InvestorFlow
Senior Consultant, AI Services
New York, NY · Senior
Sponsorship not specified$175k-$200kDetected 15 days ago
PythonSQLSnowflakeAzureMachine LearningData AnalysisData EngineeringData ScienceData VisualizationLLMsRAGAI OrchestrationProject ManagementSalesforceCRMSalesBusiness DevelopmentExcelLeadershipCommunicationPublic SpeakingOrganizational Skills
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.
- 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.
Requirements
- Apply knowledge of private markets processes - LP management, fundraising workflows, deal origination, reporting - to contextualize AI recommendations and implementations.
- Contribute to thought leadership content and internal knowledge-sharing as expertise and bandwidth allow.
- Proficiency with data analysis and visualization tools (Python, SQL, Excel, Power BI, Tableau, or equivalent) sufficient to support client assessments and solution validation.
Nice to have
- 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.
- 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.
- 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.
- Bachelor's degree required in a relevant field (Computer Science, Information Systems, Finance,
- Be a founding member of a new AI consulting practice with genuine opportunity to shape how it grows.
- Advanced degree (MBA, MS in Data Science, or equivalent) a plus.
Skills
- Working knowledge of prompt engineering, retrieval-augmented generation (RAG), and AI agent workflows.
- Understanding of data governance, security, and compliance considerations relevant to institutional financial services.
- Functional & Domain Knowledge
- Soft Skills & Attributes
- Exceptional written and verbal communication skills - able to produce polished client-facing deliverables and present with confidence.
- Genuinely curious about AI and motivated to stay current on the evolving landscape of enterprise AI tools and use cases.
Compensation
- $175k-$200k
Apply directly at InvestorFlow →Create a free account for alerts like thisView InvestorFlow immigration profile
This listing is sourced directly from InvestorFlow's careers page and normalized into a canonical job model.