Senior Manager

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.

Responsibilities

• Manage 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
• Lead 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
• Create a culture of continuous learning for the team and clients, and actively mentor team members - including defining and coaching junior peers in implementation best practices such as SDLC, migration strategy, and QA/testing standards
• Support Alpha FMC's business development by driving the creation of client proposals, authoring thought leadership, and maintaining strong relationships with past and prospective clients
• Contribute to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha's business management or practice areas
• Maintain a broad understanding of the challenges facing the Asset and Wealth Management industry and act as an expert in at least one area in demand by clients

Requirements

• 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.
• Prominent 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.
• Prominent 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.

Qualifications

Commensurate with experience.

Skills

• 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

Benefits

• 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.

Pay

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.

Schedule

Flexible hybrid schedules help balance work and family commitments.