Tech Due Diligence Engagement Lead/ Director, New York

<p><strong>Engagement Lead / Engagement Director, </strong><strong>New York</strong></p> <p>Technology Due Diligence | Strategy & Deals | Alpha FMC</p> <p><strong>About Alpha FMC</strong></p> <p>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.</p> <p>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.</p> <p><strong>Level Guidance</strong></p> <p>We are open at both the Engagement Lead and Engagement Director level, depending on candidate experience:</p> <ul> <li><strong>Engagement Lead (EL): </strong>7+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services</li> <li><strong>Engagement Director (ED): </strong>10+ years of relevant experience, with a proven track record of leading technology due diligence engagements in financial services and managing senior client relationships.</li> </ul> <p><strong>Key Responsibilities</strong></p> <p>The responsibilities below apply across both levels; Engagement Directors are expected to take greater ownership of client relationships and practice development.</p> <p><strong>Engagements</strong></p> <ul> <li>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.</li> <li>Assess enterprise technology environments, architecture, infrastructure, cybersecurity, and software development practices in the context of the transaction thesis.</li> <li>Evaluate how AI, data platforms, and emerging technologies support the commercial strategy, product roadmap, and growth ambitions.</li> <li>Translate technical findings into commercial, financial, and investment insights that directly inform client decision-making.</li> <li>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.</li> <li>Where the engagement involves an integration, assess IT synergy opportunities and identify key IT integration considerations.</li> <li>Where the engagement involves a carve-out, assess the standalone operating model impacts on IT and evaluate related standalone cost adjustments for IT expenditure</li> </ul> <p><strong>Client & Stakeholder Management</strong></p> <ul> <li>Build and maintain trusted relationships with senior client stakeholders, including private equity investment teams, CFOs and CTOs</li> <li>Structure and present conclusions clearly to both technical and non-technical audiences.</li> </ul> <p><strong>Team & Practice</strong></p> <ul> <li>Mentor and develop team members, ensuring high-quality deliverables and knowledge sharing across the team.</li> <li>Support business development efforts, including proposals, cl