Senior AI Transformation - WM&I
Core
Define and execute AI transformation plans, identify high-value use cases, and scale generative AI solutions (Copilot, agents, automation) across Wealth Management & Insurance domains.
Role type
Senior AI Transformation Lead (Business/Strategy)
Builds
AI-enabled automation playbooks, Copilot experiences, agent workflows, and redesigned operating models for Private Banking, Asset Management, and Insurance.
Domain
Financial Services (Wealth Management & Insurance)
Deliverable
product features
Required skills
Generative AI strategy, process mapping, stakeholder management, business case development, KPI framework design, change management, prompt engineering, responsible AI governance
Preferred skills
Hands-on experience with Copilot/automation platforms, agentic workflows, Microsoft Azure AI/OpenAI, Power Platform
Technologies
Microsoft Copilot, Azure AI, OpenAI, Power Platform
Responsibilities
Define AI transformation plans aligned with business priorities; Identify and prioritize AI use cases across the wealth lifecycle; Translate business pain points into actionable AI solutions; Lead discovery workshops to redesign processes; Build business cases and adoption roadmaps; Coordinate delivery with Data, Engineering, Risk, and Compliance teams; Act as a trusted advisor on AI adoption and responsible AI practices.
Seniority
Senior, hands-on IC with strategic influence
