Straive - Engagement Lead/Client Partner - Investment Management

Job Title: Engagement Lead/Client Partner - Investment Management

Type: Full-Time

Location: Remote (US)

Job Overview:

- We are looking for a driven Senior Engagement Manager with expertise in asset and wealth management, focused on sales and marketing analytics.

- The role involves building deep client relationships, leading analytics-driven solutions, and shaping strategic initiatives for our financial services clients, particularly in investment management.

- This is an exciting opportunity for someone who thrives in a growth-oriented environment, with a strong focus on client success and delivery.

Key Responsibilities:

- Client Engagement: Foster and strengthen relationships with clients to ensure satisfaction and expand project scope.

- Strategic Leadership: Develop and drive analytics strategies that align with client goals for growth and asset retention.

- Project Management: Lead teams in the successful delivery of complex data and analytics solutions, mitigating risks and ensuring high-quality outcomes.

- Business Development: Support growth by engaging in client presentations and proposal development.

- Client Communication: Deliver insights effectively with clear, proactive, and consultative communication.

- Technical Expertise: Machine learning, Artificial Intelligence and Data Science

Qualifications:

Experience:

- 8-13 years of proven expertise in the financial services industry, particularly in investment management.

- Demonstrated success in delivering data and analytics solutions with a focus on marketing and sales analytics.

- Experience in Data governance, Data quality and Data management.

- Hands on technical experience with Machine learning models, Artificial Intelligence and Data Science.

Skills:

- Growth mindset and proactive self-starter.

- Exceptional leadership and problem-solving abilities.

- Strong communication skills, adept at simplifying complex ideas.

Preferred Knowledge:

- In-depth understanding of asset/wealth management.

- Experience with statistical methods, machine learning, and marketing analytics.

- This job description is not intended to cover or contain a comprehensive listing of all responsibilities, duties, or activities that are required.

- Responsibilities, duties, and/or activities may change, or new ones may be added at any time with or without notice.