Senior Manager - Asset & Wealth Management Consulting
Alpha FMC
Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring 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 truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK, Europe, 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. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because 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
Our APAC team (Singapore, Malaysia, Sydney, Melbourne) is made up of 40+ consultants with deep expertise across the AWM industry. Our clients include Asset Owners, Managers and Servicers, Wealth Managers and Insurers. We provide our clients with a range of services covering Target Operating Models, Data Governance and Strategy, Implementations, Migrations, Benchmarking and Provider Selection
Role Responsibilities
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 analyse 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
- Developing strategies and driving high-quality work products within expected timeframes on budget
- Delivering strategies by bringing together diverse stakeholders to work effectively in partnership
- Analysing the client current state, developing proposals, and assisting and implementing recommendations or solutions to ensure the best use of clients’ resources
- Conducting research, surveys and interviews and discussing organisational problems with clients
- Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency
- 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
- Develop and maintain long-term client relationships and networks
Role Requirements (Skills, Experience and Qualifications):
- At least 7+ years of proven asset and/or wealth management consulting experience at a recognised consulting firm or through an ‘in-house’ consulting / program management role at an asset or wealth management organization
- An excellent understanding of the asset and/or wealth management across a range of client segments, offerings, and businesses
- Experience and knowledge of projects engaged on Front-To-Back Transformation, Data, Middle Office / Back Office Transformation & Migration, Target Operating Model, Business Processes and/or IT solutions in some of the following areas: Investments, Operations, Distribution & CRM
- Solid understanding of both public and private markets’ asset classes
- Familiarity with some of the core technology platforms in use in the industry (e.g. Aladdin, Charles River, Bloomberg, SimCorp, Salesforce)
- Excellent consulting and problem-solving skills. Familiarity with recognised consulting frameworks and techniques; experience of research, quantitative analysis, structured problem solving and executive communication techniques
- Proven presentation skills, personal impact and charisma to lead senior meetings and workshops 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 C-Suite Executives, and ability to influence key stakeholders. This should include examples of client account management and supporting business development
- Intellectual capacity and ability to think in new and innovative ways to understand complex issues and develop creative solutions
- Ability to proffer good mentorship and coaching skills towards other team members
- Flexibility to travel if required
- Strong academic background and degree from a leading institution
- Business language fluency in English
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
- Private medical health insurance subsidy
- Health and wellbeing allowance
- Mobile phone and internet allowance
- Home office setup allowance
- Learning and development allowance
- 25 days annual leave
- 5 days paid study leave
Paid parental leave (18 weeks) and secondary carer leave (2 weeks)
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.