Regional Artificial Intelligence Specialist, Vice President
Core
Regional AI Specialist driving AI adoption for Financial Advisors and field teams to enhance client engagement and business campaigns.
Role type
Senior IC change management specialist (Wealth Management)
Builds
Field-ready AI use cases for client acquisition, retention, and targeted business campaigns
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Wealth Management domain expertise, change management, field enablement, relationship management, strategic planning, data analysis, project coordination, stakeholder management, presentation skills
Preferred skills
AI concepts and practical use cases, product enablement experience, Series 7 license
Technologies
Salesforce, AI productivity tools
Responsibilities
Partner with Regional and Branch Leadership to understand local business priorities and adoption barriers; Lead practical education sessions, workshops, and coaching for Financial Advisors; Translate firmwide AI priorities into region-specific engagement plans; Identify and support business development opportunities tied to AI initiatives; Coordinate with Home Office partners, product teams, and technology teams to support field execution.
Seniority
Senior, hands-on IC
