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Senior Engagement Lead / Client Partner – Investment Management

Hybrid in New York, NY, US • Posted 4 days ago • Updated 4 days ago

Full Time

25% Travel Required

Hybrid

200000 - 250000/yr

SG Analytics Inc.

Fitment

Dice Job Match Score™

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Job Details

Skills

Investment Management
Data Analytics
Artificial Intelligence (AI)
Client Partner
Engagement Leadership
Strategic Advisory
Digital Transformation
Asset Management
P&L Management
Account Growth
CXO Relationship Management
Solution Architecture
Data Science
Machine Learning (ML)
Business Development
Practice Building
Executive Presence
Change Management.

Summary

About the Role
We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor.
This is a partner-track leadership opportunity with direct visibility to the firm’s senior leadership team.

Key Responsibilities
Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making.
Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.
Delivery Ownership: Design and build innovative Analytics and AI solutions that deliver measurable business outcomes.
Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings.
Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives.

Key Qualification

12+ years of relevant experience in the investment management industry, with demonstrated success in growing client accounts.
Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations.
Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives.
Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments.
Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 90962613
Position Id: 8950643
Posted 4 days ago

Company Info

About SG Analytics Inc.

At SG Analytics, We Are Continuously Learning and Growing.

The opportunity of setting up SG Analytics in 2007 came at the most unexpected moment. It arrived in the form of a phone call from a friend in the US who said he wanted to outsource some analytics-related work to a company. Since he had not been able to finalize any deal, he suggested that Sushant take up the work. A choice to meet one client’s investment research requirement has grown exponentially from there.

With our ability to continuously learn and evolve according to market needs, today, we are a 1600-plus global team that offers AI/ML-led data-centric insights and contextual analytics services.

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