Project Manager - Wealth Management & AI Solutions

Responsibilities

• Manage the end-to-end execution, bridging communication between client executives/sponsors and the Tiger Analytics offshore delivery team (Data Scientists, App Engineers, UI/UX, QA)
• Lead critical 2-week workshops with client advisors to map end-to-end user journeys, wireframe personas, and extract a "master playbook" for their daily operations
• Analyze workshop outputs to determine the viability of an Agentic AI solution (e.g., Next-Best-Action or Explore agents) versus a rules-based engine
• Collaborate with technical teams to ensure alignment on Databricks Lakehouse architecture, Unity Catalog configurations, data pipelines, and the React/FastAPI application build
• Ensure project milestones, data models, and functional architectures meet Equitable's business objectives, while managing dependencies such as system access, SME availability, and infrastructure readiness

Requirements

• 8+ years of experience in consulting, project management, business analysis, product management, or related roles
• Proven experience in IT consulting, project management, and business analysis, ideally within Wealth Management, Insurance, or Financial Services
• Strong ability to facilitate workshops, gather complex user requirements, and translate them into actionable product roadmaps and wireframes
• Familiarity with modern data platforms (Databricks, Lakehouse architecture) and AI/GenAI concepts (LLMs, Agentic workflows)
• Experience managing hybrid (onshore/offshore) delivery models
• Excellent stakeholder management and communication skills, capable of engaging both technical teams and senior business advisors

Benefits

• Significant career development opportunities exist as the company grows
• The position offers a unique opportunity to be part of a small, fast-growing, challenging, and entrepreneurial environment, with a high degree of individual responsibility
• Tiger Analytics provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, national origin, ancestry, marital status, protected veteran status, disability status, or any other basis as protected by federal, state, or local law