InvestorFlow
Managing Director, AI Services
New York, NY · Director
Sponsorship not specified$240k-$300kDetected 15 days ago
AWSGCPAzureCloud PlatformsMachine LearningData ScienceLLMsRAGAgentic AIAI OrchestrationCRMAccount ManagementBusiness DevelopmentIntellectual PropertyLeadershipCommunicationMentoring
About the role
- InvestorFlow is a privately held company based in San Francisco, California.
- To learn more, please visit www.investorflow.com
Responsibilities
- 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.
- InvestorFlow is building a dedicated AI Consulting Practice within Professional Services to help private markets firms design, adopt, and operationalize AI across their front, mid and back office functions.
- This is a greenfield opportunity for an exceptional executive who combines deep management consulting credentials, genuine AI expertise, and the commercial instincts needed to build and grow a high-impact practice.
- The Managing Director of AI Services will serve to help develop, grow and set the AI strategy, as well as running engagements, developing intellectual property, and partnering closely with Sales to originate and close new business.
- Build and develop a high-performance consulting team, including hiring, mentoring, and performance management.
- Collaborating with Product, help develop reusable IP, accelerators, and methodologies that differentiate InvestorFlow's advisory capabilities and drive repeatability at scale.
- Serve as executive sponsor and lead practitioner on flagship AI consulting engagements.
- Help build and foster a talented consulting team capable of delivering high quality projects and engagements.
- Partner with InvestorFlow's platform teams to align advisory services with product capabilities and roadmap.
- Build and sustain trusted advisor relationships with senior client stakeholders including C-suite and Managing Partners.
Requirements
- ability to command a room with senior client stakeholders and internal leadership alike.
- Substantive knowledge of AI/ML technologies, including large language models, generative AI applications, and AI-driven workflow automation.
- Familiarity with the private markets front-office - investor relations, fundraising, capital allocation, LP reporting, and deal sourcing workflows.
- Ability to translate complex AI concepts into clear business value propositions for non-technical stakeholders.
Nice to have
- Demonstrated expertise in AI strategy, AI adoption, and enterprise AI implementation - with the ability to engage credibly at both the strategic and operational levels.
- Experience working with financial services or investment management clients
- direct exposure to private markets (private equity, private credit, real assets, or alternatives) strongly preferred.
- Collaborative leader who earns credibility through expertise and delivery, not hierarchy.
- High integrity, low ego, and a genuine commitment to client outcomes.
- Bachelor's degree required.
- MBA or advanced degree (Computer Science, Data Science, Finance, or related field) strongly preferred.
- Category-defining platform at the intersection of private markets and AI - a rare greenfield consulting opportunity with institutional backing.
Compensation
- $240k-$300k
Benefits
- Together with the Chief of Global Services, define and execute the vision, go-to-market positioning, and operating model for InvestorFlow's AI Consulting Practice.
Visa & Work Authorization
- Serve as executive sponsor and lead practitioner on flagship AI consulting engagements
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This listing is sourced directly from InvestorFlow's careers page and normalized into a canonical job model.