Cutter Associates · 14 hours ago
Principal Consultant, Cloud & Data Strategy - Asset Management
United States
Full-time
Remote
Lead/StaffCutter Associates empowers leading asset managers and asset owners with essential intelligence for decision-making. They are seeking a Principal Consultant specializing in Cloud & Data Strategy for Asset Management, responsible for leading client engagements, shaping solutions, and driving revenue growth.
Asset ManagementConsultingData ManagementFinancial ServicesWealth Management
Hiring Manager
Shilpy Lee
Responsibilities
Lead client engagements from opportunity shaping through delivery, ensuring alignment of Cutter’s capabilities with client business objectives
Drive proposal and statement of work creation, ensuring clear articulation of deliverables, scope, and business value
Translate complex technical concepts into actionable business strategies for clients
Partner with practice leads and delivery teams to ensure successful execution and high client satisfaction
Carry accountability for revenue, including oversight of delivered revenue and origination of new business opportunities
Cultivate and expand long-term client relationships, acting as a trusted advisor at both executive and operational levels
Represent Cutter in industry forums, thought leadership events, and client workshops
Contribute to firm-wide initiatives including mentoring, recruitment, and community engagement
Qualification
Required
Strong technical expertise in financial services platforms, data management, and modern cloud solutions (e.g., AWS, Azure, Snowflake, SQL, Python)
Hands-on technical fluency with client-facing consulting and business development responsibilities
Ability to shape solutions, author proposals and statements of work, and build lasting client relationships
Accountability for revenue generation and delivery oversight
Experience growing from a technical background (engineering, development, or architecture) into consulting, customer success, or relationship management
Credibility with technical teams and influence with executives
Lead client engagements from opportunity shaping through delivery, ensuring alignment of Cutter's capabilities with client business objectives
Drive proposal and statement of work creation, ensuring clear articulation of deliverables, scope, and business value
Translate complex technical concepts into actionable business strategies for clients
Partner with practice leads and delivery teams to ensure successful execution and high client satisfaction
Cultivate and expand long-term client relationships, acting as a trusted advisor at both executive and operational levels
Represent Cutter in industry forums, thought leadership events, and client workshops
Contribute to firm-wide initiatives including mentoring, recruitment, and community engagement
Consulting Skills: Deliverable Creation, Planning & Project / Program Management, Analysis & Critical Thinking
Content Knowledge: Operating Model & Subject Matter Expertise, Industry Trends
Interpersonal & Communication Skills: Communication & Presentation, Collaboration & Stakeholder Management, Growth Mindset
Community Contribution: Finances, Participation, and Recruitment
Talent Development: Giving Feedback, Team Management, Mentoring
Business Development: Identifies Opportunities, Communicates Cutter's Proposition, Supports BD Teams, Account Ownership & Proposition Development
Strong technical grounding in financial services technology, with fluency in data platforms, integration, and cloud ecosystems (AWS, Azure, Snowflake)
Hands-on skills in SQL, Python, or related scripting/automation for data workflows
Ability to bridge technical and business audiences, translating complex capabilities into compelling client propositions
Proven success building client relationships and supporting revenue growth
Executive presence, business writing skills, and comfort engaging with senior stakeholders
Benefits
Competitive salary with annual performance bonus and profit-sharing opportunity
401(k) match (U.S.) or Superannuation contributions (Australia)
A generous paid time off package that includes vacation days, sick leave, company holidays, and time off for volunteering
Comprehensive medical, dental, and vision insurance (U.S.), or regionally competitive coverage (U.K. and Australia)
Long-term disability and life insurance fully paid by the company (U.S.)
Flexible work model - fully remote with optional access to co-working spaces or offices
Global collaboration and travel opportunities across North America, EMEA, and APAC.
Company
Cutter Associates
Cutter Associates provides services in asset management, investment management, data management and consulting.
Founded in 1998
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Cindy Castellano, CFA
Chief Executive Officer
Recent News
Institutional Asset Manager
2025-06-12
Company data provided by crunchbase