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Manager (Asset & Wealth Management Consulting) - Paris

Job summary
Permanent contract
Salary: Not specified
A few days at home
Experience: > 5 years
Education: Master's Degree
Skills & expertise
Presentation skills
Insurance policies
Marketing and sales
Understanding of financial markets

Alpha FMC - Asset & Wealth Management
Alpha FMC - Asset & Wealth Management

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Questions and answers about the job

The position

Job description

Role Responsibilities:

Based in France, you will carry out consulting engagements or manage projects for prestigious clients, leaders in Asset Management (Asset Managers, Private Banks, Investor Services Providers) in areas including:

  • Strategy

  • M&A Integration

  • Review of Operating Models

  • Evolution of Organisations

  • Digital Transformation

  • Operational Benchmarking

  • Change Management


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

  • Delivering interesting assignments in an international environment (international assignments and teams, possibility of exchanges with other offices of the group)

  • Working with high potential employees in a dynamic environment

  • Developing strategies and driving high-quality work products within expected timeframes on budget

  • Monitoring progress, managing risks and ensuring key stakeholders are kept informed about progress of project and expected outcomes to ensure client efficiency

  • Develop and maintain long-term client relationships and networks

  • Developing know-how recognised by the major players in the financial industry and participation in the growth of the leader in Asset Management consulting

  • Staying abreast of current business and industry trends relevant to the client’s business

  • You will also participate in the development of the firm’s practices (such as Operations or Investments), various business management areas (e.g.: Marketing or Recruitment) and commercial development.

Sharing Success:

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

  • Competitive base salary

  • Share of the profits of the business as a % of base salary: Each year the company distributes among its staff up to 30% of the profits measured through EBITDA.

  • 25 working days of paid leave + 5 days off, 30 days in total

  • Lunch vouchers (9€)

  • Life insurance and travel insurance

  • Laptop and mobile phone

  • Supportive, social and collaborative environment

  • Comprehensive training and development programmes (CAPM, Prince 2, CFA…)

  • Fantastic opportunity to be more entrepreneurial in a growing market with a reputable company brand

  • 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

We are a highly collaborative and supportive team and enjoy socialising together. At Alpha we are committed to employing individuals from all backgrounds, that reflects the multi-cultural society we live in. We pride ourselves on operating an inclusive working environment and providing the best people to meet our client’s expectations of service.

Your Wellbeing:

Ensuring that we prioritise the wellbeing and care of everyone is paramount. To support this, we have an established mentoring and employee oversight framework across all global locations and levels. At the same time, we continue to invest in our comprehensive training and development programme that builds confidence, consulting skills and industry content.


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

Preferred experience

Role Requirements (Skills, Experience and Qualifications):

  • A minimum of 5+ years proven experience in consulting or projects, gained within a leading financial institution or consulting firm

  • Experience of projects engaged on Target Operating Model, business processes
    and/or IT solutions in some of the following areas: Distribution, CRM, Portfolio
    management & Risk management, Middle & Back Office processes and outsourcing

  • An understanding of market trends, drivers and outlook of the Asset and Wealth Management market

  • First-class communication, presentation and problem-solving skills with an excellent command of Microsoft Office

  • Proven track record in client relationship development. This should include examples of client account support/management and preferably geared towards supporting business development/sales initiatives

  • Stakeholder management and influencing skills – with both clients, colleagues and junior team members

  • Focus on team achievement, not just individual goals

  • Strong academic background from a top-ranking business school or engineering school

  • Fluency in French and English is required (at C1+ level)

  • Eligible to work in France

Recruitment process

Next steps:

If this sounds like one of the proposed roles are ideal for you, apply today to a grade chosen based on your qualifications! If successful, you will have the opportunity to meet various team members during our recruitment process which typically include a Competency style interview, a Case Study interview, and a Final Round interview with one of our French Directors.

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