Managing Director, AI Services

InvestorFlow is the only company of its kind to deliver simple and smart CRM and digital portals for deals and investors to streamline every customer interaction. Asset managers use our platform to easily make transactions with increased productivity and transparency.  InvestorFlow is building a dedicated AI Consulting Practice within Professional Services to help private markets firms design, adopt, and operationalize AI across their front, mid and back office functions. This is a greenfield opportunity for an exceptional executive who combines deep management consulting credentials, genuine AI expertise, and the commercial instincts needed to build and grow a high-impact practice. The Managing Director of AI Services will serve to help develop, grow and set the AI strategy, as well as running engagements, developing intellectual property, and partnering closely with Sales to originate and close new business. This role carries both a delivery mandate and a revenue mandate, making it equally suited to a consulting leader who is comfortable in a client-facing sales environment as it is to a revenue-driven executive with serious consulting depth Why InvestorFlow? Category-defining platform at the intersection of private markets and AI — a rare greenfield consulting opportunity with institutional backing. Direct access to a blue-chip LP and GP client base spanning the largest private markets firms in the world. Entrepreneurial environment with the resources and executive support to build a practice that matters. A mission-driven team that believes AI should make financial markets more transparent, efficient, and accessible. InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in San Francisco, California. To learn more, please visit www.investorflow.com