Regional AI Specialist, Vice President
Core
Regional AI Specialist driving AI adoption and practical use cases for Financial Advisors and field teams to enhance client engagement and business development.
Role type
Senior IC change management and enablement specialist (VP-level)
Builds
Field-ready AI workflows, adoption strategies, and training programs for Wealth Management teams
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Wealth Management domain expertise, change management, field enablement, stakeholder relationship management, strategic translation, execution discipline
Preferred skills
AI concepts and use cases, product enablement, series 7 license
Technologies
Salesforce
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 and Support Professionals; 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 effective field execution.
Seniority
VP-level, hands-on IC
