About the job

Datalign is an AI-native organic growth partner for wealth management firms. Our platform uses AI to connect advisors with high-intent consumers and engage their clients to unlock new opportunities . Our modular suite of organic growth solutions are purpose-built for RIAs. Our goal is to revolutionize the financial advisory landscape by offering personalized, scalable solutions through advanced technology and data analytics. In 2022, we launched from Cambridge’s innovation hub with Link Ventures as our lead investor. Today, we’ve helped over 100,000+ Americas with over $80 billion in potential client assets connect with 13,000 trusted advisors.
About the Role
Are you a consulting professional who thrives on turning complex data into game-changing strategies? Do you get excited about building models that drive real business outcomes? We're looking for a brilliant analytical mind who can design and execute data-driven strategies that help our financial advisory partners achieve predictable, sustained growth. This role is ideal for a former McKinsey, BCG, or Bain consultant (or equivalent) or a recent MBA graduate or advanced degree in finance, economics, or related field or close to graduation with 3–5 years of consulting experience.
Reporting to Business Development, you'll combine strategic thinking, quantitative modeling, and partner-facing leadership to deliver actionable, high-confidence recommendations that transform how our partners grow their businesses. You'll also play an active role in identifying and closing new partnership opportunities, bringing the same analytical rigor to prospecting and outbound sales motion as you do to partner strategy.
This is an in-person role requiring 4 days per week in our Cambridge, MA office. You'll transform complex data into practical growth plans, ensuring partners have clear strategies to improve performance and expand budgets while having fun building something amazing.
We believe work should be engaging and intellectually stimulating - you'll be solving challenging problems that directly impact our partners' success while working with cutting-edge data and analytics in the financial advisory space.
Key Responsibilities

• Strategic Analytics & Modeling
• Performance Forecasting: Build monthly projections, model outcomes, and run sensitivity tests to assess success probabilities.
• Quantitative Analysis: Develop financial models and analytical frameworks to uncover growth opportunities.
• Data Translation: Turn market and performance data into actionable recommendations that drive partner growth.
• Risk Assessment: Identify potential challenges early and design mitigation strategies through analytics.
• Process Optimization: Design scalable analytics-driven models for partner success.

Partner Strategy & Execution

• Strategy Alignment: Convert analytical insights into executable growth plans tailored to each partner.
• Partner Engagement: Build trust and maintain strong relationships with partners through expert guidance.
• Performance Monitoring: Track KPIs to identify trends, detect risks early, and adjust strategies in real time.
• Executive Presentations: Deliver compelling presentations translating complex analysis into strategic narratives.
• Cross-functional Collaboration: Work with technical, business, and leadership teams to ensure strategic alignment.

New Partnership Development:

• Proactively identify, prospect, and engage high-fit wealth management firms through outbound sales motion — sourcing leads, crafting tailored outreach, and advancing conversations from first contact to signed partnership.
• Pipeline Ownership: Manage a personal pipeline of prospective partners, maintaining accurate forecasting and stage progression in coordination with the Director of Business Development.

What We're Looking For (Qualifications & Traits)

• Education & Background: Bachelor’s degree required; MBA or advanced degree in finance, economics, or related field strongly preferred. 3–5 years at a top-tier consulting firm (McKinsey, BCG, Bain, or equivalent) with a proven track record in strategy and analytics, OR recent graduate or near graduation with consulting experience.
• Analytical Excellence: Strong quantitative analysis and modeling skills with experience in financial forecasting, performance analytics, and translating complex data into actionable insights.
• Strategic Thinking & Problem-Solving: Proven ability to develop comprehensive strategies from data and market insights; thrives on solving complex analytical challenges.
• Client Engagement & Communication: Exceptional ability to engage with customers, build trust, and present compelling strategic narratives to executive audiences.
• Startup Mentality: Comfortable in fast-paced, dynamic environments; detail-oriented, results-driven and eager to contribute beyond defined responsibilities in a collaborative, flat startup environment.
• Sales Drive & Business Development Instinct: Comfortable initiating outbound conversations with senior decision-makers at financial advisory firms; able to translate analytical insights into a compelling value proposition that opens doors and builds pipeline.

Preferred Qualifications

• Industry Experience: Background in fintech, marketplaces, performance-based marketing, or startup environments
• Advanced Analytics: Experience with advanced statistical modeling, machine learning, or predictive analytics
• Financial Services: Deep understanding of financial advisory business models and growth drivers
• Technology Proficiency: Comfort with modern analytics tools, databases, and business intelligence platforms
• MBA in Progress: Currently pursuing or recently completed MBA with focus on strategy, finance, or analytics
• Prior Business Development or Sales Experience: Demonstrated track record of sourcing, developing, or closing partnerships — whether in consulting, fintech, or an adjacent field

What We Offer
Incredible Growth Opportunity: Join a high-growth startup backed by a top-tier VC firm where your analytical work directly shapes our strategic direction and partner success. As a flat organization, you'll have direct access to executive leadership and your insights will influence company-wide decisions.

• Strategic Impact & Executive Exposure – Lead high-visibility initiatives that shape our growth trajectory and partner outcomes, working closely with the Director of Business Development and senior leadership in a flat, collaborative structure.
• Analytical Leadership – Shape and scale an analytics-driven partner success model that becomes core to our competitive advantage.
• Startup Environment – Gain valuable experience in a dynamic, entrepreneurial setting where your contributions are immediately visible and impactful, with direct access to leadership in our Cambridge office (4 days/week).
• Professional Development & Ownership – Enjoy continuous learning, mentorship from experienced executives, and a high-autonomy environment where you’ll own strategic initiatives from conception to execution.
• Industry Network – Build lasting relationships with top financial advisory firms and fintech leaders while representing a respected data advisory company.

Application Requirements

• To apply for this position, please submit:
  • Resume highlighting your consulting experience and analytical achievements
  • Cover Letter explaining why you're excited about joining a fintech startup and how your consulting background translates to driving partner growth
  • Case Study or Work Sample demonstrating your analytical and strategic thinking abilities (can be anonymized)
  • AI Enhancement Paragraph: Write a thoughtful paragraph (150-250 words) describing how you envision AI tools and technologies enhancing your effectiveness in this strategic analytics role. We're particularly interested in innovative approaches to data analysis, forecasting, partner insights, and strategic planning. Consider specific workflows or analytical challenges where AI could add value, and demonstrate your understanding of both the opportunities and appropriate boundaries for AI in strategic consulting.