Permanent Full Time
As the Director, AI Wealth Enablement you will be responsible for enabling the effective, responsible, and value driven adoption of Artificial Intelligence in support AI use case implementation within the Wealth business. This role partners with business leaders to identify, shape, and validate AI opportunities, translating business needs into clear AI use cases. Also working closely with Technology to ensure solutions are feasible, prioritized, and deliver measurable value. A key component of the role will be engaging with Advisors directly to gather feedback on use cases and educate on AI capabilities. The Director will operate as an enabler and will partner with leaders in all functional areas to accelerate the business strategy using AI - this includes opportunity identification, business case development, prioritization, and value realization. Success in this role will be measured by AI driven value realization across Wealth, which will be achieved through influence, strong stakeholder relationships, and a deep understanding of both business outcomes and AI capabilities
What you will do:- Partner with functional leaders to identify high value opportunities where AI can improve outcomes and efficiency as related to advisor experience, dealer processes, compliance needs, and other wealth opportunities
- Work with business leaders to unpack and shape AI business cases, clarifying the problem to solve, expected benefits, risks, and success measures before solutions are pursued
- Establish channels to engage directly with advisors; gather feedback to form as requirements to solve advisor productivity and complexity issues using AI, while also being an advocate for existing and emerging AI capabilities that advisors should be adopting
- As part of business architecture align with existing mandate to translate business needs into clear AI use cases and requirements, partnering with technology, data, and architecture teams to prioritize, assess feasibility, and alignment to enterprise AI capabilities and standards
- Build AI literacy and proficiency across leadership teams by sharing insights, patterns, and practical examples of what is working, and what is not, across the organization
- Measure and track value realization from use cases
- Champion responsible AI practices, ensuring compliance with privacy, security, and ethical standards
- Stay current on AI trends, emerging technologies, and competitor offerings
What you will bring:- Deep understanding of AI capabilities and limitations (including generative AI, automation, analytics, and machine learning) and how they apply in regulated environments such as financial service, inclusive of wealth
- Strong ability to bridge business strategy and technology, translating business problems into actionable AI opportunities and explaining AI concepts in clear, practical terms
- Experience with engaging stakeholders in the field; advisors, and/or advisor support teams
- Demonstrated experience developing, assessing, and prioritizing business cases, including benefits realization and outcome measurement
- Demonstrated ability to lead through influence and drive cross-functional outcomes across business and technology stakeholders
- Exceptional stakeholder leadership and partnership skills, with confidence engaging senior business, compliance, and technology leaders
- Strong judgment and systems thinking, balancing innovation with risk, governance, and long-term sustainability
- Excellent communication and problem-solving skills
- Passion for innovation, with a track record of challenging the status quo and embracing change in AI adoption
- Learning mindset with ability to experiment, embrace learnings, and pivot quickly
The base salary for this position is between
$128,200 - $178,200 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.
Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.
Requisition ID: 6892
Category: Digital Technology
Location:
