Technical Consultant - AI-Driven Private Markets (Remote)

Juniper Square; United States; Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision

Life insurance

Mental wellness

Family support

Flexible time off

Paid family leave

Retirement plan

Home office allowance

Professional development stipend

Job summary

Juniper Square in the United States is seeking a Technical Consultant to empower clients with our investment management platform. You will design, deliver and optimize solutions that drive adoption, ROI, and positive business outcomes for diverse clients.

Collaborate with cross-functional teams, train users, and stay current on product capabilities and AI-enabled efficiencies. Travel up to 10% nationally. This role combines consulting rigor with technical depth and strategic impact.

Qualifications

• Minimum 2 years of client-facing experience in investment management.
• Proven ability to lead executive-level meetings and presentations.
• Strong analytical and communication skills, written and verbal.
• Experience using AI tools (e.g., Claude, ChatGPT) productively.
• Ability to work independently and travel nationally up to 10%.
• Technical exposure to API implementations is a plus.
• Previous consulting experience helping customers achieve outcomes.

Responsibilities

• Strategic Consultation: understand goals and craft adoption plans.
• Solution Delivery: lead design and implementation of solutions.
• Training & Enablement: develop and deliver training for diverse users.
• Technical Expertise: maintain product knowledge and best practices.
• Cross-Functional Collaboration: partner with PM, CS, Support, Product.
• Process Optimization: create SOPs to improve team efficiency.
• Knowledge Sharing: document best practices for consistent messaging.
• AI-Enabled Efficiency: use AI to accelerate recurring work and documentation.

Skills

Client management

Executive presentations

Analytical skills

AI tools usage

API experience

Consulting experience

Education

Bachelor’s degree

Job description

Juniper Square in the United States is seeking a Technical Consultant to empower clients with our investment management platform. You will design, deliver and optimize solutions that drive adoption, ROI, and positive business outcomes for diverse clients.

Collaborate with cross-functional teams, train users, and stay current on product capabilities and AI-enabled efficiencies. Travel up to 10% nationally. This role combines consulting rigor with technical depth and strategic impact.