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Senior Consultant, 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.

As InvestorFlow builds its AI Consulting Practice the Senior Consultant AI Services is a pivotal delivery role atthe heart of that effort. This is a practitioner-first position for someone who thrives at the intersection of AItechnology and enterprise solutions a professional who can work hands-on to design and deploy AI-drivensolutions while also communicating clearly with business stakeholders about strategy process and outcomes.

The Senior Consultant will deliver high profile client engagements working closely with other Global Servicesteams and InvestorFlows platform and product teams. As the practice matures this individual will have theopportunity to contribute to practice-building activities including developing methodology refining serviceofferings and participating in business development conversations alongside senior leadership.

You Will:

Engagement Delivery

Lead and execute the day-to-day delivery of AI consulting engagements across InvestorFlows client base from kickoff through completion.
Conduct AI readiness assessments evaluating client data infrastructure workflows tooling andorganizational capability to adopt AI solutions.
Design and document AI use-case inventories prioritization frameworks and phased implementationroadmaps tailored to private markets workflows.
Configure implement and validate AI solutions within client environments including integrations withInvestorFlows platform and adjacent enterprise systems.
Manage workstreams timelines and deliverables with precision ensuring engagements stay on scopeon 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 blueprintsimplementation playbooks and executive readouts.
Identify and escalate risks blockers and scope changes proactively partnering with the MD of AI Servicesto resolve them.

Technical & Functional AI Implementation

Translate business requirements into AI solution designs selecting appropriate approaches acrossgenerative AI LLM-based automation workflow orchestration and data integration.
Hands-on configuration and deployment of AI tools and integrations including prompt engineering APIconnections agent workflows and model evaluation.
Assess and work within client data environments: CRM data quality data pipelines structured/unstructureddata 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 operationalworkflows and that both IT and business stakeholders are aligned.
Apply knowledge of private markets processes LP management fundraising workflows deal originationreporting to contextualize AI recommendations and implementations.
Test validate and iterate on AI-powered outputs to ensure accuracy reliability and fitness-for-purpose ina regulated institutional environment.

Client Relationship & Communication

Build trusted working relationships with client project teams serving as a reliable day-to-day point ofcontact throughout engagements.
Communicate technical concepts clearly and accessibly to non-technical business stakeholders includingC-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.

Practice Development

Contribute to the development of reusable engagement accelerators templates and methodologydocumentation as the practice scales.
Capture and codify engagement learnings client insights and implementation patterns into shared IP forthe consulting team.
Participate in pre-sales activities supporting proposals scoping conversations and solutiondemonstrations alongside the Managing Director and Sales team.
Contribute to thought leadership content and internal knowledge-sharing as expertise and bandwidth allow.

You Have:

Experience & Background

58 years of experience in management consulting technology consulting or enterprise AIimplementation with a strong track record of delivering complex client-facing engagements.
Direct experience implementing AI machine learning or advanced analytics solutions in enterpriseenvironments 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 stronglypreferred.
Background navigating engagements that span both technical and functional stakeholders comfortableworking with data engineers CRM administrators and COOs in the same week.
Familiarity with project management disciplines: scope management workplan development statusreporting and issue/risk tracking.

Technical Skills

Hands-on proficiency with AI/ML tools and platforms including large language models (e.g. OpenAIAnthropic Azure OpenAI) AI orchestration frameworks and no-code/low-code AI tooling.
Working knowledge of prompt engineering retrieval-augmented generation (RAG) and AI agentworkflows.
Experience with enterprise data environments: CRM platforms (Salesforce Dynamics or similar) dataintegration tools APIs and structured/unstructured data handling.
Proficiency with data analysis and visualization tools (Python SQL Excel Power BI Tableau orequivalent) sufficient to support client assessments and solution validation.
Understanding of data governance security and compliance considerations relevant to institutionalfinancial services.

Functional & Domain Knowledge

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 createsmeasurable operational or commercial value.
Experience producing enterprise-grade documentation: process maps functional specifications solutiondesign documents and implementation playbooks.

Soft Skills & Attributes

Exceptional written and verbal communication skills able to produce polished client-facing deliverablesand present with confidence.
Highly organized detail-oriented and able to manage multiple workstreams simultaneously without losingquality.
Genuinely curious about AI and motivated to stay current on the evolving landscape of enterprise AI toolsand 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.

Education

Bachelors degree required in a relevant field (Computer Science Information Systems Finance
Economics or related). Advanced degree (MBA MS in Data Science or equivalent) a plus.

$175000 - $200000 a year

Why InvestorFlow

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 mentorand advocate.
A mission-driven collaborative culture that invests in its people and operates with integrity.

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:

Senior IC

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