Full-Time

Senior People Business Partner

Asset & Wealth Management Consulting, North America

Alpha FMC

Alpha FMC

1,001-5,000 employees

Client data platform for investment managers

Compensation Overview

$190k - $235k/yr

+ Profit Sharing + 401(k) Match

New York, NY, USA

Hybrid

Hybrid role; requires 2-3 days per week in the New York office; remote/home location otherwise.

Category
People & HR (1)
Requirements
  • 10+ years’ experience in a consulting role (either management consulting or people consulting), ideally with 3–5 years of being involved/having exposure to strategic people related initiatives
  • Passion for working on people related topics in consulting firms (e.g. understanding people trends, capacity and pyramid planning, using people metrics)
  • Proven ability to influence and advise senior leaders on people strategy and organizational design
  • Strong experience in talent attraction and management, succession planning, and leadership development
  • Demonstrated capability in post-acquisition integration, change management, and cultural alignment
  • A university degree (2:1 or above) in a relevant discipline
  • Excellent communication, analytical, teamwork and stakeholder management skills
  • Good to have: Experience within a consulting firm within Financial Services or Asset and Wealth Management
  • Good to have: Exposure to global or matrixed organizations with complex stakeholder environments
  • Good to have: Certification such as CIPD 7, SHRM-SCP, or equivalent academic or professional accreditation
Responsibilities
  • Engage directly with senior leaders as a trusted business partner.
  • Have a ‘seat at the table’ to facilitate the business vision and to define the people agenda behind that.
  • Analyze people data to identify trends, strengths, and gaps across recruitment, HR, and learning.
  • Define, iterate and drive the strategy across the people agenda – ultimately answering key questions e.g. what our employer value proposition is, how do we attract the best talent, and how do we manage, develop, and retain talent to help them be successful.
  • Drive strategic improvements across the employee lifecycle.
  • Partner with the Finance Business Partner to make sure recommendations are commercially relevant and executable.
  • Drive and oversee annual business-as-usual (BAU) processes: Talent Acquisition year-end and mid-year planning and budgeting processes; HR year-end and mid-year job evaluation, compensation planning and goal setting
  • Lead or oversee key initiatives based on the Business Unit’s People strategy and priorities covering: Strategic Workforce & Talent Planning; Performance, Reward & Retention Strategy; Employee Engagement; Leadership Development & Succession Planning; Capability Development & Learning; Collaborate with business unit leadership to evolve all people related matters as we deploy AI and other emerging technologies that enhance productivity, streamline delivery, and evolve the nature of the consultant role; Organizational Design & Growth Enablement; Contractors frameworks for sourcing and onboarding
  • Mobilize the internal people delivery teams (Recruitment and HR) who are responsible for execution.
  • Monitor service quality and performance, supporting them to resolve any issues that arise.
  • Ensure good productive relationships with wider Business Operations teams in order to facilitate execution.
  • Play role of senior lead in that functional area – driving effectiveness and good culture, and coaching and supporting individuals to achieve the business goals.
  • Prepare people reports for senior leadership (both on a proactive and reactive basis), such as for the business unit Board, Group Leadership or Group Board.
  • Designing and executing effective people communications as they relate to organizational change, compensation, and new policies.
Desired Qualifications
  • Experience within a consulting firm within Financial Services or Asset and Wealth Management
  • Exposure to global or matrixed organizations with complex stakeholder environments
  • Certification such as CIPD 7, SHRM-SCP, or equivalent academic or professional accreditation

Alpha FMC provides data solutions for investment managers, including hedge funds and asset managers, through a Client Data Platform built on Microsoft Azure. The platform consolidates data from multiple sources and uses modular applications to support client engagement, revenue tracking, and regulatory reporting within a firm’s existing data and analytics setup. It differentiates itself by specializing in investment-manager data needs and offering end-to-end licensing, professional services, and managed services that scale from boutique to global managers. The goal is to help investment managers optimize operations, grow revenue, improve client engagement, and meet regulatory requirements with a scalable, integrated data platform and ongoing implementation and management support.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

London, United Kingdom

Founded

2003

Simplify Jobs

Simplify's Take

What believers are saying

  • SimCorp modernization cycle accelerating demand; JPSB acquisition (April 2026) positions Alpha for scaled delivery.
  • Middle East alternatives market expansion via Abu Dhabi hub captures underserved private equity and hedge fund sectors.
  • DORA compliance advisory and Auxo Solutions AI capabilities unlock high-margin regulatory and technology consulting revenue.

What critics are saying

  • SimCorp internalizes JPSB expertise post-acquisition, eroding outsourced delivery contracts within 12–18 months.
  • BlackRock expands Aladdin consulting in-house, reducing Alpha's data migration revenue from Aladdin clients.
  • Bridgepoint pressures profitability post-2024 investment, forcing margin-squeezing price cuts or workforce reductions.

