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 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.

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 the Role As a Consultant, you will be responsible for: * Engaging with stakeholders to drive and support execution against effective project plans, anticipate potential issues, and provide structured solutions to ensure a successful client engagement * Leading a workstream or component of a project, taking responsibility for the creation of client deliverables by facilitating client interviews and workshops, performing analysis in Excel, synthesizing clear insights from complex information, and developing content that clearly articulates recommendations * Helping deliver end-to-end front-/middle-/back-office implementation engagements, including current-state assessment, requirements gathering, workflow design, configuration and integration, test planning and execution, and training and procedure documentation * Contributing to project governance, including regular status meetings, task and budget tracking, proactive communication with clients and the Alpha delivery team, and supporting business and technical workflow handover to client teams upon engagement completion * Developing meaningful and successful relationships with clients and vendors by understanding the different needs of stakeholders and establishing a high degree of credibility internally and externally * Supporting Alpha FMC's broader business evolution, including co-authoring whitepapers and performing market research to identify opportunities for Alpha * 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 developing knowledge of relevant issues and trends within one or more of Alpha's practice areas Experience & Skills * 2+ years of proven consulting experience at a recognized consulting firm or through an in-house consulting or business analyst role at a leading financial institution. * Meaningful exposure to at least one major investment management platform, with a preference for SimCorp One/Dimension; familiarity with other platforms such as BlackRock Aladdin, Charles River IMS, Bloomberg AIM, or FactSet is a plus. * Exposure to front office or middle office workflows, with an interest in supporting clients across components of the investment lifecycle such as portfolio management, trading, compliance, investment operations, performance, or reporting. * Experience within financial services, with an understanding of the Asset and/or Wealth Management value chain spanning multiple client segments, investment products, and operating models. * 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. * Exposure to business or technology transformation initiatives, including supporting workstream activities, documentation, or coordination across project teams. * Foundational understanding of project and program management practices, including agile methodologies, supporting status reporting, tracking action items, and helping maintain project documentation. * Some exposure to organizational change management concepts, including supporting communications or training materials as part of a broader project team. * Foundational understanding of investment data and operating model concepts, with exposure to areas such as security master, reference data, risk analytics, or reconciliation a plus. * 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. * Excellent written and verbal communication skills with the ability to articulate complex problems and solutions in a simple, logical, and impactful manner; comfortable participating in executive-level workshops, steering committees, and program forums. * Proven track record of building and sustaining lasting relationships with team members and clients. * Excellent consulting and problem-solving skills and familiarity with recognized project, change, and consulting frameworks. * Appetite to support clients across our practice areas and intellectual capacity to think in new, innovative ways to understand complex issues and develop creative solutions. * Ability to comfortably multi-task and engage in multiple initiatives concurrently. * 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 | $113,000 - $153,900 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 | $98,000 - $128,250 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 | $90,000 - $118,750 Applies to all other U.S. locations not listed above. Toronto | CAD 137,800 - CAD 161,500 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 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? * 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, 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 & 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  * Creating a culture of continuous learning for the team and clients, and actively mentoring team members 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 & Wealth Management Industry and acting as an expert in a least one area in demand by clients   Experience & Skills We want to hear from people with: * At least 7 years of proven Asset and/or Wealth Management consulting experience, either from a recognized consulting firm or through an in-house strategy, transformation, or program management role within an Asset or Wealth Management organization. * Deep understanding of the Asset and/or Wealth Management value chain, spanning multiple client segments, investment products, and operating models. * Demonstrated success leading complex programs across the full lifecycle from operating model design, business case development, and vendor evaluation/selection through to implementation and transformation delivery. Experience in specialized domains such as Trading, Risk, Research, Investment Operations, or Performance/Attribution is highly valued. * Outstanding presentation, facilitation, and storytelling skills, with the ability to engage, influence, and drive consensus among diverse stakeholders from senior executives and investment leaders to operations and technology teams. Must be comfortable leading executive-level workshops, steering committees, and program forums. * Proven track record in client relationship development and business growth, including leading or supporting business development efforts, contributing to proposals and thought leadership, and helping to expand the firm’s Investment Practice footprint across both existing and new clients. * Excellent consulting and analytical problem-solving skills, including familiarity with structured consulting frameworks, quantitative modeling, and hypothesis-driven methodologies. Ability to synthesize complex issues into clear, compelling narratives supported by high-quality deliverables. * 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. * Knowledge of leading industry platforms and data ecosystems, such as BlackRock Aladdin, SimCorp Dimension, Charles River/State Street Alpha Data Platform, Bloomberg AIM, FactSet, MSCI, and other specialized tools supporting the investment lifecycle. * Understanding of enterprise platform workflows and integration points across order management, risk, performance, reference data, client reporting, and data governance domains. * Proven delivery experience, ideally having served as a Program or Workstream Lead on complex, multi-phase change initiatives. Ability to operate fluidly between business and technology, distilling requirements and bridging communication across both sides. * Advanced proficiency in critical consulting tools, including Microsoft PowerPoint, Excel, Word, and other analytical and visualization tools used for business case modeling, data analysis, and executive-level reporting. * Intellectual curiosity and creativity, with the ability to think strategically about emerging trends, digital innovation, and evolving front-to-back operating models. * Proven ability to mentor, coach, and develop team members, fostering collaboration and collective success. * Flexibility to travel, depending on client and engagement needs. Compensation and Perks:  * 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.    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.