Teams at Alpha Alternatives (alternatives.alphafmc.com)

Build and optimize data pipelines, applications, ETL processes, data models, warehouses, integrations, and reporting solutions for financial services clients. The role analyzes requirements, performs data profiling and source-to-target mapping, supports cloud and data migration initiatives, documents technical approaches, collaborates with client and project teams, contributes to internal accelerators, and mentors junior consultants.

Leads consulting engagements for RIAs and independent wealth firms, managing project teams, advising senior clients on operating model and technology transformations, supporting business development, and developing wealth management capabilities. Responsibilities include strategy, technology modernization, advisor and client experience, investments, data, workflow, AI-enabled operating models, thought leadership, client relationship management, and mentoring consultants.

Leads end-to-end Yardi implementation projects, managing scope, schedules, budgets, risks, resources, governance, data conversion, configuration, testing, training, change management, go-live, and stabilization. Coordinates functional, technical, and business stakeholders while tracking project financials, vendor deliverables, dependencies, and executive communications.