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/co-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/co-manage 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/or project management, including a detailed statement of work and task plan to ensure a successful implementation * Run 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 and promote implementation best practices (e.g., SDLC, migration strategy, and QA/testing standards) * Contribute to internal accelerators and propositions within an IMS and front-/middle-/back-office framework * Oversee business & technical workflow handover to client teams upon completion of engagement Role Requirements * Minimum 5 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 co-leading executive-level workshops, steering committees, and program forums * Specialist experience and/or Project Management experience in at least two 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 * 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 * Advanced proficiency in SQL, understanding of data architecture, modelling, data governance, and data quality management * Proven implementation experience with cloud data platforms such as Snowflake, Databricks, & AWS * 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 | $130,400 – $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 | $108,000 – $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 | $100,000 – $160,075 Applies to all other U.S. locations not listed above. Toronto | CAD 136,000 - 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. 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.

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 Alpha Tech Services Alpha Tech Services is part of the Alpha Financial Markets Consulting (Alpha FMC) group, the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high caliber 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 21 of the top 25 largest global asset management firms, and work with over 130 clients across the globe. We have our headquarters located the United Kingdom, as well as offices in major global financial centers across the United States, Canada, France, Luxembourg, Switzerland, Denmark, and Asia. Alpha Tech Services represents the technology implementation/business integration arm of the Alpha group, with deep expertise in delivering change and transformation programs centered around Asset & Wealth technology solutions. To clients, we are a trusted partner for creating programs, however, we are so much more to our employees. At Alpha, we pride ourselves in being a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work. Role Requirements: Alpha FMC is looking for an Enterprise Architect to join our growing leadership team. We are seeking a seasoned practitioner with deep expertise in client reporting, combined with the gravitas and vision to lead large-scale programs and serve as a trusted strategic advisor to our most complex global clients. Enterprise Architect:  As a recognized authority in client reporting, you will set the strategic direction for complex, enterprise-scale programs and act as the senior point of accountability for architecture and delivery excellence. You will shape and challenge client thinking at the executive level, driving adoption of transformative solutions across data, technology, and operating models. In your role as a Client Reporting Enterprise Architect, you will be responsible for the following: * Serve as the senior architecture authority across large-scale client reporting programs, setting the strategic direction for end-to-end delivery including analysis & design, requirements governance, system configuration/integration, QA validation, and knowledge transfer.  * Advise clients on industry best practices as it pertains to client reporting, implementation considerations, data management, and change management. * Own the enterprise architecture vision for cloud-based data platforms, end-to-end data pipelines, and system integrations underpinning client reporting solutions, ensuring alignment to clients’ long-term technology strategy * Lead program planning at a senior level, defining scope, resourcing models, and detailed statements of work for complex multi-workstream implementations, and advising clients on program structuring and risk mitigation. * Establish and chair program governance forums, providing executive-level reporting to client stakeholders and Alpha leadership on program health, risks, dependencies, and financials. Act as the primary point of escalation for delivery issues across programs. * Build, lead, and mentor cross-functional teams of architects, developers, and consultants; foster a high-performance culture and contribute to talent development and career progression within ATC’s client reporting practice. * Establish, champion, and continuously evolve best practice technical methodologies across client reporting programs, spanning SDLC, data architecture, data migration strategies, and integration patterns, influencing clients and internal teams to drive adoption of industry-leading approaches. * Drive the development and commercialization of ATC’s client reporting practice, including internal accelerators, reusable frameworks, and go-to-market propositions, contributing to thought leadership and business development with prospective clients. * Willingness to travel when required Role Requirements (Skills, Experience and Qualifications) General skills: * Bachelor’s degree in Computer Science / Management Information Systems, or related field or commensurate level of experience. * 10+ years of experience in Technology Consulting, Business Analysis, or related fields. * Proven expertise in managing the full implementation lifecycle of client reporting or data transformation projects * Demonstrated track record of leading and delivering enterprise-scale client reporting or data transformation programs, from strategy and architecture through to full implementation, with accountability for program outcomes * Experience with one or more in the following technical area(s) specific to the investment management industry: * Relational data platforms (Snowflake, Data Bricks, SQL Server, Oracle) and data modelling * Data engineering with ETL/ELT and data integration tools * Data architecture * Experience with one or more of the following Programming Language(s):  * SQL, XML, C#, .NET, Assembly * Advanced knowledge in designing scalable, secure, and reliable data solutions. * Experience with data lifecycle management, data governance, and quality frameworks. * Outstanding demonstrated verbal and written communication. * Excellent interpersonal and client relationship skills. Preferred skills: * Strong proficiency with one or more client reporting and BI platform(s) * Client Reporting: Seismic, Kurtosys, SimCorp Coric, FactSet Vermilion, Assette * BI Solutions: PowerBI, Tableau, SSRS, Sigma * Substantial experience in a senior consulting or professional services leadership role, with a proven ability to originate, structure, and grow client engagements. * Experience in SDLC (Agile / Waterfall) within the SCRUM framework, CI/CD or other methodologies. * Strong experience with version control systems (e.g., Git, GitHub, GitLab) and collaborative development workflows. * Experience with Investment Management Systems and financial instruments. * Experience with the functional work areas of investment organizations (Front Office, Middle Office, Back Office). * Experience with asset and wealth management reporting components (Factsheets, Holdings, Performance, Characteristics, Disclosures, Commentaries, etc.) * Entrepreneurial and commercial mindset, with the ability to identify market opportunities, contribute to business development, and help shape ATC’s client reporting proposition in a fast-growing global market. 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. Final compensation will be determined based on experience, qualifications, and work location. In addition to base salary, this role is eligible for a discretionary bonus and a comprehensive benefits package. We are committed to equitable and transparent compensation practices across all locations. Our Commitment to Inclusion At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.

