
Alpha FMC · London
Engagement Lead / Engagement Director, London Integration & Carve-Out | Strategy & Deals | Alpha FMC About Alpha FMC Founded in London in 2003, Alpha FMC is...
Engagement Lead / Engagement Director, London
Integration & Carve-Out | Strategy & Deals | Alpha FMC
About Alpha FMC
Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our
1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than
970 clients across asset management, wealth management, insurance, and broader financial services.
We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals
to lead high-profile buy-side and sell-side engagements. Our engagements deliver targeted assessments of technology risk, value
creation potential, and operational resilience — enabling investors and corporate clients to make well-informed transaction
decisions.
Alpha FMC is PE-backed with material investment committed to growing our Strategy & Deals practice, and Integration & Separation
is a strategic priority. The chosen hire will not simply deliver engagements, they will help define how we take this capability to
market, shape our service offerings and delivery approach, and build the team around them. From day one, you will carry real
client responsibilities and have a direct hand in determining the success of the practice.
Level Guidance
We are open at both the Engagement Lead and Engagement Director level, depending on candidate experience:
in financial services across IT and business workstreams.
planning in financial services across IT and business workstreams.
Key Responsibilities
The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client
relationships and practice development.
Integration & Separation Engagements
close requirements and operating model changes across business functions, operations and IT
of financial services operating environments.
from the outset.
milestones required to to support the client and drive the deal to a successful Close.
actionable recommendations for deal teams and leadership.
exit planning considerations.
perspectives into integration or separation design.
Client & Stakeholder Management
CTOs.
grounded and decision-ready.
operating model design and integration decisions, and ensuring each session produces clear, tangible outputs—including
prioritized decisions, action items, and next step ownership.
Team & Practice
Technology & Operations Due Diligence
In addition to integration and separation work, Engagement Leads may support targeted technology and operations due diligence
What We’re Looking For
services.
market participants, and emerging trends, along with deep specialization in at least one subsector such as Asset Management,
Asset Servicing, Wealth Management, Banking, Insurance, and/or the associated Financial Services FinTech ecosystem
designing operating models and mobilizing deal transaction programs.
insights.
What We Offer
Associate / Senior Associate, London Integration & Carve-Out | Strategy & Deals | Alpha FMC About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals to lead high-profile buy-side and sell-side engagements. Our engagements deliver targeted assessments of technology risk, value creation potential, and operational resilience — enabling investors and corporate clients to make well-informed transaction decisions. Alpha FMC is PE-backed with material investment committed to growing our Strategy & Deals practice, and Integration & Separation is a strategic priority. The chosen hire will not simply deliver engagements, they will help define how we take this capability to market, shape our service offerings and delivery approach, and build the team around them. From day one, you will carry real client responsibilities and have a direct hand in determining the success of the practice. Level Guidance We are open at both the Associate and Senior Associate level, depending on candidate experience: * Associate (A): 1.5+ years of relevant experience. * Senior Associate (SA): 3+ years of relevant experience. Key Responsibilities The responsibilities below apply across both levels; Senior Associates are expected to take greater ownership of project delivery. Integration & Separation Engagements * Support pre-deal integration and separation planning engagements, working with Engagement Leads to develop a deal impact assessment with clear picture of Day 1 close requirements and operating model changes across business functions, operations and IT. * Work with clients and internal teams to design target operating models and integration or separation blueprints that reflect the transaction thesis and the realities of financial services operating environments. * Support development of integration or separation strategies, governance frameworks, and Day 1 readiness plans that set programs up for success from the outset. * Support Engagement Directors and Leads on Day 1 planning and mobilization, establishing the workstream structure, setting priorities, decision-making cadence, and early milestones required to support the client and drive the deal to a successful Close. * Build and maintain financial models for synergy opportunities, quantifying integration costs and benefit realization to support strategic decision making. * Support workshops with cross‑functional teams (Business, Operations and IT) to validate assumptions and ensure financial models reflect integration realities. * For carve-outs, evaluate standalone operating model impacts across IT and business functions and assess TSA requirements and exit planning considerations. * Evaluate how AI, data platforms, and emerging technologies can support post-deal value creation, incorporating these perspectives into integration or separation design. Client & Stakeholder Management * Ability to face off with senior client stakeholders, including Heads of Business Units, CFOs, COOs, and CTOs. * Support cross functional client workshops throughout the merger process, develop pre-workshop materials and stakeholder questioners. Own post-meeting action items and follow ups. * Develop clear and structured executive presentations with crisp narratives, using structured storylines and data driven insights. Team & Practice * Support business development efforts, including proposals, client pitches, and thought leadership. * Mentor and develop associates and interns; promote knowledge sharing across the team. Technology & Operations Due Diligence In addition to integration and separation work, Senior Associates may support targeted technology and operations due diligence engagements, including: * Supporting assessment of enterprise technology environments, architecture, and operational resilience in the context of a transaction thesis. * Identifying IT and operational risks, standalone cost implications, and integration considerations relevant to deal execution. * Contributing technical and operational findings to broader deal team workstreams. What We’re Looking For * Relevant experience in integration and separation planning or large transformational programs within financial services. * Experience in the Financial Services industry is essential, including a strong understanding of the sector’s value chain, key market participants, and emerging trends, along with specialization in at least one subsector such as Asset Management, Asset Servicing, Wealth Management, Banking, Insurance, and/or the associated Financial Services FinTech ecosystem. * Advanced Excel proficiency, including building cost / benefit financial models and developing financial bridges and synergy dashboards. * Strong track record of supporting large transformation programs and/or supporting IT / Operational or Business Functional workstreams independently. * Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights. * Proven experience working with senior clients and/or business owners. * Strong understanding of financial services operating models, technology landscapes, and regulatory considerations. * Familiarity with technology or operational due diligence is advantageous. What We Offer * Competitive base salary with profit share scheme. * 25 days annual leave plus bank holidays. * Flexible benefits including private health insurance, life insurance, and income protection. * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC.
