Senior Implementation Manager | Wealth Tech | 80-100% (m/w/d)

ABOUT ALPHA GROUP Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialists, 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. 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 opportunities 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 high performers at the top of their game. * Learning and growth opportunities: we run tailored training to help you be successful, provide excellent mentorship, and offer up to 5 days paid training time per year. High responsibility and autonomy mean you develop your skillsets quickly. * Performance-driven culture with real impact: advancement at Alpha is based on impact and capability, not tenure or quotas. You will have autonomy and see the tangible difference your ideas and decisions make. ABOUT ALPHA TECH SERVICES Alpha Tech Services (ATC) is the technology implementation and business integration arm 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 deep expertise and industry insight. Our team is of a uniquely high caliber, and by focusing on asset and wealth management exclusively we build knowledge and experience that generalist firms cannot match. We work with a blue-chip client base, including 21 of the top 25 largest global asset management firms and over 130 clients across the globe, with offices across the United States, Canada, the UK, Europe, the Middle East, and APAC. THE OPPORTUNITY Alpha FMC is expanding its Wealth Management Technology practice and is looking for an experienced Solution Architect to help wealth management firms navigate technology transformation. This role sits at the intersection of wealth management domain expertise and technology delivery, supporting clients across the advisor-facing value chain: from client onboarding and account management through portfolio construction, trading, performance reporting, and client communications. You will work directly with wealth managers, TAMPs, RIA aggregators, broker-dealers, and fintech vendors to define, design, and deliver technology solutions that address the full complexity of modern wealth management operations. ROLE RESPONSIBILITIES As a Solution Architect in our Wealth Management Technology practice, you will: * Define and lead delivery of wealth technology solutions spanning platform implementation, system integration, and data architecture, managing experienced developers and technical consultants. * Manage Wealth Tech vendor partnerships, including joint go-to-market opportunities, pipeline development, relationship management, and the overall partnership framework that positions Alpha as a preferred implementation and integration partner in the wealth management technology ecosystem. * Translate business requirements across the financial advisor value chain into solution designs that address onboarding, account management, portfolio management, trading and execution, performance reporting, billing, and client engagement. * Leverage deep familiarity with the Wealth Tech vendor landscape, including TAMPs, portfolio management systems, order management systems, CRM platforms, financial planning tools, custodial integrations, and data aggregation providers. * Support clients in improving and optimizing their operating models, including resource management, technology architecture, and business process design across advisor-facing and back-office functions. * Define and socialize technical approaches for implementation, including SDLC frameworks, data migration strategies, API and custodial integration patterns, and client onboarding workflows. * Present options and designs to business and technology stakeholders at all levels, articulating Alpha's perspective on industry best practices clearly and with credibility. * Input to project definition, resourcing, timelines, and objectives within a workstream or engagement. * Drive documentation and development according to specifications and standards. * Participate in project team meetings and communicate effectively with client peers, architects, system analysts, business analysts, project managers, and technology teams, reporting project status as required. * Support Alpha's internal IP development, including proposition development, accelerators, and at least one area of specific Wealth Tech expertise. * Take a lead in mentoring and coaching team members. ROLE REQUIREMENTS EXPERIENCE AND DOMAIN KNOWLEDGE * 7+ years of experience in technology roles within or serving the wealth management industry, including direct experience with fintech implementations and integrations. * Deep familiarity with the financial advisor value chain, spanning client onboarding, account management, financial planning, portfolio management, trading and execution, performance reporting, billing, and client communications. * Hands-on experience implementing or integrating Wealth Tech platforms such as Apex, Orion, Envestnet, Tamarac, Black Diamond, Riskalyze/Nitrogen, iCapital, Addepar, Salesforce Financial Services Cloud, Redtail, or comparable systems. * Working knowledge of custodial infrastructure, including integration patterns with Schwab, Fidelity, Pershing, and similar custodians, and familiarity with data delivery standards such as ACATS, DTCC, and FIX protocol. * Experience with the RIA, broker-dealer, and TAMP ecosystem, including an understanding of how these channels differ in technology requirements, regulatory constraints, and advisor workflows. * Familiarity with insurance distribution and alternative investment platforms as complements to core wealth management operations is a plus. TECHNICAL SKILLS * Experience leading complex system integration projects, including API design, data mapping, and middleware configuration. * Proficiency in data architecture and engineering concepts, including data modeling, ETL design, and cloud data platforms such as Snowflake or Azure Synapse. * Experience with cloud environments (AWS, Azure, or GCP) and modern data pipeline tools. * Ability to design scalable and reliable architectures that account for the data volume, security, and compliance requirements of wealth management operations. * Understanding of data lifecycle management, data quality frameworks, and governance practices relevant to client and account data in wealth management. CONSULTING AND CLIENT SKILLS * Demonstrated ability to lead client-facing engagements, manage stakeholder expectations across business and technology teams, and influence senior decision makers. * Strong executive communication skills with the ability to present complex technology options in business terms to C-suite, operations, and advisor-facing audiences. * Experience managing technology projects using Agile or other methodologies in a consulting or client services context. * Ability to lead cross-functional teams and work effectively across client, vendor, and internal project stakeholders. COMPENSATION AND PERKS * A competitive salary with discretionary bonus scheme based on company and personal performance. * 25 days of annual paid time off. * 401k matching. * Sponsorship towards professional certifications and training, supported with 5 days of paid training time. * Choice of laptop. * Supplemented medical, dental, and vision coverage. * North America team-wide training and employee appreciation retreats. 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 | $163,000 – $186,200 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 | $135,000 – $170,000 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 | $125,000 – $160,075 Applies to all other U.S. locations not listed above. 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. 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.