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? * 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 Alpha Tech Services Alpha Tech Services represents the technology implementation and business integration arm of the Alpha group, with deep expertise in delivering change and transformation programs centered around Asset & Wealth technology solutions. To clients, we are a trusted partner for creating programs, however, we are so much more to our employees. At Alpha, we pride ourselves in being a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work. Role Responsibilities Alpha FMC is looking for a Solution Architect - AI to join our growing team. We are seeking people with strong AI/ML engineering skills, hands-on development experience, and a personal desire to build a unique, world-class AI service offering for our clients. The Solution Architect - AI presents a technical perspective on AI architecture choices and implementation decisions, leading teams of specialists to design and deliver AI-powered solutions across the investment management technology landscape, providing SME guidance on agentic and RAG-based architecture, and working with key client stakeholders to maximize value delivery on time and on budget. * Design and lead the delivery of AI solutions for clients, including RAG pipeline architecture, agentic workflow design, system integration, testing, and documentation. * Drive the end-to-end implementation of agentic RAG architectures, with a preference for Azure AI Foundry, ensuring solutions are scalable, secure, and aligned with client needs. * Define and lead project planning to establish a detailed statement of work and tasks associated with successful AI implementations. * Manage the governance of AI delivery projects including regular status updates, monitoring of individual project tasks and budget, and proactive communication to clients and the Alpha project team. * Manage and mentor a team of developers and consultants. Ensure documentation and development are aligned with defined specifications, industry best practices, and responsible AI principles. * Define and promote best practice technical methodologies for AI solution delivery, including RAG pipeline design, semantic modeling, GraphRAG, and agentic integration patterns. * Contribute to the development of internal AI accelerators, frameworks, and propositions within an asset and wealth management context. * Oversee technical handover of AI solutions to client teams upon completion of engagement. Role Requirements: * 5+ years of experience in a solutions engineering, implementation, or AI/ML engineering role, preferably within financial services or investment management * Hands-on experience designing and building RAG application architectures, including retrieval pipeline design, chunking strategies, embedding models, and vector store integration. * Experience with Agentic RAG frameworks and architectures, with Azure AI Foundry strongly preferred Proven ability to drive agentic architectures and integrations, including multi-agent orchestration and tool-use patterns. * Experience with semantic modeling and GraphRAG, including knowledge graph design and integration into retrieval pipelines * 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 technical design sessions Proficiency in Python and SQL, with experience across cloud data platforms such as Azure, Snowflake, Databricks, and AWS. * Strong understanding of investment products and asset classes, with the ability to translate business needs into AI and technology design requirements. * Experience with integration of cloud-based architecture and AI services, including Azure AI stack - Foundry, Document Intelligence, Search, and related services. * Proficiency in data modeling, data governance, and data quality management across investment data domains. * Expertise leading small to medium-sized teams in implementation or consulting environment * Openness to travel depending on client preference Compensation and Perks: * A competitive salary with discretionary bonus scheme based on company and personal performance * 25 days of annual paid time off * 401k matching * Sponsorship towards professional certifications / training supported with 5 days of paid training time * Choice of laptop * Supplemented medical, dental and vision coverage * North America team-wide training and employee appreciation retreats This role is eligible for base compensation of up to $186,200, with final compensation determined based on a variety of factors, including skills, experience, training, and licensure or certifications. Employees are also eligible for both variable and non-variable benefits. 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.