New York, NY

Salary
$175,000–$200,000
Posted
Jul 6, 2026
Location
New York, NY
Last confirmed open
Jul 21, 2026

What this job asks for AI summary

A hands-on senior consulting role focused on designing and deploying AI solutions for asset management and private markets clients. Day-to-day work spans conducting AI readiness assessments, configuring and integrating AI tools within client environments, managing engagement delivery end-to-end, and producing documentation such as roadmaps and implementation playbooks. The role also involves contributing to the growth of a nascent AI consulting practice, including methodology development and pre-sales support. Suits someone with a background in enterprise AI implementation and financial services consulting.

Senior level · 5+ years · San Francisco-Oakland-Berkeley, CA · Bachelor's required · Full-time

Pay in the description: $175,000–$200,000

Must have (10)
LLMs or Azure OpenaiRAGAI agent workflowsSalesforce or DynamicsAPIsPythonSQLExcelPower BI or TableauAI orchestration frameworks
Nice to have (1)
Snowflake

“or” means any one of them counts — you don't need all of them.

We read this from the posting text with AI. Skim the description below before ruling yourself out.

How this req sits in the market our data

Roughly 70 people in the San Francisco-Oakland-Berkeley, CA area plausibly meet what this posting asks for (computer occupations, all other). range 20–160

Applicant volume Moderate — A normal amount of company. The rare requirements below are what will separate a shortlisted application from the rest.

What gives you an edge
Salesforce6%RAG8%Power BI10%

Rare in this occupation — lead with these, and say what you built with them.

What won't set you apart
Python51%SQL51%

Most people in this occupation already list these. Still required — just not what gets you shortlisted.

What the occupation pays Median $165,256 (middle half $104,590–$211,000). This posting is about at that midpoint.

Estimated from BLS employment for this occupation and area, per-skill prevalence across our listing corpus, and published wage benchmarks — as of Jul 28, 2026. It is a model, not a headcount.

Why we read it this way (8)

This role sits at the intersection of AI consulting delivery and enterprise technology implementation — it is neither a pure software developer nor a pure systems analyst, making 15-1299 (Computer Occupations, All Other) the best fit. 15-1211 (Computer Systems Analysts) is a credible runner-up given the heavy emphasis on requirements gathering, process mapping, and bridging business and technical stakeholders.

The posting lists 5–8+ years of experience; the overall years minimum is set to 5 (the stated minimum).

Snowflake is mentioned in the context of client data environments the consultant must 'assess and work within' — it appears in a narrative/functional description rather than a discrete required-skills section, so it is treated as preferred.

OpenAI is listed as a parenthetical example alongside Anthropic and Azure OpenAI under the technical skills requirements block; all three are captured as alternatives on a single LLM-platform skill, with OpenAI as the primary name.

Power BI and Tableau are listed as interchangeable ('or equivalent') under the required technical skills section; Power BI is the primary with Tableau as an alternative.

An advanced degree (MBA or MS in Data Science) is explicitly described as 'a plus,' so the degree requirement reflects only the hard-required Bachelor's degree.

Financial services / private markets domain experience is described as 'strongly preferred,' not a hard gate — it is not emitted as a separate skill since it is domain knowledge rather than a named technology or tool.

The role is based at InvestorFlow's San Francisco headquarters; the posting does not indicate remote eligibility.

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