Senior Manager - Wealth Management

The role

A Senior Manager will lead client delivery, business development, and the build-out of RIA and independent wealth capabilities. This person will advise clients on strategic and transformational topics like target operating model design and technology strategy.

What you will do

• Managing project execution and teams of consultants
• Bringing deep subject matter expertise in RIAs and independent wealth firms
• Advising clients on strategic and transformational topics
• Acting as a senior client advisor
• Supporting business development by identifying client needs and driving proposals
• Helping build Alpha’s RIA & Independent Wealth capabilities
• Maintaining a strong understanding of the wealth technology ecosystem
• Maintaining a strong understanding of trends shaping independent wealth management
• Creating a culture of continuous learning and mentoring team members
• Collaborating across Alpha’s Wealth Management and broader capabilities

Required qualifications

• At least 7 years of relevant experience within wealth management consulting, an RIA, independent wealth manager, wealth technology or platform provider, or an in-house strategy, transformation, or pro
• Deep, hands-on experience with RIAs and independent wealth firms
• Sustained experience working within or advising RIAs, independent wealth firms, or closely adjacent wealth platforms
• Strong knowledge of the RIA and independent wealth operating model
• Knowledge and a personal point of view on key trends shaping independent wealth management
• Excellent consulting and problem-solving skills
• Proven track record of building and sustaining lasting relationships with C-suite executives
• Operating model design and implementation experience
• Ability to move comfortably between strategy and execution
• Intellectual capacity and ability to think in new and innovative ways
• Ability to mentor and coach team members

Nice to have

• Experience with platforms such as Salesforce, Addepar, Orion, Tamarac, Envestnet, and similar wealth technology solutions

Benefits

• 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
• Reimbursement for commuting, mobile phone, and home internet expenses
• North America team-wide training and retreats
• Sponsorship towards professional certifications / training with 5 days of paid training time
• Comprehensive parental leave including 8 weeks of birthing leave and 8 weeks of bonding leave
• Return with Care Program
• Child Sickness Leave
• Menstrual care support

About the company

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.