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
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