Asset & Wealth Management – Alpha FMC

Welcome to the Careers Page for Asset & Wealth Management Consulting North America

Our North America Asset & Wealth Management consulting team focuses on supporting clients across the US and Canada with their most complex change and transformation programs. In the region, we are the leading provider of specialist consultancy services to the asset & wealth management industries. Our key practice areas include Client & Digital, Investments, & Operations; and a variety of cross-functional specialisms including ESG, Data Management, Regulatory & Compliance, and more.

See Open Opportunities

Forming part of the global Alpha Group, we are proud to foster a global and diverse culture across the business. In the North America region, we offer a fully remote working policy, meaning you are free to work from a location of your choosing. You may choose to work fully remotely, fully from an Alpha office location, or in a hybrid combination of in-office and at-home work, per discussion(s) with your project lead or mentor; in addition to client offices as required.

Meet our Head of North American Asset & Wealth Management Consulting

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Today, we are proud to have the largest dedicated asset and wealth management team in the industry.

We can only do this by hiring the very best quality consultants at every level and maintaining an award-winning culture. Our industry focus means that our people are enthusiastic, knowledgeable and highly trained. This means that Alpha is not only a fantastic place to build a career, but it is also a truly enjoyable, meritocratic and rewarding place to work. To maximise our professional fulfilment and to offer our clients the best service, we offer a wide range of opportunities for you to succeed in your own way and we invite you to explore your potential with Alpha.

Our North American Locations

We have offices in New York City (NY), Boston (MA), San Francisco (CA), Los Angeles (CA), Denver (CO) and Toronto; but we have many members of the team located outside of these office locations as needed.

New York

Boston

San Francisco

Los Angeles

Denver

Toronto

See Life at Alpha

Our Inclusive Culture

Ensuring that our team reflects the community in which we operate is the ultimate aim of Diversity & Inclusion at Alpha; our programme was launched in 2015 to accelerate progress towards this outcome. Ensuring a diverse, open and inclusive place to work is of huge importance to everyone who works at Alpha.

Develop Your Career with Us

We believe the benefits of a long-term career with us are multi-faceted and personally transformative.

Training
Receive generous and personally tailored training
Flexible and Meritocratic Career
Achieve success with a flexible and meritocratic career
Supportive Framework
Be supported by a substantial and robust performance framework
Skillset Development
Develop a broad skillset and have a material impact on Alpha’s growth
Entrepreneurial Environment
Flourish in an entrepreneurial and value-led career
Build your Network
Build an extensive network and work with high-performing teams
Mentorship & Coaching
Supported by a robust mentorship and coaching framework

Career Paths

You will be supported to progress through each grade at Alpha, with formal appraisal and promotion opportunity once a year. 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.

Analyst
Supported by their teams and dedicated managerial guidance, our analysts ensure seamless operations and deliver exceptional results for our clients.
Consultant
As a Consultant, you will take a leading role in driving our change programs. You may be leading a workstream within a larger program; or helping to drive projects and produce deliverables for smaller projects alongside a small team of other Alpha resources. You will be responsible for identifying and implementing 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 challenge. You’ll be paying a proactive, leadership role in driving our programs forward and engaging directly with senior client stakeholders to solve their business challenge.
Manager
As a 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. You would also take an active role in 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 and contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas.
Senior Manager
As a Senior Manager, you will be pivotal in leading engagements to identify and implement solutions for a range of issues facing asset and wealth managers. 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. You will also take the lead in 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 and contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas. (Our Senior Managers either support projects across our practice areas or focus on delivery within a specific practice)
Associate Director
As an Associate Director, you will play a key role in building and sustaining lasting relationships with C-Suite Executives of leading organizations in the sector. Our Associate Directors really understand Alpha and our clients. They take responsibility for the biggest projects and provide oversight on a number of clients at once. They will act as a proactive leader, who will thrive in a fast-paced and entrepreneurial environment. The ideal candidate will be a seasoned, results-oriented consulting professional with strong business development skills and a passion for delivering projects in the asset management industry. Most importantly, they will be a team player excited to grow with the company and take on new business challenges. Our Associate Directors can support projects across all of our practice areas or specialize in delivery within one specific practice.
Directors & Executive Directors
Directors and Executive Directors support the firm’s business development and most senior client relationships. They are responsible for delivery of consulting engagements including negotiation and contracting with the client, direction and oversight of team and approach, management of budgets, quality assurance on required deliverables, and ongoing client stakeholder management, as well as a variety of internal team coaching, leadership & business management responsibilities.

Diversity of Background

At Alpha, we welcome and encourage candidates from all backgrounds to apply. Alpha recognizes the value in transferable skillsets within project management and change management. Our team is proudly made up of individuals from a number of different pathways and work backgrounds outside the traditional financial services industries.

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Meet The Team

Alpha’s Management Committee (ManCo) leads the North American team. They have a broad remit: from day-to-day management of the firm, to planning the strategy and development of the business, to recruitment, socials and wellbeing. At Alpha, you will have the opportunity to support the ManCo in areas that interest you from the very start of your career, helping you develop a deep understanding of how the business operates.

Our Recruitment Team

Hayley Ricks

Recruitment Manager, NA

Hayley manages recruitment across all of Alpha divisions in North America, including Asset and Wealth Management, Technology Services, Insurance, and Private Markets (Lionpoint). Hayley came to Alpha from Two Sigma Investments where she managed recruitment for roles within Finance, Strategy, Marketing and Business Development. She has previous recruitment experience within technology consulting, high-growth start-ups, as well as on the agency side.

Contact Hayley Ricks
hayley.ricks@alphafmc.com
Jesse Michels

Recruitment Assistant, NA

Jesse joins Alpha as Recruitment Assistant in the North America region. With a non-traditional background rooted in the performing arts and casting, Jesse has enjoyed implementing a wide range of transferable skills to this new role at Alpha. Previously, Jesse joined a rapidly growing tech start-up to build out their sales team and and early careers department. He is passionate about contributing to Alpha’s continued growth within early careers programs, DEI efforts, and overall candidate experience.

Contact Jesse Michels
jesse.michels@alphafmc.com

How To Apply

If you are interested in joining us, we would warmly welcome your application. We endeavour to conduct a swift recruitment process with a focus on candidate experience. You may use the below button to see which roles we currently have open – you can read more about the recruitment stages in the job description for each role. The below are related to permanent hire roles - if you are interested in contractor opportunities, please contact dominic.lockett@omegacontracts.com.