[Remote] Senior Manager - Wealth Management Consulting

Note: The job is a remote job and is open to candidates in USA. Alpha FMC is seeking a Senior Manager to expand its RIA and independent wealth management capabilities. The role leads client transformation engagements, advises on strategy, operating models, and technology, and supports business development and practice growth.

Responsibilities

• Managing project execution and teams of consultants to ensure 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
• Bringing deep subject matter expertise in RIAs and independent wealth firms, including their operating models, advisor and client experiences, investment platforms, technology ecosystems, and middle and back-office capabilities
• Advising clients on strategic and transformational topics such as target operating model design, technology strategy and modernization, advisor productivity, client experience, investment platform transformation, managed accounts, data, workflow, and AI-enabled operating models
• Acting as a senior client advisor who can connect business challenges to practical operating model and technology implications
• Supporting Alpha’s business development by identifying client needs, shaping propositions, driving the creation of client proposals, authoring thought leadership, and maintaining strong relationships with past and prospective clients
• Helping build Alpha’s RIA & Independent Wealth capabilities, including developing market perspectives, reusable intellectual property, propositions, target account strategies, and thought leadership
• Maintaining a strong understanding of the wealth technology ecosystem, including portfolio management and trading, CRM, financial planning, advisor workspaces, reporting, data, alternatives, workflow, and orchestration capabilities
• Maintaining a strong understanding of trends shaping independent wealth management, including consolidation and scale, advisor platform evolution, AI, managed accounts, alternatives, changing client expectations, and the continued modernization of wealth technology ecosystems
• Creating a culture of continuous learning for the team and clients and actively mentoring team members to develop their skillsets as they progress in their careers
• Collaborating across Alpha’s Wealth Management and broader Asset & Wealth Management capabilities to bring an RIA and independent wealth perspective into areas such as investments, alternatives, data, technology, operations, AI, and client experience
• Contributing to the wider Alpha community by making innovative and proactive contributions to one or more of Alpha’s business management or practice areas

Skills

• At least 7 years of relevant experience within wealth management consulting, an RIA, independent wealth manager, wealth technology or platform provider, or an in-house strategy, transformation, or program management role
• Deep, hands-on experience with RIAs and independent wealth firms, with a demonstrated understanding of how these organizations operate across the front, middle, and back office
• Sustained experience working within or advising RIAs, independent wealth firms, or closely adjacent wealth platforms, rather than limited exposure through a small number of individual projects
• Strong knowledge of the RIA and independent wealth operating model, including areas such as advisor and client servicing, investments, portfolio management and trading, operations, custody, financial planning, reporting, and technology
• Knowledge and a personal point of view on key trends shaping independent wealth management, including consolidation and scale, advisor productivity, AI, technology modernization, managed accounts, alternatives, and evolving client expectations
• Excellent consulting and problem-solving skills, with familiarity with recognized consulting frameworks and techniques and experience in research, quantitative analysis, structured problem solving, and executive communication
• Proven track record of building and sustaining lasting relationships with C-suite executives and the ability to influence key stakeholders
• This should include examples of client account management and supporting business development
• Operating model design and implementation experience impacting business processes and technology solutions across areas such as investments, advisor platforms, client servicing models, distribution, middle and back-office operations, or data and technology
• Familiarity with core technology platforms used across wealth management firms, including CRM, portfolio management, trading, financial planning, reporting, advisor workspace, workflow, and data platforms
• Ability to move comfortably between strategy and execution, helping clients define a future-state vision while understanding the practical implications for technology, process, organization, and implementation
• Intellectual capacity and ability to think in new and innovative ways to understand complex issues and develop creative solutions
• Ability to mentor and coach team members, with a focus on team achievement rather than individual goals
• Experience with platforms such as Salesforce, Addepar, Orion, Tamarac, Envestnet, and similar wealth technology solutions is preferred

Benefits

• Eligible for a discretionary bonus
• 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
• 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, including access to resources and flexibility
• Flo subscription coverage for up to two memberships per year to support reproductive and hormonal health
• Flexible hybrid schedules
• A supportive community of working parents that shares resources and fosters connection
• Hybrid and flexible working model
• Tailored training and structured mentorship
• Autonomy, visibility, and the ability to shape your career
• Coaching, internal communities, and opportunities to work closely with partners

Company Overview

Company H1B Sponsorship