AI Enablement Business Analyst

Fiduciary Trust Company; Boston (MA); On-site; USD 100,000 - 130,000; Full time

Job summary

Fiduciary Trust Company seeks an AI Enablement Business Analyst to drive AI automation across business processes, from discovery to rollout and optimization. You will identify use cases, design agentic workflows, and ensure adoption with training and governance in mind.

You will partner with AI engineers, data teams, and business stakeholders to build scalable, secure solutions using generative AI, automation frameworks, and low-code platforms.

Qualifications

• 5+ years in business analysis, process automation, or digital transformation.
• 2+ years delivering AI, automation, or intelligent workflow solutions.
• Elicit and document requirements and translate them into working solutions.
• Hands-on experience building agentic workflows, prompts, guardrails, and testing.
• Strong knowledge of generative AI, AI agents, workflow orchestration, and prompt engineering.
• Experience with platforms such as Anthropic Claude Cowork, Microsoft Copilot Studio, Azure AI, OpenAI, Power Platform, ServiceNow, or Salesforce.
• Excellent analytical, problem-solving, and stakeholder management skills.
• Excellent facilitation, training, and written communication skills.
• Bachelor's degree in Business, Information Systems, Computer Science, Engineering, or related field.

Responsibilities

• Identify business processes and use cases suitable for AI automation and/or augmentation.
• Design and build end-to-end agentic workflows with prompts, tool calls, and guardrails.
• Partner with AI engineers, data engineers, and architects for deeper builds.
• Integrate agents with systems via APIs and low-code platforms.
• Ensure solutions are scalable, secure, and aligned with enterprise standards.
• Drive adoption through training, documentation, and ongoing support.
• Define KPIs and measure time savings, costs avoided, and experience impact.
• Present progress and risks to senior leadership and governance bodies.

Skills

Business analysis

AI/automation

Requirements gathering

Agentic workflows

Generative AI

Prompt engineering

Stakeholder management

Training & communication

Education

Bachelor's degree in Business/IS/CS/Engineering

Tools

Anthropic Claude Cowork

Microsoft Copilot Studio

Azure AI

OpenAI

Power Platform

ServiceNow

Salesforce

Job description

The AI Enablement Business Analyst is a key contributor to the evolution of our technology and transformation initiatives. This role will be responsible for identifying business processes and use cases suitable for AI automation, building the agentic workflows that deliver the automation, and driving adoption and training across the business. This is a hands-on role for a business analyst who understands and has experience with AI, can build with this technology, and can connect business stakeholders, technology teams, and end users enabling our AI investment to become working capability.

The ideal candidate pairs business analysis and process optimization skills with practical fluency in generative AI, agent frameworks, and workflow orchestration. They are equally comfortable running a discovery session, writing the requirements, building and testing the workflow, training the teams that will leverage the technology, and assessing adoption.

The AI Enablement Business Analyst owns each automation end-to-end, from opportunity identification through build, rollout, training, and continuous optimization.

Primary Responsibilities

Process Discovery & Use Case Identification

• Map current-state business processes to pinpoint tasks, hand-offs, and decisions that AI can automate and/or augment.
• Facilitate workshops and interviews with business teams, identifying surface pain points and automation candidates.
• Qualify each use case on business value, implementation complexity, data readiness, and risk, and prioritize accordingly.
• Document requirements, process flows, acceptance criteria, and expected outcomes for every automation.
• Maintain a prioritized backlog of automation opportunities, balancing quick wins against longer-term transformation.

Agentic Workflow Design & Build

• Build, test, and deploy agentic workflows that automate multi-step processes end-to-end.
• Write and iterate on prompts, tool calls, guardrails, and success criteria behind each agent.
• Partner with AI engineers, data engineers, and architects where deeper technical build is required.
• Integrate agents with existing business systems, data sources, and client-facing applications through APIs and low-code platforms.
• Keep solutions scalable, maintainable, secure, and aligned with enterprise architecture standards.

Model, Tooling & Optimization

• Evaluate and select the AI models, tools, and platforms best suited to each use case.
• Apply prompt engineering, retrieval, and orchestration patterns appropriate to the workflow.
• Monitor accuracy, usability, and operational impact in production, and tune solutions based on real usage.
• Build automations within the organization's governance, risk, regulatory, and security requirements.
• Work with legal, compliance, information security, and risk teams to set appropriate guardrails.
• Apply responsible AI practices, including explainability, data privacy, fairness, human oversight, and auditability.

Adoption, Training & Enablement

• Own user adoption: design and deliver training, documentation, office hours, and ongoing support.
• Track adoption, satisfaction, and productivity gains, and act on learned data.
• Run feedback loops with users and fold input back into workflows.
• Raise AI literacy across business teams and serve as the go-to advisor on what AI can and cannot do.

Measurement & Value Realization

• Define KPIs and capture baseline measurements before each automation goes live.
• Report on time saved, costs avoided, quality improvements, and client experience outcomes.
• Present progress, risks, and recommendations to senior leadership and Technology Steering Committee.

Required Skills and Characteristics

• 5+ years in business analysis, process automation, digital transformation, or business systems roles.
• 2+ years of hands-on experience delivering AI, automation, or intelligent workflow solutions.
• Demonstrated ability to elicit and document business requirements and turn them into working solutions.
• Hands-on experience building agentic workflows, including prompts, tool integrations, guardrails, and testing.
• Strong working knowledge of generative AI, AI agents, workflow orchestration, and prompt engineering.
• Experience with platforms such as Anthropic Claude Cowork, Microsoft Copilot Studio, Azure AI, OpenAI, Power Platform, ServiceNow, or Salesforce.
• Strong analytical, problem-solving, and stakeholder management skills.
• Strong facilitation, training, and written communication skills.
• Bachelor's degree in Business, Information Systems, Computer Science, Engineering, or related field.

Preferred Qualifications

• Experience in Wealth Management, Asset Management, Banking, Insurance, or Financial Services.
• Familiarity with AI governance, model risk management, and experience delivering within a regulated industry and its requirements.
• Experience implementing client-facing AI solutions and digital experiences.Experience with agent frameworks, RAG architectures, conversational AI, workflow automation, and API integrations.
• Agile, Scrum, business analysis (CBAP/CCBA), or AI-related certifications.
• Knowledge of data management, analytics, and enterprise architecture principles.

Compensation Information: Annual base salary for this role is $100,000 - $130,000 based on experience and qualifications. This role may also be eligible to receive an annual discretionary bonus.