You will be instrumental in:

• Defining and driving the strategic roadmap for AI and Generative AI adoption across the advisory and wealth management value chain
• Identifying high-value AI/GenAI use cases aligned with business objectives and client needs
• Establishing and guiding the end-to-end AI application lifecycle, from ideation and feasibility assessment to deployment and continuous improvement
• Advising senior stakeholders on AI strategy, governance, and best practices to maximize business impact and ROI

Will combine your technical expertise with business acumen to:

• Conduct strategic assessments of existing workflows and processes to identify opportunities for AI-driven enhancements
• Provide thought leadership and strategic guidance on the integration of generative AI technologies, including LLMs, into advisory and wealth management operations
• Collaborate closely with business leaders, product managers, and technical teams to ensure alignment of AI initiatives with strategic business goals
• Develop frameworks and methodologies for evaluating AI solutions, measuring success, and ensuring responsible AI practices

The ideal candidate for this job should have:

• Bachelor's or Master's degree in Computer Science, Data Science, Statistics, Business Administration, or a related field
• Strong understanding of advisory and wealth management domain processes, value chains, and business drivers
• Proven experience in AI strategy consulting, including identifying, prioritizing, and implementing AI/GenAI use cases
• Demonstrated ability to translate complex business challenges into actionable AI strategies and roadmaps
• Exceptional analytical, problem-solving, and strategic thinking skills
• Excellent communication, presentation, and stakeholder management skills, with the ability to influence senior executives and cross-functional teams
• Comfort working in dynamic, agile environments with globally distributed teams
• Natural curiosity and passion for emerging AI technologies and their practical business applications

Responsibilities in this job include (but are not limited to):

• Leading strategic assessments to identify and prioritize AI/GenAI opportunities within advisory and wealth management workflows
• Defining and communicating clear AI strategies, roadmaps, and implementation plans aligned with business objectives
• Advising stakeholders on best practices, risks, and governance frameworks for responsible AI adoption
• Collaborating with technical teams to ensure successful translation of strategic AI initiatives into practical, scalable solutions
• Establishing metrics and KPIs to measure the effectiveness and business impact of AI implementations
• Providing thought leadership, training, and knowledge sharing to build organizational AI capabilities and awareness

Required Technical Skills:

• Strong understanding of generative AI technologies, including LLM capabilities, prompt engineering, fine-tuning, and Retrieval-Augmented Generation (RAG) architectures
• Familiarity with AI platforms and tools such as Amazon Bedrock, Microsoft Copilot Studio, OpenAI, and other leading AI frameworks
• Knowledge of cloud computing principles, AI deployment patterns, and best practices for scalable, secure, and compliant AI solutions
• Ability to evaluate and recommend appropriate AI technologies, frameworks, and architectures based on business requirements and constraints
• Understanding of responsible AI practices, ethical considerations, and regulatory compliance in financial services

What we will look for in an ideal candidate:

• Bachelor's or Master's degree in Engineering, Computer Science, Data Science, Statistics, Quantitative Finance or related fields
• Proven track record in AI strategy consulting or advisory roles, ideally within financial services or wealth management domains

Preferred Additional Experience:

• Direct experience in financial services, advisory &  wealth management domain
• Experience with strategic consulting methodologies, frameworks, and stakeholder engagement practices
• Familiarity with data governance, privacy, and regulatory compliance considerations specific to financial services
• Experience leading cross-functional teams and influencing senior stakeholders in complex organizational environments
• Thought leadership demonstrated through publications, speaking engagements, or industry contributions in AI/GenAI topics