Full-Time

Senior Manager

Alpha FMC

Alpha FMC

1,001-5,000 employees

Client data platform for investment managers

Compensation Overview

$168.5k - $239.4k/yr

+ Discretionary Bonus

La Ronge, SK, Canada

Hybrid

Remote options available in MA or NY Tri-StateArea; otherwise hybrid with on-site in major U.S. metros.

Category
Consulting (1)

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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 SimCorOne, 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.
Responsibilities
  • 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

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

Acquired

Total Funding

$931.9M

Headquarters

London, United Kingdom

Founded

2003

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Simplify Jobs

Simplify's Take

What believers are saying

  • Alpha Concord launched in 2026 with 1,000-plus documents daily and 99.8% accuracy.
  • JPSB acquisition on April 13, 2026 expands Alpha's SimCorp implementation capacity immediately.
  • New hires in New York and MENA signal aggressive 2026 expansion across wealth management.

What critics are saying

  • Bridgepoint's 2024 £626 million takeover removes employee upside and speeds integration pressure.
  • Alpha's growth depends on SimCorp and Aladdin vendor ecosystems, concentrating partner risk.
  • Any slip in Alpha Concord accuracy during 2026 adoption damages trust across regulated clients.

What makes Alpha FMC unique

  • Alpha Concord targets fund-document compliance, not generic consulting, with auditable AI checks.
  • Bankside and JPSB deepen Alpha's Aladdin and SimCorp delivery across investment platforms.
  • Bridgepoint backing since 2024 gives Alpha capital for acquisitions and scale.

Help us improve and share your feedback! Did you find this helpful?

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

-3%

1 year growth

-3%

2 year growth

9%
UK Tech News
Jul 1st, 2026
Alpha FMC launches Alpha Concord: an agentic AI engine that transforms fund document compliance.

Alpha FMC launches Alpha Concord: an agentic AI engine that transforms fund document compliance. Alpha Financial Markets Consulting ("Alpha"), a leading global consultancy to the financial services industry, today announces the launch of Alpha Concord: an agentic AI compliance engine purpose-built for the review, validation and assurance of fund documents at scale. Built specifically for the investment management industry, Alpha Concord enables firms to automate document reviews across key investor and regulatory disclosures, including KI(I)Ds, factsheets, ESG reports and prospectuses. The solution performs hundreds of automated checks across factual accuracy, cross-document consistency, regulatory alignment and disclosure readability, generating auditable findings and recommended actions for review teams. The launch comes at a time of increasing regulatory scrutiny of investor communications and growing operational demands on document governance functions. Investment firms are required to produce and maintain large volumes of investor and regulatory disclosures while also managing evolving requirements such as the transition to Consumer Composite Investment (CCI) disclosures. Developed by Alpha's fund compliance and product governance specialists, Alpha Concord combines AI-powered analysis with configurable controls that can be aligned to firms' internal standards and regulatory obligations. Findings are linked directly to source evidence and presented through a workflow interface that supports review, remediation and sign-off activities. How Alpha Concord works Alpha Concord ingests fund documents in all major formats and languages, including KI(I)Ds, factsheets, ESG reports and prospectuses, and runs a structured review against a configurable library of compliance checks. Each check is mapped to the relevant regulatory rule or internal standard, ensuring every finding is supported by a direct evidential reference. Results are presented through a review interface that enables compliance teams and product specialists to triage findings, assign actions, track resolutions and sign off documents within a single auditable workflow. Aggregated analytics surface patterns across entire fund populations and all documents linked to the same entity, enabling firms to identify issues earlier and strengthen governance controls. For firms transforming their document production operating model, or transitioning from KI(I)Ds to CCI disclosures, Alpha Concord's regression-testing capability compares new documents against previous versions and flags material changes in disclosure content, risk ratings and cost data. Commenting on the launch of the tool, Ben Shenkin, Partner at Alpha said: "Our clients have been telling us the same thing for years: the volume of documents they need to review is growing faster than their ability to resource it. Alpha Concord is our answer to that. It is not a generic AI tool adapted for financial services: it was built from the ground up for this specific problem, by consultants who have spent their careers in fund compliance and product governance." Ben Shenkin, Partner Performance at scale In client testing against a live fund population, Alpha Concord achieved: * 8x faster than a human-only review team operating across the same document population. * 100% of the sample can be reviewed, compared with the typical 2-10% sample coverage achieved through manual checks. * 99.8% accuracy on compliance checks, versus 92.5% for manual review on the same population. * 1,000+ documents per day reviewed end-to-end, including scoring, finding generation and audit logging. * Validation checks can be configured across all major European languages Ilia Prokashev, Senior Manager at Alpha, said: "Scepticism about AI is understandable and in a regulated industry, it is healthy. But the evidence is clear: a correctly configured AI system consistently outperforms manual review on accuracy. That is not about replacing expertise. It is about enabling experts to work with greater confidence, consistency, and speed. Alpha Concord gives expert reviewers a higher-quality foundation to work from, so their judgement is applied where it matters most." Ilia Prokashev, Senior Manager Availability Alpha Concord is available now to investment managers and fund administrators operating in the UK and European markets. Alpha FMC will work with clients to configure the check library to their specific document types, regulatory perimeter and internal governance standards. Implementation is typically completed within four to six weeks. To request a demonstration or discuss deployment, please contact your Alpha FMC relationship partner, or email Tech News International at [email protected] or [email protected].

