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Principal Consultant, Cloud & Data Strategy - Asset Management

Role overview

Qualifications

  • Strong technical expertise in financial services platforms
  • Proficient in data management and modern cloud solutions (AWS, Azure, Snowflake)
  • Hands-on skills in SQL, Python, or related scripting/automation for data workflows
  • Deep expertise in asset management data ecosystems

Responsibilities

  • Lead client engagements from opportunity shaping through delivery
  • Drive proposal and statement of work creation
  • Define and communicate future-state architecture and data strategies
  • Cultivate and expand long-term client relationships

Key facts

Hard skills

Other skills

  • Consulting
  • Governance
  • Relationship Management
  • Communication
  • Problem Solving
  • Teamwork

About the company

Cutter Associates logo

Cutter Associates

Cutter Associates serves the operational, technology, and client experience needs of the global investment management industry, providing our research members and consulting clients the tools and services they need to be successful. By leveraging multi-faceted expertise and an unrivaled knowledgebase, we have established ourselves as a well-respected and trusted provider of truly independent research, a global consultancy for delivery of operational excellence, and a provider of revealing and actionable capability metrics. Cutter Associates has helped some of the largest investment management firms around the world to realize business value from every process. Wide-ranging resources enable our clients to recognize strategic opportunities, keep pace with their competition, and stay ahead of the technology curve. They appreciate our deep understanding of the industry and our commitment to surpass their expectations in delivering measurable and sustainable process transformation. Wherever they are located and whatever their challenge, our clients look to us to have a lasting impact on their infrastructure. Cutter Associates has offices in Massachusetts, USA, London, UK and Sydney, Australia and is on the web at www.cutterassociates.com.

Company details

Company size51 - 200

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Job description

Principal Consultant, Cloud & Data Strategy - Asset Management

Location: Remote - US / CANADA

Type: Full-time, Permanent

Please note: This posting represents a pipeline role for upcoming consulting projects. We’re always excited to meet strong candidates and will reach out when a relevant opportunity becomes available.

About Cutter:

At Cutter Associates, we empower the world’s leading asset managers and asset owners with the intelligence they need to stay ahead. For nearly 30 years, and with a global presence, we’ve combined expert consulting with proprietary research and industry benchmarking to help top-tier investment firms make smarter, faster decisions. Our global team is known for its deep domain expertise, collaborative spirit, and relentless curiosity. As we expand into new markets and capabilities, now is the perfect time to grow your career with a company that values insight, innovation, and impact.

As we expand our reach and deepen our impact, we’re looking for a Principal Consultant who thrives in dynamic environments, solves complex challenges with creativity, and brings a team-first mindset. If you’re ready to accelerate your career while helping our clients evolve, we’d love to connect.

Why Cutter:

At Cutter Associates, we believe people do their best work when they’re trusted, supported, and empowered to thrive - wherever they are.

  • Established credibility, entrepreneurial spirit – Founded in 1998 and backed by Nomura Research Institute (NRI), we blend the stability of a global research and technology powerhouse with the agility of a small, fast-moving firm.
  • Global reach - We partner with leading investment firms across North America, EMEA, and APAC, giving you meaningful exposure and exciting challenges.
  • Fully remote, fully connected - We’re a remote-first company with a flexible work model and a deeply collaborative culture.
  • Growth-focused - From client exposure and internal knowledge groups to tailored learning paths, we invest in your development from day one.
  • Performance-driven, people-first - We offer competitive pay, bonuses, profit sharing, and benefits that support your whole self.
  • A culture that values people - We take pride in our thoughtful, collaborative, and inclusive environment. We’re a team of individuals who care deeply - about our work, our clients, and each other.

Whether you’re launching your consulting career or bringing decades of experience, Cutter is a place where you can thrive.

Role Overview:
We are seeking a Principal Consultant with strong technical expertise in financial services platforms, data management, and modern cloud solutions (e.g., AWS, Azure, Snowflake, SQL, Python). You will lead end-to-end data and cloud transformation initiatives, including defining target operating models (TOM), future-state architecture, and overseeing implementation across data platforms and investment systems. The ideal candidate has grown from a technical background (engineering, development, or architecture) into consulting, customer success, or relationship management, bringing both credibility with technical teams and influence with executives.

Key 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.
  • Define and communicate future-state architecture and data strategies, bridging business objectives with scalable technical solutions.
  • Experience designing and implementing modern data platforms (e.g., Snowflake, Databricks, Azure Data Lake), including data pipelines, governance, and integration patterns.
  • Partner with practice leads and delivery teams to ensure successful execution and high client satisfaction.
  • Lead complex, multi-workstream transformation programs, coordinating internal teams, external vendors, and client stakeholders to ensure successful delivery.
  • 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.

The ideal candidate will have:

  • Deep expertise in asset management data ecosystems, including portfolio, performance, and investment data across front, middle, and back office systems (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 at a Glance:

Our benefits vary slightly by location but are designed to support your health, financial wellness, and life outside of work. Highlights include:

  • 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.

Compensation: The anticipated base compensation range for this role is $195-000-$260,000, depending on factors such as experience, qualifications, market conditions, and geographic location. Final compensation will be determined based on individual background and alignment with the role’s responsibilities.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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