Client Partner / Engagement Lead

Overview

Hybrid

Depends on Experience

Full Time

Skills

data analytics

investment/wealth

client partner / engagement lead / engagement manager

Job Details

Job Information:

Position: BDM / Client Partner - Investment Management (Data Analytics & AI)

Location: New York, NY (Hybrid)

Duration: Full Time

Key Responsibilities:

Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making.
Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes.
Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.
Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertically with differentiated and scalable offerings.
Leadership: Represent the firm s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services.
Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives.

Key Qualifications:

12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and 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.

Regards,

Ruban Alwin | Senior Recruitment Executive

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.

Job Details

Job Information:

Position: BDM / Client Partner - Investment Management (Data Analytics & AI)

Location: New York, NY (Hybrid)

Duration: Full Time

Key Responsibilities:

Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making.

Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes.

Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas.

Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertically with differentiated and scalable offerings.

Leadership: Represent the firm s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services.

Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives.

Key Qualifications:

12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and 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.

Regards,

Ruban Alwin | Senior Recruitment Executive

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