About Alpha Client & Digital Practice?

Our Client & Digital practice provides deep business, technical, and data expertise across Sales, Marketing, Client Service, Product, and Data functions globally.

We bring industry tailored methodologies and proven approaches, supported by our research, benchmarks, and vendor knowledge, which reduces delivery risk, accelerates business outcomes, and enables differentiated solutions.

Our expertise spans the full scope of channels, segments, and products covered by the industry’s largest asset and wealth managers by AUM.

From retail to institutional, print to digital, and traditional to alternative – our breadth of experience enables us to understand your firm’s unique objectives and operating model in order to implement winning solutions.

We have built a strong CRM proposition adapted to the Asset & Wealth Management industry covering the full lifecycle (strategy, design, configuration / development, change management, data migration, etc.) and have led more than 100 CRM projects (most of them on Salesforce). In Europe, to name a few credentials, we have supported AXA IM, Edmond de Rothschild Asset Management, BNP Paribas AM, Natixis IM, ABN AMRO Investment Solutions etc. in various Salesforce initiatives.

We support our clients in the following areas:

• Assessment & Benchmarking

• Strategy and M&A integration for Distribution function

• Review and Design of Operating Models

• Evolution of Organisations

• Digital Transformation and vendor selection through implementation and development

• Operational Benchmarking

• Change Management

About your role?

We offer you the opportunity to embark on an exciting career and to be part of the Client & Digital practice.

Based in France, you will carry out consulting engagements or manage projects for prestigious clients, leaders in Asset and Wealth Management.

We are looking after a Manager that will be part of our European Client & Digital practice (part of a wider Global practice) and who will play a key role in the development of our value proposition in Europe.

Your main responsibilities:

• 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 Client & Digital practice, business management areas (e.g.: Marketing or Recruitment), development of existing/ new propositions or services 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 + 2 days off, 27 days in total

• Lunch vouchers (10€)

• Life insurance and travel insurance

• Laptop and mobile phone (allowance)

• 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.

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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 (https://alphafmc.com/privacy-policy/)). If you have any questions, or would like us to delete your data, please contact us by email atprivacy@alphafmc.com).

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, data analysis

• and/or Digital Transformation in some of the following areas: Distribution technology, CRM such as Salesforce or Dynamics, Reporting, Marketing automation, Client Portal etc.

• Interest to learn more and become an expert on these areas

• An understanding of market trends, drivers and outlook of the Asset and Wealth Management market in Fund distribution, Client relationship and distribution-related topics

• 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

• Eligible to work in France

Next steps:

If this sounds like the proposed role is ideal for you, apply today ! 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 Partners.