About the Alpha Group Alpha Group is a global consultancy serving the financial services industry. Founded in 2003, Alpha brings together specialist expertise across strategy, management consulting, and technology to support clients throughout the transformation lifecycle. With more than 1,200 clients across asset and wealth management, alternatives, and insurance, Alpha is a trusted advisor for complex change programs. Today, Alpha has 1,180+ consultants supporting clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, Bridgepoint - one of the world’s leading listed private asset growth investors - acquired Alpha in recognition of its track record and growth prospects. Our people are central to our success, and many build long careers at Alpha - often staying for a decade or more. We offer a meritocratic environment where you can grow your career, alongside a welcoming culture where you can be yourself and thrive. We’re continuing to grow and are looking for collaborative, innovative, and ambitious colleagues to join Alpha and help shape our next chapter. Why join Alpha? * Flexibility that supports real life – We trust you to manage your time in the way that works best. Our hybrid, flexible model helps you balance client delivery and personal commitments without slowing career progression. * Inclusive parental leave & family support – We offer generous leave for all parents and a supportive return-to-work culture, including flexible schedules, ramp-up periods, and mentorship. * Established yet entrepreneurial – We combine the stability of a global consultancy with the pace of a high-growth firm, giving you autonomy, visibility, and room to shape your career. * Learning built in – You’ll receive tailored training, structured mentorship, and up to five paid training days each year, plus on-the-job experience that accelerates growth. * Diverse culture and leadership – We’re proud of the diversity in our senior leadership across North America and globally, and we invest in leader development through coaching, communities, and close partner exposure. * A supportive environment – We’re meritocratic: impact matters more than face time. We value results, high standards, and collaboration. Our Corporate Strategy Alpha’s goal is to be the leading consultancy to the global asset and wealth management industry. We have grown by delivering top-tier consulting expertise. What sets us apart: * Sector focused: We focus exclusively on asset and wealth management, providing depth of knowledge that competitors can’t match. * Global: We operate seamlessly across regions, enabling us to support the largest global clients with consistently high-quality teams. Role Responsibilities Alpha FMC is seeking highly motivated Implementation Specialists to join our growing team. You will bring strong front-/middle-/back-office technology skills and a drive to build distinctive, world-class offerings for clients. In this role, you will provide a strategic perspective on investment technology selections and implementation decisions, lead/co-manage specialist teams to deliver change across the Investment Management Solutions technology landscape, advise on solutions and operating models, and partner with client stakeholders to deliver value on time and on budget. More responsibilities as follows: * Lead/co-manage end-to-end front-/middle-/back-office implementations, including: current-state assessment, requirements gathering, workflow design, configuration, data integration, test planning and execution, and training/procedure documentation * Own project planning and/or project management, including a detailed statement of work and task plan to ensure a successful implementation * Run project governance, including regular status meetings, task and budget tracking, and proactive communication with clients and the Alpha delivery team * Ensure deliverables and documentation align to requirements, specifications, and industry best practices * Define and promote implementation best practices (e.g., SDLC, migration strategy, and QA/testing standards) * Contribute to internal accelerators and propositions within an IMS and front-/middle-/back-office framework * Oversee business & technical workflow handover to client teams upon completion of engagement Role Requirements * Minimum 5 years of experience with implementations, project management, and/or production support role with a focus on configuration of technology such as SimCorp One/Dimension, Blackrock Aladdin, Charles River IMS, Bloomberg AIM, FactSet, Finbourne, or Ridgeline – with preference toward SimCorp One/Dimension experience * Deep understanding of the Asset and/or Wealth Management value chain - spanning multiple client segments, investment products, and operating models * Must be comfortable co-leading executive-level workshops, steering committees, and program forums * Specialist experience and/or Project Management experience in at least two of the following Front-/Middle-/Back Office focus areas: * Portfolio Management * Trading * Operations * Data Warehousing and Reporting * Alt. Investments * Performance & Attribution * Risk & Analytics * Compliance & Regulation * Transaction/Position/Cash Reconciliation * ABOR/IBOR * 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 * Advanced proficiency in SQL, understanding of data architecture, modelling, data governance, and data quality management * Proven implementation experience with cloud data platforms such as Snowflake, Databricks, & AWS * Experience leading small to medium-sized teams in an implementation or consulting environment * Openness to travel depending on client preference Compensation and Perks: * 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, wellness, 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. 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 | $130,400 – $186,200 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 | $108,000 – $170,000 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 | $100,000 – $160,075 Applies to all other U.S. locations not listed above. Toronto | CAD 136,000 - CAD 205,675 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. 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 essential to our success. We are committed to fostering an inclusive and equitable workplace where every individual is treated fairly, regardless of gender, background, or identity. We welcome applications from disabled candidates and are dedicated to ensuring our recruitment process and workplace remain accessible and inclusive for all.