Managing Director, AI Services

You Will:

Practice Leadership & Strategy
• Together with the Chief of Global Services, define and execute the vision, go-to-market positioning, and operating model for InvestorFlow’s AI Consulting Practice.
• Establish service offerings, engagement frameworks, pricing structures, and delivery standards.
• Build and develop a high-performance consulting team, including hiring, mentoring, and performance management.
• Collaborating with Product, help develop reusable IP, accelerators, and methodologies that differentiate InvestorFlow’s advisory capabilities and drive repeatability at scale.
• Serve as the internal authority on AI in private markets — advising product, marketing, and executive leadership on market trends and client needs.
 
Engagement Delivery & Practice Operation
• Serve as executive sponsor and lead practitioner on flagship AI consulting engagements.
• Oversee the end-to-end delivery of all sold engagements, ensuring quality, timeliness, and measurable client outcomes.
• Help build and foster a talented consulting team capable of delivering high quality projects and engagements.
• Guide clients through AI readiness assessments, strategy development, use-case prioritization, and implementation roadmaps.
• Partner with InvestorFlow’s platform teams to align advisory services with product capabilities and roadmap.
• Build and sustain trusted advisor relationships with senior client stakeholders including C-suite and Managing Partners.
• Understanding of AI engineering disciplines, including prompt engineering, model evaluation, retrieval strategies, agent frameworks, vector search, and observability.
 
Commercial Growth & Sales Partnership
• Collaborate with the Sales and Business Development organization to identify, qualify, and close AI consulting opportunities. 
• Participate actively in prospect meetings, executive briefings, and RFP processes — bringing subject matter credibility that accelerates deal velocity.
• Develop compelling proposals, business cases, and Statements of Work that translate client pain points into well-scoped, high-value engagements.
• Contribute to pipeline development through thought leadership, industry events, speaking engagements, and strategic account introductions.
• Partner with Account Management to identify expansion opportunities within the existing InvestorFlow client base.
• Own and report on practice revenue, utilization, gross margin, and growth targets.
 
Technical Leadership & Market Presence
• Deep understanding of modern AI technologies, including LLMs, RAG, agentic AI, multimodal AI, and AI orchestration frameworks.
• Experience designing enterprise AI solutions that align with business processes, operating models, governance, and technology architecture.
• Ability to evaluate and select AI platforms, models, and tooling while ensuring security, compliance, governance, and responsible AI practices.
• Strong understanding of enterprise data architecture, including governance, data quality, metadata, lineage, and knowledge management.
• Experience building scalable AI data foundations across structured and unstructured data, data platforms, and vector-based architectures.
• Familiarity with cloud platforms (Azure, AWS, GCP), enterprise integrations, APIs, workflow automation, and CRM ecosystems.
• Represent InvestorFlow at key private markets conferences, LP forums, and industry roundtables.
• Develop and publish point-of-view content — whitepapers, case studies, blog posts, and briefings — that build InvestorFlow’s brand as an AI authority in private markets.
• Maintain a strong external network across GPs, LPs, technology partners, and peer consulting communities.
  

You Have:

Required Experience & Credentials
• 12+ years of progressive consulting experience, including at least 4–6 years in a senior leadership role (Principal, Partner, Managing Director, or equivalent) at a top-tier management consulting firm, boutique advisory, or a technology-led consulting practice.
• Demonstrated expertise in AI strategy, AI adoption, and enterprise AI implementation — with the ability to engage credibly at both the strategic and operational levels.
• Experience working with financial services or investment management clients; direct exposure to private markets (private equity, private credit, real assets, or alternatives) strongly preferred.
• Proven commercial track record: experience driving revenue through origination, proposal development, and client relationship expansion.
• History of building or meaningfully scaling a consulting practice, service line, or center of excellence.
• Exceptional executive communication and presentation skills; ability to command a room with senior client stakeholders and internal leadership alike.
 
Technical & Domain Knowledge
• Substantive knowledge of AI/ML technologies, including large language models, generative AI applications, and AI-driven workflow automation.
• Familiarity with the private markets front-office — investor relations, fundraising, capital allocation, LP reporting, and deal sourcing workflows.
• Understanding of CRM ecosystems and enterprise data strategy in the context of investment management operations.
• Ability to translate complex AI concepts into clear business value propositions for non-technical stakeholders.
 
Leadership & Culture
• Builder’s mindset — energized by creating something new, not just managing something established.
• Entrepreneurial orientation: comfortable with ambiguity, resource constraints, and the pace of a high growth technology company.
• Collaborative leader who earns credibility through expertise and delivery, not hierarchy.
• High integrity, low ego, and a genuine commitment to client outcomes.
 
Education
• Bachelor’s degree required. MBA or advanced degree (Computer Science, Data Science, Finance, or related field) strongly preferred.

• Category-defining platform at the intersection of private markets and AI — a rare greenfield consulting opportunity with institutional backing.
• Direct access to a blue-chip LP and GP client base spanning the largest private markets firms in the world.
• Entrepreneurial environment with the resources and executive support to build a practice that matters.
• A mission-driven team that believes AI should make financial markets more transparent, efficient, and accessible.