Project Manager - Wealth Management & AI Solutions

Job in Charlotte, Mecklenburg County, North Carolina, 28201, USA

Listing for: Tiger Analytics

Full Time position
Listed on 2026-06-22

Job specializations:

IT/Tech
Data Science Manager, Data Analyst, Business Systems/ Tech Analyst, AI Engineer (Applied/Software)

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.