Alpha FMC · 2 hours ago
Manager - Asset & Wealth Management Consulting
New York, United States
Full-time
Hybrid
Mid, Senior Level
$0/yr - $186K/yr
5+ years expAlpha Group is a leading global consultancy to the financial services industry, seeking a Manager in Asset & Wealth Management Consulting. This role involves leading engagements to identify and implement solutions for asset and wealth managers, including managing project execution, mentoring team members, and contributing to business development efforts.
Asset ManagementFinancial ServicesManagement ConsultingWealth Management
Hiring Manager
Chelsea Pomerenke
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 at least one area in demand by clients
Qualification
Required
5 years or more of consulting or project management experience within or adjacent to financial services, preferably within Asset & Wealth Management
Solid 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; the ability to articulate complex problems and solutions in a simple, logical, and impactful manner
Notable work in building and sustaining lasting relationships with clients
Exposure to operating model design and implementations impacting business processes and/or IT solutions in at least one business area such as Investments, Distribution, Middle & Back Office processes and outsourcing
Ability to lead and mentor teams with empathy and collaboration
A desire to innovate, think creatively, and contribute to firm growth
Comfort working in a hybrid model with the flexibility to travel when required
Benefits
401k/RRSP matching
25 days of annual paid time off
Up to 7 days annually for sick leave
Supplemented medical, dental and vision coverage
Generous 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.
Comprehensive parental leave for all parents, including 8 weeks of birthing leave and 8 weeks of bonding leave.
Return with Care Program to support a smooth transition back to work after leave.
Child Sickness Leave , providing up to 5 days of protected time for returning parents.
Menstrual care support , offering employees time off as needed to manage menstrual-related illness.
Pregnancy loss support, offering paid time off and resources to support employees through loss.
Menopause support , ensuring employees have access to resources and flexibility during this stage of life.
Flo subscription coverage for up to two memberships per year to support reproductive and hormonal health.
Flexible hybrid schedules help balance work and family commitments.
A supportive community of working parents that shares resources and fosters connection.
Leadership that models healthy work–life integration , reflecting our belief that family and professional success go hand in hand.
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