Strategy Director

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

Associate / Senior Associate, 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 Associate and Senior Associate level, depending on candidate experience: * Associate (A): 1.5+ years of relevant experience. * Senior Associate (SA): 3+ years of relevant experience. Key Responsibilities The responsibilities below apply across both levels; Senior Associates are expected to take greater ownership of project delivery. Integration & Separation Engagements * Support pre-deal integration and separation planning engagements, working with Engagement Leads to develop a deal impact assessment with clear picture of Day 1 close requirements and operating model changes across business functions, operations and IT. * Work with clients and internal teams to design target operating models and integration or separation blueprints that reflect the transaction thesis and the realities of financial services operating environments. * Support development of integration or separation strategies, governance frameworks, and Day 1 readiness plans that set programs up for success from the outset. * Support Engagement Directors and Leads on Day 1 planning and mobilization, establishing the workstream structure, setting priorities, decision-making cadence, and early milestones required to support the client and drive the deal to a successful Close. * Build and maintain financial models for synergy opportunities, quantifying integration costs and benefit realization to support strategic decision making. * Support workshops with cross‑functional teams (Business, Operations and IT) to validate assumptions and ensure financial models reflect integration realities. * 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 * Ability to face off with senior client stakeholders, including Heads of Business Units, CFOs, COOs, and CTOs. * Support cross functional client workshops throughout the merger process, develop pre-workshop materials and stakeholder questioners. Own post-meeting action items and follow ups. * Develop clear and structured executive presentations with crisp narratives, using structured storylines and data driven insights. Team & Practice * Support business development efforts, including proposals, client pitches, and thought leadership. * Mentor and develop associates and interns; promote knowledge sharing across the team. Technology & Operations Due Diligence In addition to integration and separation work, Senior Associates may support targeted technology and operations due diligence engagements, including: * Supporting assessment of 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 * Relevant experience in integration and separation planning or large transformational programs within financial services. * Experience in the Financial Services industry is essential, including a strong understanding of the sector’s value chain, key market participants, and emerging trends, along with specialization in at least one subsector such as Asset Management, Asset Servicing, Wealth Management, Banking, Insurance, and/or the associated Financial Services FinTech ecosystem. * Advanced Excel proficiency, including building cost / benefit financial models and developing financial bridges and synergy dashboards. * Strong track record of supporting large transformation programs and/or supporting IT / Operational or Business Functional workstreams independently. * Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights. * Proven experience working with senior clients and/or business owners. * Strong 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   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: $105,000 to $195,000 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.