Director leading consulting initiatives with a focus on strategic direction in investment management. Overseeing major client engagements and business development efforts across the asset management industry.
Responsibilities
Provide strategic direction for initiatives such as outsourcing selection, operating model redesign, technology implementation, M&A analysis, and data governance
Drive business development efforts, identifying and pursuing new opportunities to expand the firm’s client base
Provide executive oversight on major client engagements and drive business development within the asset management industry
Act as the primary point of contact for major projects, collaborating with C-level executives (COO, CTO) to align project outcomes with client goals
Develop senior advisory relationships, leveraging expertise to convert executive-level interactions into long-term consulting engagements
Lead program management efforts on engagements, overseeing all day-to-day execution activities
Present at industry conferences, representing the firm’s expertise and engaging with potential clients
Requirements
Bachelor’s degree in Computer Science, Engineering, Finance, Accounting, Economics, Business Administration, or a related field (required)
MBA or Master’s degree (preferred)
15+ years of experience in the asset management industry
Experience in investment management and/or consulting
Professional certifications such as CFA, CIPM, CAIA, or PMP (preferred)
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