Participant Recruitment Partner/Sourcer

Solution Architect - Wealth Management Technology

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. 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 opportunities 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 high performers at the top of their game. * Learning and growth opportunities: we run tailored training to help you be successful, provide excellent mentorship, and offer up to 5 days paid training time per year. High responsibility and autonomy mean you develop your skillsets quickly. * Performance-driven culture with real impact: advancement at Alpha is based on impact and capability, not tenure or quotas. You will have autonomy and see the tangible difference your ideas and decisions make. ABOUT ALPHA TECH SERVICES Alpha Tech Services (ATC) is the technology implementation and business integration arm 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 deep expertise and industry insight. Our team is of a uniquely high caliber, and by focusing on asset and wealth management exclusively we build knowledge and experience that generalist firms cannot match. We work with a blue-chip client base, including 21 of the top 25 largest global asset management firms and over 130 clients across the globe, with offices across the United States, Canada, the UK, Europe, the Middle East, and APAC. THE OPPORTUNITY Alpha FMC is expanding its Wealth Management Technology practice and is looking for an experienced Solution Architect to help wealth management firms navigate technology transformation. This role sits at the intersection of wealth management domain expertise and technology delivery, supporting clients across the advisor-facing value chain: from client onboarding and account management through portfolio construction, trading, performance reporting, and client communications. You will work directly with wealth managers, TAMPs, RIA aggregators, broker-dealers, and fintech vendors to define, design, and deliver technology solutions that address the full complexity of modern wealth management operations. ROLE RESPONSIBILITIES As a Solution Architect in our Wealth Management Technology practice, you will: * Define and lead delivery of wealth technology solutions spanning platform implementation, system integration, and data architecture, managing experienced developers and technical consultants. * Manage Wealth Tech vendor partnerships, including joint go-to-market opportunities, pipeline development, relationship management, and the overall partnership framework that positions Alpha as a preferred implementation and integration partner in the wealth management technology ecosystem. * Translate business requirements across the financial advisor value chain into solution designs that address onboarding, account management, portfolio management, trading and execution, performance reporting, billing, and client engagement. * Leverage deep familiarity with the Wealth Tech vendor landscape, including TAMPs, portfolio management systems, order management systems, CRM platforms, financial planning tools, custodial integrations, and data aggregation providers. * Support clients in improving and optimizing their operating models, including resource management, technology architecture, and business process design across advisor-facing and back-office functions. * Define and socialize technical approaches for implementation, including SDLC frameworks, data migration strategies, API and custodial integration patterns, and client onboarding workflows. * Present options and designs to business and technology stakeholders at all levels, articulating Alpha's perspective on industry best practices clearly and with credibility. * Input to project definition, resourcing, timelines, and objectives within a workstream or engagement. * Drive documentation and development according to specifications and standards. * Participate in project team meetings and communicate effectively with client peers, architects, system analysts, business analysts, project managers, and technology teams, reporting project status as required. * Support Alpha's internal IP development, including proposition development, accelerators, and at least one area of specific Wealth Tech expertise. * Take a lead in mentoring and coaching team members. ROLE REQUIREMENTS EXPERIENCE AND DOMAIN KNOWLEDGE * 7+ years of experience in technology roles within or serving the wealth management industry, including direct experience with fintech implementations and integrations. * Deep familiarity with the financial advisor value chain, spanning client onboarding, account management, financial planning, portfolio management, trading and execution, performance reporting, billing, and client communications. * Hands-on experience implementing or integrating Wealth Tech platforms such as Apex, Orion, Envestnet, Tamarac, Black Diamond, Riskalyze/Nitrogen, iCapital, Addepar, Salesforce Financial Services Cloud, Redtail, or comparable systems. * Working knowledge of custodial infrastructure, including integration patterns with Schwab, Fidelity, Pershing, and similar custodians, and familiarity with data delivery standards such as ACATS, DTCC, and FIX protocol. * Experience with the RIA, broker-dealer, and TAMP ecosystem, including an understanding of how these channels differ in technology requirements, regulatory constraints, and advisor workflows. * Familiarity with insurance distribution and alternative investment platforms as complements to core wealth management operations is a plus. TECHNICAL SKILLS * Experience leading complex system integration projects, including API design, data mapping, and middleware configuration. * Proficiency in data architecture and engineering concepts, including data modeling, ETL design, and cloud data platforms such as Snowflake or Azure Synapse. * Experience with cloud environments (AWS, Azure, or GCP) and modern data pipeline tools. * Ability to design scalable and reliable architectures that account for the data volume, security, and compliance requirements of wealth management operations. * Understanding of data lifecycle management, data quality frameworks, and governance practices relevant to client and account data in wealth management. CONSULTING AND CLIENT SKILLS * Demonstrated ability to lead client-facing engagements, manage stakeholder expectations across business and technology teams, and influence senior decision makers. * Strong executive communication skills with the ability to present complex technology options in business terms to C-suite, operations, and advisor-facing audiences. * Experience managing technology projects using Agile or other methodologies in a consulting or client services context. * Ability to lead cross-functional teams and work effectively across client, vendor, and internal project stakeholders. 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 and 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. 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. 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.

