Senior Asset & Wealth Management Strategy Consultant

Alpha Financial Markets Consulting PLC; Paris; On-site; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Profit sharing

Paid leave

Insurance

Laptop & phone

Training & development

Entrepreneurial environment

Networking opportunities

Job summary

Alpha Financial Markets Consulting PLC in Paris, France, is seeking a driven consultant with 2+ years in financial services. You will carry out engagements for asset management clients, supporting M&A integration, operating model reviews, and digital transformation.

This role offers exposure to international assignments, a meritocratic culture, and opportunities to develop client relationships and lead work streams. Fluency in French and English is required; eligible to work in France.

Qualifications

• A minimum of 2+ years proven experience in consulting gained within a leading financial institution or consulting firm.
• Experience of projects engaged on Target Operating Model, business processes and/or IT solutions in areas such as Distribution, CRM, Portfolio management & Risk management.
• An understanding of market trends, drivers and outlook of the Asset and Wealth Management market.
• First-class communication, presentation and problem-solving skills with an excellent command of Microsoft Office.
• Proven track record in client relationship development and supporting business development initiatives.
• Stakeholder management and influencing skills with clients, colleagues and junior team members.
• Strong academic background from a top-ranking business school or engineering school.
• Fluency in French and English at C1+ level; eligible to work in France.

Responsibilities

• Carry out consulting engagements for prestigious clients in Asset Management.
• M&A Integration and Review of Operating Models.
• Evolution of Organisations and Digital Transformation initiatives.
• Operational Benchmarking and Change Management.
• Develop and maintain long-term client relationships and networks.
• Contribute to firm practices and cross-functional initiatives.

Skills

Consulting experience

Client relationship

Communication

Bilingual FR/EN

Education

Top-tier business/engineering school

Tools

Microsoft Office

Job description

Alpha Financial Markets Consulting (Alpha FMC) is the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world’s top asset and wealth managers a competitive edge through our expertise and industry insight. Our team is of a uniquely high calibre and by focusing on asset and wealth management alone we build deep knowledge and experience within our industry. We work with a blue-chip client base, including 80% of the top 50 global asset management firms, and work with over 660 clients across the globe. We have our headquarters located in the United Kingdom and offices in France as well as other major European financial centres (Luxembourg, Switzerland, Netherlands, Germany) and globally across United States, Canada and Asia-Pacific.

Following a hugely successful AIM listing where Alpha listed with a market cap of £160m in 2017, the company enjoyed further substantial growth before selling to one of the world's leading quoted private asset growth investors (Bridgepoint) for £626m in August 2024. As such, we are now at a critical turning point in our growth. We are looking to grow the company across all levels. Pivotal to our success in this, we will be assembling the next generation of leaders, responsible for growing, elevating our market position further and nurturing the junior talent through the business. At Alpha, we pride ourselves in fostering a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work

Role Responsibilities:

Based in France, you will carry out consulting engagements or manage projects for prestigious clients, leaders in Asset Management (Asset Managers, Private Banks, Investor Services Providers) in areas including

• M&A Integration
• Review of Operating Models
• Evolution of Organisations
• Digital Transformation
• Operational Benchmarking
• Change Management

We offer you the opportunity to embark on an exciting career

• Delivering interesting assignments in an international environment (international assignments and teams, possibility of exchanges with other offices of the group)
• Working with high potential employees in a dynamic environment
• Developing strategies and driving high-quality work products within expected timeframes on budget
• Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency
• Develop and maintain long-term client relationships and networks
• Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting
• Staying abreast of current business and industry trends relevant to the client's business
• You will also participate in the development of the firm's practices (such as Operations or Investments), various business management areas (e.g.: Marketing or Recruitment) and commercial development

Role Requirements (Skills, Experience and Qualifications)

• A minimum of 2+ years proven experience in consulting or projects, gained within a leading financial institution or consulting firm
• 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 with an excellent command of Microsoft Office
• Proven track record in client relationship development. This should include examples of client account support/management and preferably geared towards supporting business development/sales initiatives
• Stakeholder management and influencing skills – with both clients, colleagues and junior team members
• Focus on team achievement, not just individual goals
• Strong academic background from a top-ranking business school or engineering school
• Fluency in French and English is required (at C1+ level)
• Eligible to work in France

Sharing Success:

Allowing our people to share in our growth journey is a highly valued component of the business and here are a few ways that we do this:

• Share of the profits of the business as a % of base salary: Each year the company distributes among its staff up to 30% of the profits measured through EBITDA.
• 25 working days of paid leave + 2 days off, 27 days in total
• Life insurance and travel insurance
• Laptop and mobile phone
• Supportive, social and collaborative environment
• Comprehensive training and development programmes (CAPM, Prince 2,CFA…)
• Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand
• An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the Asset and Wealth Management industry

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

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.