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Alpha FMC

Engagement Lead / Engagement Director, New York Integration & Carve-Out | Strategy & Deals | Alpha FMC About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals to lead high-profile buy-side and sell-side engagements. Our engagements deliver targeted assessments of technology risk, value creation potential, and operational resilience — enabling investors and corporate clients to make well-informed transaction decisions. Alpha FMC is PE-backed with material investment committed to growing our Strategy & Deals practice, and Integration & Separation is a strategic priority. The chosen hire will not simply deliver engagements, they will help define how we take this capability to market, shape our service offerings and delivery approach, and build the team around them. From day one, you will carry real client responsibilities and have a direct hand in determining the success of the practice. Level Guidance We are open at both the Engagement Lead and Engagement Director level, depending on candidate experience: * Engagement Lead (EL): 7+ years of relevant experience, with a proven track record of leading integration or separation planning in financial services across IT and business workstreams. * Engagement Director (ED): 10+ years of relevant experience, with a proven track record of leading integration or separation planning in financial services across IT and business workstreams. Key Responsibilities The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice development. Integration & Separation Engagements * Lead pre-deal integration and separation planning engagements, developing a deal impact assessment with clear picture of Day 1 close requirements and operating model changes across business functions, operations and IT * Design target operating models and integration or separation blueprints that reflect the transaction thesis and the realities of financial services operating environments. * Build integration or separation strategies, governance frameworks, and Day 1 readiness plans that set programs up for success from the outset. * Lead Day 1 planning and mobilization, establishing the workstream structure, priorities, decision-making cadence, and early milestones required to to support the client and drive the deal to a successful Close. * Assess IT and Operations synergy opportunities and quantify integration cost and benefit cases, translating findings into actionable recommendations for deal teams and leadership. * For carve-outs, evaluate standalone operating model impacts across IT and business functions and assess TSA requirements and exit planning considerations. * Evaluate how AI, data platforms, and emerging technologies can support post-deal value creation, incorporating these perspectives into integration or separation design. Client & Stakeholder Management * Build and maintain trusted relationships with senior client stakeholders, including Heads of Business Units, CFOs, COOs, and CTOs. * Structure and present conclusions clearly to both technical and non-technical audiences, ensuring insights are commercially grounded and decision-ready. * Lead and facilitate cross functional client workshops throughout the merger process, driving alignment across stakeholders on operating model design and integration decisions, and ensuring each session produces clear, tangible outputs—including prioritized decisions, action items, and next step ownership. Team & Practice * Mentor and develop team members, ensuring high-quality deliverables and knowledge sharing across the team. * Support business development efforts, including proposals, client pitches, and thought leadership. Technology & Operations Due Diligence In addition to integration and separation work, Engagement Leads may support targeted technology and operations due diligence engagements, including: * Assessing enterprise technology environments, architecture, and operational resilience in the context of a transaction thesis. * Identifying IT and operational risks, standalone cost implications, and integration considerations relevant to deal execution. * Contributing technical and operational findings to broader deal team workstreams. What We’re Looking For * 7+ years of relevant experience in integration and separation planning, design, or post-merger transformation within financial services. * Experience in the Financial Services industry is essential, including a solid understanding of the sector’s value chain, key market participants, and emerging trends, along with deep specialization in at least one subsector such as Asset Management, Asset Servicing, Wealth Management, Banking, Insurance, and/or the associated Financial Services FinTech ecosystem * Strong track record of leading pre-deal and early post-close workstreams across IT and business functions, with experience designing operating models and mobilizing deal transaction programs. * Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights. * Proven experience leading teams and managing senior client relationships. * Solid understanding of financial services operating models, technology landscapes, and regulatory considerations. * Familiarity with technology or operational due diligence is advantageous.   What We Offer * Competitive salary with annual profit-sharing opportunity * 401k matching * 25 days of annual paid time off * Supplemented medical, dental and vision coverage * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC * Opportunity to shape Alpha’s AI and technology due diligence capability.   There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. The base salary range for this position is: $230,000 to $330,000 and is subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

