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About the Role
Partner with leading managers to address strategic priorities in client experience, growth, scalability, and M&A. Leverage deep industry insight and proprietary IP to deliver solutions, utilizing a combination of global scale and industry focus. This role offers the opportunity to shape the next chapter of growth within the Client & Digital practice.
Responsibilities
- Work with business and technology stakeholders to understand challenges across Proposition, Sales, Service, Marketing and Product.
- Support the design of solution architectures across the Client domain to help deliver business outcomes.
- Contribute to the implementation of client technology platforms (e.g. CRM, CLM, CDP, CMS, Marketing Automation and Sales Enablement).
- Help translate business requirements into practical and implementable technology solutions.
- Collaborate with experienced architects, consultants and delivery teams across client engagements.
- Develop hands-on experience with leading vendor platforms and emerging technologies.
- Contribute to the development of reusable assets, accelerators and best practices within the Client & Digital practice.
- Learn from and be mentored by experienced business, data and technology architecture specialists.
Requirements
- 2–4 years of experience within Financial Services (preferably Asset and/or Wealth Management), either within a consultancy, vendor or financial services firm.
- Exposure to supporting the design or implementation of technology solutions across client-facing domains.
- Experience working with, or gaining exposure to, one or more client technology platforms.
- Experience gathering business and technical requirements to help shape practical solutions.
- Experience collaborating effectively with both business and technology stakeholders.
- Experience contributing to project delivery within cross-functional teams.
- Strong problem-solving skills and ability to structure work in a clear and pragmatic way.
- A strong interest in solution architecture, emerging technologies and digital transformation.
- Eager to learn and develop architecture and consulting skills.
- Collaborative and curious, with a willingness to learn from others.
- Passionate about technology and innovation within financial services.
- Comfortable working in fast-paced and evolving environments.
- Strong attention to detail and commitment to high-quality outcomes.
- Team-oriented, with a positive and proactive approach.
Skills
- Solution Architecture
- Client Technology Platforms
- CRM
- CLM
- CDP
- CMS
- Marketing Automation
- Sales Enablement
- Salesforce
- Microsoft Dynamics
- Microsoft Azure
- AWS
- Snowflake
- Databricks
- Adobe Experience Cloud
- Salesforce Marketing Cloud
- HubSpot
- Salesforce Agentforce
- Microsoft Copilot Studio
- n8n
- Appian
- Unqork
- Microsoft Power Automate
- MuleSoft
- Dell Boomi
- Workato
- Emerging Technologies
- Digital Transformation
Location
- Global
Work Type
- Full-time
Experience Level
- 2-4 years
About the Company
- Alpha Financial Markets Consulting (Alpha) is the leading consultancy to the asset and wealth management industry.
- Over the past 20 years, Alpha has grown to a team of 1,500 industry experts working across all major financial centres globally.
- Partners with 80 of the top 100 managers by AUM, and all of the top 20.
- The Client & Digital practice partners with leading managers to address their most strategic priorities, typically relating to client experience, growth, scalability and M&A.
- The practice offers deep insight and trusted delivery, leveraging proprietary IP and accelerators.
- The Client & Digital practice has experienced significant growth over the past 12 months.