Solutions Consultant - Investment Technology & Data

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 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.

Our Corporate Strategy

Alpha is increasingly establishing ourselves as the leading consultancy to the global asset and wealth management industry. To date, we have grown and been successful by deploying the highest caliber of consulting expertise to our clients. Unlike our competitors, we are:

• Sector focused: because we have always focused exclusively on Asset and Wealth Management, we provide deep and focused knowledge that our competitors cannot match
• Global: we operate seamlessly across geographies, allowing us to service the largest global clients with the highest caliber of consultant

As technology specialists, we:

• Provide knowledgeable resources who can implement, configure and support the major platforms used by our clients
• Form a range of partnerships with key vendors to position itself as a preferred implementation partner for major business applications
• Assist clients with their journey to the next generation of cloud-based architectures
• Help clients to define and implement their future state data architectures
• Help clients with bespoke development that complements their core application architecture
• Provide knowledgeable and client-focused support for client’s major applications, including upgrades, migrations and business-as-usual issue management
• Implement, configure and support key business applications
• Build out and implement data management strategies across client organizations
• Undertake bespoke development, including of key data interfaces

Role Responsibilities:

Alpha FMC is looking for a Solutions Consultant to join our growing team. We are seeking people with strong Front Office Technology skills, along with a personal desire to build a unique, world-class service offering for our clients. As a Solutions Consultant, you will be assisting with investment technology choices and implementation solutioning to deliver technology change across the front office technology construct. You will provide Service Matter Expertise for front office technology solutions and associated operating models, working with key client stakeholders to maximize value delivery on time and on budget.

• Contribute to client’s front-office implementation process including current state analysis, requirements gathering, workflow design, system configuration & integration, test management & execution, and training/procedure documentation.
• Support project leadership by delivering workflow solutions, contributing to status updates, and risk identification & escalation.
• Provide effective and proactive communication with the Alpha project team and client business stakeholders to ensure alignment across the program.
• Ensure documentation and development are aligned with defined specifications and industry best practices.
• Define and promote best practice technical methodologies for implementation, such as SDLC, migration strategy, and quality assurance testing standards.
• Contribute to the development of internal accelerators and propositions within an OMS / front & middle office focused framework.
• Provide support on business & technical workflow handover to client teams upon completion of engagement.

Role Requirements (Skills, Experience and Qualifications):

• 3+ years of experience with implementations, product management, or production support role with focus on front office technology such as Blackrock Aladdin, Charles River IMS, Bloomberg AIM, Simcorp, Finbourne, or Ridgeline
• Deep understanding of the Asset and/or Wealth Management value chain, spanning multiple client segments, investment products, and operating models.
• Must be comfortable leading executive-level workshops, steering committees, and program forums.
• Proficiency in SQL and database management, including experience with cloud data platforms such as Snowflake, Databricks, & AWS
• Specialist in at least one of the following Front and Middle Office focus areas: Risk & Analytics, Compliance & Regulation, Portfolio Management, Trading, Operations, Client Reporting, Transaction/Position/Cash Reconciliation, Data Management & Governance
• Strong understanding of investment products and asset classes, including Equities, Fixed Income, Derivatives, and Alternatives, with the ability to translate investment and business needs into operating and technology design requirements
• Proficiency with SQL is required, any additional coding skills also desirable
• Experience with integration of cloud-based architecture (Snowflake, Azure, AWS) is desirable
• Proficiency in data modelling, data governance, and data quality management across investment data domains (i.e., transaction, position, security, and ABOR/IBOR)
• Openness to travel depending on client preference
• Strong problem-solving skills and attention to detail
• Excellent interpersonal and client relationship skills
• Deep understanding of OMS/EMS/PMS vendor landscape (knowledge of EDM/MDM landscape a plus)
• Entrepreneurial approach and commercial awareness
• Proven experience in building and delivering solutions for large-scale transformations
• Specialist industry qualifications such as CFA, CAIA, FINRA Series 7 or equivalent is desirable
• Appreciation of regional business culture

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.