Project Manager - Wealth Management & AI Solutions

Reposted Yesterday
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Charlotte, NC, USA
In-Office
Senior level
Big Data • Analytics • Business Intelligence • Big Data Analytics
The Role
Lead delivery of AI and analytics solutions for a financial services client: manage end-to-end projects, run discovery workshops, translate requirements into product roadmaps, assess Agentic AI vs rules-based approaches, align Databricks Lakehouse and Unity Catalog architectures, and coordinate stakeholders and hybrid delivery teams.
Summary Generated by Built In

Tiger Analytics is pioneering what AI and analytics can do to solve some of the toughest problems faced by organizations globally. We develop bespoke solutions powered by data and technology for several Fortune 100 companies. We have offices in multiple cities across the US, UK, India, and Singapore, and a substantial remote global workforce.

We are seeking an experienced Lead Consultant / Project Manager to drive the delivery of strategic data and AI-powered solutions for a leading financial services client. This role combines consulting, business analysis, product strategy, and project leadership, requiring close collaboration with business stakeholders, technical teams, and executive sponsors.

The ideal candidate will have a strong background in Wealth Management, Insurance, or Financial Services and possess the ability to translate complex business workflows into scalable digital products and analytics solutions.

Responsibilities
  • Project Leadership & Delivery: Manage the end-to-end execution, bridging communication between client executives/sponsors and the Tiger Analytics offshore delivery team (Data Scientists, App Engineers, UI/UX, QA).
  • Discovery & Workshop Facilitation: Lead critical 2-week workshops with client advisors to map end-to-end user journeys, wireframe personas, and extract a "master playbook" for their daily operations.
  • Business Analysis & AI Strategy: Analyze workshop outputs to determine the viability of an Agentic AI solution (e.g., Next-Best-Action or Explore agents) versus a rules-based engine.
  • Technical Liaison: Collaborate with technical teams to ensure alignment on Databricks Lakehouse architecture , Unity Catalog configurations , data pipelines, and the React/FastAPI application build.
  • Governance & Stakeholder Management: Ensure project milestones, data models, and functional architectures meet Equitable's business objectives , while managing dependencies such as system access, SME availability, and infrastructure readiness.

Requirements
  • 8+ years of experience in consulting, project management, business analysis, product management, or related roles.
  • Proven experience in IT consulting, project management, and business analysis, ideally within Wealth Management, Insurance, or Financial Services.
  • Strong ability to facilitate workshops, gather complex user requirements, and translate them into actionable product roadmaps and wireframes.
  • Familiarity with modern data platforms (Databricks, Lakehouse architecture) and AI/GenAI concepts (LLMs, Agentic workflows).
  • Experience managing hybrid (onshore/offshore) delivery models.
  • Excellent stakeholder management and communication skills, capable of engaging both technical teams and senior business advisors

Benefits

Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging, and entrepreneurial environment, with a high degree of individual responsibility.

Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law.

Skills Required

  • 8+ years of experience in consulting, project management, business analysis, product management, or related roles
  • Proven experience in IT consulting, project management, and business analysis within Wealth Management, Insurance, or Financial Services
  • Ability to facilitate workshops, gather complex user requirements, and translate them into product roadmaps and wireframes
  • Familiarity with modern data platforms (Databricks, Lakehouse architecture) and AI/GenAI concepts (LLMs, Agentic workflows)
  • Experience managing hybrid onshore/offshore delivery models
  • Excellent stakeholder management and communication skills with technical teams and senior business advisors

Tiger Analytics Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Tiger Analytics and has not been reviewed or approved by Tiger Analytics.

  • Fair & Transparent Compensation Feedback suggests pay is viewed as fair and market-aligned for many roles and geographies. Consistent, on-time pay and competitive packages in key markets reinforce a generally positive baseline.
  • Healthcare Strength Feedback suggests U.S. medical coverage is strong, with administration via a known benefits platform and plan options seen positively. Health insurance is often regarded as a bright spot within the package.
  • Leave & Time Off Breadth Feedback suggests generous PTO, paid sick days and holidays, and flexible PTO alongside remote-work options. These elements indicate broad time-off provisions available on paper.

Tiger Analytics Insights

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The Company
HQ: Santa Clara, CA
5,000 Employees
Year Founded: 2011

What We Do

Tiger Analytics is a global leader in AI and Analytics, helping Fortune 1000 companies solve their toughest challenges. We offer fullstack AI and analytics services & solutions to empower businesses to achieve real outcomes and value at scale. We are on a mission to push the boundaries of what AI and analytics can do to help enterprises navigate uncertainty and move forward decisively. Our purpose is to provide certainty to shape a better tomorrow. Our team of 4000+ technologists and consultants are based in the US, Canada, the UK, India, Singapore, and Australia, working closely with clients across CPG, Retail, Insurance, BFS, Manufacturing, Life Sciences, and Healthcare. We are Great Place to Work-Certified™ and have been recognized by analyst firms such as Forrester, Gartner, Everest, ISG, HFS, and others. Ranked among the ‘Best’ and ‘Fastest Growing’ analytics firms lists by Inc., Financial Times, Economic Times and Analytics India Magazine. In India, our offices are located in Chennai, Hyderabad and Bangalore.

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