Lead Wealth Advisor – Key Clients

Alpha FMC

People Business Partner (AWM EUR) at Alpha FMC * Division: Business Operations * Function: People (HR, Recruitment, Learning) * Location: Paris   About Alpha FMC  Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring 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 truly a trusted advisor for complex change programs. We now have over 1,180 consultants working with clients across North America, the UK, Europe, 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. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because 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? 1. 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. 2. 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. 3. 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. 4. 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. 5. 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.   Overview of Business Operations While consultants focus on delivering client value, our 'Business Operations' function ensures that the company runs efficiently and appropriately across a number of operational areas: Finance, People, Operations, IT, and Legal, Risk & Compliance. Together, these teams ensure the consultants are fully supported - working from a strong operational base that’s efficient, innovative and compliant. Business Operations doesn’t just enable delivery; it empowers Alpha’s long-term success. ‘People’ at Alpha refers to all parts of the employee lifecycle – including Recruitment, HR and Learning.   Role & Requirements We are investing into a People Business Partner aligned to our Asset & Wealth Management, Europe (‘AWM EUR’) business unit. This role has a strategic dual role. Embedded into both the business units (AWM EUR) and the Business Operations function (People function) to ensure alignment with the AWM EUR business unit’s strategic goals, while also maintaining strong ties with Business Operations to uphold functional standards and best practices. * To the Business Head – reporting to the Co-Heads of Asset & Wealth Management, Europe, who provide day-to-day direction, priorities, and operational objectives. * To the Business Operations – reporting ultimately into the Group Head of HR and Head of Recruitment & Learning who ensure functional alignment, capability development, and mentoring support. Key responsibilities include: * Leadership Engagement: * Engage directly with senior leaders as a trusted business partner. * Have a ‘seat at the table’ to facilitate the business vision and to define the people agenda behind that. * People Data Reporting & Analysis: * Analyze people data to identify trends, strengths, and gaps across recruitment, HR, and learning. * Support the Business Head to define, iterate and drive the strategy across the people agenda – ultimately answering key questions e.g. what our employer value proposition is, how do we attract the best talent, and how do we manage, develop, and retain talent to help them be successful. * Support the Business Head in partnership with the Finance Business Partner to make sure recommendations are commercially relevant and executable. * Key Processes Management: * Drive and oversee annual business-as-usual (BAU) processes: * Recruitment: year-end and mid-year planning and budgeting processes * HR: year-end and mid-year job evaluation, compensation planning and goal setting * Strategic Project Management: * Contribute and drive key initiatives based on the Business Unit’s People strategy and priorities covering: * Strategic Workforce & Talent Planning * Develop and implement workforce strategies aligned to business plans, anticipating future skills and capacity * Partner with business unit’s leaders to plan headcount growth and critical role coverage. * Shape recruitment priorities based on commercial demand, utilization patterns, and emerging practice/proposition areas. * Performance, Reward & Retention Strategy * Partner with business unit’s leadership and finance to evolve reward frameworks that support growth, profitability, and retention. This will include assessing reward against an benchmark and making recommendation to the business unit’s leadership and the board * Identify retention risks in key talent pools and co-develop targeted retention interventions. * Employee Engagement * Drive employee engagement initiatives by partnering with leadership to foster a positive work culture, improve retention, and enhance overall employee experience. * Leverage engagement survey data and employee feedback to identify trends and recommend targeted action