About Alpha Group
Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing 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 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.
Why join Alpha?
- Established yet entrepreneurial – with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business.
- Backed by Bridgepoint – as part of one of the world’s leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings – creating even more opportunity for our people.
- Exposure to senior leadership – whether you are in an internal or a client-facing role, you will have the opportunity to work with and learn from the best of the best – high performers at the top of their game.
- Learning and growth opportunities – we run tailored training to help you be successful, provide you excellent mentorship, and offer up to 5 days paid training time per year. Perhaps the best training though is the experience on the job – as everyone at Alpha has high responsibility and autonomy, you can develop your skillsets quickly.
- Performance-driven culture with real impact – advancement at Alpha is based on impact and capability, not tenure or quotas. You’ll have autonomy and see the tangible difference your ideas and decisions make.
About the Role
At Alpha FMC, 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 and technology challenges.
As a Senior Manager, you will be responsible for:
- 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
- Leading end-to-end front-/middle-/back-office implementation engagements, including current-state assessment, requirements gathering, workflow design, configuration and integration oversight, test planning and execution, and training and procedure documentation
- Owning project governance, including regular status meetings, task and budget tracking, proactive communication with clients, and handover of business and technical workflows to client teams upon engagement completion
- Creating a culture of continuous learning for the team and clients, and actively mentoring team members - including defining and coaching junior peers in implementation best practices such as SDLC, migration strategy, and QA/testing standards
- 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 and Wealth Management industry and acting as an expert in at least one area in demand by clients
Experience & Skills
- 7+ years of consulting and/or industry experience within Asset and Wealth Management, gained through a leading consulting firm or a transformation, strategy, implementation, or program management role at an Asset Owner, Asset Manager, Wealth Manager, or investment technology provider.
- Demonstrated experience delivering enterprise investment platform implementations, with deep knowledge of the full implementation lifecycle including strategy, operating model design, business process transformation, solution architecture, vendor selection, configuration, testing, deployment, organizational change management, and post-go-live stabilization.
- Hands-on implementation experience with one or more leading investment management platforms is required, with expertise in platforms such as SimCorp One, BlackRock Aladdin, Charles River Investment Management Solution (IMS), Bloomberg AIM, or other enterprise investment management platforms. Experience working directly with software vendors or within strategic vendor partnerships is highly desirable.
- Strong understanding of front office and middle office requirements/workflows with the ability to advise clients across the end-to-end investment lifecycle including portfolio management, trading, compliance, investment operations, performance, risk, investment data, and reporting.
- Broad asset class knowledge spanning both traditional and alternative investments, including equities, fixed income, foreign exchange, derivatives, private equity, private credit, real estate, infrastructure, hedge funds, and multi-asset portfolios.
- Proven experience leading large-scale business and technology transformation programs, managing cross-functional workstreams, executive stakeholders, implementation partners, and third-party vendors while delivering complex, multi-year strategic initiatives.
- Exceptional program and project management capabilities, including governance design, RAID management, executive reporting, financial management, dependency management, issue resolution, and proactive escalation of risks to executive sponsors when required.
- Strong organizational change management experience, including stakeholder engagement, communications, business readiness, training strategy, operating model transition, and adoption planning to ensure successful business outcomes.
- Experience managing and developing consulting teams, including coaching, mentoring, quality assurance, workload management, and providing day-to-day leadership for junior consultants, business analysts, and implementation specialists.
- Deep understanding of investment operating models and data architecture, with experience across areas such as Investment Book of Record (IBOR), Accounting Book of Record (ABOR), security master, market data, risk analytics, reference data, investment data management, reconciliation, reporting, and enterprise data platforms.
- Subject matter expertise across multiple investment domains, such as the following:
- Portfolio Management
- Trading & Order Management
- Investment Operations
- Investment Data Management
- Investment Accounting
- Performance Measurement & Attribution
- Risk & Analytics
- Compliance & Regulatory Reporting
- Alternative Investments
- Reconciliations (Position, Transaction and Cash)
- Investment Data Warehousing & Reporting
- Enterprise Investment Platforms
- Excellent executive communication and stakeholder management skills, with the ability to facilitate workshops, influence senior client executives, present recommendations to steering committees, and build trusted relationships across business and technology organizations.
- Demonstrated leadership, problem solving, and decision making skills, with the ability to navigate ambiguity, resolve complex delivery challenges, and drive successful client outcomes in fast-paced transformation environments.
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 | $196,000 – $239,400
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 | $178,000 - $216,600
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 | $168,500 – $207,100
Applies to all other U.S. locations not listed above.
Toronto | CAD 216,500 - CAD 299,250
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
- Supplemented medical, dental and vision coverage
- 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.
Skills Required
- 7+ years of consulting and/or industry experience within Asset and Wealth Management
- Demonstrated experience delivering enterprise investment platform implementations and full implementation lifecycle expertise
- Hands-on implementation experience with one or more leading investment management platforms (e.g., SimCorp One, BlackRock Aladdin, Charles River IMS, Bloomberg AIM)
- Strong understanding of front office and middle office requirements and workflows across the end-to-end investment lifecycle
- Broad asset class knowledge across traditional and alternative investments (equities, fixed income, FX, derivatives, private equity, real assets, hedge funds, multi-asset)
- Proven experience leading large-scale business and technology transformation programs, managing cross-functional workstreams and executive stakeholders
- Exceptional program and project management capabilities including governance design, RAID management, financial management, and executive reporting
- Strong organizational change management experience including stakeholder engagement, communications, training strategy, and adoption planning
- Experience managing and developing consulting teams, including coaching, mentoring, quality assurance, and workload management
- Deep understanding of investment operating models and data architecture (IBOR, ABOR, security master, market data, risk analytics, reconciliations, reporting)
- Subject matter expertise across multiple investment domains (portfolio management, trading, investment operations, data management, accounting, performance, risk, compliance)
- Excellent executive communication and stakeholder management skills, including facilitation and presenting to steering committees
- Experience working directly with software vendors or within strategic vendor partnerships
What We Do
Alpha Alternatives (formerly Lionpoint Group) is the specialist alternatives consulting division of Alpha FMC, dedicated to creating value for private markets clients—including Private Equity, Private Debt and Liquid Credit, and Real Assets and Infrastructure—through advisory support, technology optimization, and process transformation. With hundreds of specialist consultants in key markets globally, we deliver solutions across the entire program lifecycle, helping over 300 clients navigate complex operational and technology challenges across all areas of their business, from front to back office, to achieve their business objectives.








