Role Summary

The AI Adoption & Integration Lead will help Associates and managers successfully transition to AI-enabled ways of working and embed those changes into their day-to-day routines, roles, behaviors, and operating practices.

As a core member of a dedicated Implementation Pod, this role will work alongside the business team, AI Process Transformation Lead, and Applied AI Solutions Lead throughout each engagement. The AI Adoption & Integration Lead will bring the perspective of the people whose work is changing, helping the team understand what it will take for the new workflow to be practical, trusted, adopted, and sustained.

This role is not primarily about communications or delivering training after a solution has already been designed. The AI Adoption & Integration Lead will participate throughout the engagement so that user needs, change implications, and adoption risks can influence the emerging workflow and solution in real time.

Success will be measured by whether real people successfully adopt the new way of working and whether the business can sustain it after the Implementation Pod moves on.

Responsibilities

Understand the People:

• Build trusted relationships with the Associates, managers, and business leaders whose work is changing and understand how the proposed change will affect their day-to-day experience.
• Identify likely adoption barriers, skill gaps, concerns, incentives, role impacts, and practical realities that need to influence the future-state design.
• Bring the user and people perspective into Pod discussions throughout the engagement rather than waiting until launch.
• Help the team distinguish between reasonable adoption concerns and change resistance that requires active leadership reinforcement.

Prepare People for the Change:

• Develop a focused adoption approach tailored to the specific workflow, population, and business context, including communications, hands-on learning, manager enablement, job aids, and launch support.
• Translate the emerging workflow and AI solution into practical guidance that Associates can understand and use confidently.
• Help users understand when and how to use AI effectively, where human judgment remains important, and how to respond when the solution does not behave as expected.
• Partner closely with business managers and workflow stewards so they are equipped to reinforce the new way of working.

Make the New Way of Working Stick:

• Ensure responsibilities, procedures, escalation paths, operating routines, and ongoing ownership are clear before the Pod completes an engagement.
• Support launch, gather rapid feedback from users, and work with Pod teammates to address adoption barriers or practical issues as they emerge.
• Establish practical adoption and usage measures and support post-launch assessment of whether the new workflow is being sustained.
• Capture reusable change and adoption practices and share recurring learning with the broader AI Learning & Community Enablement team.

Mindset

• People-oriented and empathetic: naturally seeks to understand how change will affect others and what they need to be successful.
• Builds trust quickly and is comfortable engaging with people doing real jobs, not only senior stakeholders.
• Brings positive energy, optimism, and momentum to change.
• Strong listener and facilitator who can help people move from uncertainty to confidence.
• Organized and execution-oriented; follows through on the many practical details that determine whether change sticks.
• AI-forward and enthusiastic about helping others become successful with new technology.
• High urgency, low ego, and excited to be part of a high-performing team rather than seeking individual ownership or visibility.

Qualifications

Required:

• Bachelor's degree or equivalent experience in business, organizational development, communications, human resources, operations, technology, or a related discipline and 5+ years of related experience.
• Experience in change management, digital adoption, transformation, implementation, learning, organizational effectiveness, or related roles.
• Demonstrated experience helping teams adopt new technology, processes, or ways of working.
• Strong interpersonal, facilitation, communication, and stakeholder-management skills.
• Ability to translate complex changes into simple, practical guidance for business users.
• Strong organizational skills and ability to execute quickly in a fast-moving team environment.
• Working knowledge of generative AI and enthusiasm for helping others use AI effectively.

Preferred:

• Experience supporting technology-enabled workflow transformation.
• Experience developing and facilitating hands-on learning or adoption programs.
• Experience in financial services, asset management, or another regulated environment.
• Familiarity with change-management methodologies, applied pragmatically rather than as rigid process.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits