InvestorFlow is 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 at the heart of that effort. This is a practitioner-first position for someone who thrives at the intersection of AI technology and enterprise solutions — a professional who can work hands-on to design and deploy AI-driven solutions, 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 Services teams and InvestorFlow's platform and product teams. As the practice matures, this individual will have the opportunity to contribute to practice-building activities — including developing methodology, refining service offerings, 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 InvestorFlow's client base, from kickoff through completion.
Conduct AI readiness assessments — evaluating client data infrastructure, workflows, tooling, and organizational capability to adopt AI solutions.
Design and document AI use-case inventories, prioritization frameworks, and phased implementation roadmaps tailored to private markets workflows.
Configure, implement, and validate AI solutions within client environments, including integrations with InvestorFlow's platform and adjacent enterprise systems.
Manage workstreams, timelines, and deliverables with precision — ensuring engagements stay on scope, on 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 blueprints, implementation playbooks, and executive readouts.
Identify and escalate risks, blockers, and scope changes proactively, partnering with the MD of AI Services to resolve them.
Technical & Functional AI Implementation
Translate business requirements into AI solution designs, selecting appropriate approaches across generative AI, LLM-based automation, workflow orchestration, and data integration.
Hands-on configuration and deployment of AI tools and integrations — including prompt engineering, API connections, agent workflows, and model evaluation.
Assess and work within client data environments: CRM data quality, data pipelines, structured/unstructured data 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 operational workflows and that both IT and business stakeholders are aligned.
Apply knowledge of private markets processes — LP management, fundraising workflows, deal origination, reporting — to contextualize AI recommendations and implementations.
Test, validate, and iterate on AI-powered outputs to ensure accuracy, reliability, and fitness-for-purpose in a regulated, institutional environment.
Client Relationship & Communication
Build trusted working relationships with client project teams, serving as a reliable day-to-day point of contact throughout engagements.
Communicate technical concepts clearly and accessibly to non-technical business stakeholders, including C-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 methodology documentation as the practice scales.
Capture and codify engagement learnings, client insights, and implementation patterns into shared IP for the consulting team.
Participate in pre-sales activities — supporting proposals, scoping conversations, and solution demonstrations 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
5–8+ years of experience in management consulting, technology consulting, or enterprise AI implementation, with a strong track record of delivering complex, client-facing engagements.
Direct experience implementing AI, machine learning, or advanced analytics solutions in enterprise environments — 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 strongly preferred.
Background navigating engagements that span both technical and functional stakeholders — comfortable working with data engineers, CRM administrators, and COOs in the same week.
Familiarity with project management disciplines: scope management, workplan development, status reporting, and issue/risk tracking.
Technical Skills
Hands-on proficiency with AI/ML tools and platforms, including large language models (e.g., OpenAI, Anthropic, Azure OpenAI), AI orchestration frameworks, and no-code/low-code AI tooling.
Working knowledge of prompt engineering, retrieval-augmented generation (RAG), and AI agent workflows.
Experience with enterprise data environments: CRM platforms (Salesforce, Dynamics, or similar), data integration tools, APIs, and structured/unstructured data handling.
Proficiency with data analysis and visualization tools (Python, SQL, Excel, Power BI, Tableau, or equivalent) sufficient to support client assessments and solution validation.
Understanding of data governance, security, and compliance considerations relevant to institutional financial 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 creates measurable operational or commercial value.
Experience producing enterprise-grade documentation: process maps, functional specifications, solution design documents, and implementation playbooks.
Soft Skills & Attributes
Exceptional written and verbal communication skills — able to produce polished client-facing deliverables and present with confidence.
Highly organized, detail-oriented, and able to manage multiple workstreams simultaneously without losing quality.
Genuinely curious about AI and motivated to stay current on the evolving landscape of enterprise AI tools and 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
Bachelor's 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.
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 mentor and 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 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in San Francisco, California. To learn more, please visit
www.investorflow.com