Principal Competitive Intelligence - Search - Product Marketing

Elastic

Elastic, the Search AI Company, enables everyone to find the answers they need in real time, using all their data, at scale — unleashing the potential of businesses and people. The Elastic Search AI Platform, used by more than 50% of the Fortune 500, brings together the precision of search and the intelligence of AI to enable everyone to accelerate the results that matter. By taking advantage of all structured and unstructured data — securing and protecting private information more effectively — Elastic’s complete, cloud-based solutions for search, security, and observability help organizations deliver on the promise of AI. WHAT IS THE ROLE : Elastic is seeking a Principal Competitive Intelligence Manager to join its Product Marketing organization, focusing on Search. This role is pivotal in analyzing the competitive landscape and providing actionable insights to enhance go-to-market strategies. The successful candidate will collaborate with various teams to position Elastic's offerings effectively against competitors, ensuring the organization remains competitive in a dynamic market. The ideal candidate brings a strong mix of technical, business and communication ability, particularly in the Search market. You have a deep understanding of Search solutions including the users and buyers of those products. You thrive in ambiguity, think critically, and can dive deep to deliver valuable insights. You excel at communicating across levels, from technical experts to senior executives, and are skilled at turning data into impactful messaging for different audiences. WHAT YOU WILL BE DOING : * Build and implement an effective competitive intelligence program for Search, including in-depth analysis of competitors' products, services, pricing, packaging, marketing strategies and financial performance. * Create clear, compelling, fact-based internal and external enablement materials - battlecards, bulletins, training, comparisons for blogs/websites - that tells the story behind Elastic product and technology differentiation, creating sales and solution engineering confidence. * Track, analyze, and communicate competitive developments, providing timely responses to market changes and competitor actions. * Develop and deliver compelling proof points and external blogs and web pages to communicate competitive differentiation. * Collaborate on the Win/Loss program, participating in W/L interviews and analyzing data to advise sales strategies and product decisions. * Maintain a deep understanding of the search market, including market trends, competitive dynamics and SWOT evaluations. * Effectively collaborate with product marketing, product management, and sales to craft competitive positioning strategies for new products and features. * Participate in industry events to monitor trends and advise on competitive shifts. WHAT YOU BRING : * Understanding of the Search market, key players, technologies and trends. * Proven success in roles such as sales engineering, technical marketing, or competitive analysis, within the search industry. * Strong technical and analytical skills to assess competitive solutions, features and strategies and propose effective responses. * Experience translating technical features into compelling business value for diverse audiences. * Ability to build relationships and work optimally with teams across the company, including sales, marketing, engineering, and leadership. * Excellent communication skills—verbal, written, and visual—to share competitive insights and strategies effectively. * Background in engineering, computer science, or equivalent experience is helpful but not required.   Compensation for this role is in the form of base salary.  This role does not have a variable compensation component.   The typical starting salary range for new hires in this role is listed below.  