Tech Due Diligence Engagement Lead/ Director, New York

Job description

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.