Principal Consultant: Investment Management Transformation

Citisoft PLC; Boston (MA); On-site; USD 150,000 - 210,000; Full time

Job summary

Citisoft is seeking a Principal Consultant to lead complex transformation initiatives for the investment management industry in North America. You will collaborate with clients and project teams to deliver data, technology, and operations transformation, leveraging deep domain expertise and strong consulting skills.

You will define engagement approaches, mentor junior staff, and contribute to business development while managing senior stakeholder relationships and delivering measurable outcomes.

Qualifications

• 12+ years of experience delivering complex transformation initiatives.
• Strong senior stakeholder management and communication skills.
• Experience leading cross-functional teams in investment management.
• Proven ability to engage with executives and drive delivery outcomes.
• Experience mentoring and developing consultants.

Responsibilities

• Lead engagements across business, operations, data, and technology initiatives.
• Define client-specific delivery approaches, services, and deliverables.
• Manage large-scale transformation programmes and PMO governance.
• Provide SME across investment management domains.
• Build relationships with senior client stakeholders and support business development.
• Mentor and develop Citisoft consultants and contribute to practice development.

Skills

Transformation leadership

Stakeholder management

Investment management domain knowledge

Program/PMO management

Executive engagement

Job description

Citisoft is seeking a Principal Consultant to lead complex transformation initiatives for the investment management industry in North America. You will collaborate with clients and project teams to deliver data, technology, and operations transformation, leveraging deep domain expertise and strong consulting skills.

You will define engagement approaches, mentor junior staff, and contribute to business development while managing senior stakeholder relationships and delivering measurable outcomes.