Rafi Menachem
Boston, Massachusetts

About Rafi

Rafi Menachem is the founder and CEO of Syntari International, Inc. At Syntari, we believe the future of work belongs to those who combine human intelligence with artificial intelligence — not to replace it, but to amplify it.

Our mission is simple: Human Intelligence, Amplified.

Syntari is an AI-native consulting and platform company that turns fragmented AI experiments into measurable enterprise value through the Syntari Intelligence System—a unified combination of Syntari Consulting, the Syntari3 delivery platform, and the Syntari Academy that aligns people, process, data, and governance.

With a career spanning both industry and consulting, Rafi has held leadership roles in large-scale transformation initiatives at firms such as MassMutual, John Hancock | Manulife, Barings, and PwC, where he specialized in investment management, program delivery, and business optimization.

His expertise spans multiple business functions including Investment Operations, Startups & Business Growth Strategies, Target Operating Model Design, Transformation & PMO, Vendor Management, Business Process Architecture & Workflow Automation, Human Resources & Change Management, and UX/UI Design & Digital Experience Optimization.

Rafi is passionate about business process architecture and workflow automation, implementing Smartsheet, Monday.com, and PowerAutomate to streamline operational efficiencies. His deep expertise earned him a spot on the Smartsheet Product Advisory Council, where he was selected from over 20,000+ clients for a two-year rotation.

Experience

Founder & CEO

Syntari® AI

Boston, Massachusetts, United States

March 2025 - PresentCurrent

At Syntari, we believe the future of work belongs to those who combine human intelligence with artificial intelligence — not to replace it, but to amplify it. Syntari is an AI-native consulting and platform company that turns fragmented AI experiments into measurable enterprise value through the Syntari Intelligence System—a unified combination of Syntari Consulting, the Syntari3 delivery platform, and the Syntari Academy that aligns people, process, data, and governance.

CEO

Apex Investment Consulting & Staffing, LLC

Greater Boston

July 2024 - PresentCurrent

Boutique consulting firm providing specialized project and program management staff augmentation to investment management firms.

Product Advisory Council Member

Smartsheet

Remote

March 2024 - PresentCurrent

Serve as a strategic voice within Smartsheet's Product Advisory Council, offering direct customer insights to influence product roadmap, feature development, and long-term direction. Selected from over 20,000+ Smartsheet clients for a two-year rotation.

Head of Business Enablement

Martello Re

Charlotte, North Carolina, United States

August 2024 - July 2025

Led the strategic development and execution of critical operational capabilities that enhance enterprise-wide effectiveness and scalability. Reporting directly to the Chief Operating Officer, focused on building robust foundational systems, streamlined business processes, and shared services that empower internal teams to perform efficiently, achieve strategic goals and implement artificial intelligence.

Head of Program Management, Investment Management

MassMutual

Boston, Massachusetts, United States

July 2021 - August 2024

Led the Program Management Office for Investments (PMOfI), defining and executing how the Investment Management function operates across project and program management to grow MassMutual's ~$300 billion General Investment Account (GIA). Accountable for establishing vision/strategy, program & portfolio governance, driving annual $30 million portfolio planning, business transformation & change management, and leading a cohesive team of 10 FTEs and 80 contractors.

Investment Program Management Office (PMO) Lead

MassMutual

Boston, Massachusetts, United States

July 2020 - July 2021

Responsible for driving successful execution and completion of investment management initiatives, on time and within budget through strong leadership, effective communication, and issue resolution. Oversaw the PMOfI portfolio, including governance processes, intake processes, prioritization, roadmap planning and execution.

Transformation & Path to Digital Lead, Global Wealth & Asset Management

Manulife Investment Management

Greater Boston Area

September 2019 - June 2020

Led the delivery of the Path to Digital Leadership initiative, collaborating with regional marketing and technology resources. Provided regular updates on program status, risk, challenges and opportunities to the GWAM Leadership.

Executive Program Oversight, General Account Delivery | PMO

Manulife Investment Management

Greater Boston Area

July 2018 - September 2019

The Global Optimization (GO) initiative was the largest transformation initiative ever executed by Manulife. Led program planning, discovery, design, develop and implementation phases for the GO-GA program delivery with C$1.1 trillion in Assets under Management and administration.

