Consultant - Asset & Wealth Management Consulting

Company Overview

Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialist, sector‑focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. They partner with more than 1,200 clients worldwide across asset and wealth management, alternatives, and insurance industries.

• Flexibility that supports real life – Hybrid and flexible working model allows you to balance client delivery with personal commitments.
• Inclusive parental leave & family support – Generous parental leave for all parents and a supportive return‑to‑work culture.
• Established yet entrepreneurial – Alpha combines the stability of a global consultancy with the agility of a high‑growth firm.
• Learning built in, not added on – Structured mentorship, up to 5 paid training days/year, and on‑the‑job experience.
• A diverse culture and leadership team – Alpha invests in developing all leaders through coaching, internal communities, and partnership opportunities.
• A truly supportive environment – Meritocratic culture where impact matters more than face time.

At Alpha, you will lead engagements to identify and implement solutions for asset and wealth managers. Over the course of each project, you will collect and analyze data, prepare and test hypotheses, and present recommendations to solve unique business & technology challenges.

• Engage stakeholders to drive and lead execution against effective project plans, anticipating potential issues.
• Lead a workstream or component of a project, facilitating client interviews and workshops, performing Excel analysis, synthesizing insights, and developing clear recommendation content.
• Develop meaningful client and vendor relationships, ensuring credibility internally and externally.
• Support Alpha’s broader business evolution, co‑authoring whitepapers and performing market research to identify opportunities.
• Contribute to the wider Alpha community by making innovative, proactive contributions to one or more practice areas.
• Maintain understanding of challenges and trends in Asset & Wealth Management and relevant Alpha practice areas.

• At least 2 years of proven consulting experience at a recognized consulting firm or in‑house consulting/business analyst role at a leading financial institution.
• Experience with in financial services.
• Excellent consulting and problem‑solving skills, familiar with recognized project/change and consulting frameworks.
• Excellent written and verbal communication skills; articulate complex problems and solutions simply and impactfully.
• Proven track record of building and sustaining lasting relationships with team members.
• Appetite to support clients across Alpha’s practice areas.
• Ability to multi‑task and engage in multiple initiatives concurrently.
• Flexibility to travel if required.

• 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, 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 – 8 weeks birthing leave + 8 weeks bonding leave.
• Return with Care Program – Support for smooth transition back to work.
• Child Sickness Leave – Up to 5 days protected time for returning parents.
• Menstrual care support – Time off as needed to manage menstrual‑related illness.
• Menopause support – Resources and flexibility during this stage.
• Flo subscription coverage – Up to two memberships per year for reproductive and hormonal health.
• Flexible hybrid schedules – Balance work and family commitments.
• A supportive community of working parents – Shared resources and connection.
• Leadership that models healthy work‑life integration – Reflective of family and professional success.

At Alpha, diversity, equity and inclusion are critical to our success. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.