Senior Consultant, Strategy & Client Solutions

Castleton Tower; New York (NY); Hybrid; USD 250,000 - 500,000; Full time

Benefits offered by this job

Firm equity available

Job summary

Castleton Tower in New York is seeking a strategic leader to drive data and technology transformation for investment firms. You will operate at the crossroads of business strategy and technical execution, translating portfolio analytics into actionable roadmaps and hands-on delivery.

You will mentor senior practitioners, design data architectures using Snowflake, dbt, and cloud platforms, and guide teams through modernization while pursuing equity opportunities and a clear path to partnership.

Qualifications

• Experience in investment management or trading environments.
• Proven project leadership with senior executives.
• Strong Python and SQL skills for data analysis and application development.
• Solid understanding of modern data infrastructure.

Responsibilities

• Partner with senior investment professionals to translate goals into technical roadmaps.
• Own client relationships end-to-end and identify new opportunities.
• Lead projects from inception to delivery and ensure business value.

Skills

Python

SQL

Leadership

Stakeholder management

Data architecture

Job description

The Firm

Castleton Tower is a boutique consulting firm founded by executives who have built and led quantitative research, data science, and technology teams at top-tier hedge funds and asset managers. We work exclusively with investment management firms (RIAs, family offices, hedge funds, and asset allocators) helping them modernize their data infrastructure and build AI-ready foundations.

What makes us different: We're a lean firm where senior practitioners do the actual work. No armies of junior consultants learning on your dime. Our engagements blend high-level strategy with hands-on technical implementation. We'll assess your technical & business strategy, design your data architecture and also code up the full stack infrastructure where needed.

The Opportunity

We're looking for a strategic leader who can drive data and technology transformation for investment firms. This role sits at the intersection of business strategy and technical execution. You'll need to be equally comfortable in a boardroom discussion about portfolio analytics and a working session designing Snowflake schemas.

What you'll get:

• Strategic Impact: Lead full-scope projects from roadmap to production, not just strategy decks that sit on a shelf

• Direct Mentorship: Work alongside the firm's Principals on every engagement

• Modern Tech Stack: Work with best-in-class tools (similar to Snowflake, dbt, Dagster, Sigma, AWS, etc.) and cutting-edge AI/agentic development workflows

• Path to Partnership: Clear trajectory toward firm equity and partnership for high performers

Core Responsibilities

Client Leadership & Strategy

• Partner with senior investment professionals (PMs, CIOs, COOs, Heads of Operations) to understand their business goals and translate them into actionable technical roadmaps

• Own client relationships end-to-end, managing expectations, deepening engagements, and identifying new opportunities

• Lead projects from inception to delivery, ensuring the final product solves the actual business problem

Technical Solutioning

• Design data architectures and analytics solutions that fit the client's investment workflow

• Use Python and SQL to build dashboards, analytics tools, and investment applications

• Leverage AI-assisted development tools to accelerate delivery

• Guide architectural decisions across modern data platforms (Snowflake, Databricks, cloud infrastructure)

This is not a "heavy" data engineering role, but you need to understand the underlying tools and architectures well enough to recommend optimal approaches and know what's technically feasible.

Qualifications

Required:

• Prior experience within an investment management or trading organization (hedge funds, asset managers, quant shops, or market makers)

• Demonstrated project leadership and comfort managing relationships with senior executives

• Proficiency in Python and SQL for data analysis and application development

• Strong conceptual understanding of modern data infrastructure

Valued:

• Management consulting experience (strategy or implementation)

• Experience at financial technology firms serving asset managers

• Familiarity with investment operations, portfolio analytics, or fund accounting workflows

Personal Attributes:

• High ownership mentality: you see problems through to resolution without being told

• Executive presence to hold your own with senior investment leaders

• Intellectual curiosity about both the investment side and the technology side

• Comfort with ambiguity and ability to structure unstructured problems

Location & Compensation

Location:

Hybrid in the NYC area. Expect to travel roughly one week per month for on-site client work.

Compensation:

• Total compensation: $250k to $500k (commensurate with experience)

• Firm equity available for high performers