Alpha FMC

Engagement Lead / Engagement Director, New York Technology Due Diligence | Strategy & Deals | Alpha FMC About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals to lead high-profile buy-side and sell-side engagements. Our engagements deliver targeted assessments of technology risk, value creation potential, and operational resilience — enabling investors and corporate clients to make well-informed transaction decisions. Level Guidance We are open at both the Engagement Lead and Engagement Director level, depending on candidate experience: * Engagement Lead (EL): 7+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services * Engagement Director (ED): 10+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services and managing senior client relationships. Key Responsibilities The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice development. Engagements * Lead technology due diligence engagements end-to-end, forming a clear view of a target’s technology platforms, architecture, and development practices, and translating technical findings into actionable commercial and investment insights that inform deal strategy. * Assess enterprise technology environments, architecture, infrastructure, cybersecurity, and software development practices in the context of the transaction thesis. * Evaluate how AI, data platforms, and emerging technologies support the commercial strategy, product roadmap, and growth ambitions. * Translate technical findings into commercial, financial, and investment insights that directly inform client decision-making. * For fintech and software platform targets, evaluate the product architecture, data assets, and platform scalability alongside the commercial value of the product in the market. * Where the engagement involves an integration, assess IT synergy opportunities and identify key IT integration considerations. * Where the engagement involves a carve-out, assess the standalone operating model impacts on IT and evaluate related standalone cost adjustments for IT expenditure Client & Stakeholder Management * Build and maintain trusted relationships with senior client stakeholders, including private equity investment teams, CFOs and CTOs * Structure and present conclusions clearly to both technical and non-technical audiences. Team & Practice * Mentor and develop team members, ensuring high-quality deliverables and knowledge sharing across the team. * Support business development efforts, including proposals, client pitches, and thought leadership. What We’re Looking For * 7 to 10+ years of relevant experience (see Level Guidance above). * Strong track record of delivering technology-focused due diligence within financial services. * Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights. * Proven experience leading teams and client relationships at a senior level. * Demonstrable depth in emerging technology (e.g., AI, GenAI, data platforms), combined with the ability to connect technical findings to commercial strategy, product competitiveness, and investment outcomes. * Familiarity with adjacent workstreams — such as operational due diligence or integration planning — is advantageous.   What We Offer * Competitive salary with annual profit-sharing opportunity * 401k matching * 25 days of annual paid time off * Supplemented medical, dental and vision coverage * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC * Opportunity to shape Alpha’s AI and technology due diligence capability.   There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the range is $230,000 to $330,000 subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

Alpha FMC

Commercial Due Diligence Engagement Lead / Engagement Director New York  About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Commercial Due Diligence (CDD) practice within the Strategy & Deals team and are seeking a senior leader to drive high-profile buy-side and sell-side engagements in New York. This role focuses on market strategy, growth diagnostics, and commercial risk, providing investors and corporate clients with the insight needed to underwrite and defend transaction decisions.   Tenure Guidance * Engagement Lead (EL): 7–10 years of relevant experience, with exposure to M&A transactions and team leadership. * Engagement Director (ED): 10+ years of relevant experience, with extensive subject-matter expertise, client ownership, and strategic advisory experience. * Responsibilities are structured to allow candidates to position themselves at the appropriate level based on experience, subject-matter depth, and deal ownership.   Key Responsibilities The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice-level contribution, and will have a higher expectation for business development activities.   Engagements * Lead Commercial Due Diligence engagements end-to-end, covering market attractiveness, competitive positioning, customer economics, and growth strategy. * Frame and test investor hypotheses on market growth, competitive dynamics, and commercial risk, identifying structural headwinds, customer concentration, and go-to-market constraints that could affect investment value. * Advise clients on growth strategy, market positioning, and commercial risk mitigation, translating findings into actionable commercial and investment insights. * Assess target’s maturity relative to market best practice and peers within Financial Services, FinTech, and related B2B Services (commercial strategy, growth trajectory, customer economics, and competitive positioning). * Partner with Alpha's Technology DD, Operations DD, and Strategy teams to provide integrated perspectives on value creation and risk.   Client & Stakeholder Management * Build and maintain senior client relationships, engaging with PE deal teams, portfolio company management teams, and bankers to inform transaction decisions and support value creation. * Take a lead role in shaping client communications, engagement direction, and IC-ready deliverables. * Structure and present conclusions clearly to both commercial and non-technical, IC-level audiences.   Team & Practice * Manage and mentor engagement teams, ensuring delivery excellence, fostering analytical rigor, and guiding junior colleagues through complex CDD workstreams. * Contribute to practice growth through thought leadership, business development, and the advancement of Alpha's CDD frameworks and AI-enabled analytics.   What We're Looking For * 7+ years of direct, relevant experience in Commercial Due Diligence, growth strategy, and M&A strategic advisory at a senior level (see Tenure Guidance above). * Strong track record leading or materially contributing to buy-side and sell-side CDD engagements within M&A or private equity transactions. * Sector depth in Financial Services, FinTech, Insurance, Wealth/Asset Management, or FS-related B2B Tech/Services. * Strong analytical grounding in market sizing, growth diagnostics, customer economics, and competitive positioning. * Proven ability to translate commercial findings into investment-grade insights and recommendations. * Strong client leadership and stakeholder management skills, capable of engaging senior PE and portfolio-company executives. * Experience managing teams and mentoring high-performing consultants. * MBA preferred (or equivalent advanced degree/experience).   What We Offer * Opportunity to work directly with senior leaders and blue-chip clients in the financial services and private equity sectors. * Entrepreneurial, collaborative environment with significant responsibility early on. * Ability to work on projects for clients across North America and Europe. * Competitive salary with annual profit-sharing opportunity and a clear path for career progression. * 401(k) matching. * 25 days of annual paid time off. * Supplemented medical, dental, and vision coverage. * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC.   There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. The base salary range for this position is: $230,000 to $330,000 and is subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.