plans. * Leadership Development & Succession Planning * Support and coach senior leaders to enhance leadership effectiveness and build high-performing teams. * Monitor emerging talent and partner with leadership to identify and develop future leaders. Lead succession planning processes that anticipate organizational growth and mitigate leadership risk. * Provide focused oversight to Senior Leadership transitions (including onboarding & exits) * Capability Development & Learning * Partner with business unit’s leaders to design and deliver a training framework for each level that addresses the business unit’s strategic priorities, client needs, and skill gaps. * Lead the continuous review and evolution of each business unit’s career framework, ensuring it reflects current market expectations, future skills, and the changing consulting environment. * Collaborate with business unit’s leadership to evolve all people related matters (career, recruitment, etc.) as we deploy AI and other emerging technologies that enhance productivity, streamline delivery, and evolve the nature of the consultant role. * Organizational Design & Growth Enablement * Advise on team structures, spans of control (consulting pyramid), and operating models to improve scalability, collaboration, and efficiency. * Post-acquisition integration: driving the people integration following acquisitions and monitoring success on an ongoing basis. * Contractors: ensuring that relevant and efficient frameworks for sourcing and onboarding are in place, as well as understanding commercial visibility of contractor usage. * People Delivery Team Mobilization and Optimization: * Mobilize the internal people delivery teams (Recruitment and HR) who are responsible for execution. * Monitor service quality and performance, supporting them to resolve any issues that arise. * Ensure good productive relationships with wider Business Operations teams in order to facilitate execution. * Play role of a lead in that functional area – driving effectiveness and good culture, and coaching and supporting individuals to achieve the business goals. * Senior Leadership Reporting: * Prepare people reports for senior leadership (both on a proactive and reactive basis), such as for the business unit Board, Group Leadership or Group Board. This will include but not be limited to reporting on matters such as – Reward & Retention, Strategic Hires/Workforce Planning, Talent Development and Strategic Projects * People Communications: * Designing and executing effective people communications as they relate to organizational change, compensation, and new policies.   Qualifications: Must have: * 5-7 years’ HR or recruitment experience, with experience in strategic business partnering or relationship management role. * Proven ability to influence and advise senior leaders on people strategy and organizational design. * Strong experience in talent attraction and management, succession planning, and leadership development. * Demonstrated capability in post-acquisition integration, change management, and cultural alignment. * A university degree (2:1 or above) in a relevant discipline * Certification such as CIPD 5, SHRM-SCP, or equivalent academic or professional accreditation. * Excellent communication, analytical, team-work and stakeholder management skills. * Professional working proficiency in English and French. Good to have: * Experience within a consulting firm – ideally within Financial Services * Strong working knowledge of European employment law, HR processes and best practice, especially France, Germany, Luxembourg, Switzerland, Denmark. * Exposure to global or matrixed organizations with complex stakeholder environments. * Professional working proficiency in German.   Location and working patten: * Office-based in the same location as the Business Heads, in Paris. For this role it is important that this individual is co-located with the business and is able to attend key meetings in person – e.g. senior leadership meetings, strategic initiative workshops and 1:1s. We expect that on average this will require c. 2-3d/w in the relevant office, but this may flex up or down depending on the week.   Benefits & Compensation * Competitive base salary * Share of the profits of the business * 25 working days of paid leave + discretionary rest days granted annually (currently additional 2 days off, 27 days in total) * Lunch vouchers (10€) * Life insurance and travel insurance * Laptop and mobile phone   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.   Data Privacy Policy: 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/).