In select locations (including Seattle WA, Los Angeles CA, the San Francisco Bay Area CA, and the New York City Metro Area), an alternate range may apply as specified below.  These ranges represent the lowest to highest salary we reasonably and in good faith believe we would pay for this role at the time of this posting.  We may ultimately pay more or less than the posted range, and the ranges may be modified in the future.   An employee's position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, performance, and business or organizational needs. Elastic believes that employees should have the opportunity to share in the value that we create together for our shareholders. Therefore, in addition to cash compensation, this role is currently eligible to participate in Elastic's stock program.  Our total rewards package also includes a company-matched 401k with dollar-for-dollar matching up to 6% of eligible earnings, along with a range of other benefits offered with a holistic emphasis on employee well-being. The typical starting salary range for this role is: $135,700—$214,700 USD The typical starting salary range for this role in the select locations listed above is: $163,100—$258,100 USD ADDITIONAL INFORMATION - WE TAKE CARE OF OUR PEOPLE As a distributed company, diversity drives our identity. Whether you’re looking to launch a new career or grow an existing one, Elastic is the type of company where you can balance great work with great life. Your age is only a number. It doesn’t matter if you’re just out of college or your children are; we need you for what you can do. We strive to have parity of benefits across regions and while regulations differ from place to place, we believe taking care of our people is the right thing to do. * Competitive pay based on the work you do here and not your previous salary * Health coverage for you and your family in many locations * Ability to craft your calendar with flexible locations and schedules for many roles * Generous number of vacation days each year * Increase your impact - We match up to $2000 (or local currency equivalent) for financial donations and service * Up to 40 hours each year to use toward volunteer projects you love * Embracing parenthood with minimum of 16 weeks of parental leave Different people approach problems differently. We need that. Elastic is an equal opportunity employer and is committed to creating an inclusive culture that celebrates different perspectives, experiences, and backgrounds. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, pregnancy, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status, or any other basis protected by federal, state or local law, ordinance or regulation. We welcome individuals with disabilities and strive to create an accessible and inclusive experience for all individuals. To request an accommodation during the application or the recruiting process, please email candidate_accessibility@elastic.co. We will reply to your request within 24 business hours of submission. Applicants have rights under Federal Employment Laws, view posters linked below: Family and Medical Leave Act (FMLA) Poster; Pay Transparency Nondiscrimination Provision Poster; Employee Polygraph Protection Act (EPPA) Poster and Know Your Rights (Poster) Elasticsearch develops and distributes technology and information that is subject to U.S. and other countries’ export controls and licensing requirements for individuals who are located in or are nationals of the following sanctioned countries and regions: Belarus, Cuba, Iran, North Korea, Syria, or Russia, including the Ukrainian territories annexed by Russia (The Crimea region of Ukraine, The Donetsk People's Republic (DNR), The Luhansk People's Republic (LNR), Kherson or Zaporizhzhia). If you are located in or are a national of one of the listed countries or regions, an export license may be required as a condition of your employment in this role. Please note that national origin and/or nationality do not affect eligibility for employment with Elastic. Please see here for our Privacy Statement.

