Case Manager - Investment Migration

Alpha FMC

Job Description Title : Manager (Asset & Wealth Management) Expertise : Investment Location : France   Alpha Financial Markets Consulting (Alpha FMC) is 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 our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base, including 95% of the top 20 global asset management firms, and work with over 660 clients across the globe. We have our headquarters located in the United Kingdom and offices in France as well as other major European financial centres (Luxembourg, Switzerland, Netherlands, Germany) and globally across United States, Canada and Asia-Pacific. Following a successful London Stock Exchange (AIM) admission in 2017, we are now at a critical turning point in our growth. We are looking to grow the company across all levels. Pivotal to our success in this, we will be assembling the next generation of leaders, responsible for growing, elevating our market position further and nurturing the junior talent through the business. At Alpha, we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work.   Role Responsibilities: Based in France, you will carry out consulting engagements or manage projects for prestigious clients, leaders in Asset Management (Asset Managers, Private Banks, Asset Owners, Investor Services Providers) in areas including: * Post Merger Integration * Operating Models Review & Design * Solutions Selection and Implementation * Digital Transformation * Operational Benchmarking * Change Management   We offer you the opportunity to embark on an exciting career: Work environment * Delivering interesting assignments in an international environment (international assignments and teams, possibility of exchanges with other offices of the group). You will be working with high potential employees in a dynamic and diverse environment. * You will benefit from the Alpha FMC solid knowledge on Asset Management and Wealth Management, thanks to a long experience with many clients and vendors in the past. We have references with the top 100 leaders of the industry! * You will significantly develop your industry knowledge and best practices by leveraging on our Alpha’s Investments Business Practices Type of projects * By covering this position, you will become a Investments Practice expert, ensuring the execution and delivery of transformation projects related to the Investments Management Value Chain: Front Office, Middle Office, Performance and Risk. * You would work on projects such as: * Defining client strategy, value proposition and roadmap by sharing industry key trends and best practices (both at technology and services level), assessing maturity and identifying the ‘hot topics’. * Reviewing or designing the Target Operating Model. * Assessing target solutions: driving the RFP process and support functional and non-functional assessment with vendors to select the best solution * Supporting the implementation (project/programme management, design, requirements engineering, training, migration, change management, ...) Type of responsibility As a manager, you will be responsible of: * Developing strategies and driving high-quality work products within expected timeframes on budget * Developing and enforcing project approach and methodologies in alignment with assignment director * Managing Project, monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency * Develop and maintain long-term client relationships and networks * Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting * Staying abreast of current business and industry trends relevant to the client's business Specifics to the investment practice * You will join a highly qualified team with strong expertise on Front Office, Middle Office, Performance and Risk processes. The team is spread across Europe, offering a good opportunity to work in an international context and learn about the country specifics * You will work on multiple types of projects linked to the Investments Value chain transformation listed in the above section * You will support the Investment practice growth by: * organizing events with clients such as peer groups or conferences * Producing thoughts leadership contents (AI, impact investments, evolution of operating models) or benchmarks of vendors solutions, data providers, or investment products. * Producing marketing packs to support our growth and develop our client network * Share expertise within the practice by organizing knowledge sharing session and learning tracks   Role Requirements (Skills, Experience and Qualifications): * A minimum of 5 years proven experience in consulting or projects, gained within a leading financial institution or consulting firm * Experience of projects engaged on Target Operating Model review and definition, business processes and/or IT solutions in some of the following areas: Portfolio management, Trading, Risk and Performance management, Middle-Office (trade support and positions keeping, collateral and OTC derivatives administration, corporate actions) * Strong knowledge of the financial instruments (vanilla, OTC, alternatives) and key Investments workflows * Demonstrating a strong curiosity and self-learning abilities to become an expert on market trends, drivers and outlook of the Asset and Wealth Management market. * Bonus if the candidate has worked with some market leading solution providers to the like of (Bloomberg AIM, Blackrock Aladdin, Amundi Alto, Charles River IMS, Simcorp Dimension, & many others …), covering both technological and business services offering * First-class communication, presentation and problem-solving skills with an excellent command of Microsoft Office * Proven track record in client relationship development. This should include examples of client account support/management and preferably geared towards supporting business development/sales initiatives * Stakeholder management and influencing skills – with both clients, colleagues and junior team members * Focus on team achievement, not just individual goals * Strong academic background from a top-ranking business school or engineering school * Fluency in French and English is required * Eligible to work in France   Sharing Success: Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this: * Competitive base salary * Share of the profits of the business as a % of base salary: Each year the company distributes among its staff up to 30% of the profits measured through EBITDA. * 25 working days of paid leave + 2 days off, 27 days in total * Lunch vouchers (10€) * Life insurance and travel insurance * Laptop and mobile phone * Supportive, social and collaborative environment * Comprehensive training and development programmes (CAPM, Prince 2, CFA…) * Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand * An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the Asset and Wealth Management industry   We are a highly collaborative and supportive team and enjoy socialising together. At Alpha we are committed to employing individuals from all backgrounds, that reflects the multi-cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client’s expectations of service. Your Wellbeing: Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this, we have an established mentoring and employee oversight framework across all global locations and levels. At the same time, we continue to invest in our comprehensive training and development programme that builds confidence, consulting skills and industry content. Next steps: If this sounds like one of the proposed roles are ideal for you, apply today to a grade chosen based on your qualifications! If successful, you will have the opportunity to meet various team members during our recruitment process which typically include a Competency style interview, a Case Study interview, and a Final Round interview with one of our European Directors.   --- Please be aware that we may hold information for up to 3 years from the close of the recruitment process to allow us to review your suitability for current and future job opportunities with Alpha, your data may also be shared with relevant third party providers as and when required as part of the assessment process. Full details around what data we hold, why we hold it and for how long are available in our recruitment privacy statement (https://alphafmc.com/privacy-policy/). If you have any questions, or would like us to delete your data, please contact us by email at privacy@alphafmc.com.

