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Sales / Client Partner

3 weeks ago

Charlotte, North Carolina, United States Galent Full time

Job Title: Engagement Lead/Client Partner /Sales partner

Investment Management (Data, Analytics, & AI)

Employment: Fulltime

Location: New York, NY (Hybrid) (3 days/week) (NYC area)

Industry: Asset & Wealth Management (Must have) preferably in a consulting setup.

About the Role

We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.

This is a partner-track leadership opportunity with direct visibility to the firm's senior leadership team.

Key Responsibilities

  • Strategic Advisory:
    Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making.
  • Solution Leadership:
    Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes.
  • Client Engagement:
    Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.
  • Practice Growth:
    Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings.
  • Leadership:
    Represent the firm's senior leadership team in client interactions; collaborate across delivery, consulting, and managed services.
  • Team & Capability Development:
    Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives.

Key Qualifications

  • 12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts.
  • Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations.
  • Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives.
  • Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments.
  • Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities.