Job Description

Senior Solution Architect (Client & Digital) - Senior Manager/Director, Asset and Wealth Management

About Us

Alpha Financial Markets Consulting (Alpha) is the leading consultancy to the asset and wealth management industry. Over the past 20 years, we have grown to become a team of 1,500 industry experts working across all of the major financial centres globally, partnering with 80 of the top 100 managers by AUM, and all of the top 20. We are proud that many of our team have established long and fulfilling careers with us, with many having stayed for well over a decade, playing central roles in building the business that we are today.

We hope that you will join us to shape the next chapter of our growth story.

Client & Digital Practice

Alpha’s Client & Digital practice partners with leading managers to address their most strategic priorities. These typically relate to client experience, growth, scalability and M&A. Given our unique combination of global scale and industry focus, we are able to provide clients with deep insight and trusted delivery, often leveraging proprietary IP and accelerators.

Over the past 12-months, Alpha’s Client & Digital practice has experienced significant growth. We are therefore seeking to selectively bolster our team with individuals who share our passion for using technology to address our industry’s most important challenges.

In your role, you will have the opportunity to:

• Partner with C-suite stakeholders across our industry to understand their challenges across Proposition, Sales, Service, Marketing and Product, and co-create conceptual target states
• Define solution architectures that span the Client domain to make conceptual targets implementable
• Include appropriate vendor platforms to deliver target business outcomes (e.g. CRM, CLM, CDP, CMS, Marketing Automation, Sales Enablement etc.)
• Oversee the end-to-end implementation of solution architectures and Client platforms
• Lead our internal development of proprietary IP and technical accelerators
• Engage with leading vendors to stay abreast of their capabilities, and establish house views on their relative strengths and limitations
• Mentor and coach junior members of our highly talented, motivated and ambitious team of solutions and technology consultants
• Be mentored and coached by industry-leading asset and wealth management business, data and technology architecture specialists

Experience & Skills

The ideal candidate would have 5+ years working within Financial Services (preferably Asset and/or Wealth Management) for a consultancy, vendor or within an Financial Services firm, with experience of:

• Designing architectures that span the Client domain
• Working hands-on with one or more Client vendor platforms
• Engaging business and technology stakeholders to understand objectives and constraints before defining implementable outcomes
• Acting as a trusted advisor to C-suite stakeholders, with a track record of influencing strategic decision making
• Taking personal accountability for delivery outcomes, leading technology teams on real-world execution
• Effectively planning delivery, defining resources and executable steps
• Building and nurturing technical teams from hiring to progression as an active mentor
• Championing innovation and efficiency through the creation of standards, processes, and technical accelerators

Personal Attributes

• Commitment to exceptional outcomes, demonstrating the diligence and accountability required to realise them
• Balances strategic thinking with pragmatic execution
• Passion for emerging technologies and industry trends
• Entrepreneurially-minded, with an interest in building IP and accelerators to address unmet industry needs
• Curious and collaborative in sharing expertise and learning from others
• Prioritises collective success over individual achievements
• Comfortable with ambiguity and complexity

Relevant Platforms & Technologies

• CRM: Salesforce, Microsoft Dynamics
• Cloud & Data: Microsoft Azure, AWS, Snowflake, Databricks
• Marketing & Digital Experience: Adobe Experience Cloud, Salesforce Marketing Cloud, HubSpot
• AI & Automation: Salesforce Agentforce, Microsoft Copilot Studio, n8n
• Workflow Tooling: Appian, Unqork, Microsoft Power Automate
• Integration: MuleSoft, Dell Boomi, Workato