What makes Alpha FMC unique

  • End-to-end platform transformation expertise across SimCorp, Aladdin, and emerging investment technology stacks.
  • 1,540+ consultants globally with deep domain expertise in asset management, alternatives, and wealth management.
  • Proprietary AI-enhanced CRM and Client Data Platform built on Azure, automating data entry and client insights.

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Your Connections

People at Alpha FMC who can refer or advise you

Benefits

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

Paid Vacation

Paid Holidays

Sabbatical Leave

Hybrid Work Options

Stock Options

Company Equity

Wellness Program

Mental Health Support

Gym Membership

Phone/Internet Stipend

Home Office Stipend

Conference Attendance Budget

Professional Development Budget

Training Programs

Tuition Reimbursement

Professional Certification Support

Mentorship Program

Learning & Development

Employee Discounts

Employee Social Events

Relocation Assistance

Adoption Assistance

Childcare Support

Elder Care Support

Parental Leave

Family Planning Benefits

Fertility Treatment Support

Adoption Assistance

Health Insurance

Dental Insurance

Vision Insurance

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

13%
The Hermiston Herald
Apr 13th, 2026
Alpha FMC to acquire JPSB.

Alpha FMC to acquire JPSB. GlobeNewswire | Alpha FMC Today at 5:03am PDT NEW YORK, April 13, 2026 (GLOBE NEWSWIRE) - Alpha Financial Markets Consulting ("Alpha"), a leading global provider of specialist consulting services to the financial services industry, has entered into an agreement to acquire JPSB Group Limited ("JPSB"), a specialist SimCorp-focused technology consulting and implementation firm. The acquisition strengthens Alpha's capability in investment platform transformation, adding scaled SimCorp expertise and amplifying its ability to support clients across both advisory and delivery. Enhancing end-to-end capability across investment management enterprise platforms is a key strategic priority for the firm. Alpha is investing heavily to strengthen its offering across all leading platforms and service providers. This includes developing tools that build on its existing accelerators to drive efficiency for both platforms and end clients. JPSB has an established track record delivering complex investment platform programs for asset managers and asset owners globally. Their deep specialism in SimCorp complements Alpha's existing platform capabilities. This announcement comes ahead of the SimCorp Summit in Copenhagen next week, where Alpha will be engaging with clients and industry partners on the future of SimCorp-led transformation and broader investment platform evolution. The transaction builds on Alpha's continued investment in platform expertise. Following the acquisition of Bankside in 2024, which significantly enhanced Alpha's BlackRock Aladdin capability and data migration and integration expertise, the addition of JPSB further expands Alpha's depth across SimCorp. Together, these capabilities position Alpha as a specialist partner to clients undertaking large-scale platform transformation programs, combining industry expertise with delivery capability. Joe Morant, Global Head of Asset & Wealth Management Consulting, Alpha, said: "This is a natural extension of our strategy to deepen our capability in investment platforms. JPSB brings real depth in SimCorp delivery, and builds on a relationship that is already established. As clients increasingly look for few, more integrated partners who can take accountability across both advisory and delivery, this partnership strengthens our ability to support them end-to-end." Kiran Bhogal, CEO and Founder of JPSB, said: "This is a strong strategic fit. We have already worked closely with Alpha on a number of strategic client programmes. Joining the Alpha platform will help us scale our capability further, while continuing to focus on delivering high-quality outcomes for clients." Completion of the transaction is expected in the coming weeks, subject to customary closing conditions. About Alpha FMC Alpha Financial Markets Consulting is a leading global consultancy to the financial services industry. Alpha combines highly specialist sector-focused strategy, management consulting and technology expertise to support the client transformation lifecycle. Founded in 2003, Alpha now has over 1,500 consultants across North America, the UK, Europe, MENA and APAC. Alpha has been supported by investment partner Bridgepoint, one of the world's leading quoted private asset growth investors, since 2024. About JPSB JPSB Group is a global financial technology consultancy providing advisory, implementation and operational support services to the investment management industry. Headquartered in London, the firm works with asset managers, institutional investors and financial services organisations globally. Founded by Kiran Bhogal, JPSB specialises in business transformation, investment technology strategy, system implementation and operational change across front-, middle- and back-office functions. This is a paid placement. For further inquiries, please contact GlobeNewswire directly.