Mongodb

MongoDB Engagement Managers are quota-carrying Professional Services sales leaders responsible for discovering customer business initiatives, developing services strategies, scoping and negotiating engagements, and driving Professional Services bookings that accelerate customer outcomes and MongoDB adoption. As an Engagement Manager, you will be a key leader within the PS team, working cross-functionally with the Sales, Professional Services, and Customer Success organizations to shape how we will help our customers achieve their MongoDB vision . Top-performing Engagement Managers have a unique ability to develop multi-phased services strategies aligned to customer modernization, migration, AI, and application development initiatives, then align with both executive and technical stakeholders to build business cases, define outcomes, and secure investment in Professional Services engagements. To learn more about the Engagement Management role, check out these insightful blog posts: Meet a Current Engagement Manager and How Engagement Managers Help Customers Succeed. This role will be based remotely in Sao Paulo, BR. WHAT YOU’LL DO AT MONGODB * Understand customer application portfolios and identify opportunities to design delivery programs related to modernization, cloud adoption, AI enablement, and data platform transformation. * Lead discovery, solutioning, estimation, and commercial negotiations to convert customer business initiatives into Professional Services bookings. * Collaborate as part of a larger team alongside cloud partners, strategic partners, and your MongoDB account teams to develop and execute customer success and Professional Services growth strategies. * Maintain a strong sense of ownership, driving all deals or technical scopings from inception to closure * Manage the Professional Services pipeline for bookings and revenue forecasts for your region * Expertly articulate the business value of professional services, speaking knowledgeably and credibly about service delivery issues, challenges, strategies, approaches, and risk mitigation * Work with our practice team to propagate internal skills and experience through the development of repeatable assets (estimates, proposals, SOWs, templates, tools, case studies etc.) * Work with the delivery team to transition any agreed upon project scope and customer expectations to ensure successful project delivery * Proactively seek opportunities to support and mentor other team members and share best practices * Have situational awareness and react appropriately in group settings AN IDEAL CANDIDATE WILL HAVE * Experience in Professional Services sales, consulting sales, solution consulting, or quota-carrying technology roles. * A BS degree in Computer Science, Mathematics, Engineering or equivalent professional experience * A minimum of 5 years experience in the sale of Professional Services and/or technology solutions at an enterprise software company * Experience as an architect, consultant, project manager, or Professional Services manager * Experience internally positioning and selling professional services * General knowledge of databases (RDBMS, SQL, NoSQL) * Experience and knowledge of the software development lifecycle and associated development methodologies (e.g. Agile, Waterfall) * Knowledge of software architecture including both cloud and on-premise technologies e.g. AWS, GCP, Kubernetes, OpenShift * The ability to collaborate as a part of a larger account team to build and execute complex account strategies and sales plays * An ability to scope and estimate projects * Strong presentation skills: Showing the value, capabilities, and differentiators of complex service solutions using methodologies and service offerings * Willingness to travel for key engagements and team offsites ABOUT MONGODB MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the data platform for the AI era, enabling builders to create, transform, and disrupt industries with software. MongoDB’s unified data platform, the most widely available, globally distributed data platform on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud data platform and is available across AWS, Google Cloud, and Microsoft Azure. With offices worldwide and over 67,000 customers, including 75% of the Fortune 100 and AI-native startups, relying on MongoDB for their most important applications, we’re powering the next era of software. Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB. To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world! MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. MongoDB is an equal opportunities employer. REQ ID: 2273468466

