and how we make things that matter. At DEPT®, you will find the freedom to explore, the space to collaborate, and the trust to make a real impact for our clients, for each other, and for the world we are helping to build. DIVERSITY, EQUITY & INCLUSION  At DEPT®, we take pride in creating an inclusive workplace where everyone has an equal opportunity to thrive. We actively seek to recruit, develop, nurture, and retain talented individuals from diverse backgrounds, with varying skills and perspectives. Not sure you meet all qualifications? Apply, and let us decide! Research shows that women and members of underrepresented groups tend not to apply for jobs when they think they may not meet every requirement, when in fact they do. We believe in giving everyone a fair chance to shine. We also encourage you to reach out to us and discuss any reasonable adjustments we can make to support you throughout the recruitment process and your time with us. Want to know more about our dedication to diversity, equity, and inclusion? Check out our efforts here.