Associate / Senior Associate, London Technology Due Diligence | Strategy & Deals | Alpha FMC About Alpha FMC Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services. We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals to lead high-profile buy-side and sell-side engagements. Our engagements deliver targeted assessments of technology risk, value creation potential, and operational resilience — enabling investors and corporate clients to make well-informed transaction decisions. Level Guidance We are open at both the Associate and Senior Associate level, depending on candidate experience: * Associate (A): 1.5+ years of relevant experience. * Senior Associate (SA): 3+ years of relevant experience. Key Responsibilities The responsibilities below apply across both levels; Senior Associates are expected to take greater ownership of client engagement delivery. Engagements * Support technology due diligence engagements end-to-end, taking responsibility over owning sections of the report; covering topics: technology platforms, architecture, and development practices, and translating technical findings into actionable commercial and investment insights that inform deal strategy. * Assess enterprise technology environments, architecture, infrastructure, cybersecurity, and software development practices in the context of the transaction thesis. * Evaluate how AI, data platforms, and emerging technologies support the commercial strategy, product roadmap, and growth ambitions. * Translate technical findings into commercial, financial, and investment insights that directly inform client decision-making. * For fintech and software platform targets, evaluate the product architecture, data assets, and platform scalability alongside the commercial value of the product in the market. * Where the engagement involves an integration, assess IT synergy opportunities and identify key IT integration considerations. * Where the engagement involves a carve-out, assess the standalone operating model impacts on IT and evaluate related standalone cost adjustments for IT expenditure Client & Stakeholder Management * Support client account development through excellence in delivery. * Take lead on client communications such as engagement updates and responding to requests. * Structure and present conclusions clearly to both technical and non-technical audiences. Team & Practice * Mentor and develop team members, ensuring high-quality deliverables and knowledge sharing across the team. * Support business development efforts, including proposals, client pitches, and thought leadership. What We’re Looking For * 1.5+yrs to 3+ years of relevant experience (see Level Guidance above). * Strong track record of delivering technology-focused due diligence within financial services. * Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights. * Proven experience on technology due diligence engagements. * Demonstrable depth in emerging technology (e.g., AI, GenAI, data platforms), combined with the ability to connect technical findings to commercial strategy, product competitiveness, and investment outcomes. * Familiarity with adjacent workstreams — such as operational due diligence or integration planning — is advantageous. What We Offer * Competitive base salary with profit share scheme. * 25 days annual leave plus bank holidays. * Flexible benefits including private health insurance, life insurance, and income protection. * Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC. * Opportunity to shape Alpha’s AI and technology due diligence capability.
