Alpha FMC
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Consultant - Asset & Wealth Management Consulting
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Alpha FMC
Alpha Group is a leading global consultancy to the financial services industry, founded in 2003. Alpha has spent over 20 years bringing together sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. With more than 1,200 clients worldwide across asset and wealth management, alternatives, and insurance, Alpha is a trusted advisor for complex change programs. Alpha was acquired by Bridgepoint, one of the world’s leading quoted private asset growth investors, and our people thrive in a meritocratic environment where careers can flourish.
About the Role As a Consultant you will take a leading role in driving our change programs. You may lead a workstream within a larger program or help drive projects and produce deliverables for smaller projects alongside a small team of Alpha resources. You will identify and implement solutions for issues facing asset and wealth managers, collect and analyze data, prepare and test hypotheses, and present recommendations to clients. You will engage directly with senior client stakeholders to solve their business challenges.
Responsibilities
Engage stakeholders to drive and lead execution against effective project plans, anticipate potential issues, and provide structured solutions to ensure a successful client engagement.
Lead a workstream or component of a project, taking responsibility for creating client deliverables by facilitating client interviews and workshops, performing analysis in Excel, synthesizing clear insights from complex information, and developing content that clearly articulates recommendations.
Develop meaningful and successful relationships with clients and vendors by understanding stakeholder needs and establishing high credibility internally and externally.
Support Alpha FMC’s broader business evolution, including co-authoring whitepapers and performing market research to identify opportunities for Alpha.
Contribute to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas.
Maintain a broad understanding of the challenges facing the Asset & Wealth Management Industry and knowledge of relevant issues and trends within one or more of Alpha’s practice areas.
Experience & Skills
At least 2 years of proven consulting experience at a recognized consulting firm or in an in‑house consulting/business analyst role at a leading financial institution.
Experience within financial services.
Excellent consulting and problem‑solving skills, and familiarity with recognized project/change and consulting frameworks.
Excellent 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 team members.
Appetite to support clients across our practice areas; intellectual capacity and ability to think in new, innovative ways to understand complex issues and develop creative solutions.
Ability to comfortably multi‑task and engage in multiple initiatives concurrently.
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 toward professional certifications/training supported with 5 days of paid training time.
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.
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Consultant - Asset & Wealth Management Consulting
role at
Alpha FMC
Alpha Group is a leading global consultancy to the financial services industry, founded in 2003. Alpha has spent over 20 years bringing together sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. With more than 1,200 clients worldwide across asset and wealth management, alternatives, and insurance, Alpha is a trusted advisor for complex change programs. Alpha was acquired by Bridgepoint, one of the world’s leading quoted private asset growth investors, and our people thrive in a meritocratic environment where careers can flourish.
About the Role As a Consultant you will take a leading role in driving our change programs. You may lead a workstream within a larger program or help drive projects and produce deliverables for smaller projects alongside a small team of Alpha resources. You will identify and implement solutions for issues facing asset and wealth managers, collect and analyze data, prepare and test hypotheses, and present recommendations to clients. You will engage directly with senior client stakeholders to solve their business challenges.
Responsibilities
Engage stakeholders to drive and lead execution against effective project plans, anticipate potential issues, and provide structured solutions to ensure a successful client engagement.
Lead a workstream or component of a project, taking responsibility for creating client deliverables by facilitating client interviews and workshops, performing analysis in Excel, synthesizing clear insights from complex information, and developing content that clearly articulates recommendations.
Develop meaningful and successful relationships with clients and vendors by understanding stakeholder needs and establishing high credibility internally and externally.
Support Alpha FMC’s broader business evolution, including co-authoring whitepapers and performing market research to identify opportunities for Alpha.
Contribute to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas.
Maintain a broad understanding of the challenges facing the Asset & Wealth Management Industry and knowledge of relevant issues and trends within one or more of Alpha’s practice areas.
Experience & Skills
At least 2 years of proven consulting experience at a recognized consulting firm or in an in‑house consulting/business analyst role at a leading financial institution.
Experience within financial services.
Excellent consulting and problem‑solving skills, and familiarity with recognized project/change and consulting frameworks.
Excellent 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 team members.
Appetite to support clients across our practice areas; intellectual capacity and ability to think in new, innovative ways to understand complex issues and develop creative solutions.
Ability to comfortably multi‑task and engage in multiple initiatives concurrently.
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 toward professional certifications/training supported with 5 days of paid training time.
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.
#J-18808-Ljbffr