Senior Manager - Engagement Management Consultant

About the role

The Senior AI and Emerging Tech Engagement Manager role is a senior advisor and delivery leader who partners with business owners and enterprise leaders to shape and execute high-impact AI, emerging technology, and analytics initiatives. This role sits at the intersection of strategy, innovation, and execution, helping turn ambitious ideas into measurable business outcomes.

Responsibilities

• Partner with business owners and enterprise leaders to define desired business outcomes and shape AI, emerging technology, and analytics solutions that directly support those outcomes.
• Lead end-to-end execution of strategic initiatives, from problem framing and solution design through delivery oversight and value realization.
• Facilitate executive-level working sessions and workshops to drive alignment, decision-making, and prioritization for complex, high-impact initiatives.
• Translate ambiguous business challenges into clear hypotheses, options, and recommendations supported by data, analytics, and emerging technology capabilities.
• Co-lead cross-functional teams (technology, analytics, risk, operations) to ensure solutions are feasible, well-governed, and executed effectively.
• Drive measurement of progress and outcomes, ensuring AI and analytics initiatives deliver against stated short-, medium-, and long-term business objectives.
• Communicate strategy, execution plans, and progress to senior leadership through clear, compelling presentations and written materials.
• Monitor industry, competitive, and technology trends to inform solution design and proactively identify new opportunities for impact.
• Apply a detailed understanding of both qualitative and quantitative research methodologies and sampling designs to make recommendations to senior leaders on research approach; explaining the benefits (and drawbacks) of the design.

Requirements

Strong foundation in strategy consulting, business analysis, or analytics, with experience advising senior leaders on complex, ambiguous initiatives. Working knowledge of AI, analytics, and emerging technologies sufficient to shape solutions, assess trade-offs, and guide execution (not hands-on engineering). Deep understanding of wealth management and/or financial services business models, including how technology and analytics drive growth, efficiency, and client outcomes. Proven ability to lead cross-functional delivery and translate strategy into executed outcomes. Understand, analyze, and recommend various research methodologies (both qualitative and quantitative) to address firm-wide business issues. Knowledge of statistics and analytical methodologies. Advanced degree or certifications in Business, Analytics, Finance, Economics, or related fields. Prior experience shaping or delivering AI-enabled or analytics-driven solutions in regulated environments. Exposure to digital wealth management, practice management, or asset management, with a strong grasp of advisor and client workflows. Familiarity with value measurement, benefits realization, and change management for enterprise technology initiatives.