Project Manager - Wealth Management & AI Solutions

Tiger Analytics; Charlotte (NC); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Tiger Analytics is seeking an experienced Lead Consultant / Project Manager to drive the delivery of strategic data and AI-powered solutions for a leading financial services client. This role combines consulting, business analysis, product strategy, and project leadership, requiring close collaboration with business stakeholders, technical teams, and executive sponsors.

The ideal candidate will translate complex workflows into scalable digital products and analytics solutions, manage workshops,

Qualifications

• 8+ years of experience in consulting, project management, business analysis, or related roles.
• Experience within Wealth Management, Insurance, or Financial Services is preferred.
• Ability to translate complex business workflows into scalable analytics solutions.

Responsibilities

• Project Leadership & Delivery: Manage end-to-end execution, coordinating client executives/sponsors with the offshore Tiger Analytics delivery team.
• Discovery & Workshop Facilitation: Lead 2-week workshops to map journeys, wireframe personas, and extract playbooks.
• Business Analysis & AI Strategy: Assess viability of Agentic AI vs rules-based engines.
• Technical Liaison: Align Databricks Lakehouse architecture, Unity Catalog, data pipelines, and React/FastAPI app build.
• Governance & Stakeholder Management: Ensure milestones, data models, and architecture meet business objectives.

Skills

Workshop facilitation

Stakeholder management

Data & AI strategy

Hybrid delivery

Communication skills

Education

Bachelor's degree in a relevant field

Tools

Databricks Lakehouse

React/FastAPI

Unity Catalog

Job description

Tiger Analytics is pioneering what AI and analytics can do to solve some of the toughest problems faced by organizations globally. We develop bespoke solutions powered by data and technology for several Fortune 100 companies. We have offices in multiple cities across the US, UK, India, and Singapore, and a substantial remote global workforce.

We are seeking an experienced Lead Consultant / Project Manager to drive the delivery of strategic data and AI-powered solutions for a leading financial services client. This role combines consulting, business analysis, product strategy, and project leadership, requiring close collaboration with business stakeholders, technical teams, and executive sponsors.

The ideal candidate will have a strong background in Wealth Management, Insurance, or Financial Services and possess the ability to translate complex business workflows into scalable digital products and analytics solutions.

Responsibilities

• Project Leadership & Delivery: Manage the end-to-end execution, bridging communication between client executives/sponsors and the Tiger Analytics offshore delivery team (Data Scientists, App Engineers, UI/UX, QA)
• Discovery & Workshop Facilitation: Lead critical 2-week workshops with client advisors to map end-to-end user journeys, wireframe personas, and extract a "master playbook" for their daily operations
• Business Analysis & AI Strategy: Analyze workshop outputs to determine the viability of an Agentic AI solution (e.g., Next-Best-Action or Explore agents) versus a rules-based engine
• Technical Liaison: Collaborate with technical teams to ensure alignment on Databricks Lakehouse architecture , Unity Catalog configurations , data pipelines, and the React/FastAPI application build
• Governance & Stakeholder Management: Ensure project milestones, data models, and functional architectures meet Equitable's business objectives , while managing dependencies such as system access, SME availability, and infrastructure readiness

Requirements

• 8+ years of experience in consulting, project management, business analysis, product management, or related roles
• Proven experience in IT consulting, project management, and business analysis, ideally within Wealth Management, Insurance, or Financial Services
• Strong ability to facilitate workshops, gather complex user requirements, and translate them into actionable product roadmaps and wireframes
• Familiarity with modern data platforms (Databricks, Lakehouse architecture) and AI/GenAI concepts (LLMs, Agentic workflows)
• Experience managing hybrid (onshore/offshore) delivery models
• Excellent stakeholder management and communication skills, capable of engaging both technical teams and senior business advisors

Benefits

Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging, and entrepreneurial environment, with a high degree of individual responsibility.

Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law.