Institutional Client Transformation Director

Ovii's Interpretation of the Role

The Institutional Client Transformation Director partners with large private‑market firms to redesign business processes, integrate systems and deploy AI agents on Juniper Square’s platform. Based in New York, you will own multi‑year implementations, guide executive stakeholders and ensure operational maturity.

Role Snapshot

• Strategic transformation partner for institutional clients
• Owner of multi‑year implementation health
• Executive‑level stakeholder manager
• AI‑agent design and workflow architect
• Change‑management leader

Must-Have Requirements

• Management consulting
• Enterprise SaaS implementation
• Digital transformation / business process re‑engineering
• Private‑equity operations knowledge
• AI tooling (CLI, agent frameworks, MCP integrations)
• System landscape mapping
• Workflow architecture design
• Executive presence
• Change management
• management consulting
• enterprise SaaS implementation
• digital transformation
• private‑equity operations

Nice-to-Have Signals

• Background in private‑equity or institutional asset‑management consulting
• Forward‑deployed advisory experience (e.g., Palantir, Salesforce Value Engineering, ServiceNow Strategic Advisory)
• API‑led integration patterns and data governance familiarity
• forward‑deployed advisory
• API‑led integration
• MBA or advanced degree
• MBA or relevant advanced degree
• Lean Six Sigma
• PMP
• PROSCI

Work Setup

• Location: New York City, United States
• Work mode: ONSITE
• Travel: Up to 50% on‑site client visits
• Employment type: Full-Time

Not Specified in JD

• Visa sponsorship
• Remote eligibility
• Relocation
• Notice period
• Security clearance

What You'll Likely Work On

• Lead end‑to‑end client engagements, coordinating onboarding and product teams
• Map client system landscapes and design future‑state workflow architectures
• Redesign core client processes and identify automation opportunities
• Translate business objectives into technical requirements and guide development
• Define, configure and deploy AI agents within client environments
• Create and execute change‑management plans, securing champion networks
• Produce executive‑level status reports and manage stakeholder expectations
• Document implementation patterns and playbooks for future institutional accounts

Good Fit If You Have

• Comfort operating in ambiguous, fast‑moving environments
• Proven ability to influence C‑suite and technical leaders
• Experience delivering large‑scale digital transformations in financial services