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Managing Director, AI Services

InvestorFlow

Job Location:

New York City, NY - USA

Monthly Salary: Not provided by the employer

Posted: 9 July 2026 (30+ days ago)

Application Deadline: 6 October 2026

Vacancies: 1 Vacancy

Job Summary

InvestorFlowis the only company of its kind to deliver simple and smart CRM and digital portals for deals and investors to streamline every customer interaction. Asset managers use our platform to easily make transactions with increased productivity and transparency.

InvestorFlow is building a dedicated AI Consulting Practice within Professional Services to help private marketsfirms design adopt and operationalize AI across their front mid and back office functions. This is a greenfieldopportunity for an exceptional executive who combines deep management consulting credentials genuine AIexpertise and the commercial instincts needed to build and grow a high-impact practice.

The Managing Director of AI Services will serve to help develop grow and set the AI strategy as well as runningengagements developing intellectual property and partnering closely with Sales to originate and close newbusiness. This role carries both a delivery mandate and a revenue mandate making it equally suited to aconsulting leader who is comfortable in a client-facing sales environment as it is to a revenue-driven executivewith serious consulting depth

You Will:

Practice Leadership & Strategy

Together with the Chief of Global Services define and execute the vision go-to-market positioning and operating model for InvestorFlows AI Consulting Practice.
Establish service offerings engagement frameworks pricing structures and delivery standards.
Build and develop a high-performance consulting team including hiring mentoring and performancemanagement.
Collaborating with Product help develop reusable IP accelerators and methodologies that differentiate InvestorFlows advisory capabilities and drive repeatability at scale.
Serve as the internal authority on AI in private markets advising product marketing and executiveleadership on market trends and client needs.

Engagement Delivery & Practice Operation

Serve as executive sponsor and lead practitioner on flagship AI consulting engagements.
Oversee the end-to-end delivery of all sold engagements ensuring quality timeliness and measurableclient outcomes.
Help build and foster a talented consulting team capable of delivering high quality projects andengagements.
Guide clients through AI readiness assessments strategy development use-case prioritization andimplementation roadmaps.
Partner with InvestorFlows platform teams to align advisory services with product capabilities androadmap.
Build and sustain trusted advisor relationships with senior client stakeholders including C-suite andManaging Partners.
Understanding of AI engineering disciplines including prompt engineering model evaluation retrievalstrategies agent frameworks vector search and observability.

Commercial Growth & Sales Partnership

Collaborate with the Sales and Business Development organization to identify qualify and close AIconsulting opportunities.
Participate actively in prospect meetings executive briefings and RFP processes bringing subjectmatter credibility that accelerates deal velocity.
Develop compelling proposals business cases and Statements of Work that translate client pain pointsinto well-scoped high-value engagements.
Contribute to pipeline development through thought leadership industry events speaking engagementsand strategic account introductions.
Partner with Account Management to identify expansion opportunities within the existing InvestorFlowclient base.
Own and report on practice revenue utilization gross margin and growth targets.

Technical Leadership & Market Presence

Deep understanding of modern AI technologies including LLMs RAG agentic AI multimodal AI and AIorchestration frameworks.
Experience designing enterprise AI solutions that align with business processes operating modelsgovernance and technology architecture.
Ability to evaluate and select AI platforms models and tooling while ensuring security compliancegovernance and responsible AI practices.
Strong understanding of enterprise data architecture including governance data quality metadatalineage and knowledge management.
Experience building scalable AI data foundations across structured and unstructured data data platformsand vector-based architectures.
Familiarity with cloud platforms (Azure AWS GCP) enterprise integrations APIs workflow automationand CRM ecosystems.
Represent InvestorFlow at key private markets conferences LP forums and industry roundtables.
Develop and publish point-of-view content whitepapers case studies blog posts and briefings thatbuild InvestorFlows brand as an AI authority in private markets.
Maintain a strong external network across GPs LPs technology partners and peer consultingcommunities.

You Have:

Required Experience & Credentials

12 years of progressive consulting experience including at least 46 years in a senior leadership role(Principal Partner Managing Director or equivalent) at a top-tier management consulting firm boutiqueadvisory or a technology-led consulting practice.
Demonstrated expertise in AI strategy AI adoption and enterprise AI implementation with the ability toengage credibly at both the strategic and operational levels.
Experience working with financial services or investment management clients; direct exposure to privatemarkets (private equity private credit real assets or alternatives) strongly preferred.
Proven commercial track record: experience driving revenue through origination proposal developmentand client relationship expansion.
History of building or meaningfully scaling a consulting practice service line or center of excellence.
Exceptional executive communication and presentation skills; ability to command a room with senior clientstakeholders and internal leadership alike.

Technical & Domain Knowledge

Substantive knowledge of AI/ML technologies including large language models generative AI applicationsand AI-driven workflow automation.
Familiarity with the private markets front-office investor relations fundraising capital allocation LPreporting and deal sourcing workflows.
Understanding of CRM ecosystems and enterprise data strategy in the context of investment managementoperations.
Ability to translate complex AI concepts into clear business value propositions for non-technicalstakeholders.

Leadership & Culture

Builders mindset energized by creating something new not just managing something established.
Entrepreneurial orientation: comfortable with ambiguity resource constraints and the pace of a highgrowth technology company.
Collaborative leader who earns credibility through expertise and delivery not hierarchy.
High integrity low ego and a genuine commitment to client outcomes.

Education

Bachelors degree required. MBA or advanced degree (Computer Science Data Science Finance orrelated field) strongly preferred.

$240000 - $300000 a year

InvestorFlow offers a competitive total compensation package commensurate with the seniority of this role including a base salary performance-based bonus tied to practice revenue and client success metrics and equity participation.

Additional benefits include comprehensive health coverage flexible PTO and a distributed-first workmodel.

Why InvestorFlow

Category-defining platform at the intersection of private markets and AI a rare greenfield consultingopportunity with institutional backing.
Direct access to a blue-chip LP and GP client base spanning the largest private markets firms in the world.
Entrepreneurial environment with the resources and executive support to build a practice that matters.
A mission-driven team that believes AI should make financial markets more transparent efficient andaccessible.

InvestorFlow is an investor and deal engagement platform that helps investment banks alternative asset managers fund administrators and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management fundraising reporting and investor services into one cloud-native platform. InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers with over $3.5 trillion of assets 750 funds and 90000 LPs on its combined platform. InvestorFlow is a privately held company based in San Francisco California. To learn more please visit

We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience:

Director

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