Director, AI Enabled Process Transformation Lead
Core
Design, build, and deploy AI-enabled workflow and process improvements to enhance operational efficiency, quality, and scalability within financial services operations.
Role type
Director, AI-enabled process transformation (hands-on IC)
Builds
AI-enabled workflows, task-specific agents, and automated process flows using Microsoft 365 Copilot and agent-based solutions
Domain
Financial services / Operations / AI Productivity
Deliverable
production ML models
Required skills
Operations process management, AI solution design and configuration, Microsoft 365 Copilot, agent-based automation, workflow automation, change management, stakeholder collaboration
Preferred skills
Tax operations experience
Technologies
Microsoft 365 Copilot, agent builders, workflow automation tools
Responsibilities
Partner with operations leaders to identify workflow pain points and translate them into AI solutions; Design and deploy AI-enabled process improvements embedded in daily operations; Lead transformation initiatives from opportunity identification to sustained adoption; Collaborate with technology and risk partners to ensure compliance and scalability; Refine solutions based on performance outcomes and operational feedback; Drive AI training and adoption across teams.
Seniority
Director, strategic execution and team leadership
