Senior Engagement Lead-Investment Management (Data, Analytics, & AI)
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AI Summary
Act as a strategic advisor to C-suite executives in the investment management sector to drive data and AI transformation agendas. Lead the growth of the asset management vertical by designing scalable offerings and mentoring project leads.
About US: We are a company that provides innovative, transformative IT services and solutions. We are passionate about helping our clients achieve their goals and exceed their expectations. We strive to provide the best possible experience for our clients and employees. We are committed to continuous improvement and innovation, and we are always looking for ways to improve our services and solutions. We believe in working collaboratively with our clients and employees to achieve success.
DS Technologies Inc is looking for Senior Engagement Lead – Investment Management (Data, Analytics, & AI) role for one of our premier clients.
Job Title: Senior Engagement Lead – Investment Management (Data, Analytics, & AI)
Location: New York / New Jersey
Position Type: Full-Time
All VISA'S are accepted
About the Role:
We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.
This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team.
Location: New York / New Jersey
Position Type: Full-Time
All VISA'S are accepted
About the Role:
We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.
This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team.
Mandatory criterions:
- Experience: Must have 10-15 years experience (anything above or below this will become a deal breaker)
- Asset Management Experience is mandatory (Capital markets and generic investment banking will not cut it)
- Candidate must have experience in Data & AI Space
Key Responsibilities
- Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making.
- Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes.
- Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.
- Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings.
- Leadership: Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services.
- Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives.
Key Qualifications
- 12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts.
- Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations.
- Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives.
- Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments.
- Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities.
This is a remote position.
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