PR Newswire
Feb 18th, 2026
Alpha FMC & MDOTM Ltd Release Whitepaper On Scaling Custom Model Portfolio Management with AI

Alpha FMC & MDOTM Ltd release whitepaper on scaling Custom Model Portfolio management with AI. Feb 18, 2026, 01:00 ET For asset & wealth managers: AI-driven model delivery that ensures consistency with investment views and scalable portfolio distribution NEW YORK and LONDON, Feb. 18, 2026 /PRNewswire/ - Alpha FMC and MDOTM Ltd announce the release of their joint whitepaper, The Modern Model Portfolio Playbook: Part 2 - How Do Providers Manage & Deliver Models Using Innovative Technology? which explores the evolution of model portfolio delivery and the operational advantages of AI-enabled portfolio management. Following Part 1, How Do Model Providers Structure Custom Model Offerings?, this second paper focuses on the evolution of model portfolio delivery methods and current industry trends and insights. It also explores the operational benefits of AI-driven solutions, including scalability, enhanced control, robust reporting, efficiency, risk mitigation, speed, and improved communication, while consistently supporting bespoke client requirements. The research highlights a clear shift away from fragmented "middle-layer" processes - often built on spreadsheets and manual reconciliation - toward integrated, AI-powered workflows that reshape the full lifecycle of model portfolios, from construction and customization to delivery, monitoring, and reporting. As portfolio complexity and customization demands increase, traditional manual workflows are becoming increasingly unsustainable. Key findings reveal that asset managers are increasingly prioritising API-driven connectivity to enable real-time portfolio distribution. AI is also becoming essential for scalable customisation, portfolio alignment at scale, systematic constraint management, and improved portfolio reporting. Successful adoption requires robust technology and data foundations, combined with a phased approach that moves from pilot programs to full enterprise rollout. Modernizing model portfolio delivery is now a strategic imperative, with AI, API-based workflows, and mature infrastructures helping firms overcome traditional challenges and unlock new opportunities in efficiency, scalability, and client service. Despite growing industry pressure, many platform vendors remain slow to support API first infrastructure - forcing asset managers to maintain legacy software stack and processes. This disconnect between platform readiness and business demands is accelerating a broader shift: model portfolio delivery is no longer a back-office function, but a core strategic capability that drives growth, strengthens advisor relationships, and enables faster response to market change. Commenting on the release, Daniel Page, Manager and Solution Architect at Alpha FMC said: "Model portfolios are growing rapidly in the industry as advisors look to scale their businesses and access more customization - causing model providers to look at how they build, manage, and deliver models. This is obliging them to re-examine the scalability of their operating models, integrations, and underlying technology stacks. In response, model providers have the compelling opportunity to get ahead of the curve and position their firm for sustainable success, by adopting API-first delivery with embedded AI tooling. The potential for operational efficiency, accuracy, and speed-to-market gains in the model portfolio management space - with the help of these new technologies - is drastic when deployed prudently." Federico Invernizzi, Chief Operating Officer and Board Member at MDOTM Ltd, added: "AI allows investment teams to take what they already do centrally: market views, portfolio strategies, reporting, and propagate it intelligently across thousands of portfolios, while still meeting bespoke client requirements at scale. By acting as the enabler of model delivery, AI shifts portfolio distribution from a fragmented, manual process into a scalable, controlled, and efficient workflow. This research is about helping investment professionals to move from experimentation to production-grade AI, with real impact on portfolio quality and client experience." SOURCE MDOTM Ltd

Hubbis
Nov 13th, 2025
Alpha Appoints Birju Ladhani to Lead Middle East Expansion of Alternatives Division

Alpha appoints Birju Ladhani to Lead Middle East expansion of Alternatives division. UK-based consulting firm Alpha, specialising in financial services, has named Birju Ladhani as head of its Middle East hub for the Alternatives division. The division, formed after Alpha's 2021 acquisition of Lionpoint, supports alternative investment managers - including private equity, real estate, private debt, and hedge funds - with commercial transformation and operational improvements. It serves over 300 clients globally. Ladhani, formerly Private Markets Transformation Lead at Federated Hermes, brings extensive experience in alternative asset management and private markets innovation. He will be based in Alpha's Abu Dhabi office within the ADGM financial centre, marking a strategic push to grow the firm's presence in the Gulf Cooperation Council (GCC) region. Ladhani highlighted the Middle East's dynamic financial markets and deal activity as key drivers for Alpha's expansion, aiming to help fund managers scale operations while maintaining strong control frameworks and regulatory compliance. His appointment underscores Alpha's commitment to strengthening client partnerships and supporting sustainable growth in the region. Prior to joining Alpha, Ladhani held roles at major banks including Morgan Stanley, UBS, and Barclays. He has relocated from the UK to the UAE for this position.

Gieom
Jun 25th, 2025
Gieom partners with Alpha FMC to offer end-to-end AI-led solution to accelerate DORA compliance in Europe

The combination of Gieom's DORA 360 platform with Alpha FMC's consulting expertise equips financial services firms with the technology and proficiency to accelerate their Digital Operational Resilience Act (DORA) implementation and ongoing compliance across all five pillars of DORA.

MAJUNKE.com
Jun 11th, 2025
Alpha FMC Acquires Auxo Solutions

Alpha Financial Markets Consulting has agreed to acquire Auxo Solutions, a technology engineering company specializing in enterprise solutions, cloud, data, and AI for the financial services industry. This acquisition enhances Alpha's technology capabilities for financial services and insurance clients. The combined expertise of Alpha and Auxo aims to deliver comprehensive consulting services, from corporate strategy to technology innovation.