Solution Architect (Client & Digital) – Asset & Wealth Management
About Us
Alpha Financial Markets Consulting (Alpha) is the leading consultancy to the asset and wealth management industry. Over the past 20 years, we have grown to become a team of 1,500 industry experts working across all of the major financial centres globally, partnering with 80 of the top 100 managers by AUM, and all of the top 20. We are proud that many of our team have established long and fulfilling careers with us, with many having stayed for well over a decade, playing central roles in building the business that we are today.
We hope that you will join us to shape the next chapter of our growth story.
Client & Digital Practice
Alpha’s Client & Digital practice partners with leading managers to address their most strategic priorities. These typically relate to client experience, growth, scalability and M&A. Given our unique combination of global scale and industry focus, we are able to provide clients with deep insight and trusted delivery, often leveraging proprietary IP and accelerators.
Over the past 12 months, Alpha’s Client & Digital practice has experienced significant growth. We are therefore seeking to selectively bolster our team with individuals who share our passion for using technology to address our industry’s most important challenges.
Role Overview
In your role, you will have the opportunity to:
- 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
Experience & Skills:
The ideal candidate would have 2–4 years of experience within Financial Services (preferably Asset and/or Wealth Management), either within a consultancy, vendor or financial services firm, with exposure to:
- Supporting the design or implementation of technology solutions across client-facing domains
- Working with, or gaining exposure to, one or more client technology platforms
- Gathering business and technical requirements to help shape practical solutions
- Collaborating effectively with both business and technology stakeholders
- Contributing to project delivery within cross-functional teams
- Problem-solving and structuring work in a clear and pragmatic way
- A strong interest in solution architecture, emerging technologies and digital transformation
Personal Attributes
- 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
Relevant Platforms & Technologies
- CRM: Salesforce, Microsoft Dynamics
- Cloud & Data: Microsoft Azure, AWS, Snowflake, Databricks
- Marketing & Digital Experience: Adobe Experience Cloud, Salesforce Marketing Cloud, HubSpot
- AI & Automation: Salesforce Agentforce, Microsoft Copilot Studio, n8n
- Workflow Tooling: Appian, Unqork, Microsoft Power Automate
- Integration: MuleSoft, Dell Boomi, Workato
