Senior Consultant, AI Services

InvestorFlow • New York, NY

2d

About The Position

InvestorFlow is building its AI Consulting Practice, and the Senior Consultant, AI Services is a pivotal delivery role. This is a practitioner-first position for someone who thrives at the intersection of AI technology and enterprise solutions. The role involves designing and deploying AI-driven solutions, communicating strategy to business stakeholders, and delivering high-profile client engagements. The Senior Consultant will collaborate with other Global Services teams and InvestorFlow's platform and product teams. As the practice matures, there will be opportunities to contribute to practice-building activities, including developing methodology, refining service offerings, and participating in business development conversations.

Requirements

• 5–8+ years of experience in management consulting, technology consulting, or enterprise AI implementation, with a strong track record of delivering complex, client-facing engagements.
• Direct experience implementing AI, machine learning, or advanced analytics solutions in enterprise environments — not just advising on strategy, but rolling up your sleeves to build and deploy.
• Experience working with financial services, investment management, or private markets clients is strongly preferred.
• Background navigating engagements that span both technical and functional stakeholders — comfortable working with data engineers, CRM administrators, and COOs in the same week.
• Familiarity with project management disciplines: scope management, workplan development, status reporting, and issue/risk tracking.
• Hands-on proficiency with AI/ML tools and platforms, including large language models (e.g., OpenAI, Anthropic, Azure OpenAI), AI orchestration frameworks, and no-code/low-code AI tooling.
• Working knowledge of prompt engineering, retrieval-augmented generation (RAG), and AI agent workflows.
• Experience with enterprise data environments: CRM platforms (Salesforce, Dynamics, or similar), data integration tools, APIs, and structured/unstructured data handling.
• Proficiency with data analysis and visualization tools (Python, SQL, Excel, Power BI, Tableau, or equivalent) sufficient to support client assessments and solution validation.
• Understanding of data governance, security, and compliance considerations relevant to institutional financial services.
• Strong grasp of front, mid, and back-office workflows in private markets or investment management — including LP/investor relations, fundraising, deal origination, portfolio monitoring, and reporting.
• Ability to map business processes, identify workflow inefficiencies, and articulate where AI creates measurable operational or commercial value.
• Experience producing enterprise-grade documentation: process maps, functional specifications, solution design documents, and implementation playbooks.
• Exceptional written and verbal communication skills — able to produce polished client-facing deliverables and present with confidence.
• Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously without losing quality.
• Genuinely curious about AI and motivated to stay current on the evolving landscape of enterprise AI tools and use cases.
• Collaborative team player who operates with a low-ego, high-accountability orientation.
• Comfortable with ambiguity and adapts quickly in a fast-moving, high-growth environment.
• Bachelor's degree required in a relevant field (Computer Science, Information Systems, Finance, Economics, or related).

Nice To Haves

• Advanced degree (MBA, MS in Data Science, or equivalent) a plus.

Responsibilities

• Lead and execute the day-to-day delivery of AI consulting engagements across InvestorFlow's client base, from kickoff through completion.
• Conduct AI readiness assessments — evaluating client data infrastructure, workflows, tooling, and organizational capability to adopt AI solutions.
• Design and document AI use-case inventories, prioritization frameworks, and phased implementation roadmaps tailored to private markets workflows.
• Configure, implement, and validate AI solutions within client environments, including integrations with InvestorFlow's platform and adjacent enterprise systems.
• Manage workstreams, timelines, and deliverables with precision — ensuring engagements stay on scope, on budget, and on schedule.
• Facilitate working sessions, workshops, and stakeholder interviews with both technical teams and business leaders at client organizations.
• Produce high-quality engagement deliverables: current-state assessments, future-state blueprints, implementation playbooks, and executive readouts.
• Identify and escalate risks, blockers, and scope changes proactively, partnering with the MD of AI Services to resolve them.
• Translate business requirements into AI solution designs, selecting appropriate approaches across generative AI, LLM-based automation, workflow orchestration, and data integration.
• Hands-on configuration and deployment of AI tools and integrations — including prompt engineering, API connections, agent workflows, and model evaluation.
• Assess and work within client data environments: CRM data quality, data pipelines, structured/unstructured data sources, Snowflake, ERPs, front and mid office tools and systems and governance frameworks.
• Bridge functional and technical workstreams, ensuring that AI solutions are grounded in real operational workflows and that both IT and business stakeholders are aligned.
• Apply knowledge of private markets processes — LP management, fundraising workflows, deal origination, reporting — to contextualize AI recommendations and implementations.
• Test, validate, and iterate on AI-powered outputs to ensure accuracy, reliability, and fitness-for-purpose in a regulated, institutional environment.
• Build trusted working relationships with client project teams, serving as a reliable day-to-day point of contact throughout engagements.
• Communicate technical concepts clearly and accessibly to non-technical business stakeholders, including C-suite audiences when needed.
• Gather and synthesize client feedback to continuously improve engagement delivery and solution quality.
• Support senior leadership in steering committee presentations and executive briefings.
• Contribute to the development of reusable engagement accelerators, templates, and methodology documentation as the practice scales.
• Capture and codify engagement learnings, client insights, and implementation patterns into shared IP for the consulting team.
• Participate in pre-sales activities — supporting proposals, scoping conversations, and solution demonstrations alongside the Managing Director and Sales team.
• Contribute to thought leadership content and internal knowledge-sharing as expertise and bandwidth allow.

Benefits

• Be a founding member of a new AI consulting practice with genuine opportunity to shape how it grows.
• Work at the intersection of two high-velocity industries: private markets and enterprise AI.
• Direct exposure to world-class blue chip GPs through client delivery.
• A clear path toward practice leadership for high performers, with the Managing Director as a direct mentor and advocate.
• A mission-driven, collaborative culture that invests in its people and operates with integrity.

What This Job Offers

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