What are the responsibilities and job description for the Senior Engagement Lead / Client Partner – Investment Management position at SG Analytics Inc.?
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.
Salary : $200,000 - $250,000