Junior Consultant | Strategy and Growth

Senior 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 specialist, 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? * 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 opportunity 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 the best of the best – high performers at the top of their game. * Learning and growth opportunities – we run tailored training to help you be successful, provide you excellent mentorship, and offer up to 5 days paid training time per year. Perhaps the best training though is the experience on the job – as everyone at Alpha has high responsibility and autonomy, you can develop your skillsets quickly. * Performance-driven culture with real impact – advancement at Alpha is based on impact and capability, not tenure or quotas. You’ll have autonomy and see the tangible difference your ideas and decisions make. About the Role At Alpha FMC, 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 and technology challenges. As a Senior Manager, you will be responsible for: * 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 * Leading end-to-end front-/middle-/back-office implementation engagements, including current-state assessment, requirements gathering, workflow design, configuration and integration oversight, test planning and execution, and training and procedure documentation * Owning project governance, including regular status meetings, task and budget tracking, proactive communication with clients, and handover of business and technical workflows to client teams upon engagement completion * Creating a culture of continuous learning for the team and clients, and actively mentoring team members - including defining and coaching junior peers in implementation best practices such as SDLC, migration strategy, and QA/testing standards * 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 and Wealth Management industry and acting as an expert in at least one area in demand by clients Experience & Skills * 7+ years of consulting and/or industry experience within Asset and Wealth Management, gained through a leading consulting firm or a transformation, strategy, implementation, or program management role at an Asset Owner, Asset Manager, Wealth Manager, or investment technology provider. * Demonstrated experience delivering enterprise investment platform implementations, with deep knowledge of the full implementation lifecycle including strategy, operating model design, business process transformation, solution architecture, vendor selection, configuration, testing, deployment, organizational change management, and post-go-live stabilization. * Hands-on implementation experience with one or more leading investment management platforms is required, with expertise in platforms such as SimCorp One, BlackRock Aladdin, Charles River Investment Management Solution (IMS), Bloomberg AIM, or other enterprise investment management platforms. Experience working directly with software vendors or within strategic vendor partnerships is highly desirable. * Strong understanding of front office and middle office requirements/workflows with the ability to advise clients across the end-to-end investment lifecycle including portfolio management, trading, compliance, investment operations, performance, risk, investment data, and reporting. * Broad asset class knowledge spanning both traditional and alternative investments, including equities, fixed income, foreign exchange, derivatives, private equity, private credit, real estate, infrastructure, hedge funds, and multi-asset portfolios. * Proven experience leading large-scale business and technology transformation programs, managing cross-functional workstreams, executive stakeholders, implementation partners, and third-party vendors while delivering complex, multi-year strategic initiatives. * Exceptional program and project management capabilities, including governance design, RAID management, executive reporting, financial management, dependency management, issue resolution, and proactive escalation of risks to executive sponsors when required. * Strong organizational change management experience, including stakeholder engagement, communications, business readiness, training strategy, operating model transition, and adoption planning to ensure successful business outcomes. * Experience managing and developing consulting teams, including coaching, mentoring, quality assurance, workload management, and providing day-to-day leadership for junior consultants, business analysts, and implementation specialists. * Deep understanding of investment operating models and data architecture, with experience across areas such as Investment Book of Record (IBOR), Accounting Book of Record (ABOR), security master, market data, risk analytics, reference data, investment data management, reconciliation, reporting, and enterprise data platforms. * Subject matter expertise across multiple investment domains, such as the following: * Portfolio Management * Trading & Order Management * Investment Operations * Investment Data Management * Investment Accounting * Performance Measurement & Attribution * Risk & Analytics * Compliance & Regulatory Reporting * Alternative Investments * Reconciliations (Position, Transaction and Cash) * Investment Data Warehousing & Reporting * Enterprise Investment Platforms * Excellent executive communication and stakeholder management skills, with the ability to facilitate workshops, influence senior client executives, present recommendations to steering committees, and build trusted relationships across business and technology organizations. * Demonstrated leadership, problem solving, and decision making skills, with the ability to navigate ambiguity, resolve complex delivery challenges, and drive successful client outcomes in fast-paced transformation environments. Compensation and Perks:  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 | $196,000 – $239,400 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 | $178,000 - $216,600 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 | $168,500 – $207,100 Applies to all other U.S. locations not listed above. Toronto | CAD 216,500 - CAD 299,250 Applies to candidates working in the Toronto region 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. * Competitive salary with annual profit-sharing opportunity  * 401k/RRSP matching  * 25 days of annual paid time off   * Supplemented medical, dental and vision coverage  * 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. * Pregnancy loss support, offering paid time off and resources to support employees through loss. * 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. 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.

