Senior Engagement Lead / Client Partner – Investment Management (Data, Analytics, & AI) jobs in United States
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Straive · 2 days ago

Senior Engagement Lead / Client Partner – Investment Management (Data, Analytics, & AI)

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. The Senior Engagement Lead / Client Partner will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements and shaping transformation agendas as a trusted strategic advisor.

CRMOutsourcing
Hiring Manager
Swarnadip Mandal
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Responsibilities

Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making
Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes
Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas
Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings
Represent the firm’s senior leadership team in client interactions; collaborate across delivery, consulting, and managed services
Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives

Qualification

Investment ManagementData AnalyticsAI SolutionsClient EngagementStrategic AdvisoryEntrepreneurial MindsetRelationship Building

Required

12+ years of relevant experience in the investment management industry, with demonstrated success in winning business and 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

Company

Straive is a global provider of technology-driven content and data services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-08-20Acquired

Leadership Team

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Ankor Rai
Chief Executive Officer
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Lori Silverstein
SVP Global Sales, Data and Content Solutions
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Company data provided by crunchbase