Senior Client Partner with wealth Management

Galent; United States; On-site; USD 150,000 - 200,000; Full time

Job summary

A leading investment management firm is looking for a Senior Engagement Lead / Client Partner in New York City, NY. This full-time role requires over 12 years of experience in the investment management industry. The incumbent will engage with C-suite executives, shape data modernization strategies, and cultivate trust-based relationships. Ideal candidates must possess a strong executive presence and proven success in driving AI-driven transformation initiatives.

Qualifications

• 12+ years of relevant experience in the investment management industry.
• Recognized executive presence and deep domain expertise.
• Proven track record of large-scale transformation initiatives.

Responsibilities

• Act as a thought partner to senior executives.
• Drive innovative strategies in data modernization and analytics.
• Cultivate long-term relationships with senior stakeholders.
• Expand the asset management vertical with new offerings.
• Mentor and develop project leads and consultants.

Skills

Strategic advisory

Relationship building

Entrepreneurial mindset

Job description

Senior Engagement Lead / Client Partner – Investment Management (Data, Analytics, & AI)

Location: New York City, NY

About the Role

We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C‑suite and senior executives at leading investment managers, spearheading high‑impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor. This is a partner‑track leadership opportunity with direct visibility to the firm’s senior leadership team.

Key Responsibilities

• Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision‑making.
• Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes.
• Client Engagement: Cultivate long‑term, trust‑based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.
• Practice Growth: Contribute to firm‑wide leadership by expanding the asset management vertical with differentiated and scalable offerings.
• Leadership: Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services.
• Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture‑building, knowledge development, and internal initiatives.

Key Qualifications

• 12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts.
• Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations.
• Proven track record of designing and delivering large‑scale data, analytics, and AI‑driven transformation initiatives.
• Strong relationship‑building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments.
• Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities.

Seniority level

Director

Employment type

Full‑time

Job function

Technology, Information and Internet