Lead Tech Delivery

Alpha FMC

About the Alpha Group Alpha Group is a global consultancy serving the financial services industry. Founded in 2003, Alpha brings together specialist expertise across strategy, management consulting, and technology to support clients throughout the transformation lifecycle. With more than 1,200 clients across asset and wealth management, alternatives, and insurance, Alpha is a trusted advisor for complex change programs. Today, Alpha has 1,180+ consultants supporting clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, Bridgepoint - one of the world’s leading listed private asset growth investors - acquired Alpha in recognition of its track record and growth prospects. Our people are central to our success, and many build long careers at Alpha - often staying for a decade or more. We offer a meritocratic environment where you can grow your career, alongside a welcoming culture where you can be yourself and thrive. We’re continuing to grow and are looking for collaborative, innovative, and ambitious colleagues to join Alpha and help shape our next chapter. Why join Alpha? * Flexibility that supports real life – We trust you to manage your time in the way that works best. Our hybrid, flexible model helps you balance client delivery and personal commitments without slowing career progression. * Inclusive parental leave & family support – We offer generous leave for all parents and a supportive return-to-work culture, including flexible schedules, ramp-up periods, and mentorship. * Established yet entrepreneurial – We combine the stability of a global consultancy with the pace of a high-growth firm, giving you autonomy, visibility, and room to shape your career. * Learning built in – You’ll receive tailored training, structured mentorship, and up to five paid training days each year, plus on-the-job experience that accelerates growth. * Diverse culture and leadership – We’re proud of the diversity in our senior leadership across North America and globally, and we invest in leader development through coaching, communities, and close partner exposure. * A supportive environment – We’re meritocratic: impact matters more than face time. We value results, high standards, and collaboration. Our Corporate Strategy Alpha’s goal is to be the leading consultancy to the global asset and wealth management industry. We have grown by delivering top-tier consulting expertise. What sets us apart: * Sector focused: We focus exclusively on asset and wealth management, providing depth of knowledge that competitors can’t match. * Global: We operate seamlessly across regions, enabling us to support the largest global clients with consistently high-quality teams. Role Responsibilities Alpha FMC is seeking highly motivated Implementation Specialists to join our growing team. You will bring strong front-/middle-/back-office technology skills and a drive to build distinctive, world-class offerings for clients. In this role, you will provide a strategic perspective on investment technology selections and implementation decisions, lead and manage specialist teams to deliver change across the Investment Management Solutions technology landscape, advise on solutions and operating models, and partner with client stakeholders to deliver value on time and on budget. More responsibilities as follows: * Lead end-to-end front-/middle-/back-office implementations, including: current-state assessment, requirements gathering, workflow design, configuration, data integration, test planning and execution, and training/procedure documentation * Own project planning and project management, including a detailed statement of work and task plan to ensure a successful implementation * Lead project governance, including regular status meetings, task and budget tracking, and proactive communication with clients and the Alpha delivery team * Ensure deliverables and documentation align to requirements, specifications, and industry best practices * Define, promote, and coach junior peers in implementation best practices (e.g., SDLC, migration strategy, and QA/testing standards) * Drive internal accelerators and propositions within an IMS and front-/middle-/back-office framework * Oversee and accountable for business & technical workflow handover to client teams upon completion of engagement Role Requirements * Minimum 10 years of experience with implementations, project management, and/or production support role with a focus on configuration of technology such as SimCorp One/Dimension, Blackrock Aladdin, Charles River IMS, Bloomberg AIM, FactSet, Finbourne, or Ridgeline – with preference toward SimCorp One/Dimension experience * Deep understanding of the Asset and/or Wealth Management value chain - spanning multiple client segments, investment products, and operating models. * Must be comfortable leading executive-level workshops, steering committees, and program forums. * Proficiency in database management, including experience with cloud data platforms such as Snowflake, Databricks, & AWS * Specialist experience and/or Project Management experience in at least three of the following Front-/Middle-/Back Office focus areas: * Portfolio Management * Trading * Operations * Data Warehousing and Reporting * Alt. Investments * Performance & Attribution * Risk & Analytics * Compliance & Regulation * Transaction/Position/Cash Reconciliation * ABOR/IBOR * Expert level understanding of investment products and asset classes, including Equities, Fixed Income, Derivatives, Alternatives, etc. - with the proven ability to translate investment and business needs into operating and technology design requirements * Advanced proficiency in SQL, Python, and other data engineering programming languages * Proven architectural strategy & implementation experience with cloud data platforms such as Snowflake, Databricks, & AWS * Deep understanding of enterprise data architecture, modelling, data governance, and data quality management * Experience leading small to medium-sized teams in an implementation or consulting environment * Openness to travel depending on client preference 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, wellness, 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. 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 | $156,800 – $239,400 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 | $142,400 – $216,600 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 | $134,800 – $207,100 Applies to all other U.S. locations not listed above. Toronto | CAD 173,200 - CAD 299,250 Applies to candidates working in the Toronto region 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. 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. * Pregnancy loss support, offering paid time off and resources to support employees through loss. * 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. 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.

