Solutions Consultant - Data Management

Alpha Financial Markets Consulting; United States; Hybrid; USD 98,000 - 154,000; Full time

Benefits offered by this job

401k/RRSP matching

25 days PTO

Sponsorship towards professional certs

Job summary

Alpha Tech Services is seeking a Solutions Consultant to build data pipelines and models for financial datasets. You will lead data modelling, define reporting in Tableau/Power BI, and design ETL pipelines with modern data platforms.

The role requires hands-on experience in analytics within Asset & Wealth Management and collaboration across cross-functional teams. You will mentor junior colleagues, participate in SDLC discussions, and contribute to client delivery with a focus on scalable data

Qualifications

• 2-5 years in data analysis, modelling, reporting or architecture roles.

Responsibilities

• Build data pipelines and applications to stream and process financial datasets.
• Lead data modelling to capture requirements and business rules for reporting solutions.
• Define, build and publish reporting in BI tools like Tableau and Power BI.
• Design, code and tune ETL pipelines using Boomi, Talend, Informatica or similar tech.
• Data profiling and source-to-target mapping with complex rules.
• Apply modern data management to design and deploy data warehouses and pipelines.
• Define and socialise SDLC, data migration, integrations and reporting approaches.
• Analyse, review and document business, functional, and technical requirements.
• Drive documentation and development per specifications; report status.
• Mentor and coach junior team members.

Skills

Data analysis & modelling

Asset & Wealth Management

Data mining & profiling

Data modelling & ETL design

Cloud data platforms

OOP languages (Python, Ruby, Java)

Fintech data elements

AI/ML data handling

Tools

AWS Glue

Talend

Azure Data Factory

Databricks

Snowflake

Azure Synapse

AWS Redshift

Tableau

Power BI

Salesforce

MS Dynamics

Pardot

Marketo

Eloqua

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 Alpha Tech Services

Alpha Tech Services is part of the Alpha Financial Markets Consulting (Alpha FMC) group, 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 caliber 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 21 of the top 25 largest global asset management firms, and work with over 130 clients across the globe. We have our headquarters located the United Kingdom, as well as offices in major global financial centers across the United States, Canada, France, Luxembourg, Switzerland, Denmark, and Asia. Alpha Tech Services represents the technology implementation/business integration arm of the Alpha group, with deep expertise in delivering change and transformation programs centered around Asset & Wealth technology solutions. To clients, we are a trusted partner for creating programs, however, we are so much more to our employees. At Alpha, we pride ourselves in being a meritocratic environment perfect for building a career and meeting great people, as well as a rewarding place to work.

Role Responsibilities

In your role as a Solutions Consultant, you will:

• Build data pipelines and applications to stream and process financial datasets.
• Lead data modelling activities to capture and model data requirements, business rules, and logical and physical models to support reporting solutions and downstream processes
• Define, build and publish reporting capabilities in leading BI/reporting tools, such as Tableau and Power BI.
• Design, code, and tune ETL pipelines using Boomi, Talend, Informatica or similar technologies.
• Data profiling and source-to-target mapping (including complex business rules)
• Apply modern data management toolsets and methods to design, build, implement, and optimize data solutions of all types including data warehouses, data pipelines, data cleansing.
• Define and socialise technical approaches for SDLC, data migration, integrations and reporting supported by a Solution Architect, the client and project management team.
• Analyse, review and document business, functional, and technical requirements.
• Drive the documentation and development according to specifications and standards.
• Participate in project team meetings and communicate effectively with internal and client peers, architects, system analysts, business analysts, project managers, quality control, and across other technology team boundaries, reporting project status as required.
• Support Alpha’s internal product/accelerator development for future client projects.
• Mentor and coach junior team members.

Role Requirements (Skills, Experience and Qualifications)

• 2-5 years of experience in data analysis & modelling, reporting, architecture roles, including experience with transformational efforts.
• Experience in the Asset & Wealth Management industry.
• Experience in data mining, profiling, and analysis.
• Experience with complex data modelling, ETL design (AWS Glue, Talend, Azure Data Factory), and using large databases in a business environment.
• Experience with deploying compute and orchestrating workloads directly in Azure or AWS, or platforms such as Databricks.
• Knowledge of data warehousing concepts and experience with cloud data platforms like Snowflake, Azure Synapse or AWS Redshift.
• Experience with object-oriented programming (OOP) languages like Python, Ruby, Java, or similar language preferred.
• Understanding of financial technology vendors and data elements similar to Bloomberg, Blackrock, Simcorp or Charles River.
• Experience with the following would as an advantage:
  • Data handling with AI/ML: Python, R
  • ETL: Talend, Boomi, Databricks, Azure Data Factory
  • Low Code platforms: MS PowerApps, Mendix, Outsystems
  • CRM: Salesforce, MS Dynamics
  • Workflow: Unqork, Appian, Boomi Flow
• Marketing Automation: Pardot, Marketing Cloud, Marketo, Eloqua
• CMS: Adobe Experience Manager, Optimizely, Kurtosys

Compensation and Perks:

The anticipated base salary for this role varies based on geographic location and is structured across three compensation zones. These zones reflect local market conditions and cost of labor. Geographic placement is determined by the employee’s primary work location.
Zone A | $113,000 - $153,900
Applies to candidates working in designated high-cost metropolitan areas, including: Los Angeles, CA; San Francisco, CA; Boston, MA; New York City, NY; and Washington, DC, as well as remote roles based in Massachusetts or the New York Tri-State Area.

Zone B | $98,000 - $128,250
Applies to candidates working in key metropolitan markets, including: Austin, TX; Atlanta, GA; Chicago, IL; Charlotte, NC; Denver, CO; and Philadelphia, PA, as well as remote roles based in Texas, California, Pennsylvania, Florida, or Colorado.

Zone C | $90,000 - $118,750
Applies to all other U.S. locations not listed above.

Toronto | CAD 137,800 - CAD 161,500
Applies to candidates working in the Toronto region

Final compensation will be determined based on experience, qualifications, and work location. In addition to base salary, this role is eligible for a discretionary bonus and a comprehensive benefits package. We are committed to equitable and transparent compensation practices across all locations.

• 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.

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 critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Alpha Financial Markets Consulting’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

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