Wealth Management Strategy Lead & AI Transformation

TeamLease Digital Global

New York (NY)

On-site

USD 180,000 - 260,000

Full time

30 hours ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

TeamLease Digital Global seeks a Consulting Leader / Client Partner to head the Asset & Wealth Management practice, working directly with C-suite executives to steer high-impact engagements and define transformation agendas.

You will shape data modernization, analytics, and AI programs, drive client growth, and represent senior leadership in key client interactions across delivery and managed services teams.

Responsibilities

  • Practice Growth: Contribute to firm-wide leadership by expanding the Asset Management vertical with differentiated and scalable offerings.
  • Strategic Advisory: Act as a strategic thought partner to senior executives and CXOs; shape and drive data modernization, analytics, and AI strategies.
  • Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders and proactively identify client needs and opportunities.
  • Leadership: Represent the firm's senior leadership in client interactions and collaborate across delivery, consulting, and managed services teams.
  • Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture and knowledge initiatives.

Job description

TeamLease Digital Global seeks a Consulting Leader / Client Partner to head the Asset & Wealth Management practice, working directly with C-suite executives to steer high-impact engagements and define transformation agendas.

You will shape data modernization, analytics, and AI programs, drive client growth, and represent senior leadership in key client interactions across delivery and managed services teams.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

AI Transformation Lead for Wealth Advisory
AI Transformation Lead for Wealth Advisory

Guardian • New York (NY)

On-site
USD 132,000 - 218,000
Practice Lead (Wealth Management)
Practice Lead (Wealth Management)

TeamLease Digital Global • New York (NY)

On-site
USD 180,000 - 260,000
Asset & Wealth Management Transformation Lead
Asset & Wealth Management Transformation Lead

Fynetra • Town of Boston (NY)

Hybrid
USD 110,000 - 140,000
Hybrid and flexible working model
Clear progression path
Leadership development opportunities
AI Transformation Leader – Advisor & Client Experience
AI Transformation Leader – Advisor & Client Experience

Guardian Life • New York (NY)

On-site
USD 132,000 - 218,000
AI Transformation Lead: Wealth & Advisor Experience
AI Transformation Lead: Wealth & Advisor Experience

The Guardian Life Insurance Company of America • New York (NY)

On-site
USD 132,000 - 218,000
Senior Client Partner with wealth Management
Senior Client Partner with wealth Management

Galent • United States

On-site
USD 150,000 - 200,000
AI Transformation Leader: Advisor & Client Experience
AI Transformation Leader: Advisor & Client Experience

Guardian Life Insurance • New York (NY)

On-site
USD 132,000 - 218,000
Head of Enterprise AI Sales for Asset & Wealth
Head of Enterprise AI Sales for Asset & Wealth

WinsAbove • New York (NY)

Hybrid
USD 450,000 - 700,000
Senior WealthTech Product Leader — AI and Platform Strategy
Senior WealthTech Product Leader — AI and Platform Strategy

Publicis Groupe • Irvine (CA)

On-site
USD 164,000 - 245,000
Inclusive workplace
Learning & development
Health benefits
+1
Senior AI Transformation Lead for Enterprise Adoption
Senior AI Transformation Lead for Enterprise Adoption

Capco • New York (NY)

Hybrid
USD 146,000 - 183,000
Medical, Dental, Vision coverage
401(k) with company match
Tuition reimbursement
+3