Engagement Leader / Client Partner – Investment Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-22
Listing for:
ALOIS Solutions
Full Time
position Listed on 2026-08-22
Job specializations:
-
IT/Tech
Data Analyst, Data Science Manager, Business Systems & Technology Analysis
Job Description & How to Apply Below
About the Role
We are hiring a Sr. Director – Analytics to lead client-facing data, analytics, and AI/GenAI engagements within the investment management (buy-side) domain
.
This is NOT a pure technical or internal product role
.
We are specifically looking for leaders who can own client relationships, drive analytics solutioning, and contribute to account growth
.
- Direct experience in Investment / Asset / Wealth Management (buy-side)
- Experience leading analytics / AI / data engagements (not just PMO or reporting)
- Strong client-facing experience (CXO interaction, stakeholder management)
- Proven involvement in account growth / pre-sales (proposals, SOWs, deal shaping)
- Experience working in consulting environments OR managing external client engagements
- Act as a trusted advisor to senior stakeholders and CXOs
- Lead end-to-end delivery of analytics, data, and AI/GenAI programs
- Drive solutioning across portfolio analytics, risk, or investment data use cases
- Own client engagement, delivery, and stakeholder communication
- Contribute to account expansion, pre-sales, and revenue growth initiatives
- Collaborate with cross-functional teams across data engineering, analytics, and AI
- 12–17 years of experience in analytics / data consulting / AI programs
- Strong background in investment management (asset managers, hedge funds, wealth firms)
- Proven track record in client-facing delivery and business impact
- Experience with analytics, AI/ML, or GenAI solutions
- Exposure to cloud platforms (AWS / Azure / GCP) and modern data ecosystems
- Primarily a product / internal platform leader (non-client facing)
- Focused on marketing analytics / customer analytics
- From pure banking (retail/commercial) without investment domain
- A PMO / program governance / reporting-focused profile
- A finance/accounting leader without analytics/AI experience
- High-impact leadership role with direct client influence
- Opportunity to drive AI/GenAI transformation in investment management
- Strong visibility with senior stakeholders and decision-makers
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