Engagement Manager (Wealth Management)

Model ML; New York (NY); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Equity

Performance incentives

Expansion opportunities

Job summary

Model ML is seeking an Engagement Manager to own end-to-end client outcomes, translating complex problems into scalable AI-driven workflows. You will drive governance, cadence, and adoption, partnering with Growth, Engineering, and Product to deliver measurable ROI.

In this fast-paced role, you will manage client relationships, craft delivery plans, and ensure clear communication across senior stakeholders.

Qualifications

• 5+ years experience in private equity, investment banking, or tier 1 consultancies.
• Ability to turn ambiguous client asks into scoped delivery plans and measurable outcomes.
• Strong technical fluency: can reason about workflows, data, and failure modes.
• Excellent operational hygiene: reliable tracking, documentation, and governance.
• Clear, proactive communicator who escalates early and closes loops.
• Comfortable operating autonomously in a fast-changing environment.
• Willingness to travel within the region as needed.

Responsibilities

• Turn client problems into scalable, measurable workflows. Balance client needs with platform constraints; build reusable playbooks and templates.
• Maintain clean tracking across dashboards and Notion pages; surface risks early; deliver with owners and dates.
• Send agendas, capture decisions, publish action logs; communicate trade-offs and blockers early to client and internal teams.
• Build trusted, data-driven client relationships; drive adoption and measure ROI with Engineering and Product.

Skills

Private equity

Investment banking

Top-tier consulting

Client management

Structured problem solving

Communication

Travel readiness

Technical fluency

Autonomy

Tools

Notion

Job description

Company Overview:

Model ML is the AI workflow builder transforming how major financial institutions produce and validate client-ready work. Model ML converts complex, manual processes into fully automated AI systems that scale across global teams. In under a year, Model ML has become one of the fastest growing enterprise AI platforms worldwide and recently closed a $75 million Series A, one of the largest fintech Series A rounds ever. The round was backed by FT Partners, Y Combinator, LocalGlobe, QED, 13books, and other top global investors.

Company Overview:

Model ML is the AI workflow builder transforming how major financial institutions produce and validate client-ready work. Model ML converts complex, manual processes into fully automated AI systems that scale across global teams. In under a year, Model ML has become one of the fastest growing enterprise AI platforms worldwide and recently closed a $75 million Series A, one of the largest fintech Series A rounds ever. The round was backed by FT Partners, Y Combinator, LocalGlobe, QED, 13books, and other top global investors.

Job Description:

The Engagement Manager (EM) owns the end-to-end customer outcome: translating client problems into scalable Model ML workflows, running clean operating cadence, and driving adoption through clear governance and communication.

Responsibilities (aligned to EM Framework):

• Product Quality (workflows + platform judgment): Turn client problems into scalable, measurable workflows. Balance client needs with platform constraints. Build reusable playbooks, templates, and demo assets. Stay current on product direction and translate updates into field-ready examples.
• Organisation (systems + transparency): Maintain clean tracking across dashboards, hubs, and Notion pages. Keep usage, adoption, and health metrics accurate and up to date. Run a clear delivery plan (owners, dates, dependencies) and surface risks early.
• Communication (high-signal alignment): Prevent surprises. Send agendas before meetings, capture decisions, and publish action logs with owners and due dates. Communicate trade-offs and blockers early to both client and internal teams.
• Client Relationships (governance + ROI): Build trusted, data-driven relationships. Own trial → conversion → renewal motion in partnership with Growth. Drive adoption through builders, measure ROI, and turn feedback into a concrete plan with Engineering and Product.

What you can expect:

• It won't be easy; in fact, it will be very hard
• BUT, it will be a lot of fun
• You need to be comfortable with being uncomfortable; timelines will change, priorities will most likely shift
• Be prepared for an exciting, fast-paced journey where you’ll learn a lot, take on meaningful challenges, and grow along the way.

Requirements (what "good" looks like):

• 5+ years experience in private equity, investment banking, or tier 1 consultancies
• Demonstrated ability to turn ambiguous client asks into scoped delivery plans and measurable outcomes
• Strong technical fluency: can reason about workflows, data, and failure modes (you do not need to be an engineer, but you must be credible with one)
• Excellent operational hygiene: reliable tracking, documentation, and governance
• Clear, proactive communicator who escalates early and closes loops
• Comfortable operating autonomously in a fast-changing environment
• Willingness to travel within the region as needed

What We Offer:

• Competitive salary + equity
• Performance-based incentives
• Opportunity to be instrumental in our expansion into the market
• Supportive and innovative work environment

To conclude, we're building a team of like-minded, incredibly smart, tenacious individuals with relentless work ethic and focus, all driving towards our very clear revolutionary mission. If you match this description, buy into that mission and you're at a career stage where you're ready to make your defining statement to the world,

About The Interview

• Call 1: 30-minute intro call with an Engagement Manager
• Call 2: 30-minute with a Head of Engagement Management
• Call 3: 30-minute deep dive with Adam (COO)
• Call 4: 30-minute call with Chaz (CEO)