Engagement Lead
1 week ago
Job Title: Engagement Lead / Sr Engagement Lead for Analytics and AI Solutions – Investment Management
Location: NYC, NY area (3 days/week)
Industry: Asset & Wealth Management experience preferably in a consulting setup.
About the Role:
We are seeking an experienced engagement lead to join our Investment Management practice. In this role, you will work directly with senior executives at top investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.
In addition to client engagement, this position requires a deep understanding of the asset management industry, along with a demonstrated success in delivering high-impact data analytics and AI solutions to enhance distribution effectiveness (sales and marketing).
Key Responsibilities:
- Become the trusted advisor to top-tier asset and wealth-management clients.
- Design and deliver AI-driven solutions/roadmap to grow AUM and save costs.
- Lead 10+ membered teams, keep projects on track, and expand each win into new work.
- Pitch ideas, craft proposals, and present clear, actionable insights.
- Lead project leads, data scientists, and consultants to drive top-tier delivery.
What you bring:
- 8+ years in building sales and marketing analytics/AI solutions in the investment management industry.
- Self-driven with strong leadership and problem-solving skills.
- Excellent communication skills to translate complex analysis for senior executives.
- Growth mindset; comfortable building from scratch.
- Proven experience and expertise in applying AI to solve cross-functional
- challenges (distribution, research, operations, risk) in the investment management domain.
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