Senior Consultant, AI Services

You Will:

Engagement Delivery
• 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.
• Facilitate working sessions, workshops, and stakeholder interviews with both technical teams and business leaders at client organizations.
• Produce high-quality engagement deliverables: current-state assessments, future-state blueprints, implementation playbooks, and executive readouts.
• Identify and escalate risks, blockers, and scope changes proactively, partnering with the MD of AI Services to resolve them.
 
Technical & Functional AI Implementation
• Translate business requirements into AI solution designs, selecting appropriate approaches across generative AI, LLM-based automation, workflow orchestration, and data integration.
• Hands-on configuration and deployment of AI tools and integrations — including prompt engineering, API connections, agent workflows, and model evaluation.
• Assess and work within client data environments: CRM data quality, data pipelines, structured/unstructured data sources, Snowflake, ERPs, front and mid office tools and systems and governance frameworks.
• Bridge functional and technical workstreams, ensuring that AI solutions are grounded in real operational workflows and that both IT and business stakeholders are aligned.
• Apply knowledge of private markets processes — LP management, fundraising workflows, deal origination, reporting — to contextualize AI recommendations and implementations.
• Test, validate, and iterate on AI-powered outputs to ensure accuracy, reliability, and fitness-for-purpose in a regulated, institutional environment.
 
Client Relationship & Communication
• Build trusted working relationships with client project teams, serving as a reliable day-to-day point of contact throughout engagements.
• Communicate technical concepts clearly and accessibly to non-technical business stakeholders, including C-suite audiences when needed.
• Gather and synthesize client feedback to continuously improve engagement delivery and solution quality.
• Support senior leadership in steering committee presentations and executive briefings.
 
Practice Development
• Contribute to the development of reusable engagement accelerators, templates, and methodology documentation as the practice scales.
• Capture and codify engagement learnings, client insights, and implementation patterns into shared IP for the consulting team.
• Participate in pre-sales activities — supporting proposals, scoping conversations, and solution demonstrations alongside the Managing Director and Sales team.
• Contribute to thought leadership content and internal knowledge-sharing as expertise and bandwidth allow.

You Have:

Experience & Background
• 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.
• Background navigating engagements that span both technical and functional stakeholders — comfortable working with data engineers, CRM administrators, and COOs in the same week.
• Familiarity with project management disciplines: scope management, workplan development, status reporting, and issue/risk tracking.
 
Technical Skills
• Hands-on proficiency with AI/ML tools and platforms, including large language models (e.g., OpenAI, Anthropic, Azure OpenAI), AI orchestration frameworks, and no-code/low-code AI tooling.
• Working knowledge of prompt engineering, retrieval-augmented generation (RAG), and AI agent workflows.
• Experience with enterprise data environments: CRM platforms (Salesforce, Dynamics, or similar), data integration tools, APIs, and structured/unstructured data handling.
• Proficiency with data analysis and visualization tools (Python, SQL, Excel, Power BI, Tableau, or equivalent) sufficient to support client assessments and solution validation.
• Understanding of data governance, security, and compliance considerations relevant to institutional financial services.
 
Functional & Domain Knowledge
• Strong grasp of front, mid, and back-office workflows in private markets or investment management — including LP/investor relations, fundraising, deal origination, portfolio monitoring, and reporting.
• Ability to map business processes, identify workflow inefficiencies, and articulate where AI creates measurable operational or commercial value.
• Experience producing enterprise-grade documentation: process maps, functional specifications, solution design documents, and implementation playbooks.
 
Soft Skills & Attributes
• Exceptional written and verbal communication skills — able to produce polished client-facing deliverables and present with confidence.
• Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously without losing quality.
• Genuinely curious about AI and motivated to stay current on the evolving landscape of enterprise AI tools and use cases.
• Collaborative team player who operates with a low-ego, high-accountability orientation.
• Comfortable with ambiguity and adapts quickly in a fast-moving, high-growth environment.
 
Education
• 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.

• Be a founding member of a new AI consulting practice with genuine opportunity to shape how it grows.
• Work at the intersection of two high-velocity industries: private markets and enterprise AI.
• Direct exposure to world-class blue chip GPs through client delivery.
• A clear path toward practice leadership for high performers, with the Managing Director as a direct mentor and advocate.
• A mission-driven, collaborative culture that invests in its people and operates with integrity.