Engagement Leader / Client Partner – Investment Management

ALOIS Solutions; New York (NY); On-site; USD 160,000 - 200,000; Full time

Job summary

A leading consulting firm is seeking a Sr. Director – Analytics to lead client-facing engagements in the investment management domain. The role demands a visionary leader with extensive experience in driving analytics solutions, managing client relationships, and spearheading account growth initiatives. Candidates should have a robust background in investment management, analytical delivery, and considerable client interaction. This position offers high visibility and the opportunity to make direct impacts on client strategy and AI transformation.

Qualifications

• 12–17 years of experience in analytics / data consulting / AI programs.
• Strong background in investment management (asset managers, hedge funds, wealth firms).
• Proven track record in client-facing delivery and business impact.

Responsibilities

• Lead client-facing data, analytics, and AI/GenAI engagements.
• Drive solutioning across portfolio analytics and investment data use cases.
• Own client engagement, delivery, and stakeholder communication.

Skills

Client-facing experience

Analytics / AI / data engagements

Account growth

Stakeholder management

Job description

About the Role

We are hiring a Sr. Director – Analytics to lead client-facing data, analytics, and AI/GenAI engagements within the investment management (buy-side) domain.

This is NOT a pure technical or internal product role.

We are specifically looking for leaders who can own client relationships, drive analytics solutioning, and contribute to account growth.

🚨 MUST-HAVE (Applications without this will NOT be considered)

• Direct experience in Investment / Asset / Wealth Management (buy-side)
• Experience leading analytics / AI / data engagements (not just PMO or reporting)
• Strong client-facing experience (CXO interaction, stakeholder management)
• Proven involvement in account growth / pre-sales (proposals, SOWs, deal shaping)
• Experience working in consulting environments OR managing external client engagements
• Act as a trusted advisor to senior stakeholders and CXOs
• Lead end-to-end delivery of analytics, data, and AI/GenAI programs
• Drive solutioning across portfolio analytics, risk, or investment data use cases
• Own client engagement, delivery, and stakeholder communication
• Contribute to account expansion, pre-sales, and revenue growth initiatives
• Collaborate with cross-functional teams across data engineering, analytics, and AI

✅ Required Experience

• 12–17 years of experience in analytics / data consulting / AI programs
• Strong background in investment management (asset managers, hedge funds, wealth firms)
• Proven track record in client-facing delivery and business impact
• Experience with analytics, AI/ML, or GenAI solutions
• Exposure to cloud platforms (AWS / Azure / GCP) and modern data ecosystems
• Primarily a product / internal platform leader (non-client facing)
• Focused on marketing analytics / customer analytics
• From pure banking (retail/commercial) without investment domain
• A PMO / program governance / reporting-focused profile
• A finance/accounting leader without analytics/AI experience

💡 Why This Role

• High-impact leadership role with direct client influence
• Opportunity to drive AI/GenAI transformation in investment management
• Strong visibility with senior stakeholders and decision-makers