Hubbis
Jun 15th, 2026
Alpha FMC appoints Hamdan Khan as MENA asset and wealth management consulting leader.

Alpha FMC appoints Hamdan Khan as MENA asset and wealth management consulting leader. Alpha Financial Markets Consulting has appointed Hamdan Khan as senior partner and MENA management consulting leader for asset and wealth management. Khan joins as the consultancy continues to expand its Middle East business. The appointment follows the recent formalisation of Alpha FMC's presence in Saudi Arabia, as the firm looks to support demand from investment management, wealth management and private banking clients across the region. Khan has more than 18 years of consulting and industry experience across the UK and the Gulf Cooperation Council. He has advised wealth and asset management firms on strategy, operating model design, digital transformation, business growth and large-scale change programmes. Most recently, he has led transformation projects across the wealth and private banking sector in the Middle East, working with organisations in the UAE, Saudi Arabia, Qatar and Kuwait. In his new role, Khan will focus on expanding Alpha FMC's work with asset managers, private banks, retail investment platforms and fintech firms across the GCC and wider MENA region. He will also work with the firm's regional and global leadership teams to expand client delivery capabilities, develop local consulting talent and strengthen Alpha FMC's wealth and asset management transformation offering.

Consulting.us
May 22nd, 2026
Alpha FMC adds Charles Cummin as senior partner in New York.

Alpha FMC adds Charles Cummin as senior partner in New York. 22 May 2026 Consulting.us Alpha FMC, a London-headquartered financial services sector consulting firm, has hired Charles Cummins as a senior partner in its wealth management practice in New York. Cummins will lead efforts to expand the firm's presence in the North American wealth management market - deepening relationships with bank-owned wealth managers and wirehouse firms and enhancing delivery capabilities. He brings 15 years of experience in financial services consulting, with expertise across wealth management operating models and transformation. Cummins joins Alpha FMC from EY, where he spent over 12 years and was a principal in wealth and asset management consulting. At EY, he worked on performance improvement engagements and helped strengthen the practice's core delivery capabilities. Before that, Cummins spent two-and-a-half years at PwC, where he was a senior associate working on consulting engagements with financial services clients. He has an MBA from Georgetown University. "We are delighted to welcome Charles to the team. His experience advising leading global wealth managers will be invaluable as we support our clients in navigating an increasingly complex and evolving market environment," said Matt Harris, senior partner and head of wealth management consulting - North America. Alpha FMC was founded in 2003 and has more than 1,500 people across North America, EMEA, and APAC. The firm provides strategy, management, and technology consulting services to asset management, wealth management, and insurance clients. "Combining deep domain expertise with global scale, Alpha is uniquely positioned to deliver in complex, high-stakes transformations," Cummins said. "I look forward to accelerating growth in the Wealth Management sector - particularly across bank-led wealth managers - and strengthening Alpha's position as the partner of choice for the industry's most ambitious firms." More on: Alpha United States Company profile Alpha is not a United States partner of Consultancy.org Partnership information Consultancy.org works with three partnership levels: Local, Regional and Global. Alpha is a not a partner of Consultancy.org. Upgrade or more information? Get in touch with our team for details.

Consultancy.uk
May 14th, 2026
Alpha FMC adds 100 staff with Elgin White deal

Elgin White has agreed to join Alpha FMC. The specialist consultancy will boost Alpha’s investment technology and platform delivery services.

Yahoo Finance
Apr 16th, 2026
Alpha FMC appoints Zoe Kohli to lead global SimCorp partnership

Alpha FMC, a global financial services consultancy, has appointed Zoe Kohli as Senior Partner and Global Partner Executive in its Asset & Wealth Management practice. Kohli rejoins Alpha following senior roles at two major investment technology providers, where she led product, strategy and commercial functions. In her new position, Kohli will manage Alpha's relationship with SimCorp, focusing on enhancing capabilities and coordinating with regional teams to deliver services to shared clients. The appointment comes alongside Alpha's acquisition of JPSB and wider team investments, positioning the firm for accelerated growth in investment platform initiatives. Founded in 2003, Alpha FMC now has over 1,540 consultants across North America, UK, Europe, MENA and APAC. The firm has been backed by Bridgepoint since 2024.