US S&D Strategy Engagement Lead and Engagement Director
Alpha Financial Markets Consulting · NY, US
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About the Role
This is a senior corporate strategy role that combines complex problem-solving, engagement leadership, and practice-building within Alpha FMC's Strategy & Deals division. The work involves advising leadership teams of financial institutions and high-growth businesses on strategic decisions, including corporate and business-unit strategy, growth strategy, market entry, value creation, and strategic operating models.
Responsibilities
- Lead corporate strategy engagements end to end, from problem definition through analysis and recommendation to senior client communication.
- Structure ambiguous strategic questions into clear hypotheses, workplans and analytical approaches.
- Direct the market, customer, competitor, financial and operational analysis needed to answer them, drawing on both primary and secondary research.
- Exercise judgement in moving from evidence to clear strategic choices and practical recommendations.
- Own the storyline and quality of client deliverables, ensuring recommendations are analytically rigorous, commercially grounded and clearly communicated.
- Integrate data-driven and AI-supported analytics to enhance the speed and depth of insight.
- Manage engagement economics, resourcing, timelines and delivery risk.
- Act as a trusted adviser to client leadership teams during and beyond engagements.
- Build and deepen senior client relationships across financial services.
- Identify emerging client needs and translate them into compelling strategy engagements.
- Lead and contribute to proposals, pitches and wider business development activity.
- Collaborate with colleagues across Alpha on go-to-market activity, bringing Corporate Strategy together with Alpha's deep sector and functional expertise.
- Lead and develop high-performing teams, providing clear direction while creating meaningful ownership for junior colleagues.
- Coach team members in problem solving, analysis, communication and client management.
- Develop perspectives, propositions and intellectual property in priority areas for the practice.
- Contribute to recruitment and to developing the practice’s tools, delivery standards, knowledge base and ways of working.
- Help sustain a collaborative, entrepreneurial and high-performance team culture.
- For Engagement Directors, additionally own senior client relationships and take increasing responsibility for originating work and building the practice.
Requirements
- Significant experience in corporate strategy consulting, ideally gained within a leading strategy consultancy or the strategy practice of a wider firm.
- A track record of leading strategy engagements end-to-end.
- Financial Services experience, ideally across one or more of asset management, wealth management, insurance, banking or adjacent sectors.
- Excellent analytical skills, with the ability to move from evidence to insight, strategic choice and clear recommendation.
- The credibility and confidence to advise senior executives on consequential decisions.
- Excellent written and verbal communication skills, including experience presenting to and working directly with executive teams.
- Demonstrated ability to lead, motivate and develop consulting teams.
- Commercial appetite and a genuine interest in building client relationships and originating new work.
- An entrepreneurial mindset and the appetite to help build a growing Corporate Strategy business.
- A collaborative working style, and an interest in drawing on capabilities from across a wider consulting platform.
- A bachelor's degree or equivalent experience.
- For Engagement Director candidates, evidence of developing senior client relationships, contributing to winning new work and helping to build teams, propositions or consulting capabilities, alongside the appetite to take greater ownership of origination and practice growth.
Skills
- Corporate strategy
- Growth strategy
- Market entry
- Value creation
- Strategic operating model
- Problem-solving
- Engagement leadership
- Practice-building
- Complex problem-solving
- Analysis
- Client communication
- Hypothesis structuring
- Workplan development
- Analytical approaches
- Primary research
- Secondary research
- Strategic choices
- Practical recommendations
- Data-driven analytics
- AI-supported analytics
- Engagement economics management
- Resourcing management
- Timeline management
- Delivery risk management
- Trusted advisor
- Client relationship building
- Business development
- Proposal writing
- Pitching
- Team leadership
- Team development
- Coaching
- Intellectual property development
- Recruitment
- Commercial judgement
- Commercial effectiveness
- Pricing
- Cost reduction
- Inorganic growth evaluation
- Partnership evaluation
- Organisational questions
- Investment case development
- Actionable plan development
Location
- New York (US)
Work Type
- Full-time
Experience Level
- Engagement Lead
- Engagement Director
Education Level
- Bachelor's degree or equivalent experience
Salary/Compensations
- $230,000 to $330,000
Benefits
- Competitive remuneration
- Benefits
- Annual profit-sharing
- Variable benefits
- Non-variable benefits
About the Company
- Alpha FMC is a leading global consulting firm focused exclusively on serving clients in the Financial Services sector.
- Our 1,500+ consultants work across 19 offices globally, combining deep FS sector expertise with high-quality consulting to support more than 970 clients across asset management, wealth management, insurance and broader financial services.
- Our Strategy & Deals division advises the leadership teams of leading financial institutions and high-growth businesses on their most important strategic decisions.
- We are continuing to grow our Corporate Strategy practice and are recruiting experienced strategy consultants at Engagement Lead and Engagement Director level.