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InvestorFlow

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

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

ATS Keywords

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Hard Skills & Tools
AI Readiness AssessmentData Infrastructure EvaluationUse-Case Inventory DesignImplementation Roadmap DevelopmentClient Engagement Management
Soft Skills
Project ManagementClient-Facing CommunicationOrganizational Capability Assessment
Certifications
Bachelor's DegreeAdvanced Degree (MBA, MS in Data Science)