AI-Driven Process Transformation Lead

Raymond James Financial, Inc.; Pittsburgh (Allegheny County); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability benefits

Retirement plan

Paid time off

Job summary

Raymond James Financial, Inc. is seeking a Business Process Re-Engineering Lead to advance the bank’s workflow redesign and AI-enabled automation agenda.

The role partners with business leaders and AI governance to evaluate current-state processes, define future models, and deploy AI-enabled workflows while ensuring controls, auditability, and sustainability. The candidate will build business cases, lead pilots to production, and monitor adoption, with emphasis on data readiness, risk

Qualifications

• Requires documenting current-state processes and designing future-state workflows.
• Experience building and assessing AI-enabled process solutions.
• Familiarity with Microsoft 365 Copilot, M365 Agent Builder, ChatGPT workflows.

Responsibilities

• Identify and prioritize automation or AI use cases based on value and risk.
• Design, build, test, and deploy AI-enabled solutions within governance framework.
• Lead change management and adoption of AI-powered processes.

Skills

Business process analysis

Workflow redesign

Change management

Excel

Communication

AI tools familiarity

Education

Bachelor’s degree in Business/IS

Tools

Microsoft 365 Copilot

Power Platform

ChatGPT

M365 Agent Builder

Job description

Raymond James Financial, Inc. is seeking a Business Process Re-Engineering Lead to advance the bank’s workflow redesign and AI-enabled automation agenda.

The role partners with business leaders and AI governance to evaluate current-state processes, define future models, and deploy AI-enabled workflows while ensuring controls, auditability, and sustainability. The candidate will build business cases, lead pilots to production, and monitor adoption, with emphasis on data readiness, risk