Hybrid Director – Tech-Enabled Finance Transformation, Asset Management

Posted 2 days ago

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About the role

  • Lead the development and delivery of services across asset management projects
  • Spend significant time on project management, staffing, and quality assurance
  • Be recognized as a subject matter expert in asset management, private credit, and private equity
  • Interact with clients to determine needs and develop plans for operational improvement
  • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
  • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
  • Act as a key leader in the Financial Services practice
  • Manage client accounts, work plans, staffing, and budgets
  • Foster client relationships and ensure high-quality service
  • Manage teams by tracking performance and encouraging continuous improvement
  • Resolve issues and project conflicts
  • Develop and execute business development strategies
  • Lead proposals, presentations, and contract negotiations
  • Drive revenue growth through client opportunities and account planning
  • Represent the firm at industry events and build referral relationships
  • Develop methodologies and new service offerings
  • Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation
  • Participate in firm initiatives like recruiting, training, and knowledge sharing

Requirements

  • 15+ years of experience in consulting or internal transformation roles
  • Asset management experience, including complex fund structures and reporting
  • Familiarity with platforms like Investran, eFront, iLevel, Allvue, and others.
  • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
  • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
  • Demonstrated success in business development and team leadership
  • Bachelor’s degree; CFA, CAIA, CPA, or PMP preferred
  • Willingness to travel up to 30%
  • This role is based in the DC area; candidates must reside locally and be available to work in the office on a hybrid schedule (minimum of three days per week)

Benefits

  • comprehensive healthcare options, including medical, dental, and vision coverage
  • flexible spending accounts
  • 401(k) with company matching
  • generous parental and maternity leave policies
  • technology stipends
  • wellness reimbursement programs

Job title

Director – Tech-Enabled Finance Transformation, Asset Management

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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