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Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market. Alpha Financial Markets Consulting postings stay open a median of 14 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 84 days ago

Alpha Financial Markets Consulting median: 14 days open

The posting

Commercial Due Diligence Engagement Lead / Engagement Director

New York

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 Commercial Due Diligence (CDD) practice within the Strategy & Deals team and are seeking a senior leader to drive high-profile buy-side and sell-side engagements in New York. This role focuses on market strategy, growth diagnostics, and commercial risk, providing investors and corporate clients with the insight needed to underwrite and defend transaction decisions.

Tenure Guidance

  • Engagement Lead (EL): 7–10 years of relevant experience, with exposure to M&A transactions and team leadership.
  • Engagement Director (ED): 10+ years of relevant experience, with extensive subject-matter expertise, client ownership, and strategic advisory experience.
  • Responsibilities are structured to allow candidates to position themselves at the appropriate level based on experience, subject-matter depth, and deal ownership.

Key Responsibilities

The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice-level contribution, and will have a higher expectation for business development activities.

Engagements

  • Lead Commercial Due Diligence engagements end-to-end, covering market attractiveness, competitive positioning, customer economics, and growth strategy.
  • Frame and test investor hypotheses on market growth, competitive dynamics, and commercial risk, identifying structural headwinds, customer concentration, and go-to-market constraints that could affect investment value.
  • Advise clients on growth strategy, market positioning, and commercial risk mitigation, translating findings into actionable commercial and investment insights.
  • Assess target’s maturity relative to market best practice and peers within Financial Services, FinTech, and related B2B Services (commercial strategy, growth trajectory, customer economics, and competitive positioning).
  • Partner with Alpha's Technology DD, Operations DD, and Strategy teams to provide integrated perspectives on value creation and risk.

Client & Stakeholder Management

  • Build and maintain senior client relationships, engaging with PE deal teams, portfolio company management teams, and bankers to inform transaction decisions and support value creation.
  • Take a lead role in shaping client communications, engagement direction, and IC-ready deliverables.
  • Structure and present conclusions clearly to both commercial and non-technical, IC-level audiences.

Team & Practice

  • Manage and mentor engagement teams, ensuring delivery excellence, fostering analytical rigor, and guiding junior colleagues through complex CDD workstreams.
  • Contribute to practice growth through thought leadership, business development, and the advancement of Alpha's CDD frameworks and AI-enabled analytics.

What We're Looking For

  • 7+ years of direct, relevant experience in Commercial Due Diligence, growth strategy, and M&A strategic advisory at a senior level (see Tenure Guidance above).
  • Strong track record leading or materially contributing to buy-side and sell-side CDD engagements within M&A or private equity transactions.
  • Sector depth in Financial Services, FinTech, Insurance, Wealth/Asset Management, or FS-related B2B Tech/Services.
  • Strong analytical grounding in market sizing, growth diagnostics, customer economics, and competitive positioning.
  • Proven ability to translate commercial findings into investment-grade insights and recommendations.
  • Strong client leadership and stakeholder management skills, capable of engaging senior PE and portfolio-company executives.
  • Experience managing teams and mentoring high-performing consultants.
  • MBA preferred (or equivalent advanced degree/experience).

What We Offer

  • Opportunity to work directly with senior leaders and blue-chip clients in the financial services and private equity sectors.
  • Entrepreneurial, collaborative environment with significant responsibility early on.
  • Ability to work on projects for clients across North America and Europe.
  • Competitive salary with annual profit-sharing opportunity and a clear path for career progression.
  • 401(k) 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.

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. The base salary range for this position is: $230,000 to $330,000 and is subject to change based on salary benchmarking. In addition to this salary, employees would be eligible for both variable and non-variable benefits.

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