AI Strategy & Readiness - Managing Director

CFGI

United States

Hybrid

Who this role is best for

Aimed at senior-level advisory professionals who have led AI and data readiness initiatives and can shape client strategies.

Best fit for

Senior-level advisory professionals with a history of leading AI maturity assessments and strategy engagements
— “Personally led ten or more assessment, operating model, or strategy engagements.”
Candidates with prior experience building a new practice or service line from an early stage
— “Prior experience building a practice, service line, or offering from an early stage.”

Things to consider

This role requires personal revenue accountability and active client-facing responsibilities
— “Originate and shape opportunities with CFGI account teams across the firm's product lines; carry personal revenue and sold-work accountability.”
Travel expectations are high, as the role involves client site visits and external representation
— “Travel as required”

How to stand out

Highlight your experience in leading AI readiness assessments and delivering executive-level insights
— “Own C-suite and board-level readouts; present and defend findings with CFOs, CIOs, audit committees, and sponsors.”
Emphasize your ability to build and scale a team from the ground up
— “Build and lead the Advisory Pod: hire, coach, and quality-assure consultant delivery as the team scales.”
Showcase your fluency in AI technologies and their business implications
— “Deep working fluency in the enterprise AI landscape: large language models, agentic systems, build-versus-buy economics, adoption and change dynamics.”
Demonstrate your capability to shape and sell advisory work, not just deliver it
— “A demonstrated record of originating, shaping, and selling advisory work, not only delivering it.”
Include examples of external thought leadership, such as publications or speaking engagements
— “Represent the practice externally through publications, speaking, and client roundtables.”

Pace · SteadyCollaboration · HighAutonomy · HighDecision Impact · Company

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

What success looks like

lead AI and data readiness assessments
originate and shape opportunities
build and lead the Advisory Pod

Typical background

12+ years in management consulting or advisorysubstantial transformation or Office of the CFO experience

Skills & requirements

Required

AI StrategyData Readiness AssessmentsC-suite PresentationsTeam Building

Preferred

White PapersConference Talks

Stack & domain

AI StrategyData ReadinessMaturity ScoringRoadmapsBusiness Cases

About the role

Original posting from CFGI via Lever

Managing Director, AI Strategy & Readiness
MANAGING DIRECTOR · ADVISORY 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 founding leader of the practice's advisory motion. You own the assessment portfolio end to end: selling, shaping, and delivering AI and data readiness diagnostics, maturity scoring, roadmaps, and business cases for CFOs, boards, and private equity sponsors. You are the senior voice in the room on AI strategy, and you build the team underneath you.
WHAT YOU WILL DO
Lead delivery of AI and data readiness assessments end to end: scoping, maturity scoring, findings synthesis, roadmap, and business case.
Originate and shape opportunities with CFGI account teams across the firm's product lines; carry personal revenue and sold-work accountability.
Own C-suite and board-level readouts; present and defend findings with CFOs, CIOs, audit committees, and sponsors.
Design, version, and continuously improve the practice's assessment instruments and delivery method.
Build and lead the Advisory Pod: hire, coach, and quality-assure consultant delivery as the team scales.
Partner with the Solutions Architecture and Transformation Management Office leaders to convert diagnostic findings into delivery and program engagements.
Represent the practice externally through publications, speaking, and client roundtables.
WHAT YOU MUST HAVE
12+ years in management consulting or advisory, with substantial transformation or Office of the CFO experience.
A demonstrated record of originating, shaping, and selling advisory work, not only delivering it.
WHAT SETS YOU APART
Personally led ten or more assessment, operating model, or strategy engagements.
Deep working fluency in the enterprise AI landscape: large language models, agentic systems, build-versus-buy economics, adoption and change dynamics.
C-suite workshop design and facilitation.
Private equity deal-team or portfolio company exposure.
Prior experience building a practice, service line, or offering from an early stage.
NICE TO HAVE
Published eminence: white papers, conference talks, board-education content.
WHO THRIVES HERE
Exceptional structured communication in the Pyramid Principle tradition; executive-grade written product.
HOW SUCCESS IS MEASURED, FIRST TWELVE MONTHS
Assessment engagements sold and delivered at target margin.
Conversion rate of assessments into follow-on delivery and program work.
Advisory Pod hired, ramped, and delivering to quality standard.
Assessment instruments versioned and adopted as the practice standard.

Source: CFGI careers (Lever)