InvestorFlow

Artificial Intelligence

• 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.

Senior Consultant, AI Services

• 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.
• 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.
• 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.
• 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.

Senior Consultant, AI Services

Managing Director, AI Services