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 FMC, 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 and 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. As a Manager, you will be responsible for: * 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 * Leading or co-managing end-to-end front-/middle-/back-office implementation engagements, including current-state assessment, requirements gathering, workflow design, configuration and integration oversight, test planning and execution, and training and procedure documentation * Owning or contributing to project governance, including regular status meetings, task and budget tracking, proactive communication with clients and the Alpha delivery team, and handover of business and technical workflows to client teams upon engagement completion * 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 and Wealth Management industry and demonstrating subject matter expertise in at least one area in demand by clients Experience & Skills * 5+ years of consulting and/or industry experience within Asset and Wealth Management, gained through a leading consulting firm or a transformation, project management, or operational role at an Asset Owner, Asset Manager, Wealth Manager, or investment technology provider. * Experience supporting or contributing to enterprise investment platform implementations, with working knowledge of the implementation lifecycle including requirements gathering, business process design, configuration, testing, deployment, and post-go-live support. * Meaningful hands-on experience with at least one major investment management platform, with a strong preference for SimCorp One/Dimension; working familiarity with other leading platforms such as BlackRock Aladdin, Charles River IMS, Bloomberg AIM, or FactSet is a plus. * Solid understanding of front office and middle office workflows, with the ability to support clients across components of the investment lifecycle including portfolio management, trading, compliance, investment operations, performance, or reporting. * Strong understanding of investment products and asset classes — including Equities, Fixed Income, Derivatives, and Alternatives — with the ability to translate investment and business needs into operating and technology design requirements. * Experience contributing to business and technology transformation initiatives, including supporting workstream execution, coordinating with implementation partners, and helping manage delivery against project plans. * Solid program and project management capabilities, including experience with agile methodologies, supporting governance processes, tracking RAID items, contributing to status reporting, and helping manage dependencies and timelines. * Exposure to organizational change management, including supporting stakeholder communications, training coordination, and business readiness activities. * Ability to lead and mentor junior team members, including business analysts and associate consultants, with empathy and collaboration. * Working understanding of investment operating models and data, with exposure to areas such as Investment Book of Record (IBOR), Accounting Book of Record (ABOR), security master, reference data, risk analytics, or reconciliation. * Specialist experience in at least two of the following focus areas: Portfolio Management, Trading & Order Management, Investment Operations, Investment Data Management, Investment Accounting, Performance Measurement & Attribution, Risk & Analytics, Compliance & Regulatory Reporting, Alternative Investments, Reconciliations (Position, Transaction and Cash), or Investment Data Warehousing & Reporting. * Proven presentation skills with the ability to articulate complex problems and solutions in a simple, logical, and impactful manner; comfortable co-leading executive-level workshops, steering committees, and program forums. * Notable work in building and sustaining lasting relationships with clients. * A desire to innovate, think creatively, and contribute to firm growth. * Comfort working in a hybrid model with the flexibility to travel based on client preference. Compensation and Perks: 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. Toronto | CAD 170,000 - CAD 205,675 Applies to candidates working in the Toronto region 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. * 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. * Pregnancy loss support, offering paid time off and resources to support employees through loss. * 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. 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.