Earlier Career

Director of Real Estate Transformation & PMO

Manulife Investment Management

Greater Boston Area

July 2017 - July 2018

Crafted and presented a $12 million-dollar case for change of Manulife's commercial real estate division that led to the launch of the Real Estate Transformation program benefiting over 450 employees and thousands of commercial tenants. Led the PMO with four direct reports and oversight on 40+ vendors, consultants, and employees.

Director | Alternative Investments | PMO | Global Optimization

Manulife Investment Management

Greater Boston Area

March 2016 - July 2017

Crafted the initial case for change of Manulife's Global Optimization program and successfully secured funding of $250 million for this multi-year multi-location operational and technology transformation. Led multiple business transformation analyses including process reengineering, vendor selection, insourcing/outsourcing opportunities, and location strategy.

Manager - Advisory Asset Management Practice

PwC

Greater Boston Area

January 2015 - March 2016

Led both agile and waterfall project lifecycles from strategy through execution. Oversaw and managed client engagement workstreams including 4-8 PwC consultants, driving day-to-day client meetings, monitoring engagement project plans, deliverables, costs, and conducting staff performance reviews.

Senior Associate - Advisory Asset Management Practice

PwC

Greater New York City Area

July 2013 - December 2014

Consulted top 100 industry-leading alternative asset managers/servicers, private equity and hedge fund clients on front, middle and back office operations including: expansion strategies, target operating/shared services models, and lean transformation.

Asia Investment Officer

Grassroots Business Fund

Washington D.C. / Indonesia

August 2011 - April 2012

Supported Chief Investment Officer with development of fund's private placement memorandum. Structured $4 million in mezzanine debt/equity investments. Vetted $37 million in pipeline investment opportunities. Selected by CEO to open and establish fund's presence in Indonesia.

Middle Office Operations & Risk Officer

Grassroots Business Fund

Washington D.C.

May 2008 - August 2011

Recruited by CIO to develop and establish fund's investor servicing department including portfolio management system, investor onboarding, pipeline tracking, IC approval process. Managed and led day-to-day activities expanding team from 1 to 3 full-time employees. Invited to sit on GIIRS emerging markets standards advisory board.

Business Analyst

BearingPoint

McLean, Virginia

August 2007 - April 2008

Spearheaded and developed five-year financial model that led to successfully winning a $218 million USAID contract. Discovered and corrected division-wide financial billing error that increased BearingPoint's EM division revenues by 1%. Recommended by Managing Director to lead financial audit team in Kabul, Afghanistan.

Monitoring And Evaluation Specialist

International Finance Corporation

Washington D.C.

September 2005 - June 2007

Updated quarterly financial projections of investments and drafted qualitative reports for investment teams. Designed and developed a new quarterly portfolio report circulated to IFC senior management and investors. Supported monitoring & evaluation team on financial project data collection for grassroots businesses in Southern Africa, Eastern Africa and Southeast Asia.

Management Specialist

U.S. Department of State | Ho Chi Minh City Consulate General

Ho Chi Minh City, Vietnam

June 2006 - September 2006

Selected as one of two interns from a pool of 300 applicants. Filled in for two senior foreign service officers, acting as emergency coordinator and overseeing human resource functions. Processed and reviewed applications administering English proficiency and computer skills exams to over 350 candidates.

Education

Questrom School of Business, Boston University

Master of Business Administration (MBA)

Finance & International Management

The George Washington University - School of Business

Bachelor of Business Administration (BBA)

International Business, International Politics

Y Combinator

Startup School

Harvard Division of Continuing Education

Certificate, Essential Management Skills For Emerging Leaders

Semester At Sea / ISE

International Business

Languages

EnglishNative or Bilingual
HebrewLimited Working
Bahasa IndonesiaElementary
VietnameseElementary

Certifications

Hands-on AI Masterclass I: Fundamentals

you.com

Smartsheet Project Management Certified

Smartsheet

Speaking Engagements

Lake Norman, NC AI Summit

2026

Charlotte AI Summit

2025

InvestOps Connect

2024

Smartsheet Engage | Program Management Office

2023

InvestOps Connect | Target Operating Model

2023