Senior Consultant, AI Services

InvestorFlow

Senior Consultant role within InvestorFlow building an AI Consulting Practice. Leading AI engagements and contributing to practice development activities.

Posted 7/7/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $175,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading AI consulting engagements, including conducting AI readiness assessments and implementing AI solutions tailored to private markets. Proven ability to manage complex projects, ensuring timely and budget-compliant delivery while collaborating with financial services clients.

Highest-signal resume keywords

AI ImplementationMachine Learning SolutionsAdvanced AnalyticsManagement ConsultingFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AI Readiness AssessmentData Infrastructure EvaluationUse-Case Inventory DesignImplementation Roadmap DevelopmentClient Engagement Management

Soft Skills

Project ManagementClient-Facing CommunicationOrganizational Capability Assessment

Tools & Technologies

InvestorFlow PlatformEnterprise Systems Integration

Certifications & Qualifications

Bachelor's DegreeAdvanced Degree (MBA, MS in Data Science)

Industry Keywords

Private MarketsInvestment ManagementFinancial Services

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
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.

Benefits

Comp & perks

Clear path toward practice leadership for high performers
Mission-driven, collaborative culture that invests in its people and operates with integrity