Principal Consultant – US

Citisoft Inc; 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

About Citisoft

Citisoft is a global consulting firm dedicated to servicing the investment management industry. Through our Advisory and Delivery services, we partner with leading asset managers, wealth managers, and service providers to solve complex business, operational, data, and technology challenges.

As our North America team continues to grow, we're looking for talented Principal Consultants to join our team. Whether you're currently working as a Solutions Design Consultant, Workstream Lead, Implementation Lead, Delivery Lead, Team Manager, Business Change Lead, Subject Matter Expert (SME), Product Owner, Business Architect, Operating Model Lead, Data Lead, or in a senior transformation role within the buy-side investment management industry, you'll have the opportunity to work alongside experienced consultants and industry practitioners on some of the industry's most impactful change initiatives.

Role Overview

As a Principal Consultant, you will play a leading role in delivering complex business, operational, data, and technology transformation initiatives across the asset and wealth management industry. Working closely with clients and project teams, you will provide subject matter expertise, lead project delivery, define engagement approaches, and build strong relationships with senior stakeholders.

Our Principal Consultants combine deep investment management expertise, strong consulting and programme delivery skills, and a passion for helping clients navigate change.

Key Responsibilities

• Lead consulting engagements across business, operational, data, and technology initiatives.
• Define client-specific delivery approaches, services, and deliverables.
• Manage large-scale projects and transformation programmes.
• Provide subject matter expertise across investment management domains.
• Build and maintain relationships with senior client stakeholders.
• Support business development through proposal development and solution design.
• Participate in steering committees, workshops, and governance forums.
• Mentor and develop consultants across the Citisoft team.
• Contribute to thought leadership, knowledge sharing, and practice development activities.

Skills & Experience

We're interested in candidates who bring:

• 12+ years' experience delivering complex transformation initiatives within investment management, consulting, or financial services environments.
• Proven experience as a Senior Program Manager, Senior Project Manager, Transformation Lead, Delivery Lead, PMO Lead, Engagement Manager, Solutions Consultant, or similar role.
• Strong buy-side investment management expertise across operations, technology, and data.
• Experience leading complex projects, managing stakeholders, and driving successful delivery outcomes.
• Ability to engage effectively with stakeholders up to executive level.
• Strong consulting, communication, and leadership skills.
• Experience mentoring and developing teams.

Relevant Experience

• Investment Operations & Middle Office
• Investment Data Management
• IBOR / ABOR
• Trade Order Management
• Investment Accounting & Performance Measurement
• Portfolio Management & Trade Operations
• Client Reporting & Fund Administration
• Data Management & Data Transformation
• State Street Alpha, Aladdin, Charles River, SimCorp, Eagle, or similar investment management platforms
• Private Markets, Digital Assets, or AI-enabled transformation initiatives

Why Citisoft?

At Citisoft, you'll have the opportunity to work exclusively within the investment management industry, partnering with leading firms on meaningful transformation programmes. We offer a collaborative and entrepreneurial environment, continuous professional development, and the chance to contribute directly to the firm's continued growth and success.

Most importantly, you'll be joining a team that values expertise, curiosity, teamwork, and long-term relationships, both with our clients and with each other.