AI Operating Partner - Portfolio Value Creation

San Francisco | New York | London

Artificial Intelligence | Product | Technology | Portfolio Value Creation

We are partnering with a leading global technology investment firm to appoint an AI Operating Partner focused on driving AI-led value creation across its portfolio.

This is a senior, highly hands-on role sitting at the intersection of AI strategy, product, technology and business transformation. The successful individual will work directly with investment teams, portfolio CEOs and technology leaders to identify where AI can create meaningful enterprise value and then take those opportunities from 0-1: strategy through product definition, implementation, adoption and scale.

This is not a purely advisory or strategy position. We are looking for someone who has personally helped organisations build and implement AI products and capabilities.

KEY RESPONSIBILITIES

• Partner with portfolio leadership teams to define practical AI strategies linked directly to business value.
• Identify and prioritise high-impact AI opportunities across revenue, product, operations and productivity.
• Take AI initiatives from initial concept and business case through build, deployment and adoption.
• Help portfolio companies establish the right AI product, data, technology and operating capabilities.
• Work closely with CEOs, CTOs, CPOs, CDAOs and functional leaders to accelerate implementation.
• Support investment teams during diligence and early-stage value creation planning.
• Develop repeatable AI playbooks, frameworks and capabilities that can be deployed across the portfolio.
• Build relationships with leading AI technology providers, practitioners and external partners.
• Act as a senior thought partner while remaining close enough to delivery to unblock programmes and drive outcomes.

CANDIDATE PROFILE

We are particularly interested in individuals who have combined high-level AI strategy with direct implementation experience. Relevant backgrounds may include AI leadership within a private equity fund or portfolio value creation team, senior leadership within an MBB AI or digital practice, AI product leadership within a major technology business, or operating experience building AI capabilities inside complex enterprise environments.

• Deep understanding of Generative AI, machine learning and modern AI product development.
• A track record of taking AI initiatives from 0-1 and into production.
• Strong product thinking alongside technology and commercial judgement.
• Experience translating emerging AI capabilities into measurable business outcomes.
• Credibility with boards, investment teams and highly technical delivery teams.
• Experience influencing senior stakeholders without relying on large internal delivery teams.
• Exposure to private equity, technology investing or PE-backed environments strongly preferred.

This is an opportunity to play a central role in shaping how one of the world's leading technology investors drives AI-enabled value creation across its portfolio.

Head of Data

Location: Fareham, UK

Wealth Management

Competitive Salary

We are working with a dynamic, forward-looking wealth management business that is redefining how clients experience investment and financial planning. Combining digital innovation with trusted advisory expertise, the business is scaling rapidly, delivering personalised client solutions and driving operational excellence across its platform. Positioned at the forefront of the sector, the firm is helping shape the future of wealth management.

We are seeking a highly strategic and technically skilled Head of Data who will be responsible for ensuring data capability and governance underpin strategic priorities, drive value creation and enable data driven product, client and commercial decisions. The role combines hands on technical leadership with strong commercial acumen and outstanding stakeholder engagement to accelerate the monetisation of data across platforms, products and client solutions.

Key Responsibilities

• Partnering with the CEO and Executive Leadership Team to optimise data strategy and execution, ensuring alignment across data governance, engineering, analytics and product initiatives.
• Leading high priority data initiatives, including data platform enhancements, data product development, pricing and commercial models for data-enabled solutions and market and customer analytics, ensuring recommendations are actionable and data-driven.
• Driving end-to-end execution of data led initiatives, tracking progress, resolving roadblocks and fostering a culture of accountability across data, tech and commercial teams.
• Monitoring data platform and analytics performance, supporting commercial decision making and identifying opportunities for optimisation, innovation and growth.
• Embedding risk management, data privacy and regulatory alignment across data.

The Ideal Candidate

• Proven experience in a senior data leadership role within wealth management, asset management or broader financial services (e.g., Head of Data, Chief Data Officer or equivalent).
• Strong strategic, operational and analytical skills, with a track record of delivering cross functional data driven programmes to completion.
• Demonstrable experience leading complex data or digital transformations, including data architecture, data governance, ML/AI enablement and data monetisation.
• Exceptional communication and interpersonal skills, with the confidence to engage senior executives, boards and external partners.
• Commercially astute, able to align data strategy and delivery with business outcomes, revenue opportunities and client value propositions.
• Highly organised, proactive and able to manage competing priorities in a fast p paced environment.
• Deep understanding of regulatory frameworks, data privacy and data management best practices relevant to UK wealth management.
• Hands on but strategically focused: comfortable contributing technically when needed while driving the overarching data strategy and commercial ambitions.

For more information, please apply for this role or contact Elliot O'Shea-Cowan at elliot.oshea-cowan@phippscameron.com.

Director of M&A | Germany | PE-Backed Healthcare Platform

I’m working on an exciting opportunity with a fast-growing, PE-backed healthcare services platform in Germany, looking to appoint a Director of M&A to help drive its next phase of buy-and-build growth. The business operates at meaningful scale nationally and is pursuing an ambitious acquisition strategy in a fragmented market.

This is a hands-on role with direct exposure to senior management and shareholders, suited to someone who wants to play a visible role in executing and shaping a live M&A agenda. The position will involve ownership of the deal pipeline, evaluation of targets, business case development, LOI preparation, due diligence coordination, SPA negotiations, management of external advisers, and support through post-merger integration. There is also broader exposure to strategy, corporate development and operational improvement work.

We are keen to speak with candidates who bring c.5–8 years of M&A experience gained in investment banking, consulting, transaction advisory or in-house corporate development. You should have strong modelling capability, successful end-to-end transaction experience, including SPA negotiation exposure, and be comfortable operating with a high degree of autonomy in a fast-moving environment. Fluency in both German and English is required.

This is a particularly attractive opportunity for someone who enjoys hands-on deal execution, wants broader ownership than a traditional large corporate seat, and is motivated by the chance to help build a scaled platform in a resilient healthcare market.

Location: Germany
Language: German and English