7 дней назад
AI Transformation & Advisor Experienc Lead
132 420 - 217 545$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
AI Transformation & Advisor Experienc Lead (AI/Wealth Management): Developing and scaling AI-enabled solutions and redesigned workflows for advisor and client-facing teams with an accent on productivity, commercial outcomes, and regulatory governance. Focus on advising business leaders, building transformation roadmaps, and leading implementation across Wealth Management, Operations, Technology, Risk, Compliance, Product, and Enterprise AI teams.
Location: New York, United States; hybrid with three days per week in the office
Salary: $132,420–$217,545 base pay, with potential eligibility for annual, sales, or other incentive compensation.
Company
provides insurance and financial services, including Client Solutions and Wealth Management offerings.
What you will do
- Advise business leaders on high-value applications of AI, automation, and emerging technologies.
- Develop transformation strategies and roadmaps tied to measurable commercial and experience outcomes.
- Design and scale AI-enabled solutions and redesigned workflows for advisor- and client-facing teams.
- Lead implementation and adoption across Wealth Management, Client Solutions, Distribution, Operations, Technology, Product, Risk, Compliance, and Enterprise AI.
- Ensure AI solutions align with regulatory, risk, compliance, operational, and governance requirements.
Requirements
- Business or internal consulting experience with strong analytical and workflow analysis skills.
- Expertise in AI tools and capabilities, with a demonstrated implementation track record.
- Deep Wealth Management expertise and knowledge of advisor workflows, client-facing experiences, service processes, and operations.
- Experience developing scalable AI solutions and redesigning workflows with AI, automation, and emerging technologies.
- Experience leading transformation initiatives that delivered measurable business benefits.
- Must be legally authorized to work in the United States without current or future employer sponsorship.
Culture & Benefits
- Support for professional and personal goals through skill-building and leadership development.
- Philanthropic opportunities and a focus on building communities.
- Contemporary, supportive, flexible, and inclusive benefits and resources.
- Benefits apply to eligible full-time employees.
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