Alpha FMC · 3 months ago
Senior Manager, Consulting - Asset and Wealth Management Consulting
North America
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
$195K/yr - $225K/yr
7+ years expAlpha Financial Markets Consulting is a leading global consultancy to the financial services industry. As a Senior Manager, you will lead engagements to identify and implement solutions for asset and wealth management clients, manage project execution, and mentor team members.
Asset ManagementFinancial ServicesManagement ConsultingWealth Management
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 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
Qualification
Required
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
Benefits
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
Company
Alpha FMC
Alpha Financial Markets Consulting is a leading global consultancy to the financial services industry.
1001-5000 employees
H1B Sponsorship
Alpha FMC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknownKey Investors
Beechbrook Capital
2024-06-20Acquired
2017-10-12IPO
2013-10-28Debt Financing
Leadership Team
Neil Curham
AWM Chief Product Officer
Recent News
capital-riesgo.es
2025-10-03
Portfolio Adviser
2025-04-02
Company data provided by crunchbase