Consultant/Manager Asset & Wealth Management Consulting

Job description

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Consultant/Manager - Asset & Wealth Management Consulting
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Alpha FMC
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 1,180 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.


Our APAC team (Singapore, Malaysia, Sydney, Melbourne) is made up of 40+ consultants with deep expertise across the AWM industry.

Our clients include Asset Owners, Managers and Servicers, Wealth Managers and Insurers.

We provide our clients with a range of services covering Target Operating Models, Data Governance and Strategy, Implementations, Migrations, Benchmarking and Provider Selections.


Role Responsibilities:
As a Consultant / Manager at Alpha FMC, you will take a leading role in driving our change programs.

You may be leading a workstream within a larger program; or helping to drive projects and produce deliverables for smaller projects alongside a small team of other Alpha resources.

You will be responsible for identifying and implementing solutions for a range of issues facing asset and wealth managers.

Over the course of each project, you will collect and analyse data, prepare and test hypotheses, and present recommendations to the client to solve their unique business challenge.

You’ll be playing a proactive, leadership role in driving our programs forward and engaging directly with senior client stakeholders to solve their business challenges.


You will be responsible for:
Engaging with stakeholders to drive & lead execution against effective project plans, anticipate potential issues, and provide structured solutions to ensure a successful client engagement
Leading a workstream or component of a project, taking responsibility for the creation of client deliverables by facilitating client interviews and workshops, performing analysis in Excel, synthesising 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
Maintaining a broad understanding of the challenges facing the Asset & Wealth Management Industry and knowledge of relevant issues and trends within one or more of Alpha’s practice areas
Role Requirements (Skills, Experience and Qualifications):
At least 3+ years of proven consulting experience at a recognised consulting firm or through an ‘in-house’ consulting / business analyst role at a leading financial institution
Experience within financial services
Experience in Asset and/or Wealth management a plus
Experience of projects engaged on Front-To-Back Transformation, Data, Middle Office / Back Office Transformation & Migration, Target Operating Model, Business Processes and/or IT solutions in some of the following areas: Investments, Operations, Distribution & CRM a plus
Good understanding of both public and private markets’ asset classes a plus
Excellent consulting and problem-solving skills, and familiarity with recognised project / change and consulting frameworks
Excellent written and verbal communication skills; the ability to articulate complex problems and solutions in a simple, logical, and impactful manner
Proven track record of building and sustaining lasting relationships with team members and client stakeholders
Intellectual capacity and ability to think in new, innovative ways to understand complex issues and develop creative solutions
Ability to comfortably multi-task and engage in multiple initiatives concurrently
Flexibility to travel if required
Strong academic background and degree from a leading institution
Business language fluency in English
Sharing in our Success:
Profit share (% of base salary) which is linked to company performance
Private medical health insurance subsidy
Health and wellbeing allowance
Mobile phone and internet allowance
Home office setup allowance
Learning and development allowance
25 days annual leave
5 days paid study leave
Paid parental leave (18 weeks) and secondary carer leave (2 weeks)
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.


Seniority Level
Associate
Employment Type
Full-time
Job Function
Project Management and Consulting
Industries
Financial Services and Business Consulting and Services
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