Manager - Asset & Wealth Management Consulting

Alpha FMC; New York (NY); Hybrid; USD 167,580 - 204,820; Full time

Benefits offered by this job

Competitive salary

401k matching

Generous parental leave

Paid training days

Health coverage

Supportive work culture

Job summary

A leading global consultancy in New York is seeking individuals for consulting roles within asset and wealth management. Candidates should have over five years of experience in consulting or project management, possess strong problem-solving and presentation skills, and be able to manage teams effectively. The company emphasizes a supportive workplace with opportunities for professional growth and offers competitive compensation alongside excellent benefits including parental leave, health coverage, and flexible work arrangements.

Qualifications

• 5 years or more in consulting or project management within financial services.
• Experience with consulting frameworks and quantitative analysis.
• Ability to present complex problems simply and impactfully.

Responsibilities

• Manage project execution and team of consultants.
• Create a continuous learning culture for team members.
• Support business development through client proposals.

Skills

Consulting or project management experience

Problem-solving skills

Presentation skills

Relationship management

Operational model design

Team leadership

Innovative thinking

Hybrid working flexibility

Job description

Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialists, 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 a trusted advisor for complex change programs.

We now have over 1,180 consultants working with clients across North America, the UK, Europe, the 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. Many of our team have built long and fulfilling careers with us, often staying for over a decade. 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.

• Flexibility that supports real life – We trust our team to manage their time and energy in the way that works best for them. Our hybrid and flexible working model allows you to balance client delivery with personal commitments — without sacrificing career progression.
• Inclusive parental leave & family support – We offer generous parental leave for all parents alongside a truly supportive return-to-work culture. Many of our team members transition smoothly back through flexible scheduling, ramp-up periods, and ongoing mentorship.
• Established yet entrepreneurial – Alpha combines the stability of a global consultancy with the agility of a high-growth firm, giving you autonomy, visibility, and the ability to shape your career.
• Learning built in, not added on – You’ll receive tailored training, structured mentorship, and up to 5 paid training days each year, plus on-the-job experience that accelerates your growth.
• A diverse culture and leadership team – We’re proud to have diversity within our senior leadership here at Alpha across North America and globally. We invest in developing all leaders through coaching, internal communities, and opportunities to work closely with partners.
• A truly supportive environment – We’re a meritocratic culture where your impact matters more than face time. We care about results, high standards, and collaboration.

About the Role

At Alpha, you will be pivotal in leading engagements to identify and implement 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 & technology challenges. We recognize that strong consultants come from diverse career paths. If you have a foundation in financial services or consulting and are excited about learning, you’ll thrive here.

Primary Responsibilities

• 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
• 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
• Contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas
• Maintaining a broad understanding of the challenges facing the Asset & Wealth Management Industry and demonstrating subject matter expertise in at least one area in demand by clients

Experience & Skills

At Alpha FMC, we welcome candidates from all backgrounds and career journeys. We value diverse perspectives, transferable skills, and non-linear paths, and we recognize that great talent comes in many forms. Even if your experience doesn’t align with every qualification in the job description, we encourage you to apply. We are looking for individuals who can bring a blend of the following strengths and are eager to grow with us. The ideal candidate will bring a combination of the following:

• 5 years or more of consulting or project management experience within or adjacent to financial services, preferably within Asset & Wealth Management
• Solid problem-solving skills. Familiarity with recognized consulting frameworks and techniques; experience of research, quantitative analysis, structured problem solving and executive communication techniques
• Proven presentation skills; the ability to articulate complex problems and solutions in a simple, logical, and impactful manner
• Notable work in building and sustaining lasting relationships with clients
• Exposure to operating model design and implementations impacting business processes and/or IT solutions in at least one business area such as Investments, Distribution, Middle & Back Office processes and outsourcing
• Ability to lead and mentor teams with empathy and collaboration
• A desire to innovate, think creatively, and contribute to firm growth
• Comfort working in a hybrid model with the flexibility to travel when required

Compensation and Perks

• Competitive salary with annual profit-sharing opportunity
• 401k/RRSP matching
• 25 days of annual paid time off
• Up to 7 days annually for sick leave
• Supplemented medical, dental and vision coverage
• Generous reimbursement for commuting, mobile phone, and home internet expenses
• North America team-wide training and retreats
• Sponsorship towards professional certifications / training supported with 5 days of paid training time.

This role is eligible for base compensation of up to $186,200, with final compensation determined based on a variety of factors, including skills, experience, training, and licensure or certifications. Employees are also eligible for both variable and non-variable benefits.

We are committed to creating an environment where careers and families can thrive together. Our family-friendly benefits are designed to support employees through every stage of caregiving:

• Comprehensive parental leave for all parents, including 8 weeks of birthing leave and 8 weeks of bonding leave.
• Return with Care Program to support a smooth transition back to work after leave.
• Child Sickness Leave, providing up to 5 days of protected time for returning parents.
• Menstrual care support, offering employees time off as needed to manage menstrual-related illness.
• Pregnancy loss support, offering paid time off and resources to support employees through loss.
• Menopause support, ensuring employees have access to resources and flexibility during this stage of life.
• Flo subscription coverage for up to two memberships per year to support reproductive and hormonal health.
• Flexible hybrid schedules help balance work and family commitments.
• A supportive community of working parents that shares resources and fosters connection.
• Leadership that models healthy work–life integration, reflecting our belief that family and professional success go hand in hand.

Our Commitment to Inclusion

At Alpha, diversity, equity, and inclusion are essential to our success. We are committed to fostering an inclusive and equitable workplace where every individual is treated fairly, regardless of gender, background, or identity. We welcome applications from disabled candidates and are dedicated to ensuring our recruitment process and workplace remain accessible and inclusive for all.