Engagement Lead – Asset & Wealth Management

Alpha Financial Markets Consulting; Estado de México; Hybrid; MXN 2,170,138 - 2,779,079; Full time

Benefits offered by this job

Flexible working model

Comprehensive parental leave

401(k) matching

Paid training days

Annual profit-sharing opportunity

Job summary

Alpha Financial Markets Consulting in Mexico is seeking a skilled consultant to lead engagements in asset and wealth management. You will analyze data, prepare solutions, and guide a team to deliver quality outcomes for clients. This role emphasizes mentorship and the creation of client proposals while maintaining strong relationships.

The ideal candidate will have over 5 years of experience in consulting or project management within financial services. Alpha offers a competitive salary, flexible working conditions, and a supportive workplace culture.

Qualifications

• 5 years or more of consulting or project management experience within Asset & Wealth Management.
• Familiarity with consulting frameworks and techniques.
• Proven presentation skills to articulate complex problems.

Responsibilities

• Manage project execution and team of consultants.
• Create a culture of continuous learning for team members.
• Drive client proposals and maintain strong relationships.

Skills

Consulting or project management experience in financial services

Problem-solving skills

Presentation skills

Relationship building

Exposure to operating model design

Empathy and collaboration

Innovation and creativity

Comfort in a hybrid model

Job description

Alpha Financial Markets Consulting in Mexico is seeking a skilled consultant to lead engagements in asset and wealth management. You will analyze data, prepare solutions, and guide a team to deliver quality outcomes for clients. This role emphasizes mentorship and the creation of client proposals while maintaining strong relationships.

The ideal candidate will have over 5 years of experience in consulting or project management within financial services. Alpha offers a competitive salary, flexible working conditions, and a supportive workplace culture.