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

Leo Berwick

. Build and scale Leo Berwick’s power, utilities, and renewables technology advisory practice .

Posted 10/7/2026full-timeRemote • United States, CanadaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in technology advisory for the power, utilities, and renewables sectors, with a strong focus on technology diligence, integration planning, and client engagement. Proven ability to lead cross-functional teams and deliver high-quality outcomes while building relationships with senior executives and investment professionals.

Highest-signal resume keywords

Technology DiligenceData ExpertiseAI Use Case DesignTechnology M&A ExperienceClient Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technology AssessmentArchitecture ReviewSoftware DevelopmentData Pipeline CreationAnalytics Model DevelopmentCybersecurity Risk AssessmentCompliance Risk AssessmentTechnology Integration PlanningEnd-to-End Engagement DeliveryBusiness Origination

Soft Skills

MentoringBuilding TrustCollaborationLeadershipClient Satisfaction

Tools & Technologies

SCADAEMS/DMSAMIGISAsset ManagementWork ManagementERP

Industry Keywords

Power GenerationUtilitiesRenewablesPrivate EquityInfrastructure Funds

Tech Stack

Tools & technologies

Cyber SecurityERP

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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