Manager - Financial Services Strategy

Alvarez & Marsal Holdings LLC

Boston, MA

JOB DETAILS
SALARY
$135,000–$190,000 Per Year
SKILLS
Affirmative Action, Artificial Intelligence (AI), Asset Management, Bank Management, Business Development, Business Support, Business Transformation, Coaching, Communication Skills, Consulting, Cost Engineering, Cross-Functional, Customer Relations, Customer Support/Service, Customer/Client Research, Develop Methodologies, Diversity, Entrepreneurship, Equal Employment Opportunity (EEO), Establish Priorities, Financial Services, Financial Strategy, Industry/Trade Analysis, Intellectual Property Development, Leadership, Medical Conditions, Medical Genetics, Mentoring, Mergers and Acquisitions, Microsoft Excel, Microsoft PowerPoint, Military, Operational Improvement, Process Improvement, Profit & Loss, Project Planning, Project Tracking, Project/Program Management, Proposal Writing, Regulations, Revenue Growth, Risk Analysis, Risk Management, Stock Market, Storytelling, Structured Analysis, Team Player, Wealth Management
LOCATION
Boston, MA
POSTED
30+ days ago

Manager - Financial Services Strategy in Boston, Massachusetts, United States

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Manager - Financial Services Strategy

Location: Boston, MA, United States

Date Posted: Apr 23, 2026

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Description

About Alvarez & Marsal

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 work-guided by A&M''s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

The team

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. Visit us here to find out more about A&M's Financial Services Industry group.

How you will contribute

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.

Your journey at A&M

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.

A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

#LI-AN

Inclusive Diversity

A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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ALVAREZ & MARSAL

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The Company is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. If any employee or applicant with a disability that needs this Policy Statement in a different format to ensure accessibility and understanding or if you are in need of a reasonable accommodation you may contact the Company's Affirmative Action Administrator at 212-759-4433 or by emailing [email protected]. Please note this email address is not monitored for resume review. Resumes sent to this mailbox will be discarded. Please submit your resume to the active job listing you wish to apply to.

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Alvarez & Marsal Holdings LLC