AI Solutions Architecture - Managing Director

CFGI
United States
Hybrid

Who this role is best for

A natural match if you have enterprise AI implementation experience and a background in leading technical teams.

Best fit for

  • Candidates with 12+ years in AI or engineering leadership and a track record of shipping large language models at scale
    — “12+ years across solutions architecture, engineering leadership, or applied AI, including 3+ years client-facing or pre-sales.”
  • Individuals who can bridge technical depth with business acumen and lead teams from concept to execution
    — “You are the practice's senior technical authority and a player-coach.”
  • Professionals with experience in regulated industries or private equity environments, who understand complex compliance and integration needs
    — “Experience in regulated industries or private equity portfolio environments.”

Things to consider

  • This role requires a high level of travel and client engagement, not just remote or office-based work
    — “travel as required”
  • The position demands ownership of technical margin and commercial scoping, which may require strong negotiation and project management skills
    — “comfortable owning margin on technical work.”

How to stand out

  • Highlight your ability to translate technical findings into client-facing roadmaps and statements of work
    — “Translate diagnostic findings into buildable roadmaps and scoped, priced statements of work.”
  • Demonstrate hands-on proficiency with Python, TypeScript, and agentic design patterns in your resume and interviews
    — “Deep hands-on capability: Python and TypeScript; orchestration and loop design; subagent patterns; evaluation harnesses; memory architectures including graph-based memory.”
  • Showcase your experience with enterprise architecture and security standards, particularly identity and data protection
    — “Enterprise architecture and security fluency: identity, data protection, deployment models, integration patterns.”
  • Emphasize your background in leading engineering teams and delivering high-quality builds
    — “Build and lead the Delivery Pod: hire and coach AI and data engineers; quality-assure every build.”
  • Demonstrate your ability to personally design and ship early client builds, not just oversee them
    — “Personally design and ship early client builds: agents, workflow automation, and data products.”
Pace · Fast PacedCollaboration · HighAutonomy · HighDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • technical findings sections rated credible by client CIO and data leadership
  • roadmap-to-signed-build conversion on assessed accounts
  • first client builds shipped to production quality with documented standards
  • Delivery Pod hired and delivering against the defined technical method
Typical background
12+ years across solutions architecture, engineering leadership, or applied AI3+ years client-facing or pre-sales

Skills & requirements

Required

Solutions ArchitectureEngineering LeadershipApplied AIPythonTypeScriptOrchestrationLoop DesignSubagent PatternsEvaluation HarnessesMemory ArchitecturesEnterprise ArchitectureSecurity FluencyCommercial ScopingEstimation DisciplineConsultingProfessional Services DeliveryRegulated IndustriesPrivate Equity Portfolio Environments

Preferred

Open-source ContributionTechnical WritingConference Speaking

Stack & domain

PythonTypeScriptOrchestrationLoop DesignSubagent PatternsEvaluation HarnessesMemory ArchitecturesGraph-based MemoryEnterprise ArchitectureSecurity FluencyCommercial ScopingEstimation DisciplineConsultingProfessional Services DeliveryRegulated IndustriesPrivate Equity Portfolio EnvironmentsLeadershipCommunicationProblem-solvingTeam ManagementFinanceTechnologyAIDataSecurity

About the role

Original posting from CFGI via Lever

Managing Director, AI Solutions Architecture

MANAGING DIRECTOR · DELIVERY POD LEAD · FOUNDING TEAM

Practice: AI Services · Reports to: Head of AI Services · Location: Flexible across CFGI offices; travel as required

ABOUT CFGI AND AI SERVICES

CFGI is a leading advisory firm serving the Office of the CFO, with approximately 1,400 professionals across more than 30 offices in North America and Europe. CFGI is independent of audit and vendor relationships, advising CFOs, boards, and private equity sponsors without conflict. AI Services is CFGI's newest practice: a horizontal capability that helps clients assess AI and data readiness, stand up governance, and operationalize AI across the finance function and the enterprise. This is a founding-team seat with direct influence over how the practice is built.

THE ROLE

You are the practice's senior technical authority and a player-coach. You serve as lead technical assessor inside every diagnostic, convert findings into buildable and commercially scoped roadmaps, and personally ship the first client builds while hiring the engineering team behind you. You are equally credible whiteboarding with a CIO and shipping production code the same afternoon.

WHAT YOU WILL DO

Serve as lead technical assessor on readiness diagnostics: data, architecture, tooling, and security scans.

Translate diagnostic findings into buildable roadmaps and scoped, priced statements of work.

Personally design and ship early client builds: agents, workflow automation, and data products.

Define the practice's technical delivery method: agentic design patterns, evaluation, security, and deployment standards.

Own the practice's platform depth across Claude Enterprise, Claude Code, Cowork, MCP integration, and adjacent tooling.

Build and lead the Delivery Pod: hire and coach AI and data engineers; quality-assure every build.

Act as technical authority in pursuits; defend architectures and estimates with client technology leadership.

WHAT YOU MUST HAVE

12+ years across solutions architecture, engineering leadership, or applied AI, including 3+ years client-facing or pre-sales.

Have taken large language model or agentic systems to production at enterprise scale, beyond proofs of concept.

WHAT SETS YOU APART

Deep hands-on capability: Python and TypeScript; orchestration and loop design; subagent patterns; evaluation harnesses; memory architectures including graph-based memory.

Enterprise architecture and security fluency: identity, data protection, deployment models, integration patterns.

Commercial scoping and estimation discipline; comfortable owning margin on technical work.

Consulting or professional services delivery background.

Experience in regulated industries or private equity portfolio environments.

NICE TO HAVE

Visible technical eminence: open-source contribution, technical writing, or conference speaking.

HOW SUCCESS IS MEASURED, FIRST TWELVE MONTHS

Technical findings sections rated credible by client CIO and data leadership.

Roadmap-to-signed-build conversion on assessed accounts.

First client builds shipped to production quality with documented standards.

Delivery Pod hired and delivering against the defined technical method.

Source: CFGI careers (Lever)

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