Manager - Asset & Wealth Management Consulting
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.
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
Experience & Skills
- 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
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.
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 $160,000 and $185,000 subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.
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.