Mongodb

MongoDB Engagement Managers are quota-carrying Professional Services sales leaders responsible for discovering customer business initiatives, developing services strategies, scoping and negotiating engagements, and driving Professional Services bookings that accelerate customer outcomes and MongoDB adoption. As a Services Seller Engagement Manager, you will be a key leader within the PS team, work cross-functionally with the Sales, Professional Services, and Customer Success organizations to shape how we will help our customers achieve their MongoDB vision. Top- performing Engagement Managers have a unique ability to develop multi-phased services strategies aligned to customer modernization, migration, AI, and application development initiatives, then align with both executive and technical stakeholders to build business cases, define outcomes, and secure investment in Professional Services engagements. To learn more about the Services Seller Engagement Management role, check out these insightful blog posts: Meet a Current Engagement Manager and How Engagement Managers Help Customers Succeed. This role will be based remotely in San Francisco, CA. WHAT YOU’LL DO AT MONGODB * Understand customer application portfolios and identify opportunities to design delivery programs related to modernization, cloud adoption, AI enablement, and data platform transformation. * Lead discovery, solutioning, estimation, and commercial negotiations to convert customer business initiatives into Professional Services bookings. * Collaborate as part of a larger team alongside cloud partners, strategic partners, and your MongoDB account teams to develop and execute customer success and Professional Services growth strategies. * Maintain a strong sense of ownership, driving all deals or technical scopings from inception to closure * Manage the Professional Services pipeline for bookings and revenue forecasts for your region * Expertly articulate the business value of professional services, speaking knowledgeably and credibly about service delivery issues, challenges, strategies, approaches, and risk mitigation * Work with our practice team to propagate internal skills and experience through the development of repeatable assets (estimates, proposals, SOWs, templates, tools, case studies etc.) * Work with the delivery team to transition any agreed upon project scope and customer expectations to ensure successful project delivery * Proactively seek opportunities to support and mentor other team members and share best practices * Have situational awareness and react appropriately in group settings AN IDEAL CANDIDATE WILL HAVE * Experience in Professional Services sales, consulting sales, solution consulting, or quota-carrying technology roles. * A BS degree in Computer Science, Mathematics, Engineering or equivalent professional experience * A minimum of 5 years experience in the sale of Professional Services and/or technology solutions at an enterprise software company * Experience as an architect, consultant, project manager, or Professional Services manager * Experience internally positioning and selling professional services * General knowledge of databases (RDBMS, SQL, NoSQL) * Experience and knowledge of the software development lifecycle and associated development methodologies (e.g. Agile, Waterfall) * Knowledge of software architecture including both cloud and on-premise technologies e.g. AWS, GCP, Kubernetes, Open Shift * The ability to collaborate as a part of a larger account team to build and execute complex account strategies and sales plays * An ability to scope and estimate projects * Strong presentation skills: Showing the value, capabilities, and differentiators of complex service solutions using methodologies and service offerings * Willingness to travel for key engagements and team offsites ABOUT MONGODB MongoDB is built for change, empowering our customers and our people to innovate at the speed of the market. We have redefined the data platform for the AI era, enabling builders to create, transform, and disrupt industries with software. MongoDB’s unified data platform, the most widely available, globally distributed data platform on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI. Our cloud-native platform, MongoDB Atlas, is the only globally distributed, multi-cloud data platform and is available across AWS, Google Cloud, and Microsoft Azure. With offices worldwide and over 67,000 customers, including 75% of the Fortune 100 and AI-native startups, relying on MongoDB for their most important applications, we’re powering the next era of software. Our compass at MongoDB is our Leadership Commitment, guiding how and why we make decisions, show up for each other, and win. It’s what makes us MongoDB. To drive the personal growth and business impact of our employees, we’re committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees’ wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it’s like to work at MongoDB, and help us make an impact on the world! MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. MongoDB, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type and makes all hiring decisions without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Req ID: 1273357682 MongoDB’s base salary range for this role is posted below. Compensation at the time of offer is unique to each candidate and based on a variety of factors such as skill set, experience, qualifications, and work location. Salary is one part of MongoDB’s total compensation and benefits package. Other benefits for eligible employees may include: equity, participation in the employee stock purchase program, flexible paid time off, 20 weeks fully-paid gender-neutral parental leave, fertility and adoption assistance, 401(k) plan, mental health counseling, access to transgender-inclusive health insurance coverage, and health benefits offerings. Please note, the base salary range listed below and the benefits in this paragraph are only applicable to U.S.-based candidates. MongoDB’s base salary range for this role in the U.S. is: $105,000—$206,000 USD