5-7 years of experience in consulting or advisory roles
Strong analytical and structured problem-solving skills
Proficiency in AI models like Claude, ChatGPT, or Gemini
Experience with proprietary large language models (LLMs)
Ability to communicate complex concepts clearly to non-technical audiences
Background in financial services, blockchain, or cryptocurrency is a plus
Demonstrated leadership and mentoring capabilities
Responsibilities
Conduct business process reviews and current-state assessments
Develop structured roadmaps for operational enhancements
Support clients with technology enablement and workflow optimization
Perform financial and accounting reviews, including data validation
Design and execute statistical and financial analyses
Prepare and present client-ready deliverables to senior stakeholders
Manage and mentor junior staff to ensure quality across workstreams
Conduct industry research to support business development
Benefits
Opportunities for continuous learning and professional development
Collaborative work environment with multidisciplinary teams
Exposure to cutting-edge AI and technology solutions
Ability to lead innovative initiatives and pilots
Strong emphasis on integrity and quality in work
Full Job Description
The Managing or Senior Managing Consultant will support and oversee engagement workstreams across a range of financial, operational, and regulatory matters. The role requires strong analytical capability, structured problem-solving, and the ability to communicate effectively with both internal teams and client stakeholders. Candidates should demonstrate initiative, professionalism, and the ability to contribute to a fast-paced advisory environment.
Responsibilities
Conduct business process reviews and current-state assessments across financial and operational functions.
Develop structured roadmaps to enhance operations, compliance, controls, and risk management.
Support clients with technology enablement, workflow optimization, and dashboard/reporting development.
Perform financial and accounting reviews, including data validation, reconciliation, and quality control.
Design and execute statistical and financial analyses, including modeling of financial data and markets.
Prepare, refine, and present client-ready deliverables to senior stakeholders.
Manage and mentor junior staff, ensuring quality and consistency across workstreams.
Conduct industry research and contribute to business development and practice growth.
Maintain and strengthen client relationships through consistent communication and high-quality work.
AI, LLM, and Emerging Technology Capabilities
The practice is expanding its advisory offerings to incorporate AI-enabled solutions. Candidates with experience in the following areas will be strongly considered:
Hands-on experience with AI models such as Claude, ChatGPT, Gemini, or comparable tools.
Experience working with proprietary large language models (LLMs) or contributing to the development of custom models.
Has built industry solutions that have been leveraged throughout firm or sold to clients.
Ability to translate complex AI/ML concepts into clear, accessible explanations for non-technical audiences.
Interest in identifying opportunities to integrate AI into financial operations, risk processes, or client deliverables.
Willingness to take ownership of new initiatives, pilots, and innovation-focused workstreams.
Additional Qualifications
Several years of experience with AI models including Claude, ChatGPT, and Gemini.
Experience working with proprietary LLMS or has built one.
Good at explaining complex concepts in ways their audience can understand.
Strong work ethic and willing to take the lead on new initiatives.
Financial services and blockchain/crypto experience a plus Strong presentation skills and the ability to communicate effectively with senior executives..
Demonstrated ability to simplify complex concepts for diverse audiences.
Strong work ethic, ownership mindset, and willingness to lead initiatives.
Experience in financial services, blockchain, or cryptocurrency is considered a plus.
High degrees of integrity, discretion, and commitment to quality.
Ability to work independently and collaboratively within multidisciplinary teams.
Strong organizational skills and attention to detail.
Commitment to continuous learning and professional development.
