Alpha Account Services - Product Specialist, Assistant Vice President

🔒 Confidential Employer
Posted 3 May 2026
LOCATION
London
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Product Development Client Relationship Management Business Analysis Agile Methodologies Investment Management SQL Stakeholder Management Process Improvement

FULL DESCRIPTION

Alpha Account Services - Product Specialist, Assistant Vice President

[Employer hidden — view at passion-project.co.uk] Alpha is seeking an Assistant Vice President for the Account Onboarding and Lifecycle Management product team. This role is central to driving change and innovation for client onboarding and lifecycle management. The qualified individual will develop and deliver products, business solutions, and strategies aligned with Alpha Account onboarding and data integration.

What are we looking for

  • [Employer hidden] Alpha Service product team is seeking a versatile individual for an Assistant Vice President role with strong product development, product lifecycle management, client relationship, and business analysis skills. This role is dedicated to the development and support of services and product offerings within the Account Onboarding and Account Lifecycle Management area.
  • This position is central to driving change and innovation for client onboarding and lifecycle management. The qualified individual will develop and deliver products, business solutions, and strategies aligned with Alpha Account onboarding and data integration with downstream consumers. This leader will focus on driving front, middle, and back-office service innovations that support and streamline end-to-end integration, servicing, and interoperability for Alpha clients.

Why this job is important to us

  • [Employer hidden] Alpha brings together data and capabilities across the investment lifecycle to help our clients make better decisions, grow at scale, and deliver returns for their clients. We partner with clients to optimize their operations, data, and technology footprint by leveraging the Alpha Platform and outsourced Alpha Services.
  • This role is pivotal in supporting our Client Transformation Pathway Project, ensuring seamless integration and delivery of strategic solutions for Alpha clients. The successful candidate must be skilled in analyzing complex business service flows across front, middle, and back-office operating models for Alpha Clients, with a focus on post-trade execution lifecycle products and services. They will also drive strategic solution design, business architecture, and business solutions/services while leading program/project execution and reporting.

What you will be responsible for

  • Establish strong partnerships with project sponsors and stakeholders in Operations, Technology, and other product teams within [Employer hidden] to influence and coordinate cross-functional business solutions and products, in support of client and business goals.
  • Act as a liaison between business and technology teams to support product demand opportunities as part of product strategy and development.
  • Design, develop, and implement client-facing products.
  • Drive analysis and design using Agile practices and processes, focusing on establishing a culture and process of continuous delivery.
  • Possess strong knowledge of front-to-back investment management/investment services processes and various asset classes.
  • Gather business/system requirements by facilitating user/client meetings and engaging with stakeholders.
  • Demonstrate strong industry and regulatory experience inclusive of complex business processes and instruments best practices across the transaction lifecycle.
  • Identify, compile, analyze, and document business requirements that accurately and thoroughly reflect business needs and changes.
  • Play the role of Product Owner in Agile room, drive development, testing, and rollout in coordination with IT and business.
  • Document business requirements using clear, concise language consistent with the methodology framework.
  • Participate in special projects, e.g., conducting research, collecting, and providing requested data, etc.
  • Lead initiatives related to the Client Transformation Pathway Project, ensuring alignment with strategic objectives and successful delivery of transformation milestones.
  • Collaborate with cross-functional teams to identify opportunities for process improvement and automation within client onboarding and lifecycle management.

What we value

  • Creation of business process flows and defining the business problem, solution, and design using various tools such as Visio.
  • Understanding of the investment management industry and system development lifecycle methodologies to support projects through their life cycle, with an emphasis on the analysis stage.
  • Excellent analytical and interpersonal skills for diverse and senior audiences.
  • Excellent time management and organization skills, with the ability to manage multiple competing priorities.
  • Ability to think creatively and strategically with a focus on achieving outcomes.
  • Experience with writing features/requirements.
  • Product Owner role experience using Agile Methodologies.
  • Proficiency with MS Office Products; MS Access, Visio; Jira, Confluence, PowerPoint.
  • Demonstrated excellence in business writing, development of business process flow diagrams, making comparisons regarding current and future processes, and effective communication.
  • Ability to analyze entity-relationship diagrams and logical data models to validate design against requirements.
  • Familiarity with financial reporting, business intelligence, and data warehousing principles.
  • Understanding of BI/reporting tool architecture, functions, and features.
  • Experience in leading transformation initiatives and managing change within complex organizations.
  • Strong stakeholder management and communication skills to drive alignment and adoption of new processes.

Education & Preferred Qualifications

  • Bachelor's degree in finance, MIS, Information Technology, or a related field of study.
  • 7–10 years of experience in data analysis, Operations, or Product Management.
  • Ability to write SQL code for data analysis.
  • Experience working on large-scale transformation projects, preferably within financial services or investment management.
  • Prior involvement in client onboarding or lifecycle management initiatives is highly desirable.

About [Employer hidden]

[Employer hidden] is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential. Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at [Employer hidden] is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you. [Employer hidden] is an equal opportunity and affirmative action employer. Discover more at StateStreet.com/careers

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