We are seeking an experienced Lead Consultant / Project Manager to drive the delivery of strategic data and AI-powered solutions for a leading financial services client. This role combines consulting, business analysis, product strategy, and project leadership, requiring close collaboration with business stakeholders, technical teams, and executive sponsors.
The ideal candidate will have a strong background in Wealth Management, Insurance, or Financial Services and possess the ability to translate complex business workflows into scalable digital products and analytics solutions.
Responsibilities- Project Leadership & Delivery: 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).
- Discovery & Workshop Facilitation: 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.
- Business Analysis & AI Strategy: 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.
- Technical Liaison: Collaborate with technical teams to ensure alignment on Databricks Lakehouse architecture , Unity Catalog configurations , data pipelines, and the React/FastAPI application build.
- Governance & Stakeholder Management: 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
BenefitsSignificant 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.