Alpha FMC

Our company Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring 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 truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK, Europe, 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. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because 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.   The missions and environment we offer Based in Paris (travel to Europe possible), you will carry out consulting missions or manage projects for prestigious clients, leaders of the Insurance market in its multiple components: Life insurers, Non-Life insurers, bank insurers, reinsurers, brokers, mutuals. The projects that you will be required to lead relate to the following majors: * Support for Financial Departments in the transformation of their Operating Model (evolution of organizations, processes, tools); * Digital transformation * Normative compliance and risks * ESG Finance * Data Strategy * Support for Mergers/Acquisitions * Actuarial science * Innovation and IT Strategy * Change management By joining us, you will be part of a dynamic and growing team. alongside your consulting missions, you will also have the opportunity to be involved in various aspects of the business management including recruitment, training, business development, social.   We offer you the opportunity to embark on an exciting career: * Challenge yourself through exciting missions in an international environment (international missions and intervention teams, possibility of exchanges with other offices in the group) * Train yourself using a training plan adapted to your desires and needs (taking into account the CFA, CAIA, AMF certifications, etc.) * Evolve with high-potential employees in a dynamic environment * Put your ideas into practice * Develop know-how recognized by major players in the financial industry and participation in the growth of the leader in consulting for Asset Management and Insurance. We are very attentive to the balance of life and the animation of the office: Alpha FMC usually organizes two annual events which bring together all employees worldwide. Monthly events are organized for the Paris firm and the Insurance team meets regularly.   The profile we are looking for : * You have significant experience (5 to 8 years) within a consulting or audit firm, within an Insurtech or with a major Insurance player. * You have recognized expertise on one or more of the following subjects: Finance, IT strategy, ESG - Sustainable Finance, Actuarial science, Data management, Innovation. * You are passionate and you want to invest in the Insurance sector * You enjoy working in a team and demonstrate a strong entrepreneurial spirit * You are proactive and have a very good analytical and synthesis spirit and a very strong ability to manage priorities * You are able to manage and mentor junior members of the team * You speak English and French at a C1+ level (written and spoken) * Excellent command of the Office pack is required. * Conduct of interviews * Right to work in France and ability to be based in Paris The position available now.   Compensation and Benefits We have a very attractive remuneration policy and you are interested in the profits from the moment you join the firm. The progression of your career and your remuneration is transparent and linked solely to your performance. * Base entry salary for this position is 70K * Variable remuneration: Alpha pays its employees a significant proportion of its profits in the form of profit-sharing (intéressement) and/or cash in accordance with Alpha's discretionary profit-sharing scheme. * 25 days holiday per year * Health insurance (free for the employee for the individual option + free for children) and life insurance * Restaurant tickets (10 Euros, employer's share 60%) * Transport ticket (Navigo): 50% reimbursed * Laptop computer supplied by Alpha FMC + Iphone/Samsung (up to 400 euros reimbursed) + fixed-rate telephone subscription (up to 40 euros per month) * Gymlib access (network of gyms) * Access to FoodChéri (meal delivery)   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.   The recruitment process takes place in 3 stages: The recruitment process is structured around a business case, written in English, which we will ask you to produce. This is intended to serve as a starting point for the discussion around your career project and the development of Alpha. During the various interviews, you will meet the Executive Director of Alpha Insurance France, the Global Head of Insurance, as well as members of the team.   Don't hesitate to apply if you are motivated, we look forward to meeting you!   We ensure the protection of our candidates’ data, in accordance with the GDPR: http://alphafmc.com/careers/careers/candidate-privacy-notice/

Alpha FMC

About Alpha FMC Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring 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 truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK, Europe, 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. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because 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.   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, Investor Services Providers) in areas including: * ESG * Strategy * Evolution of Organisations * Digital Transformation * Operational Benchmarking * Change Management   We offer you the opportunity to embark on an exciting career: * Delivering interesting assignments in an international environment (international assignments and teams, possibility of exchanges with other offices of the group) * Support our clients related to environmental, social and governance topics to be published within their organisation (strategy, operational processes, scoring approach, platform implementation…) * Putting your ideas into the “ESG practice” alongside the team and on client projects * Taking ownership early on in your career – including possible ownership of deliverables or work streams within a project * 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 * You will also participate in the development of the firm's practices (such as Operations or Investments) and various business management areas (e.g.: Marketing or Recruitment)   Role Requirements (Skills, Experience and Qualifications): * At least 2 years of proven experience in the consulting or projects gained within a leading financial institution or consulting firm and linked with environment, social or governance topics * Experience of projects engaged on ESG: scores calculation, reports production, issuers assessment and selection, ESG data manipulation, processes definition, change management… * Significant experience within ‘blue-chip’ Financial Services organisations, preferably Asset or Wealth Managers * An understanding of ESG trends, drivers and outlook through the Asset and Wealth Management market * First-class communication, presentation and problem-solving skills with an excellent command of Microsoft Office * Basic knowledge of client relationship development and business development, for example writing proposals for new projects * Stakeholder management and influencing skills – with both clients and colleagues * Superb interpersonal skills with the ability to mentor, coach, and lead 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 days’ holiday + 4 rest days (total of 29 days), additional to bank holidays * 10€ Lunch vouchers (on a monthly basis with fixed and flexible amount to be used) * 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   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.   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.   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 French 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.