Senior Leader – Managing Director, Technology, Data and AI Advisory – Energy & Infrastructure

Posted 2 hours ago

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About the role

  • Technology, data and AI advisory leader building Leo Berwick’s power, utilities and renewables practice. Leading diligence, AI value creation and M&A technology work for PE and infrastructure clients.

Responsibilities

  • Build and scale Leo Berwick’s power, utilities, and renewables technology advisory practice
  • Define the sector point of view, offerings, and go-to-market approach
  • Originate and close engagements with PE sponsors, infrastructure funds, and corporate acquirers
  • Train and mentor staff on sector-specific technology diligence
  • Lead buy-side and sell-side technology diligence workstreams
  • Evaluate target technology environments, architecture, and organizational readiness
  • Own technology separation planning and execution for carve-outs, including TSA scope, stranded costs, and TSA exit strategy
  • Lead post-merger technology integration planning and execution
  • Serve as primary technology advisor to portfolio company C-suite executives and PE deal teams
  • Own end-to-end engagement delivery, cross-functional teams, quality, timeliness, and client satisfaction
  • Contribute to building and growing the business and collaborate across practices and service lines

Requirements

  • Direct, hands-on experience serving clients in renewables, power generation, or utilities
  • Deep technology and/or data expertise
  • Personally assess target architecture and review OT and IT environments, including SCADA, EMS/DMS, AMI, GIS, asset and work management, and ERP
  • Experience building software or data solutions, including applications, data pipelines, analytics models, or integrations
  • Deep expertise in data and AI, including designing and executing AI use cases and conducting AI impact assessments
  • Experience assessing cybersecurity and compliance risk is an asset
  • 10–15+ years of relevant experience in a leadership role
  • Demonstrated ability to originate and grow business
  • Experience leading cross-functional, often distributed teams
  • Experience building trust with senior executives and investment professionals
  • Technology M&A and consulting experience is an asset
  • Experience advising private equity firms, infrastructure funds, or corporate acquirers is strongly preferred
  • Portable relationships must comply with prior firm non-compete and non-solicit obligations

Benefits

  • Equity participation aligned to the value you create
  • Competitive compensation with performance bonus
  • Comprehensive benefits
  • Flexible, remote-first work model across North America
  • Unlimited paid time off, including 2 weeks of disconnected time each year
  • Flexible working arrangements – remote and location flexibility
  • Attractive medical and dental insurance
  • Pension and retirement contributions
  • Direct access to leadership and accelerated career growth
  • Significant breadth of experience across deal stages and problem types

Job type

Full Time

Experience level

Senior

Salary

Not specified

Degree requirement

No Education Requirement

Tech skills

Cyber SecurityERP

Location requirements

RemoteUnited States

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