AI, Data & Process Transformation Lead

Gen II Fund Services, LLC.

New York (NY)

Hybrid

USD 260,000 - 300,000

Full time

31 hours ago
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Job summary

Gen II Fund Services, LLC. is seeking a strategic leader to head AI, data and process transformation in New York.

The role drives enterprise-wide process improvement and AI-enabled transformations, reporting to the Chief Transformation Officer, with collaboration across technology, operations, and data leadership. You will oversee a program that prioritizes AI integration, governance, and operational excellence within a regulated financial services context, delivering measurable ROI and

Qualifications

  • Proven track record of driving process improvement in regulated financial services.
  • Experience deploying AI/automation tools in an enterprise setting.
  • Ability to communicate with board and operational teams.

Responsibilities

  • Own enterprise process improvement agenda with AI-first approach.
  • Lead BA team to map and redesign end-to-end fund workflows.
  • Ensure AI-enabled processes while maintaining SOC controls and regulatory requirements.
  • Create and maintain a process catalogue to underpin automation decisions.
  • Translate strategic priorities into structured delivery plans.
  • Support AI use-case identification and prioritization.

Skills

Process improvement
Strategic delivery
Financial services
AI / automation tools
Stakeholder management
Analytical skills
Communication skills
Self-starter
Enterprise AI platforms

Tools

Claude Enterprise
Document intelligence
Workflow automation
AI platforms

Job description

Gen II Fund Services, LLC. is seeking a strategic leader to head AI, data and process transformation in New York.

The role drives enterprise-wide process improvement and AI-enabled transformations, reporting to the Chief Transformation Officer, with collaboration across technology, operations, and data leadership. You will oversee a program that prioritizes AI integration, governance, and operational excellence within a regulated financial services context, delivering measurable ROI and

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