Consultant/Manager- Asset & Wealth Management Consulting

Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,400 consultants working with clients across North America, the UK, Europe, Middle East and APAC.

In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others and thrive. As we look to the future, we’re excited to be looking for new Alpha colleagues - individuals who are collaborative, innovative and ambitious. We hope you will join us and help shape the next chapter of our growth journey.

Role Responsibilities:

• Engaging with stakeholders to drive and lead execution against effective project plans, anticipate potential issues, and provide structured solutions to ensure a successful client engagement
• Taking responsibility for the creation of 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
• Developing meaningful and successful relationships with clients and vendors by understanding the different needs of stakeholders and establishing a high degree of credibility internally and externally
• Supporting Alpha FMC’s broader business evolution, including co-authoring whitepapers, and performing market research to identify opportunities for Alpha
• Contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas

Role Requirements (Skills, Experience and Qualifications):

• At least 2-3 years of proven experience in the delivery of consulting or change projects gained within a leading financial institution or consulting firm
• Significant experience within ‘blue-chip’ Financial Services organisations, preferably
• Asset or Wealth Managers
• Experience of projects engaged on Target Operating Model, business processes
• and/or IT solutions in some of the following areas: Distribution, CRM, Portfolio
• management & Risk management, Middle & Back Office processes and outsourcing
• An understanding of market trends, drivers and outlook of the Asset and Wealth Management market
• First-class communication, presentation and problem-solving skills
• Stakeholder management and influencing skills – with both clients and colleagues
• Demonstrable proficiency in relationship development. This should include examples of client account support/management and preferably supporting business development
• Ability to mentor and coach junior team members
• Focus on team achievement, not just individual goals
• Superb interpersonal skills, with ability to influence and lead
• Strong academic background including a minimum of a 2:1 degree from a leading institution
• Business language fluency in English
• Willingness to travel

We are a highly collaborative and supportive team and enjoy socialising together. At Alpha we are committed to employing individuals from all backgrounds, that reflects the multi-cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client’s expectations of service

Your Wellbeing:

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this, we have an established mentoring and employee oversight framework across all global locations and levels. At the same time, we continue to invest in our comprehensive training and development programme that builds confidence, consulting skills and industry content.