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Engagement Lead/Client Partner - Investment Management
New York City, NY
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COMPANY OVERVIEW:


The company a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by a top private equity firm, they drive innovation through significant investments and an entrepreneurial spirit.


They focus on delivering advanced Data Analytics & AI Solutions. By combining sophisticated technology with subject matter expertise, they deliver material impact on clients' topline and streamline their operations. They specialize in providing tailored solutions across financial services, CPG, legal, pharma, life sciences, retail and logistics, helping them build robust data analytics and AI capabilities.


With a client base spanning 30 countries, they have a global presence to enables them to offer localized expertise with a worldwide perspective.


PREFERRED PROFILE:


We are seeking a senior engagement lead / client partner to join an 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.


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.


PREFERRED PROFILE:


  • 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.


LOCATION: NYC/NJ (Hybrid - 3 days/wk)


Job ID# 3472092


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