Senior Consultant, Strategy & Client Solutions

Castleton TowerNew York City, NY
Hybrid

About The Position

The Firm Castleton Tower is a boutique consulting firm founded by executives who have built and led quantitative research, data science, and technology teams at top-tier hedge funds and asset managers. We work exclusively with investment management firms (RIAs, family offices, hedge funds, and asset allocators) helping them modernize their data infrastructure and build AI-ready foundations. We're a lean firm where senior practitioners do the actual work. No armies of junior consultants learning on your dime. Our engagements blend high-level strategy with hands-on technical implementation. We'll assess your technical & business strategy, design your data architecture and also code up the full stack infrastructure where needed. We're looking for a strategic leader who can drive data and technology transformation for investment firms. This role sits at the intersection of business strategy and technical execution. You'll need to be equally comfortable in a boardroom discussion about portfolio analytics and a working session designing Snowflake schemas.

Requirements

  • Prior experience within an investment management or trading organization (hedge funds, asset managers, quant shops, or market makers)
  • Demonstrated project leadership and comfort managing relationships with senior executives
  • Proficiency in Python and SQL for data analysis and application development
  • Strong conceptual understanding of modern data infrastructure

Nice To Haves

  • Management consulting experience (strategy or implementation)
  • Experience at financial technology firms serving asset managers
  • Familiarity with investment operations, portfolio analytics, or fund accounting workflows

Responsibilities

  • Partner with senior investment professionals (PMs, CIOs, COOs, Heads of Operations) to understand their business goals and translate them into actionable technical roadmaps
  • Own client relationships end-to-end, managing expectations, deepening engagements, and identifying new opportunities
  • Lead projects from inception to delivery, ensuring the final product solves the actual business problem
  • Design data architectures and analytics solutions that fit the client's investment workflow
  • Use Python and SQL to build dashboards, analytics tools, and investment applications
  • Leverage AI-assisted development tools to accelerate delivery
  • Guide architectural decisions across modern data platforms (Snowflake, Databricks, cloud infrastructure)

Benefits

  • Strategic Impact: Lead full-scope projects from roadmap to production, not just strategy decks that sit on a shelf
  • Direct Mentorship: Work alongside the firm's Principals on every engagement
  • Modern Tech Stack: Work with best-in-class tools (similar to Snowflake, dbt, Dagster, Sigma, AWS, etc.) and cutting-edge AI/agentic development workflows
  • Path to Partnership: Clear trajectory toward firm equity and partnership for high performers
  • Firm equity available for high performers
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