Job Description

Preferred Locations – New York, New Jersey, Connecticut, Pennsylvania

Alpha is the leading global consultancy to the asset and wealth management industry. We are a boutique global management and technology consulting firm that offers the world’s top insurance, asset, and wealth managers a competitive edge through our unrivaled expertise and industry insight. Our firm was founded in 2003 at its London headquarters, and its rapid expansion led to a successful IPO in October 2017. Alpha has grown to over 1000 consultants globally, including an expeditiously growing team in North America. Our client base includes leading insurance, asset and wealth managers, and we work with over 870 clients globally. Alpha has offices in the US, Canada, Europe, and APAC. While our North America team can be based remotely (with client-based travel); our offices are located in New York, Toronto, Boston, Denver, Austin, and San Francisco.

At Alpha, diversity, equity and inclusion is critical to our success, and we are committed to employing individuals from all backgrounds to reflect the multi-faceted society we live in. We have worked hard to foster an environment that welcomes everyone and celebrates each other’s successes. We aspire for Alpha to not only feel like ‘a job’ – but a close-knit community and the place where you want to build a career.

Our people are at the heart of everything Alpha accomplishes, and we pride ourselves on working hard, delivering at the highest caliber, and achieving our objectives through collaboration. Among the benefits our vibrant firm offers, our focus on providing a supportive and social environment to employees lies at the core of our values. This includes firm sponsored summer trips, comprehensive training and development programs, holiday parties, mentor / mentee events, peer-group activities, and regular socials at top local spots. Our community-oriented culture reflects fundamental values of Diversity, Equity & Inclusion as well as preeminent Corporate Social Responsibility.

The US Insurance practice continues to expand and grow to deliver value for our clients across the business and technology outcomes. We offer services across strategy, operations transformation, technology and data strategy and technology implementation services across P&C, L&A, Broker clients. Our clients span across Personal, Commercial Lines, Life and Annuity, Group and Retirement and they recognize us for the unique value proposition we have to deeply understand the insurance domain and connect the business goals with enablement areas across operations, technology and data.

What makes us different?

• Established yet entrepreneurial – We believe that Alpha is the perfect combination of a successfully established firm (founded in 2003) whilst being entrepreneurial, dynamic, and growing. This means, your contributions are not only impactful and valued, but you also have the support of a top-tier organization with rapid growth and progression opportunities
• Work alongside the best in the industry – Working at Alpha gives you the opportunity to work alongside both the leading organizations in our industry, and also experts within the Alpha team. Learning directly from both will allow you to accelerate the development of your own expertise in the asset and wealth management space
• We invest in developing your talent – We run tailored training for all levels and support our talent with industry-leading qualifications. To support ongoing learning and development, we also offer up to 5 days of paid training time per year
• A true meritocracy – At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance, and you are in charge of your own career trajectory
• High responsibility and autonomy – Each member has a high level of responsibility and autonomy on every project, as well as exposure to senior team members (e.g. Partners) who continuously support, train and develop you
• You share in our success – We enable everyone to share the firm’s success with unique incentives
• Culture and community – We pride ourselves on creating a supportive, nurturing environment where people can be themselves

Roles and Responsibilities:

We have a fast-growing team of dedicated consultants with deep experience from working both within the industry and consulting. Successful candidates should expect a diverse range of complex and strategic engagements across the Insurance market. As we continue to expand our client base and expertise, we are looking for individuals to join our team to support our growth journey. Please see below an outline of the responsibilities of the role as well as the requirements.

As a Data and Analytics Lead, you will be responsible for:

• Independently managing highly successful client engagements to achieve strong client satisfaction rating, from project design through to delivery
• Developing strategies to set our clients up for success, driving high-quality work products within expected timeframes and to budget
• Analyzing clients' business needs to identify key issues and propose solutions and recommendations
• Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of the project and expected outcomes
• Bringing together diverse stakeholders to work effectively in partnership
• Managing and motivating junior colleagues, supporting their professional development
• Developing and maintaining long-term client relationships and networks
• Identifying and executing appropriate client/ vendor entertainment opportunities
• Clearly articulating Alpha offerings and credentials
• Staying abreast of Insurance trends relevant to the client's business
• Making a strong contribution towards business development
• Undertaking effective account management, including financial management

We want to hear from people with:

• 5+ years of proven experience in the delivery of consulting or change projects, gained within a leading financial institution or consulting firm
• Significant experience within ‘blue-chip’ consulting firms focused on insurance sector, insurance carriers, brokers
• Experience on projects focused on Target Operating Model, business processes and/or IT solutions in some of the following areas: Sales & Marketing, Distribution, Underwriting and PAS, Claims, Operations, IT, Data, and other insurance transformations
• Business development/ account management experience and a proactive interest in contributing to the growth of the practice
• Excellent communication, presentation, and problem-solving skills, confident at structuring and articulating complex messages
• Ability to show initiative when dealing with clients, form strong relationships with new clients and maintain existing relationships
• The ability and desire to proffer good mentorship and coaching skills towards other team members
• Familiarity with some of the key topics and themes in the insurance sector

Compensation and Perks:

As part of the Alpha team, you will be rewarded with the following:

• Competitive salary with annual profit-sharing opportunity
• 401k matching
• 25 days of annual paid time off
• Supplemented medical, dental and vision coverage
• Reimbursement for commuting, mobile phone, and home internet expenses
• Choice of laptop
• North America team-wide training and retreats
• Sponsorship towards professional certifications / training supported with 5 days of paid training time

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the range is $125,000 and $185,000 subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

Equal Employment Opportunity

Alpha is an equal opportunities employer and the Group’s policy is to ensure that all employees, or those seeking employment, are treated fairly. All decisions relating to recruitment, selection and promotion are made objectively regardless of race, ethnicity, nationality, gender, sexual orientation, religious belief, political opinion, age, or disability.

NOTICE OF THE FILING OF A LABOR CONDITION APPLICATION WITH THE EMPLOYMENT AND TRAINING ADMINISTRATION

One H-1B nonimmigrant worker is being sought by Alpha Financial Markets Consulting, Inc. through the filing of a labor condition application with the Employment and Training Administration of the U.S. Department of Labor. This worker is being sought as an Insurance Data & Analytics Lead. The period of employment for which this worker is sought is from October 21, 2024, through October 20, 2027. The employment will occur at 437 Madison Ave., Unit 3202, New York, NY 10022. A wage beginning at two hundred and sixty thousand dollars per year is being offered to this worker. The labor condition application is available for public inspection at 142 W. 57th St., Flr. 8, New York, NY 10019. Complaints alleging misrepresentation of material facts in the labor condition application and/or failure to comply with the terms of the labor condition application may be filed with any office of the Wage and Hour Division of the U.S. Department of Labor.