Senior Consultant - (Asset & Wealth Management Consulting)

Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together specialist, sector‑focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,230 consultants working with clients across North America, the UK, Europe, Middle East and APAC.

In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. We are delighted that many of our team have built long and fulfilling careers with us, many staying over a decade. We believe this is because Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others and thrive. As we look to the future, we’re excited to be looking for new Alpha colleagues - individuals who are collaborative, innovative and ambitious. We hope you will join us and help shape the next chapter of our growth journey.

We are currently looking for team members specifically for our German location (in Frankfurt am Main or in Munich).

Who we are:

• Our global team consists of more than 1200 consultants across multiple locations worldwide
• We support 80% of the top 100 asset and wealth managers
• Our team is uniquely high calibre and with a focus on the investment management value chain, we build deep knowledge and experience within our industry

What we offer:

Allowing our people to share our growth journey is a highly valued component of the business and here are a few ways that we do this:

• Key role in pioneering our German location's establishment and growth
• Annual profit share
• Supportive, social and collaborative environment
• Comprehensive training and development programmes (CAPM, CFA, CAIA and more)
• An opportunity to make a significant contribution to Alpha value propositions, and to build and grow your own network within the asset and wealth management industry

Key Responsibilities:

Based in Germany (with potential travel within Europe), you will participate in consulting engagements and play a crucial role in projects for our prestigious clients, leaders in asset management (Asset Managers, Private Banks, Investor Services Providers) in areas including:

• Investments and Portfolio Management
• Operations & Outsourcing
• Client & Digital Transformation
• Regulatory, Compliance & Risk
• Data and Artificial Intelligence
• ESG & Responsible Investment
• Operational Benchmarking
• M&A Pre-Deal & Integration

We offer you the opportunity to embark on an exciting career:

• Executing national and international consulting projects around asset and wealth management
• Independently delivering high-quality work products within expected timeframes
• Keeping key stakeholders in the loop about the project's trajectory and anticipated deliverables
• Developing and maintaining long‑term client relationships and networks
• Developing know‑how recognised by the major players in the financial industry and participating in the growth of the leader in asset management consulting
• Active participation in the setup and development of the German location
• Proactive involvement or management of one or more internal business areas
• Keeping up with current business and industry trends relevant to the client's business
• Supporting the development of the firm's practices

Role Requirements (Skills, Experience and Qualifications):

• 2+ years of consulting experience, ideally gained at top financial institutions or consultancy firms
• Experience in portfolio management, investment analysis, and trading and good understanding of various asset classes and investment instruments
• Ability to conduct research on investment‑relevant topics and effectively communicate complex matters to a diverse group of stakeholders
• An understanding of market trends, drivers and outlook of the asset and wealth management market
• Excellent communication, presentation, and problem‑solving skills, complemented by proficiency in Microsoft Office
• Demonstrated ability in client relationship management
• Collaborative skills, professional drive, and the willingness to rapidly assume responsibility
• Strong academic background
• Fluency in English and German is required, other languages are a plus
• Willingness to travel within Germany as well as internationally
• Bonus: Continuing education in the form of relevant certifications (e.g. PMP, CAPM, CAIA, CFA, Prince2, Lean Six Sigma)

Our Commitment to Inclusion

At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.

---

Please be aware that we may hold information for up to 3 years from the close of the recruitment process to allow us to review your suitability for current and future job opportunities with Alpha, your data may also be shared with relevant third party providers as and when required as part of the assessment process. Full details around what data we hold, why we hold it and for how long are available in our recruitment privacy statement ( If you have any questions, or would like us to delete your data, please contact us by email at