Senior Competitive Benchmarking Engineer - Product Marketing

Elastic

Elastic, the Search AI Company, enables everyone to find the answers they need in real time, using all their data, at scale — unleashing the potential of businesses and people. The Elastic Search AI Platform, used by more than 50% of the Fortune 500, brings together the precision of search and the intelligence of AI to enable everyone to accelerate the results that matter. By taking advantage of all structured and unstructured data — securing and protecting private information more effectively — Elastic’s complete, cloud-based solutions for search, security, and observability help organizations deliver on the promise of AI. WHAT IS THE ROLE : Elastic is seeking a Senior Competitive Benchmarking Engineer to join its Product Marketing Organization. This role will measure, validate and communicate performance metrics on Elastic vs competitive products. The successful candidate will collaborate with various teams to position Elastic's offerings effectively against competitors, ensuring the organization remains competitive in a dynamic market. The ideal candidate brings a strong mix of technical, business and communication ability. You thrive in ambiguity, think critically, and can dive deep to deliver valuable insights.  WHAT YOU WILL BE DOING : * Define benchmark methodologies and guidelines. * Optimize each product to ensure equal testing conditions. * Run the benchmarks and analyze the results. * Work with engineering and developer relations to validate your approach and results. * Publish the results through technical blogs or white papers with the information and resources for others to recreate your tests. WHAT YOU BRING : * 5+ years of software development experience with Python and Java, plus Linux shell scripting. * Strong understanding of distributed systems performance analysis, including CPU, memory, disk I/O, network, latency, and throughput. * Experience performing root cause analysis for performance issues in complex systems. * Familiarity with benchmarking in Linux VM and containerized environments. * Experience writing about benchmarking results for external audiences. * Ability to manage numerous projects and collaborate effectively across geographically distributed teams. BONUS POINTS : * Experience building benchmarking frameworks, performance tooling, or automated test infrastructure. * Experience working in public cloud environments, especially AWS and GCP. * Experience with Kubernetes and/or Terraform. * Prior experience with Elasticsearch. * Experience applying AI to expand benchmarking practices, improve benchmark design, or enhance benchmarking tooling.   Compensation for this role is in the form of base salary.  This role does not have a variable compensation component.   The typical starting salary range for new hires in this role is listed below.  In select locations (including Seattle WA, Los Angeles CA, the San Francisco Bay Area CA, and the New York City Metro Area), an alternate range may apply as specified below.  These ranges represent the lowest to highest salary we reasonably and in good faith believe we would pay for this role at the time of this posting.  We may ultimately pay more or less than the posted range, and the ranges may be modified in the future.   An employee's position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, performance, and business or organizational needs. Elastic believes that employees should have the opportunity to share in the value that we create together for our shareholders. Therefore, in addition to cash compensation, this role is currently eligible to participate in Elastic's stock program.  Our total rewards package also includes a company-matched 401k with dollar-for-dollar matching up to 6% of eligible earnings, along with a range of other benefits offered with a holistic emphasis on employee well-being. The typical starting salary range for this role is: $113,100—$178,900 USD The typical starting salary range for this role in the select locations listed above is: $135,900—$215,100 USD ADDITIONAL INFORMATION - WE TAKE CARE OF OUR PEOPLE As a distributed company, diversity drives our identity. Whether you’re looking to launch a new career or grow an existing one, Elastic is the type of company where you can balance great work with great life. Your age is only a number. It doesn’t matter if you’re just out of college or your children are; we need you for what you can do. We strive to have parity of benefits across regions and while regulations differ from place to place, we believe taking care of our people is the right thing to do. * Competitive pay based on the work you do here and not your previous salary * Health coverage for you and your family in many locations * Ability to craft your calendar with flexible locations and schedules for many roles * Generous number of vacation days each year * Increase your impact - We match up to $2000 (or local currency equivalent) for financial donations and service * Up to 40 hours each year to use toward volunteer projects you love * Embracing parenthood with minimum of 16 weeks of parental leave Different people approach problems differently. We need that. Elastic is an equal opportunity employer and is committed to creating an inclusive culture that celebrates different perspectives, experiences, and backgrounds. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, pregnancy, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status, or any other basis protected by federal, state or local law, ordinance or regulation. We welcome individuals with disabilities and strive to create an accessible and inclusive experience for all individuals. To request an accommodation during the application or the recruiting process, please email candidate_accessibility@elastic.co. We will reply to your request within 24 business hours of submission. Applicants have rights under Federal Employment Laws, view posters linked below: Family and Medical Leave Act (FMLA) Poster; Pay Transparency Nondiscrimination Provision Poster; Employee Polygraph Protection Act (EPPA) Poster and Know Your Rights (Poster) Elasticsearch develops and distributes technology and information that is subject to U.S. and other countries’ export controls and licensing requirements for individuals who are located in or are nationals of the following sanctioned countries and regions: Belarus, Cuba, Iran, North Korea, Syria, or Russia, including the Ukrainian territories annexed by Russia (The Crimea region of Ukraine, The Donetsk People's Republic (DNR), The Luhansk People's Republic (LNR), Kherson or Zaporizhzhia). If you are located in or are a national of one of the listed countries or regions, an export license may be required as a condition of your employment in this role. Please note that national origin and/or nationality do not affect eligibility for employment with Elastic. Please see here for our Privacy Statement.