AI Engagement Lead - Wealth & Asset Management - Full-time - Newark, NJ (hybrid)

Role: AI Engagement Lead – Wealth & Asset Management
Structure: Full-time
Location: Newark, NJ (Hybrid)
Rates: $180,000 - $210,000 base plus competitive bonus, benefits and 401K package

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We have a great new opportunity to support one of our clients in a full-time capacity!

Please see below for more information on the position and if interested, apply with an updated resume aligned to the needs of the role.

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​​​​ ​​​​​Key Deliverables

• Project Roadmaps & Execution Plans: Comprehensive planning documents including sprint schedules, task allocations, and milestone tracking to ensure end-to-end delivery of multiple workstreams.

• Stakeholder Communications & Presentations: Regular progress updates, technical demos, and executive-level presentations that translate project status and analytical insights for client stakeholders.

• Detailed Scopes of Work (SOW): Formulated project scopes, effort estimations, and structured delivery approaches for both new and existing client engagements.

• Validated Technical Documentation: Coordination of testing, validation, and final handoff documentation to ensure all data and AI solutions meet quality standards and client requirements.

Must-Have Requirements

• Client Relationship Management: Proven experience serving as the primary point of contact for client stakeholders, specifically within analytics and technology departments.
  
   
• Wealth Management : Proven experience working in Wealth Management / Investment Financial Services domain.

• End-to-End Delivery Oversight: Extensive background in managing the full lifecycle of data-centric projects, including requirement gathering, sprint execution, and quality assurance.

• Cross-Functional Coordination: Demonstrated ability to translate complex business problems into actionable tasks for analysts, data engineers, and technical solution teams.

• Strategic Solution Design: Experience contributing to the design and scoping of solutions involving cloud, data, and AI components.

• Operational Leadership: Strong skills in project management fundamentals, including SOW creation, risk mitigation, and resource planning in a consulting environment.

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CorGTA is an equal opportunity employer, please apply with an updated resume and ensure the required skills you are able to speak to for this position are included.

At times, CorGTA or its client partners may utilize AI tools to assist with the hiring processes.

 

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