Consultant

Alpha FMC

Alpha Financial Markets Consulting (Alpha FMC) is 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 calibre 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 80% of the top 50 global asset management firms, and work with over 660 clients across the globe. We have our headquarters located in the United Kingdom and offices in other major European financial centres (Luxembourg, France, Switzerland, Netherlands, Germany) and globally across United States, Canada and Asia-Pacific.   Following a hugely successful AIM listing where Alpha listed with a market cap of £160m in 2017, the company enjoyed further substantial growth before selling to one of the world's leading quoted private asset growth investors (Bridgepoint) for £626m in August 2024. As such, we are now at a critical turning point in our growth. We are looking to grow the company across all levels. Pivotal to our success in this, we will be assembling the next generation of leaders, responsible for growing, elevating our market position further and nurturing the junior talent through the business. At Alpha, we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work   Role Responsibilities: * 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 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 & Wealth Management Industry and demonstrating subject matter expertise in a least one area in demand by clients     Role Requirements (Skills, Experience and Qualifications): * At least 5 years of proven consulting experience at a recognized consulting firm and/or through an ‘in-house’ consulting / project management role at an asset or wealth management organization  * Significant experience and understanding of financial services organizations, preferably asset and/or wealth management  * Excellent consulting and problem-solving skills. Familiarity with recognized consulting frameworks and techniques; experience of research, quantitative analysis, structured problem solving and executive communication techniques  * Proven presentation skills supported by first class written and verbal communication skills; the ability to articulate complex problems and solutions in a simple, logical, and impactful manner  * Proven track record of building and sustaining lasting relationships with clients  * Operating model design and implementation experience impacting business processes and/or IT solutions in at least one business area such as Investments, Distribution, Middle & Back Office processes and outsourcing  * Intellectual capacity and ability to think in new and innovative ways to understand complex issues and develop creative solutions  * Ability to mentor and coach team members; focus on team achievement, not just individual goals  * Flexibility to travel if required    Sharing in our 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 * Profit share (% of base salary) which is linked to company performance * 25 days’ holiday additional to bank holidays * Flexible benefits scheme * Private medical insurance * Critical illness cover * Comprehensive training and development programmes   We are a highly collaborative and supportive team and enjoy socialising together. At Alpha we are committed to employing individuals from all backgrounds, that reflects the multi-cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client’s expectations of service   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.

Alpha FMC

Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. We are a boutique management consulting firm that offers the world’s top industry players a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing across the General Insurance & Specialty value chain, we build deep knowledge and experience within our industry. We have our headquarters located the United Kingdom, as well as offices in major global financial centres across the United States, France, Netherlands, Luxembourg, Switzerland, and Asia. The Insurance team works with industry leading carriers, brokers, market bodies, ancillary businesses, and technology providers to position our clients for future success. We have a fast growing team of dedicated consultants with deep experience from working both within the industry and consulting. Successful candidates should expect a diverse range of complex and strategic engagements across the market. As we continue to expand our client base and expertise, we are looking for individuals to join our team to support our growth journey. Please see below an outline of the responsibilities of the role as well as the requirements. Role Responsibilities: * Working, both alongside a team and independently, on client projects, supporting project design through to delivery * Supporting with the creation of high-quality work products within expected timeframes * Owning key items for project delivery – including possible ownership of deliverables or workstreams within a project * Actively participating in the preparation of materials for and delivery of project and client meetings * Identifying and internally discussing ideas for further business opportunities * Tracking and monitoring project plans and milestones, as well as key project issues, risks, actions, * and dependencies, and escalating where appropriate * Managing competing demands and priorities, from both internal and external stakeholders, to the satisfaction of all parties * Understanding Alpha and its services and actively assessing ways to serve clients * Staying abreast of General Insurance & Specialty trends relevant to the client's business * Making a contribution to business development, supporting with the development of one or two internal business management areas (e.g. contributions to thought leadership, recruitment or Alpha proposition development) Role Requirements (Skills, Experience and Qualifications): * Successful candidates typically have around 3 years of proven experience in the delivery of consulting or change projects gained within a leading financial institution or consulting firm * Significant experience within ‘blue-chip’ Financial Services organisations, preferably within the General Insurance/ Specialty Insurance sectors * Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in some of the following areas: Broking, Underwriting & Distribution, Claims, Operations, IT, Data, Finance, Risk, Regulatory, outsourcing, cost optimisation * Strong stakeholder management and influencing skills – with both clients and colleagues * Excellent communication, presentation, and problem-solving skills, confident at structuring and articulating messages and adapting communication style for different audiences * Demonstrable proficiency in relationship development, preferable with business development/ account management experience and a proactive interest in contributing to the growth of the practice * Superb interpersonal skills, with the ability to influence, build strong relationships and establish a high degree of credibility internally and externally * Ability to work together with and coach junior team members * Focus on team achievement, not just individual goals * Strong academic background (including a minimum of a 2:1 degree from a leading institution) as well as an aptitude and desire to proactively learn and develop * Familiarity with and interest in some of the key topics and themes in the P&RI industry * Business language fluency in English * Willingness to travel

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.