Engagement Lead / Engagement Director, New York
Technology Due Diligence | Strategy & Deals | Alpha FMC
About Alpha FMC
Founded in London in 2003, Alpha FMC is a leading global consulting firm specializing in the financial services industry. Our 1,500+ consultants work across 19 offices worldwide, combining deep sector expertise with hands-on delivery to support more than 970 clients across asset management, wealth management, insurance, and broader financial services.
We are expanding our Technology Due Diligence offering within the Strategy & Deals team and are seeking experienced professionals to lead high-profile buy-side and sell-side engagements. Our engagements deliver targeted assessments of technology risk, value creation potential, and operational resilience — enabling investors and corporate clients to make well-informed transaction decisions.
Level Guidance
We are open at both the Engagement Lead and Engagement Director level, depending on candidate experience:
- Engagement Lead (EL): 7+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services
- Engagement Director (ED): 10+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services and managing senior client relationships.
Key Responsibilities
The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice development.
Engagements
- Lead technology due diligence engagements end-to-end, forming a clear view of a target’s technology platforms, architecture, and development practices, and translating technical findings into actionable commercial and investment insights that inform deal strategy.
- Assess enterprise technology environments, architecture, infrastructure, cybersecurity, and software development practices in the context of the transaction thesis.
- Evaluate how AI, data platforms, and emerging technologies support the commercial strategy, product roadmap, and growth ambitions.
- Translate technical findings into commercial, financial, and investment insights that directly inform client decision-making.
- For fintech and software platform targets, evaluate the product architecture, data assets, and platform scalability alongside the commercial value of the product in the market.
- Where the engagement involves an integration, assess IT synergy opportunities and identify key IT integration considerations.
- Where the engagement involves a carve-out, assess the standalone operating model impacts on IT and evaluate related standalone cost adjustments for IT expenditure
Client & Stakeholder Management
- Build and maintain trusted relationships with senior client stakeholders, including private equity investment teams, CFOs and CTOs
- Structure and present conclusions clearly to both technical and non-technical audiences.
Team & Practice
- Mentor and develop team members, ensuring high-quality deliverables and knowledge sharing across the team.
- Support business development efforts, including proposals, client pitches, and thought leadership.
What We’re Looking For
- 7 to 10+ years of relevant experience (see Level Guidance above).
- Strong track record of delivering technology-focused due diligence within financial services.
- Excellent analytical, problem-solving, and communication skills, with the ability to distil complex findings into actionable insights.
- Proven experience leading teams and client relationships at a senior level.
- Demonstrable depth in emerging technology (e.g., AI, GenAI, data platforms), combined with the ability to connect technical findings to commercial strategy, product competitiveness, and investment outcomes.
- Familiarity with adjacent workstreams — such as operational due diligence or integration planning — is advantageous.
What We Offer
- Competitive salary with annual profit-sharing opportunity
- 401k matching
- 25 days of annual paid time off
- Supplemented medical, dental and vision coverage
- Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC
- Opportunity to shape Alpha’s AI and technology due diligence capability.
There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the range is $230,000 to $330,000 subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.