Lead client engagements end-to-end (strategy → discovery → execution → value realization)
Serve as the primary client-facing leader and advisor
Drive internal strategic initiatives and transformation programs
Partner closely with AI Architects, Engineers, Data teams, and Operations SMEs to deliver measurable business outcomes
Own strategic internal AI & Automation initiatives and critical build-outs across operating model maturity, governance, innovation, and global alignment.

Requirements

5+ years in management consulting , internal consulting, or advisory roles
Experience leading AI/automation , digital transformation, or operational excellence engagements
Strong understanding of RPA, ML/AI use cases, OCR/IDP, LLM applications , and modern automation architectures
Degree in Business, Engineering, Computer Science, Economics, or related field.
Experience in financial services ; exposure to Transfer Agency, Asset Management, or Retirement Services is a plus.
Proven success managing client relationships and delivering multi-month consulting programs
Exceptional communication, executive presence, and structured problem-solving skills
Demonstrated ability to manage competing demands and lead through ambiguity

Benefits

Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

AIautomationRPAMLOCRIDPLLM applicationsdigital transformationoperational excellencemodern automation architectures

Soft skills

client relationship managementcommunicationexecutive presencestructured problem-solvingleadershipstrategic thinkingadaptabilitycollaborationtime managementdecision making