Senior Manager, Consulting - Asset and Wealth Management Consulting

Level – Senior Manager 

Alpha Financial Markets Consulting is a leading global consultancy to the financial services industry. Alpha combines highly specialist, sector-focused management consulting and technology expertise to support the client transformation lifecycle. We have over 1,050 consultants globally, operating from offices spanning the UK, North America, MENA, Europe and APAC. 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. Following the successful take-private transaction, Alpha continues to grow organically and inorganically, having completed the double acquisition of White Marble Consulting and Bankside Financial Solutions Consulting in September 2024 which followed previous acquisitions of Shoreline, Lionpoint and Axxsys. Our team is of a uniquely high caliber and by focusing on asset and wealth management, alternatives and insurance, we build deep knowledge and experience within our industries. We work with a blue-chip client base, including 100% of the world’s top 20 asset managers by AUM, and work with over 970 clients across the globe to-date. To clients, we’re a trusted partner for change programs that improve links between their people and processes. But to our employees, we’re so much more. Alpha is a rewarding place to work. A meritocratic environment perfect for building a career and an exciting place to meet some great people. 

Alpha has offices in the US, Canada, Europe, and APAC. While our North America team can be based remotely (with occasional need to travel); our offices are located in New York, Toronto, Boston, Denver, Austin, San Francisco, and Los Angeles.  

Our business supports clients through 3 practice areas: Client and Digital, Investments, and Operations. These are supported by a number of specialisms including Data, ESG and Regulatory & Compliance. Successful career paths at Alpha mean you can be a generalist who supports clients across these practices; or specialize and support clients within specific practice areas.  

At Alpha, diversity, equity and inclusion are critical to our success, and we are committed to employing individuals from all backgrounds to reflect the multi-faceted society we live in. We have worked hard to foster an environment that welcomes everyone and celebrates each other’s successes. We aspire for Alpha to not only feel like ‘a job’ – but a close-knit community and the place where you want to build a career. 

What makes us different? 

• Established yet entrepreneurial – We believe that Alpha is the perfect combination of a successfully established firm whilst being entrepreneurial, dynamic, and growing. This means, your contributions are not only impactful and valued, but you also have the support of a top-tier organization with rapid growth and progression opportunities  

• Work alongside the best in the industry – Working at Alpha gives you the opportunity to work alongside both the leading organizations in our industry, and also experts within the Alpha team. Learning directly from both will allow you to accelerate the development of your own expertise in the asset and wealth management space 

• We invest in developing your talent – We run tailored training for all levels and support our talent with industry-leading qualifications including CFA, PMP, CAIA, and more. To support ongoing learning and development, we also offer up to 5 days of paid training time per year  

• A true meritocracy – At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance, and you are in charge of your own career trajectory   

• High responsibility and autonomy – Each member has a high level of responsibility and autonomy on every project, as well as exposure to senior team members (e.g. Directors) who continuously support, train and develop you  

 

Roles and 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 analyze 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 

• Creating a culture of continuous learning for the team and clients, and actively mentoring team members 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 acting as an expert in a least one area in demand by clients  

 

We want to hear from people with: 

• At least 7 years of proven asset and/or wealth management consulting experience at a recognized consulting firm or through an ‘in-house’ consulting / program management role at an asset or wealth management organizations 

• Knowledge and a personal viewpoint on key trends in asset management, such as front to back operating model, emerging products, and services 

• 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 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 

• 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 

• Familiarity with some of the core technology platforms in use in the industry (e.g. Aladdin, Charles River, Bloomberg, SimCorp, Salesforce) 

• 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: 

As part of the Alpha team, you will be rewarded with the following: 

• 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 $195,000 and $225,000 subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits. 

 

Equal Employment Opportunity 

Alpha is an equal opportunities employer and the Group’s policy is to ensure that all employees, or those seeking employment, are treated fairly. All decisions relating to recruitment, selection and promotion are made objectively regardless of race, ethnicity, nationality, gender, sexual orientation, religious belief, political opinion, age, or disability.