Director, Strategy & Partnerships, Digital Infrastructure Services

Comcast • Philadelphia, PA

4d

About The Position

Comcast is developing a digital infrastructure business that uses its network sites, access to power, connectivity, customer relationships and financial resources to participate in the AI infrastructure and compute market. The initial focus is deploying AI compute capacity using existing Comcast assets, with potential to expand into managed inference and broader enterprise services across Comcast and new-build locations.

The Director will develop the strategy and roadmap for AI compute, data center infrastructure, managed inference and related digital infrastructure services. The role assesses markets, technology, infrastructure economics and investment opportunities; evaluates strategic partnerships and transactions; and works across product, commercial, finance and technical teams to shape and advance initiatives. It also prepares executive-level analyses and recommendations and builds relationships across the industry.

Requirements

• 8+ years of relevant experience in digital infrastructure, data centers and/or cloud/AI infrastructure.
• Demonstrated knowledge of data center and AI compute business models, infrastructure economics and relevant technology ecosystems.
• Strong financial modeling and analytical skills, including business cases, scenario analysis, capital allocation and investment return assessment.
• Experience developing growth strategies and converting complex market and technical information into clear commercial recommendations.
• Ability to influence and collaborate across technical, product, finance and commercial functions without direct reporting authority.
• Excellent written and verbal communication skills, including developing decision-ready materials for senior executives.
• Comfort operating with ambiguity, setting priorities and moving quickly in an emerging business.
• Bachelor’s degree in Business, Finance, Economics, Engineering, Computer Science or a related field, or equivalent relevant experience.

Nice To Haves

• Experience evaluating partnerships, joint ventures, M&A opportunities or strategic investments.
• Background in strategy consulting, corporate strategy, corporate development, infrastructure investing or a high-growth technology infrastructure business.
• MBA or other relevant advanced degree preferred.

Responsibilities

• Develop and refine the multi-year strategy and prioritized roadmap for AI compute, data center infrastructure, managed inference and adjacent digital infrastructure services.
• Analyze market size, demand drivers, customer segments, competitive positioning and technology trends across GPU-as-a-Service, AI cloud, inference, colocation, edge compute and connectivity.
• Assess infrastructure and site economics, including power availability, capacity, deployment timelines, capital expenditure, operating costs, utilization, pricing, revenue, cash flows, investment returns and risks.
• Identify, evaluate and prioritize organic growth opportunities; develop investment theses, scenario analyses, business cases and recommendations for pilots, launches and scaling decisions.
• Evaluate potential partnerships, alliances, joint ventures and acquisitions involving compute providers, technology vendors, infrastructure operators, investors and enterprise customers; support commercial and financial diligence.
• Partner with Product and Commercial teams to define target customers, value propositions, business models, pricing approaches, routes to market and strategic partner go-to-market plans.
• Translate technical and operational considerations—including power, cooling, rack density, network architecture, hardware lifecycle, reliability and security—into commercial implications and investment choices.
• Work cross-functionally to establish milestones, decision gates, metrics and accountability for strategic initiatives; track performance and recommend adjustments as market conditions evolve.
• Prepare executive-level analyses, presentations and recommendations that clarify strategic choices, trade-offs, risks and resource requirements.
• Build external industry relationships and maintain an informed perspective on emerging companies, technologies, capital providers and partnership opportunities.
• Follow Comcast’s Operating Principles, put customers first, learn and advocate for company technology and services, collaborate as a team, participate in the Net Promoter System, drive results and growth, support inclusion, and act in the interests of customers, investors, colleagues and communities.

Benefits

• Comcast offers an array of benefits options, expert guidance and always-on tools intended to support employees physically, financially and emotionally. Details are available in the benefits summary on the careers site.

What This Job Offers

• Job Type: Full-time
• Career Level: Director