Principal Consultant – US
About The Position
Citisoft is a global consulting firm focused on the investment management industry, partnering with asset managers, wealth managers, and service providers to address business, operational, data, and technology challenges. The North America team is seeking Principal Consultants to work with experienced consultants and industry practitioners on significant change initiatives. The Principal Consultant leads complex business, operational, data, and technology transformation initiatives across asset and wealth management. The role involves working closely with clients and project teams, providing subject matter expertise, leading project delivery, defining engagement approaches, and developing relationships with senior stakeholders. Principal Consultants combine investment management expertise with consulting and programme delivery capabilities to help clients navigate change. The role also supports business development, consultant mentoring, thought leadership, knowledge sharing, and practice development. Citisoft describes its environment as collaborative and entrepreneurial, with opportunities for professional development and contribution to the firm's growth.
Requirements
- 12+ years' experience delivering complex transformation initiatives within investment management, consulting, or financial services environments.
- Proven experience as a Senior Program Manager, Senior Project Manager, Transformation Lead, Delivery Lead, PMO Lead, Engagement Manager, Solutions Consultant, or similar role.
- Strong buy-side investment management expertise across operations, technology, and data.
- Experience leading complex projects, managing stakeholders, and driving successful delivery outcomes.
- Ability to engage effectively with stakeholders up to executive level.
- Strong consulting, communication, and leadership skills.
- Experience mentoring and developing teams.
Nice To Haves
- Experience in investment operations and middle office.
- Experience in investment data management.
- Experience with IBOR / ABOR.
- Experience with trade order management.
- Experience in investment accounting and performance measurement.
- Experience in portfolio management and trade operations.
- Experience in client reporting and fund administration.
- Experience in data management and data transformation.
- Experience with State Street Alpha, Aladdin, Charles River, SimCorp, Eagle, or similar investment management platforms.
- Experience with private markets, digital assets, or AI-enabled transformation initiatives.
Responsibilities
- Lead consulting engagements across business, operational, data, and technology initiatives.
- Define client-specific delivery approaches, services, and deliverables.
- Manage large-scale projects and transformation programmes.
- Provide subject matter expertise across investment management domains.
- Build and maintain relationships with senior client stakeholders.
- Support business development through proposal development and solution design.
- Participate in steering committees, workshops, and governance forums.
- Mentor and develop consultants across the Citisoft team.
- Contribute to thought leadership, knowledge sharing, and practice development activities.
Benefits
- Continuous professional development.
- Collaborative and entrepreneurial work environment.
- Opportunity to contribute directly to the firm's continued growth and success.
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Education Level
No Education Listed
