Manager Financial Services Strategy

Consultant, Financial Services

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging workguided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversityare why our people love working at A&M.

Alvarez & Marsal's Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability, navigate the complex industry challenges, and harness rapid technological changes that drive market advantage.

We provide end-to-end portfolio and M&A services; deliver innovation, revenue growth and efficiency through business transformation; and execute rapid solutions to turn around businesses. Clients can expect bottom line results through action-oriented leadership and success-aligned fee arrangements, delivered by our global team of turnaround experts, industry operators, digital leaders, and regulatory specialists.

You are an accomplished consultant with experience in Financial Services and a passion for helping clients solve their most complex challenges. Energized by transformation, you partner with senior executives across Wealth & Asset Management, Banking, and Financial Markets Infrastructure to unlock growth, enable innovation, and drive meaningful operational improvement. This is a hybrid role based in New York or Boston.

The work

• Lead or support project workstreams that deliver tangible impact for our clients.
• Develop and manage project plans, track progress, and ensure high-quality delivery.
• Shape insights and client deliverables either hands-on or by guiding junior team members leveraging structured frameworks, analysis, and storytelling.
• Cultivate trusted client relationships through regular interaction and deep understanding of client priorities.
• Identify risks, manage project scope, and maintain momentum across fast-paced engagements.
• Collaborate cross-functionally with stakeholders to influence decision-making and identify growth opportunities.
• Contribute to the development of IP, methodologies, and practice-wide knowledge assets.
• Support business development efforts by drafting proposals, building capabilities, and helping design tailored client solutions.
• Stay ahead of industry trends, regulatory changes, and innovation (AI, fintech, digital transformation) to inform client conversations.
• Provide informal coaching and mentoring to junior colleagues, fostering a collaborative, high-performance culture.

Qualifications

• Minimum 5 years of experience in strategy consulting, ideally from a top-tier firm (MBB, Big 4 Strategy, or equivalent).
• Demonstrated experience in one or more of the following industry areas:
• Wealth & Asset Management
• Banking
• Financial Markets Infrastructure (e.g., exchanges, custodians, data providers)
• Expertise across multiple of the following areas:
• Growth strategy and business model transformation
• Cost re-engineering and operational improvement
• M&A support: diligence, integration, carve-outs
• Pricing strategy and revenue optimization
• Technology and data modernization
• Innovation, AI, and digital transformation
• Exceptional analytical and problem-solving skills, with the ability to distill complex issues into structured insights.
• Strong communication skills and comfort interfacing with senior stakeholders.
• High proficiency in PowerPoint and Excel; able to build compelling, insight-driven narratives.
• Bachelor's degree required; MBA or other advanced degree a strong plus.

Applicants must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs

The salary range is $135,000 - $190,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.