Lead and execute the day-to-day delivery of AI consulting engagements across InvestorFlow's client base, from kickoff through completion.
Conduct AI readiness assessments — evaluating client data infrastructure, workflows, tooling, and organizational capability to adopt AI solutions.
Design and document AI use-case inventories, prioritization frameworks, and phased implementation roadmaps tailored to private markets workflows.
Configure, implement, and validate AI solutions within client environments, including integrations with InvestorFlow's platform and adjacent enterprise systems.
Manage workstreams, timelines, and deliverables with precision — ensuring engagements stay on scope, on budget, and on schedule.

5–8+ years of experience in management consulting, technology consulting, or enterprise AI implementation, with a strong track record of delivering complex, client-facing engagements.
Direct experience implementing AI, machine learning, or advanced analytics solutions in enterprise environments — not just advising on strategy, but rolling up your sleeves to build and deploy.
Experience working with financial services, investment management, or private markets clients is strongly preferred.
Bachelor's degree required in a relevant field (Computer Science, Information Systems, Finance, Economics, or related). Advanced degree (MBA, MS in Data Science, or equivalent) a plus.

Clear path toward practice leadership for high performers
Mission-driven, collaborative culture that invests in its people and operates with integrity

Senior Consultant, AI Services

Key skills