AI Enablement and Strategy Lead – AI and Intelligent Solutions, VP

Drive and architect an enterprise-scale AI enablement program across Securities Services Operations. Set strategy secure sponsorship design adoption models and deliver workforce productivity solutionsincluding Microsoft Copilot LLM chat tools speech-to-text and agent buildersto materially enhance productivity control and user experience. Operate as a management consultantstrategy hybrid: define the north star build the case for change design adoption pathways and land measurable outcomes and OKRs with urgency and precision all while aligning to firmwide strategy.

• Define and drive the AI strategy: Establish a clear risk-aware roadmap for AI adoption across custody fund services settlements and corporate actions; prioritize value pools using hypothesis-led approaches; articulate the case for change and investment theses; secure alignment from senior stakeholders and control partners.
• Lead program execution end-to-end: Stand up operating models and decision forums; secure funding and vendor alignment; orchestrate cross-functional workstreams across Technology Risk Legal and Operations; accelerate pace and remove blockers; hold owners accountable to outcomes and milestones.
• Scale core AI capabilities: Deploy Copilot for knowledge work LLM chat tools for research and decision support speech-to-text for call documentation and agent builders for operational tasks; define adoption archetypes role-based enablement performance baselines and risk controls to ensure safe sustained adoption.
• Build the enablement engine: Produce enterprise-grade collateral including playbooks prompt packs pattern libraries and adoption frameworks; deliver training floor-walking and communities of practice; equip managers with executive-ready toolkits KPIs and coaching materials to embed AI into daily work.
• Horizon scan emerging capabilities and translate into practical adoption: Maintain a strong understanding of emerging AI and productivity technologies; identify practical high-impact applications; translate tool capabilities into clear business value propositions and adoption plays; convert insights into prioritized recommendations pilots and scaled rollouts with measurable outcomes.
• Land change and communications: Create crisp executive narratives board-ready materials and compelling PowerPoint storytelling; build leadership alignment and change narratives; partner with 1st and 2nd line stakeholders to drive behavior change policy updates and recognition mechanisms.
• Prove value and de-risk: Instrument usage adoption and productivity impact; track cycle-time compression and cost-to-serve improvement; deliver executive dashboards and benefits tracking tied to the business case; manage model risk data privacy and compliance controls in partnership with the second line.

• Demonstrate a strategic operator mindset with ownership: Set direction challenge entrenched processes and move from concept to scaled adoption with urgency; make trade-offs and decisions with incomplete data.
• Exhibit AI fluency for operations: Apply working knowledge of Copilot LLM chat tools orchestration agentic AI patterns prompt engineering and speech-to-text; understand practical value unlocks and safe integration in Operations.
• Lead complex cross-functional programs: Set cadence enforce decision rights unblock teams and hold workstreams to outcomes; translate ambiguity into clear priorities phases and measurable OKRs.
• Communicate at a consulting-grade level: Deliver exceptional PowerPoint and narrative storytelling; produce sharp executive briefings and board materials; distill complexity into decisive recommendations and secure buy-in.
• Solve problems with structured analysis and rigor: Conduct hypothesis-driven analysis stakeholder synthesis value sizing and pragmatic experimentation; focus on outcomes not mechanics.
• Apply risk and control acumen: Shape AI guardrails data privacy considerations human-in-the-loop controls and model risk documentation in regulated environments; engage constructively with Risk Legal and Compliance.
• Demonstrate leadership and influence: Build credibility with senior leaders and front-line teams; foster communities of practice; coach others; exhibit tenacity curiosity and courage to challenge the status quo while maintaining trust.

• Bring 6 years in strategy consulting or transformation roles in financial services with direct experience deploying AI and automation at scale.
• Demonstrate experience implementing Microsoft Copilot enterprise LLM chat tools/platforms or agent builder frameworks in operational settings.
• Produce playbooks enablement assets and training curricula; possess strong change management credentials.
• Operate fluently in common delivery and governance methodologies; partner effectively with product and technology teams without running the mechanics.
• Leverage exposure to process mining automation and analytics platforms; interpret adoption dashboards and tie to financial outcomes.