WHO WE ARE Crossmedia is the global media independent. We’re committed to doing media and business the right way, guided by the principles of TRUST, REASON and the Pursuit of HAPPINESS. Crossmedia US was founded in NY in 2000 and is one of the largest minority-owned full-service media planning & buying agencies in the nation. We are 500+ Crossmedians worldwide with big ambitions to continue to grow with soul. We focus on what media agencies should do: create innovative connections between brands and people regardless of channel or budget. And we do it in an honest way. We are and always have been a values-based organization. We earn our clients TRUST by ensuring media transparency in our business model and objectivity in decision-making. We apply REASON & logic to finding solutions to our clients' greatest business challenges. The Pursuit of HAPPINESS matters to us. Big time. We invest in each colleagues’ professional & personal wellbeing and growth. It’s why we have countless initiatives, clubs & cultural events dedicated to our people and why we have been the top ranked media agency named to Ad Age’s Best Places to Work for the past seven years in a row. We have offices in the US, London and Germany. Our client roster includes U.S. Bank, Invesco, Newell Brands, NASCAR, Planet Fitness, American Cancer Society, Ricola, Herschend Family Entertainment, Zalando, Edible Arrangements, Citizens Bank, and more. YOUR ROLE Senior Strategy Manager A Senior Strategy Manager leads the development of integrated communications strategies within a media agency, turning complex business challenges into clear, actionable plans. Working across a major fashion retailer and a global aeronautics client, this role requires balancing cultural relevance with commercial impact, shaping strategies that drive both brand and business growth. Partnering closely with planning, investment, analytics, activation, and creative teams, the Senior Strategy Manager develops audience-first communications strategies that connect insight, media, and data to deliver measurable business outcomes. You'll work across the full communications ecosystem, helping clients define audience strategies, channel roles, measurement frameworks, and integrated media approaches that connect insight to execution. This is a hybrid role designed to balance collaboration and flexibility, with three days onsite each week and two days of remote work flexibility. KEY RESPONSIBILITIES Strategy & Storytelling * Lead end-to-end strategy development, from insight to activation * Translate business challenges into clear communications tasks and channel roles * Craft compelling narratives that align creative, media, and data * Present confidently to clients and internal stakeholders * Build simple, scalable frameworks that elevate strategic output on both a local and global level Client Leadership & Integration * Act as day-to-day strategic lead for key client workstreams * Build trusted relationships with mid-to-senior client stakeholders * Lead integrated discussions across creative, media, and activation teams * Run workshops, planning sessions, and project meetings independently * Act as a strategic sparring partner to creative and other teams, ensuring ideas are rooted in audience insight, media behaviour and measurable communications effect Insight & Planning * Identify and apply shifts across culture, consumer behaviour, category, and brand * Turn insights into clear opportunities and actionable strategies * Shape full-funnel, connected ecosystem plans with defined roles for each channel * Ensure a clear link from insight through to execution in all outputs * Define clear measurement frameworks, learning agendas and effectiveness principles that connect strategy to business outcomes, media KPIs and post-campaign optimisation Growth & Agency Contribution * Play a key role in new business pitches and strategic responses * Mentor junior team members and elevate team output * Contribute to thought leadership and case studies * Bring fresh, distinctive thinking that pushes the agency forward * Identify emerging media, technology and cultural opportunities, including AI, creator, commerce and partnership-led solutions, and translate them into practical client recommendations REQUIREMENTS * 4–7 years’ experience in media, communications, or advertising strategy * Strong strategic thinking and commercial understanding * Excellent storytelling and presentation skills * Confidence leading projects and client conversations independently * Collaborative mindset with the ability to inspire cross-functional teams * Curiosity, resilience, and a drive to continuously improving * You have a bit of an entrepreneurial streak and are excited to be part of an agency where you can bring your ideas, views, and new opportunities to the tabl * You are a highly skilled individual who’s looking for a place to learn, push and build something special and you want to do it in a casual and collaborative environ Location: London, UK (Soho) Hybrid/Flexible – 3 days onsite, 2 days remote Employment Type: Full-time, Permanent' Right to Work: Applicants must have the legal right to work in the UK at the time of application. Crossmedia is unable to provide visa sponsorship for this role. CROSSMEDIA BENEFITS Our principles of Trust, Reason, and the Pursuit of Happiness are brought to life through benefits that recognize and support the diversity and physical, emotional, and professional well-being of our people, including: * Flexibility to work in hybrid manner with in-office and work from home options (depending on role). * Open/Flexible PTO/Annual leave with US & UK specific policies * Sponsored healthcare options and agency-wide physical & mental health support * 401k with company match (USA), and generous Pension (UK) * Paid sabbatical at significant milestone anniversaries * Generous paid parental leave policy * Life milestone recognition & support * The Pursuit of Happiness Fund devoted to helping Crossmedians find their happy (be it travel, enrichment class, fitness membership or professional development) * Cell phone/tech reimbursement * Student Loan payment plan (US) * Tuition reimbursement * Learning & Development and training programs * And burgers – lots and lots of burgers COMMITMENT TO DIVERSITY AND INCLUSION Diversity is in our DNA. As a minority-owned company, our commitment to an inclusive environment has long been embedded into agency practices and at every level. Almost one third of senior leadership identifies as a person of color and over half of our executive leadership are women. We have active mentoring & internship programs that create opportunities for underrepresented groups. Internal agency programming is anchored by XMEquity365, a permanent, year-round initiative fostering acknowledgement and support of marginalized communities within five pillars – Excellence, Voices, Education, Giving & Representation. Crossmedia is committed to providing equal employment opportunities and creating a diverse and inclusive company culture and that does not discriminate against candidates and employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other basis prohibited by applicable federal, state, or local law. All job requirements are subject to possible revision to reflect changes in the position requirements, business necessities and/or to reasonably accommodate individuals with disabilities. Essential and other job functions are subject to modification. This job description in no way states or implies that these are the only duties to which will be required in this position. Employees will be required to follow other job-related duties as requested by their supervisor/manager (within guidelines and compliance with laws in the US and UK ). Continued employment remains on an “at-will” basis.” Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions in compliance with the American with Disabilities Act of 1990 (US based) Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: * Prolonged periods of sitting at a desk and working on a computer. Must be able to remain in a stationary position 50% of the time. * Ability to stand, bend, and reach * Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. * The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. * The ability to observe details at close range (within a few feet of the observer). In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Crossmedia, please email people.team@xmedia.com. (US based candidates).